Allspring Global Investments Holdings LLC Sells 65,691 Shares of BWX Technologies, Inc. $BWXT

Allspring Global Investments Holdings LLC decreased its holdings in BWX Technologies, Inc. (NYSE:BWXT) by 24.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 202,474 shares of the technology company’s stock after selling 65,691 shares during the quarter. Allspring Global Investments Holdings LLC owned approximately 0.22% of BWX Technologies worth $36,820,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of BWXT. Aventura Private Wealth LLC bought a new position in BWX Technologies during the 4th quarter worth approximately $29,000. Strategic Advocates LLC bought a new position in shares of BWX Technologies in the 3rd quarter worth about $32,000. Global Trust Asset Management LLC bought a new position in shares of BWX Technologies in the 3rd quarter worth about $32,000. Strategic Investment Solutions Inc. IL lifted its stake in BWX Technologies by 300.0% in the third quarter. Strategic Investment Solutions Inc. IL now owns 200 shares of the technology company’s stock valued at $37,000 after buying an additional 150 shares during the period. Finally, WFA of San Diego LLC bought a new position in shares of BWX Technologies during the 2nd quarter worth approximately $29,000. 94.39% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at BWX Technologies

In related news, CAO Kevin James Gorman sold 1,344 shares of the firm’s stock in a transaction dated 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 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 transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, 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 SEC filing for this sale provides additional information. Insiders sold 13,327 shares of company stock worth $2,734,844 in the last quarter. 0.47% of the stock is currently owned by company insiders.

Key Stories Impacting BWX Technologies

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

• Positive Sentiment: Zacks and other bullish screeners include BWXT on lists of nuclear winners as AI-driven data-center buildouts boost long-term reactor and SMR demand — this reinforces growth narrative for BWXT’s reactor and services franchises. Buy 3 Nuclear Energy Stocks for 2026 Amid AI-Powered Data Center Boom
• Positive Sentiment: MarketBeat (originals) highlights a sector pullback as a potential buying opportunity given rising electricity demand and policy support for nuclear — a narrative that can lift valuation multiples for established nuclear contractors like BWXT. Nuclear’s Pullback: A Generational Buying Opportunity?
• Positive Sentiment: Morning-session market rebound headlines (e.g., Yahoo) show macro news driving short-term upside across cyclicals, including BWXT — helpful for intraday/near-term momentum. BWX, Tutor Perini, Graphic Packaging Holding, Lennar, and Visteon Shares Are Soaring
• Neutral Sentiment: Fool’s comparison piece on NuScale vs. BWXT frames the distinct opportunity sets: NuScale’s SMR IP vs. BWXT’s government-contracted reactor services and production — useful context for positioning but not an immediate catalyst. NuScale Power vs. BWX Technologies
• Negative Sentiment: Wells Fargo initiated coverage with an underweight/“underperform” stance and a $200 price target (~7% below the recent level). Multiple outlets carried the note — an analyst downgrade and a below-current PT can weigh on short-term investor sentiment and intra-sector relative performance. Wells Fargo initiates coverage of BWX Technologies

Wall Street Analyst Weigh In

A number of research firms recently issued reports on BWXT. Wells Fargo & Company assumed coverage on shares of BWX Technologies in a research report on Wednesday. They set an “underweight” rating and a $200.00 target price on the stock. BNP Paribas Exane assumed coverage on shares of BWX Technologies in a report on Thursday, January 15th. They issued a “neutral” rating and a $215.00 price target for the company. Truist Financial set a $205.00 price target on shares of BWX Technologies in a research note on Friday, January 9th. TD Cowen started coverage on shares of BWX Technologies in a report on Thursday, March 12th. They set a “buy” rating and a $230.00 price objective on the stock. Finally, CJS Securities raised BWX Technologies to a “strong-buy” rating in a research note on Friday, December 12th. Three research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $207.60.

BWX Technologies Stock Performance

Shares of BWX Technologies stock opened at $214.86 on Friday. The company has a market cap of $19.68 billion, a PE ratio of 60.19, a price-to-earnings-growth ratio of 3.67 and a beta of 0.80. BWX Technologies, Inc. has a 52 week low of $84.21 and a 52 week high of $222.29. The business has a 50 day moving average price of $203.83 and a 200-day moving average price of $193.72. 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 announced its earnings results on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.91 by $0.17. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.The company had revenue of $885.84 million for the quarter, compared to analysts’ expectations of $837.47 million. During the same quarter in the previous year, the firm earned $0.92 earnings per share. BWX Technologies’s quarterly revenue was up 18.7% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. Equities analysts anticipate that BWX Technologies, Inc. will post 3.23 earnings per share for the current fiscal year.

BWX Technologies Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Wednesday, March 11th were given a $0.27 dividend. This is an increase from BWX Technologies’s previous quarterly dividend of $0.25. This represents a $1.08 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Wednesday, March 11th. BWX Technologies’s payout ratio is presently 30.25%.

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.