BWX Technologies, Inc. $BWXT Stock Position Increased by Algert Global LLC

Algert Global LLC raised its position in shares of BWX Technologies, Inc. (NYSE:BWXT) by 20.7% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 107,900 shares of the technology company’s stock after purchasing an additional 18,510 shares during the period. Algert Global LLC owned 0.12% of BWX Technologies worth $19,894,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in BWXT. Corient Private Wealth LLC increased its position in BWX Technologies by 1.2% in the 2nd quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company’s stock valued at $847,000 after acquiring an additional 69 shares during the period. HHM Wealth Advisors LLC boosted its position 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 boosted its position in BWX Technologies by 2.5% during 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 during the period. Intrua Financial LLC grew its stake in shares of BWX Technologies by 3.6% in the third quarter. Intrua Financial LLC now owns 2,531 shares of the technology company’s stock worth $467,000 after purchasing an additional 89 shares in the last quarter. Finally, Parkside Financial Bank & Trust increased its holdings in shares of BWX Technologies by 23.8% during the third 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 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: TD Securities initiated coverage with a Buy rating, signaling institutional interest and research support for BWXT’s growth profile. Read More.
• Positive Sentiment: TD Cowen also started coverage with a Buy and highlighted BWXT’s “unmatched nuclear heritage,” adding another independent bullish voice on the stock. Read More.
• Positive Sentiment: Analysts set a $230 price target (TD Securities / TD Cowen reporting), implying roughly double-digit upside from current levels — a clear near-term upside benchmark for investors to watch. Read More.
• Positive Sentiment: Operational tailwinds: BWXT reported quarterly revenue and backlog growth (backlog up ~50% to $7.3B) and is expanding into advanced nuclear programs (TRISO fuel, microreactors, Project Pele and modular BANR), which could broaden long‑term revenue beyond naval propulsion. Read More.
• Positive Sentiment: Coverage pieces note strong stock performance over the past year (shares up ~100% year-over-year in some reports), reinforcing momentum but also raising valuation questions. Read More.
• Neutral Sentiment: Sector context: broader defense and aerospace spending tailwinds (and peers like Teledyne gaining from defense and commercial aviation recovery) support a positive backdrop for BWXT but do not guarantee stock moves. Read More.
• Neutral Sentiment: Macro/structural piece: analysts point to a structural shift in national security spending that favors defense suppliers, providing a favorable demand environment for BWXT’s products and services over the medium term. Read More.

Wall Street Analyst Weigh In

BWXT has been the topic of a number of recent analyst reports. TD Securities initiated coverage on shares of BWX Technologies in a research note on Thursday. They set a “buy” rating and a $230.00 price objective on the stock. Zacks Research raised shares of BWX Technologies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, January 21st. BTIG Research boosted their price target on shares of BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. Weiss Ratings raised shares of BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 25th. Finally, Truist Financial set a $205.00 price objective on shares of BWX Technologies in a report on Friday, January 9th. Three research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $206.36.

BWX Technologies Trading Down 1.8%

Shares of BWXT stock opened at $194.34 on Friday. The stock has a 50-day simple moving average of $203.19 and a 200 day simple moving average of $189.75. The stock has a market capitalization of $17.77 billion, a P/E ratio of 54.44, a P/E/G ratio of 3.17 and a beta of 0.83. BWX Technologies, Inc. has a fifty-two week low of $84.21 and a fifty-two week high of $220.57. 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 (NYSE:BWXT) last issued its quarterly earnings results on Monday, February 23rd. The technology company reported $1.08 EPS for the quarter, topping 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 firm had revenue of $885.84 million for the quarter, compared to analysts’ expectations of $837.47 million. During the same period in the previous year, the business earned $0.92 earnings per share. BWX Technologies’s revenue for the quarter 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, sell-side analysts expect that BWX Technologies, Inc. will post 3.23 earnings per share for the current fiscal year.

BWX Technologies Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Investors of record on Wednesday, March 11th will be issued a $0.27 dividend. 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. This is an increase from BWX Technologies’s previous quarterly dividend of $0.25. BWX Technologies’s payout ratio is presently 30.25%.

Insider Activity at BWX Technologies

In related news, CAO Kevin James Gorman sold 1,344 shares of the firm’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $214.71, for a total transaction of $288,570.24. Following the completion of the sale, the chief accounting officer directly owned 114 shares in the company, valued at approximately $24,476.94. This trade represents a 92.18% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the completion of the transaction, the chief executive officer owned 177,594 shares in the company, valued at approximately $36,097,756.44. This trade represents a 5.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 13,327 shares of company stock valued at $2,734,844 over the last ninety days. Insiders own 0.47% of the company’s stock.

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.