Massachusetts Financial Services Co. MA Buys 216,707 Shares of BWX Technologies, Inc. $BWXT

Massachusetts Financial Services Co. MA increased its stake in BWX Technologies, Inc. (NYSE:BWXT) by 18.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,375,740 shares of the technology company’s stock after purchasing an additional 216,707 shares during the period. Massachusetts Financial Services Co. MA owned approximately 1.50% of BWX Technologies worth $237,783,000 as of its most recent filing with the SEC.

Other hedge funds also recently modified their holdings of the company. Aventura Private Wealth LLC bought a new position in shares of BWX Technologies in the fourth quarter worth $29,000. Strategic Advocates LLC bought a new position in shares of BWX Technologies in the third quarter worth $32,000. Global Trust Asset Management LLC bought a new position in shares of BWX Technologies in the third quarter worth $32,000. WFA of San Diego LLC bought a new position in shares of BWX Technologies in the second quarter worth $29,000. Finally, Strategic Investment Solutions Inc. IL grew its position in BWX Technologies by 300.0% in the third quarter. Strategic Investment Solutions Inc. IL now owns 200 shares of the technology company’s stock valued at $37,000 after acquiring an additional 150 shares during the last quarter. Institutional investors own 94.39% of the company’s stock.

Wall Street Analyst Weigh In

BWXT has been the topic of a number of recent analyst reports. Wall Street Zen cut BWX Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, February 28th. BTIG Research lifted their target price on BWX Technologies from $225.00 to $235.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. Wells Fargo & Company initiated coverage on BWX Technologies in a research report on Wednesday, April 1st. They issued an “underweight” rating and a $200.00 target price on the stock. Truist Financial set a $205.00 target price on BWX Technologies in a research report on Friday, January 9th. Finally, TD Securities initiated coverage on BWX Technologies in a research report on Thursday, March 12th. They issued a “buy” rating and a $230.00 target price on the stock. Three research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $207.60.

BWX Technologies Stock Performance

BWX Technologies stock opened at $230.22 on Monday. BWX Technologies, Inc. has a 12-month low of $99.41 and a 12-month high of $237.90. The company has a quick ratio of 2.25, a current ratio of 2.32 and a debt-to-equity ratio of 1.64. The business’s 50-day moving average price is $205.44 and its two-hundred day moving average price is $196.01. The stock has a market cap of $21.09 billion, a PE ratio of 64.49, a P/E/G ratio of 3.96 and a beta of 0.80.

BWX Technologies (NYSE:BWXT) last released its earnings results on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.91 by $0.17. The firm had revenue of $885.84 million for the quarter, compared to analysts’ expectations of $837.47 million. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.The business’s revenue for the quarter was up 18.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.92 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. As a group, analysts expect that BWX Technologies, Inc. will post 3.23 earnings per share for the current fiscal year.

BWX Technologies Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Wednesday, March 11th were issued a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a dividend yield of 0.5%. This is an increase from BWX Technologies’s previous quarterly dividend of $0.25. The ex-dividend date was Wednesday, March 11th. BWX Technologies’s dividend payout ratio (DPR) is presently 30.25%.

Insider Transactions at BWX Technologies

In other news, Director Gerhard F. Burbach sold 1,983 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total transaction of $413,673.63. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $203.26, for a total value of $2,032,600.00. Following the sale, the chief executive officer owned 177,594 shares in the company, valued at approximately $36,097,756.44. This trade represents a 5.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 13,327 shares of company stock worth $2,734,844. Insiders own 0.60% of the company’s stock.

BWX Technologies Profile

BWX Technologies, Inc (NYSE: BWXT) is a specialized supplier of nuclear components and services, primarily serving the U.S. government and commercial markets. The company’s core expertise lies in the design, fabrication and servicing of nuclear propulsion systems for the U.S. Navy, where it supports the maintenance and overhaul of naval nuclear reactors. In addition to defense applications, BWXT develops small modular reactors (SMRs), nuclear fuel and related technologies for non‐defense power generation, offering scalable solutions to meet evolving energy and industrial demands.

Beyond propulsion and power systems, BWXT is a leading producer of medical radioisotopes used in diagnostic imaging and cancer treatment.