BWX Technologies, Inc. $BWXT Shares Purchased by Atika Capital Management LLC

Atika Capital Management LLC raised its position in shares of BWX Technologies, Inc. (NYSE:BWXT) by 3.3% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 217,400 shares of the technology company’s stock after purchasing an additional 7,000 shares during the quarter. BWX Technologies comprises 3.2% of Atika Capital Management LLC’s portfolio, making the stock its 6th largest holding. Atika Capital Management LLC owned about 0.24% of BWX Technologies worth $40,082,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Invesco Ltd. raised its position in BWX Technologies by 139.0% in the second quarter. Invesco Ltd. now owns 1,592,380 shares of the technology company’s stock worth $229,398,000 after acquiring an additional 926,117 shares in the last quarter. Artisan Partners Limited Partnership bought a new position in shares of BWX Technologies during the 2nd quarter valued at about $183,859,000. First Trust Advisors LP grew its stake in shares of BWX Technologies by 31.3% in the 3rd quarter. First Trust Advisors LP now owns 1,254,779 shares of the technology company’s stock worth $231,343,000 after purchasing an additional 299,375 shares during the last quarter. Blair William & Co. IL grew its stake in shares of BWX Technologies by 18.7% in the 3rd quarter. Blair William & Co. IL now owns 1,191,068 shares of the technology company’s stock worth $219,597,000 after purchasing an additional 187,461 shares during the last quarter. Finally, Massachusetts Financial Services Co. MA raised its holdings in shares of BWX Technologies by 26.0% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 1,159,033 shares of the technology company’s stock worth $213,691,000 after purchasing an additional 239,292 shares in the last quarter. 94.39% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other BWX Technologies news, Director Gerhard F. Burbach sold 1,983 shares of BWX Technologies 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 accessible through the SEC website. Also, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $203.26, for a total value 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 position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 13,327 shares of company stock worth $2,734,844. 0.47% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

BWXT has been the subject of several recent research reports. Truist Financial set a $205.00 target price on shares of BWX Technologies in a research note on Friday, January 9th. CJS Securities raised BWX Technologies to a “strong-buy” rating in a report on Friday, December 12th. Bank of America increased their price objective on BWX Technologies from $220.00 to $230.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. Weiss Ratings raised BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 25th. Finally, BNP Paribas Exane started coverage on BWX Technologies in a report on Thursday, January 15th. They issued a “neutral” rating and a $215.00 target price on the stock. Three investment analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $200.45.

BWX Technologies Stock Performance

Shares of BWXT opened at $196.05 on Thursday. The company has a 50-day moving average of $202.44 and a two-hundred day moving average of $189.31. The stock has a market cap of $17.93 billion, a price-to-earnings ratio of 54.92, a PEG ratio of 3.20 and a beta of 0.83. The company has a debt-to-equity ratio of 1.64, a current ratio of 2.32 and a quick ratio of 2.25. BWX Technologies, Inc. has a one year low of $84.21 and a one year high of $220.57.

BWX Technologies (NYSE:BWXT) last released 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 net margin of 10.28% and a return on equity of 30.94%. The business had revenue of $885.84 million for the quarter, compared to analyst estimates of $837.47 million. During the same quarter in the previous year, the business earned $0.92 earnings per share. The firm’s revenue was up 18.7% compared to the same quarter last year. 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 3.23 earnings per share for the current year.

BWX Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Wednesday, March 11th will be issued a dividend of $0.27 per share. This is a positive change 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 0.6%. The ex-dividend date is Wednesday, March 11th. BWX Technologies’s dividend payout ratio is presently 28.01%.

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.