Michael Thomas Fitzgerald Sells 2,417 Shares of BWX Technologies (NYSE:BWXT) Stock

BWX Technologies, Inc. (NYSE:BWXT) CFO Michael Thomas Fitzgerald sold 2,417 shares of the stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $209.25, for a total transaction of $505,757.25. Following the completion of the transaction, the chief financial officer owned 6,884 shares of the company’s stock, valued at approximately $1,440,477. The trade was a 25.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link.

BWX Technologies Trading Up 0.1%

NYSE:BWXT opened at $207.01 on Thursday. BWX Technologies, Inc. has a one year low of $106.22 and a one year high of $241.82. The company has a debt-to-equity ratio of 1.58, a current ratio of 2.40 and a quick ratio of 2.33. The company’s 50-day simple moving average is $212.68 and its 200 day simple moving average is $199.84. The firm has a market capitalization of $18.96 billion, a P/E ratio of 55.35, a PEG ratio of 3.41 and a beta of 0.78.

BWX Technologies (NYSE:BWXT) last announced its earnings results on Monday, May 4th. The technology company reported $1.12 earnings per share for the quarter, beating analysts’ consensus estimates of $0.92 by $0.20. BWX Technologies had a net margin of 10.20% and a return on equity of 31.33%. The business had revenue of $860.22 million during the quarter, compared to the consensus estimate of $837.47 million. During the same quarter last year, the firm earned $0.91 earnings per share. The business’s revenue for the quarter was up 26.1% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. As a group, analysts forecast that BWX Technologies, Inc. will post 4.71 EPS for the current fiscal year.

BWX Technologies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 5th. Investors of record on Tuesday, May 19th will be given a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Tuesday, May 19th. BWX Technologies’s dividend payout ratio (DPR) is 28.88%.

BWX Technologies News Summary

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

• Positive Sentiment: Activist investor Ananym Capital said BWXT could be worth significantly more if it commercializes its mothballed reactor design, with Reuters reporting the stock could potentially double as demand for nuclear energy grows. Reuters: Ananym urges BWX Technologies to commercialize reactor design, says shares could double
• Positive Sentiment: Reuters reported the U.S. Department of Energy is considering financing billions of dollars in long-lead-time nuclear plant components, which could boost demand across the nuclear supply chain. Reuters: US considering financing billions of dollars in long-lead time parts of nuclear plants, NEI says
• Positive Sentiment: Defense Daily said BWXT won $1.4 billion in naval nuclear propulsion contracts, reinforcing confidence in its core defense business and backlog outlook. Defense Daily: BWXT Wins $1.4 billion In Naval Nuclear Propulsion Contracts
• Positive Sentiment: Truist raised its price target on BWXT to $212 from $205, signaling continued analyst confidence despite maintaining a Hold rating. American Banking News: BWX Technologies Given New $212.00 Price Target at Truist Financial
• Neutral Sentiment: BWXT’s CFO sold 2,417 shares, and the CEO sold 10,000 shares, which can weigh on sentiment, though the CEO’s sale was made under a pre-arranged 10b5-1 plan. SEC filing: CEO stock sale
• Neutral Sentiment: Zacks Research downgraded BWXT from Strong Buy to Hold, which may temper some near-term enthusiasm but does not change the broader bullish industry backdrop. Zacks.com downgrade

Wall Street Analyst Weigh In

A number of research firms have recently commented on BWXT. Weiss Ratings raised BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 25th. Truist Financial lifted their price target on BWX Technologies from $205.00 to $212.00 and gave the stock a “hold” rating in a research report on Monday. BTIG Research upped their price target on shares of BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a research note on Thursday, February 26th. Zacks Research downgraded shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a research report on Monday. Finally, Wall Street Zen upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, May 9th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $217.96.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of BWXT. Goldman Sachs Group Inc. boosted its position in shares of BWX Technologies by 0.3% during the first quarter. Goldman Sachs Group Inc. now owns 141,680 shares of the technology company’s stock valued at $13,977,000 after buying an additional 371 shares during the last quarter. Caxton Associates LLP purchased a new position in BWX Technologies in the 1st quarter worth about $304,000. Flow Traders U.S. LLC bought a new position in BWX Technologies during the 2nd quarter valued at about $404,000. NewEdge Advisors LLC lifted its stake in BWX Technologies by 670.0% during the 2nd quarter. NewEdge Advisors LLC now owns 7,030 shares of the technology company’s stock valued at $1,013,000 after acquiring an additional 6,117 shares during the period. Finally, Sei Investments Co. boosted its holdings in shares of BWX Technologies by 44.9% during the 2nd quarter. Sei Investments Co. now owns 256,969 shares of the technology company’s stock valued at $37,018,000 after acquiring an additional 79,646 shares during the last quarter. Hedge funds and other institutional investors own 94.39% of the company’s stock.

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.