Chase Investment Counsel Corp Invests $727,000 in BWX Technologies, Inc. $BWXT

Chase Investment Counsel Corp acquired a new stake in shares of BWX Technologies, Inc. (NYSE:BWXT) in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 3,945 shares of the technology company’s stock, valued at approximately $727,000.

A number of other institutional investors have also recently made changes to their positions in BWXT. Creative Financial Designs Inc. ADV raised its stake in BWX Technologies by 250.0% in the second quarter. Creative Financial Designs Inc. ADV now owns 175 shares of the technology company’s stock valued at $25,000 after buying an additional 125 shares during the last quarter. Hantz Financial Services Inc. increased its holdings in shares of BWX Technologies by 861.9% during the second quarter. Hantz Financial Services Inc. now owns 202 shares of the technology company’s stock valued at $29,000 after acquiring an additional 181 shares in the last quarter. WFA of San Diego LLC acquired a new position in shares of BWX Technologies during the second quarter valued at about $29,000. Global Trust Asset Management LLC purchased a new position in shares of BWX Technologies in the 3rd quarter valued at approximately $32,000. Finally, Quent Capital LLC acquired a new stake in BWX Technologies in the 3rd quarter worth approximately $43,000. Institutional investors and hedge funds own 94.39% of the company’s stock.

Key Stories Impacting BWX Technologies

Here are the key news stories impacting BWX Technologies this week:

• Positive Sentiment: Q4 results beat expectations: reported EPS $1.08 vs. consensus $0.91 and revenue $885.8M, up ~18.7% year-over-year — strong top- and bottom-line delivery. BWX Technologies (BWXT) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Company raised FY‑2026 guidance to EPS $4.55–4.70 (well above Street ~4.10) and revenue guidance around $3.8B — suggests meaningful growth/visibility into next year. BWX Technologies Reports Fourth Quarter and Full Year 2025 Results, Initiates 2026 Guidance
• Positive Sentiment: Company called 2025 a “record year” and highlighted acquisitions that expand products/services — supports medium-term revenue and backlog strength. BWX Technologies Reports Fourth Quarter and Full Year 2025 Results, Initiates 2026 Guidance
• Neutral Sentiment: Management remarks and full earnings call transcript are available for detail on backlog, cash flow and program timing — investors should review for any management caveats. BWX Technologies, Inc. (BWXT) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Third‑party coverage highlights the beat and strategic role in U.S. nuclear initiatives — positive narrative but not new actionable news. BWX Technologies, Inc. (BWXT) Making Progress on Goals of Executive Order to Strengthen Nuclear Energy Industry
• Negative Sentiment: Stock pulled back despite the beat — likely drivers: profit-taking after a strong run, elevated valuation (P/E near 60), and some investor caution around leverage and program timing; trading volume was modestly above average. BWX Technologies Earnings/Press Release & Slides

BWX Technologies Stock Down 3.6%

Shares of BWXT opened at $199.06 on Tuesday. The company has a market capitalization of $18.20 billion, a price-to-earnings ratio of 59.78, a PEG ratio of 3.32 and a beta of 0.83. BWX Technologies, Inc. has a 52 week low of $84.21 and a 52 week high of $220.57. The stock’s 50-day moving average price is $195.65 and its 200-day moving average price is $186.79. The company has a quick ratio of 1.62, a current ratio of 1.71 and a debt-to-equity ratio of 1.21.

BWX Technologies (NYSE:BWXT) last announced its quarterly 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. BWX Technologies had a return on equity of 30.70% and a net margin of 10.04%.The company had revenue of $885.84 million during the quarter, compared to the consensus estimate of $837.47 million. During the same period in the previous year, the company posted $0.92 earnings per share. BWX Technologies’s revenue for the quarter was up 18.7% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. On average, sell-side analysts predict that BWX Technologies, Inc. will post 3.23 EPS for the current year.

Insider Activity

In related news, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the sale, the chief executive officer directly owned 177,594 shares of the company’s stock, valued at approximately $36,097,756.44. This represents a 5.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. 0.47% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on BWXT. BTIG Research raised their price target on shares of BWX Technologies from $200.00 to $225.00 and gave the stock a “buy” rating in a report on Friday, November 7th. CJS Securities upgraded BWX Technologies to a “strong-buy” rating in a research note on Friday, December 12th. BNP Paribas Exane began coverage on BWX Technologies in a research report on Thursday, January 15th. They set a “neutral” rating and a $215.00 price target for the company. Zacks Research raised BWX Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 21st. Finally, Northland Securities set a $225.00 price objective on BWX Technologies in a research note on Tuesday, November 4th. Three research analysts have rated the stock with a Strong Buy rating, five have given a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $199.20.

About BWX Technologies

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.