Artisan Partners Limited Partnership Sells 84,119 Shares of BWX Technologies, Inc. $BWXT

Artisan Partners Limited Partnership decreased its position in BWX Technologies, Inc. (NYSE:BWXT) by 6.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,192,148 shares of the technology company’s stock after selling 84,119 shares during the quarter. Artisan Partners Limited Partnership owned 1.30% of BWX Technologies worth $219,796,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also modified their holdings of BWXT. Corient Private Wealth LLC grew its holdings in shares of BWX Technologies by 1.2% in the second quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company’s stock valued at $847,000 after purchasing an additional 69 shares in the last quarter. HHM Wealth Advisors LLC lifted its position in BWX Technologies by 17.9% during the second quarter. HHM Wealth Advisors LLC now owns 460 shares of the technology company’s stock valued at $66,000 after purchasing an additional 70 shares during the last quarter. JT Stratford LLC grew its stake in shares of BWX Technologies by 2.5% in the 2nd quarter. JT Stratford LLC now owns 2,927 shares of the technology company’s stock worth $422,000 after buying an additional 72 shares in the last quarter. Intrua Financial LLC increased its holdings in shares of BWX Technologies by 3.6% in the 3rd quarter. Intrua Financial LLC now owns 2,531 shares of the technology company’s stock worth $467,000 after buying an additional 89 shares during the last quarter. Finally, Parkside Financial Bank & Trust increased its holdings in shares of BWX Technologies by 23.8% in the 3rd quarter. Parkside Financial Bank & Trust now owns 483 shares of the technology company’s stock worth $89,000 after buying an additional 93 shares during the last quarter. 94.39% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at BWX Technologies

In other news, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction that occurred 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 transaction, the chief executive officer directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.47% of the company’s stock.

Key Stories Impacting BWX Technologies

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

• Positive Sentiment: Q4 beat and stronger outlook: BWXT reported stronger-than-expected Q4 results, solid full‑year 2025 results and raised 2026 revenue/earnings visibility, underpinning the company’s growth narrative and multi‑year backlog. Stronger-Than-Expected 2025 Results
• Positive Sentiment: Analyst target-price bump: BTIG raised its price target to $235 and maintained a Buy rating, signaling ~13% upside from current levels and supporting constructive sentiment. BTIG Price Target Raise
• Positive Sentiment: Estimate upgrades from Northland: Northland Securities increased near‑term quarterly EPS forecasts and lifted FY2026 and FY2027 estimates (e.g., FY2026 to ~$4.61), reflecting stronger expected earnings trajectory. Northland Securities Estimates
• Positive Sentiment: Falling short interest: Short interest declined ~15% in February (now ~2.5% of float), reducing immediate bearish positioning and the risk of further downside from short-covering reversals.
• Neutral Sentiment: Media roundup: Coverage from Zacks and other outlets highlighted BWXT among top Q4 EPS beaters, increasing visibility but not adding new fundamental information. Zacks Coverage
• Negative Sentiment: Valuation concerns and downgrade to Hold: A Seeking Alpha note argues shares look overvalued after a >100% rally, cuts its rating to Hold with a DCF target near $206 — highlighting limited near‑term upside and anchoring bearish sentiment. Seeking Alpha Valuation Note

Wall Street Analyst Weigh In

A number of research analysts recently commented on BWXT shares. Bank of America increased their price target on shares of BWX Technologies from $220.00 to $230.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Wall Street Zen raised BWX Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, November 8th. Truist Financial set a $205.00 target price on BWX Technologies in a report on Friday, January 9th. BNP Paribas Exane began coverage on BWX Technologies in a report on Thursday, January 15th. They set a “neutral” rating and a $215.00 price target on the stock. Finally, BTIG Research raised their price target on BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a research report on Thursday. Three investment analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $200.45.

BWX Technologies Trading Down 0.4%

BWXT opened at $207.35 on Friday. The company has a quick ratio of 1.62, a current ratio of 2.32 and a debt-to-equity ratio of 1.64. The stock’s fifty day moving average is $197.82 and its two-hundred day moving average is $187.26. The company has a market capitalization of $18.96 billion, a P/E ratio of 58.08, a PEG ratio of 3.09 and a beta of 0.84. BWX Technologies, Inc. has a 52 week low of $84.21 and a 52 week high of $220.57.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings results on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.91 by $0.17. The business had revenue of $885.84 million for the quarter, compared to the consensus estimate 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 was up 18.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.92 EPS. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. Analysts forecast that BWX Technologies, Inc. will post 3.23 earnings per share for the current year.

BWX Technologies Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Wednesday, March 11th will be given a dividend of $0.27 per share. This is a positive change from BWX Technologies’s previous quarterly dividend of $0.25. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $1.08 dividend on an annualized basis and a yield of 0.5%. BWX Technologies’s payout ratio is 30.03%.

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.