ARK Investment Management LLC Has $125.56 Million Stake in BWX Technologies, Inc. $BWXT

ARK Investment Management LLC grew its position in BWX Technologies, Inc. (NYSE:BWXT) by 6.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 680,996 shares of the technology company’s stock after purchasing an additional 39,947 shares during the quarter. ARK Investment Management LLC owned approximately 0.74% of BWX Technologies worth $125,555,000 as of its most recent filing with the SEC.

A number of other hedge funds have also bought and sold shares of the company. Corient Private Wealth LLC lifted its holdings in 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 buying an additional 69 shares during the period. HHM Wealth Advisors LLC grew its holdings in BWX Technologies by 17.9% during the 2nd quarter. HHM Wealth Advisors LLC now owns 460 shares of the technology company’s stock worth $66,000 after acquiring an additional 70 shares during the period. JT Stratford LLC raised its position 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 acquiring an additional 72 shares in the last quarter. Intrua Financial LLC lifted its stake 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 valued at $467,000 after purchasing an additional 89 shares during the period. Finally, Parkside Financial Bank & Trust lifted its stake 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 valued at $89,000 after purchasing an additional 93 shares during the period. Institutional investors own 94.39% of the company’s stock.

BWX Technologies Stock Down 0.1%

BWXT stock opened at $205.69 on Thursday. The firm has a market capitalization of $18.81 billion, a PE ratio of 57.62, a P/E/G ratio of 3.36 and a beta of 0.83. The company has a quick ratio of 2.25, a current ratio of 2.32 and a debt-to-equity ratio of 1.64. BWX Technologies, Inc. has a twelve month low of $84.21 and a twelve month high of $220.57. The stock’s 50 day moving average is $200.29 and its 200-day moving average is $188.23.

BWX Technologies (NYSE:BWXT) last announced its earnings results on Monday, February 23rd. The technology company reported $1.08 EPS for the quarter, beating the consensus estimate of $0.91 by $0.17. BWX Technologies had a net margin of 10.28% and a return on equity of 30.94%. The company had revenue of $885.84 million during the quarter, compared to the consensus estimate of $837.47 million. During the same quarter in the prior year, the company posted $0.92 earnings per share. The firm’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. Sell-side analysts expect that BWX Technologies, Inc. will post 3.23 EPS for the current fiscal year.

BWX Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Investors of record on Wednesday, March 11th will be issued a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a yield of 0.5%. This is an increase from BWX Technologies’s previous quarterly dividend of $0.25. The ex-dividend date is Wednesday, March 11th. BWX Technologies’s dividend payout ratio is 28.01%.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on BWXT shares. Truist Financial set a $205.00 target price on BWX Technologies in a research note on Friday, January 9th. BNP Paribas Exane started coverage on shares of BWX Technologies in a research report on Thursday, January 15th. They set a “neutral” rating and a $215.00 price objective for the company. BTIG Research boosted their target price on shares of BWX Technologies from $225.00 to $235.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. CJS Securities raised shares of BWX Technologies to a “strong-buy” rating in a research note on Friday, December 12th. Finally, Bank of America raised their price target on shares of BWX Technologies from $220.00 to $230.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Three 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. According to MarketBeat, BWX Technologies has an average rating of “Moderate Buy” and an average target price of $200.45.

Insiders Place Their Bets

In other BWX Technologies news, CAO Kevin James Gorman sold 1,344 shares of the company’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $214.71, for a total value of $288,570.24. Following the completion of the transaction, the chief accounting officer owned 114 shares in the company, valued at $24,476.94. This represents a 92.18% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Gerhard F. Burbach sold 1,983 shares of the firm’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. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 13,327 shares of company stock valued at $2,734,844. Insiders own 0.47% of the company’s stock.

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.