North Dakota State Investment Board Takes $555,000 Position in BWX Technologies, Inc. $BWXT

North Dakota State Investment Board acquired a new stake in BWX Technologies, Inc. (NYSE:BWXT) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 3,212 shares of the technology company’s stock, valued at approximately $555,000.

Several other large investors also recently modified their holdings of the stock. Invesco Ltd. raised its position in shares of BWX Technologies by 60.1% in the third quarter. Invesco Ltd. now owns 2,549,150 shares of the technology company’s stock valued at $469,987,000 after purchasing an additional 956,770 shares during the period. Alkeon Capital Management LLC raised its position in shares of BWX Technologies by 163.0% in the third quarter. Alkeon Capital Management LLC now owns 1,578,048 shares of the technology company’s stock valued at $290,945,000 after purchasing an additional 978,000 shares during the period. Massachusetts Financial Services Co. MA raised its position in shares of BWX Technologies by 18.7% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 1,375,740 shares of the technology company’s stock valued at $237,783,000 after purchasing an additional 216,707 shares during the period. First Trust Advisors LP raised its position in shares of BWX Technologies by 31.3% in the third quarter. First Trust Advisors LP now owns 1,254,779 shares of the technology company’s stock valued at $231,343,000 after purchasing an additional 299,375 shares during the period. Finally, Blair William & Co. IL raised its position in shares of BWX Technologies by 18.7% in the third quarter. Blair William & Co. IL now owns 1,191,068 shares of the technology company’s stock valued at $219,597,000 after purchasing an additional 187,461 shares during the period. 94.39% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

BWXT has been the topic of several research analyst reports. Wells Fargo & Company initiated coverage on shares of BWX Technologies in a research report on Wednesday, April 1st. They issued an “underweight” rating and a $200.00 price objective on the stock. Bank of America increased their price objective on shares of BWX Technologies from $230.00 to $250.00 and gave the company a “buy” rating in a research report on Wednesday, March 25th. Truist Financial increased their price objective on shares of BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a research report on Monday, May 11th. Zacks Research lowered shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 11th. Finally, BTIG Research increased their price objective 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. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $222.96.

BWX Technologies Trading Down 0.1%

BWXT stock opened at $202.51 on Friday. The company has a debt-to-equity ratio of 1.58, a quick ratio of 2.33 and a current ratio of 2.40. The company’s 50-day simple moving average is $213.10 and its 200 day simple moving average is $199.59. BWX Technologies, Inc. has a 52 week low of $106.22 and a 52 week high of $241.82. The company has a market capitalization of $18.55 billion, a PE ratio of 54.15, a price-to-earnings-growth ratio of 3.34 and a beta of 0.78.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings results on Monday, May 4th. The technology company reported $1.12 EPS for the quarter, beating the consensus estimate 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 for the quarter, compared to the consensus estimate of $837.47 million. During the same period in the prior year, the company posted $0.91 earnings per share. BWX Technologies’s revenue was up 26.1% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. As a group, sell-side analysts anticipate that BWX Technologies, Inc. will post 4.71 earnings per share for the current year.

BWX Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Investors of record on Tuesday, May 19th will be paid a $0.27 dividend. The ex-dividend date is Tuesday, May 19th. This represents a $1.08 annualized dividend and a dividend yield of 0.5%. BWX Technologies’s dividend payout ratio is 28.88%.

Insider Buying and Selling at BWX Technologies

In other BWX Technologies news, CAO Kevin James Gorman sold 1,344 shares of the 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 sale, the chief accounting officer directly owned 114 shares in the company, valued at $24,476.94. This 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, 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 sale, the chief financial officer owned 6,884 shares in the company, valued at $1,440,477. The trade was a 25.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 15,744 shares of company stock valued at $3,256,101. 0.60% of the stock is currently owned by insiders.

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.