Concurrent Investment Advisors LLC Grows Stake in BWX Technologies, Inc. $BWXT

Concurrent Investment Advisors LLC grew its holdings in shares of BWX Technologies, Inc. (NYSE:BWXT) by 128.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 14,736 shares of the technology company’s stock after acquiring an additional 8,279 shares during the period. Concurrent Investment Advisors LLC’s holdings in BWX Technologies were worth $2,547,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Aventura Private Wealth LLC acquired a new position in BWX Technologies in the fourth quarter worth about $29,000. Strategic Advocates LLC acquired a new position in BWX Technologies in the third quarter valued at approximately $32,000. Global Trust Asset Management LLC acquired a new position in BWX Technologies in the third quarter valued at approximately $32,000. Strategic Investment Solutions Inc. IL boosted its stake 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 period. Finally, WFA of San Diego LLC acquired a new position in BWX Technologies in the second quarter valued at approximately $29,000. 94.39% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, Director Gerhard F. Burbach sold 1,983 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $208.61, for a total value of $413,673.63. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Kevin James Gorman sold 1,344 shares of the stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $214.71, for a total transaction of $288,570.24. Following the completion of the transaction, the chief accounting officer directly owned 114 shares of the company’s stock, valued at $24,476.94. This trade represents a 92.18% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 13,327 shares of company stock valued at $2,734,844. Insiders own 0.60% of the company’s stock.

BWX Technologies Stock Down 2.4%

Shares of BWXT opened at $216.69 on Wednesday. The company has a 50-day simple moving average of $212.16 and a 200-day simple moving average of $199.38. The firm has a market capitalization of $19.85 billion, a P/E ratio of 60.70, a P/E/G ratio of 3.84 and a beta of 0.80. The company has a debt-to-equity ratio of 1.64, a quick ratio of 2.25 and a current ratio of 2.32. BWX Technologies, Inc. has a 52 week low of $102.42 and a 52 week high of $241.82.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings data on Monday, February 23rd. The technology company reported $1.08 EPS for the quarter, beating analysts’ consensus estimates of $0.91 by $0.17. The business had revenue of $885.84 million during the quarter, compared to analyst estimates of $837.47 million. BWX Technologies had a net margin of 10.28% and a return on equity of 30.94%. The firm’s revenue for the quarter was up 18.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.92 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. On average, equities research analysts expect that BWX Technologies, Inc. will post 4.6 earnings per share for the current year.

BWX Technologies Increases Dividend

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

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on BWXT shares. Weiss Ratings upgraded BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, February 25th. BNP Paribas Exane initiated coverage on shares of BWX Technologies in a research report on Thursday, January 15th. They set a “neutral” rating and a $215.00 target price for the company. TD Securities initiated coverage on shares of BWX Technologies in a research report on Thursday, March 12th. They set a “buy” rating and a $230.00 target price for the company. Zacks Research raised shares of BWX Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, January 21st. Finally, Wall Street Zen lowered shares of BWX Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, February 28th. Three 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.com, BWX Technologies has a consensus rating of “Moderate Buy” and an average target price of $207.60.

BWX Technologies Company 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.