Vaughan Nelson Investment Management L.P. Takes $37.24 Million Position in BWX Technologies, Inc. $BWXT

Vaughan Nelson Investment Management L.P. acquired a new position in shares of BWX Technologies, Inc. (NYSE:BWXT) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 182,135 shares of the technology company’s stock, valued at approximately $37,245,000.

Several other institutional investors also recently modified their holdings of the company. Alkeon Capital Management LLC lifted its stake in BWX Technologies by 163.0% in the 3rd 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 last quarter. Invesco Ltd. grew its holdings in BWX Technologies by 60.1% during the third quarter. Invesco Ltd. now owns 2,549,150 shares of the technology company’s stock worth $469,987,000 after purchasing an additional 956,770 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new position in BWX Technologies during the third quarter worth approximately $163,969,000. Select Equity Group L.P. acquired a new position in BWX Technologies during the second quarter worth approximately $68,902,000. Finally, Orion Porfolio Solutions LLC increased its position in BWX Technologies by 1,353.1% during the second quarter. Orion Porfolio Solutions LLC now owns 363,757 shares of the technology company’s stock worth $52,403,000 after buying an additional 338,723 shares during the last quarter. 94.39% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $204.81, for a total value of $2,048,100.00. Following the completion of the sale, the chief executive officer directly owned 202,491 shares in the company, valued at $41,472,181.71. The trade was a 4.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Michael Thomas Fitzgerald sold 2,417 shares of the business’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $209.25, for a total value of $505,757.25. Following the completion of the sale, the chief financial officer owned 6,884 shares of the company’s stock, valued at $1,440,477. This trade represents a 25.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.60% of the stock is currently owned by company insiders.

BWX Technologies Stock Down 0.1%

Shares of BWXT opened at $205.14 on Monday. BWX Technologies, Inc. has a 52 week low of $133.84 and a 52 week high of $241.82. The firm has a market cap of $18.79 billion, a P/E ratio of 54.85, a price-to-earnings-growth ratio of 3.38 and a beta of 0.73. The firm’s 50-day simple moving average is $207.75 and its 200 day simple moving average is $201.05. The company has a debt-to-equity ratio of 1.58, a quick ratio of 2.33 and a current ratio of 2.40.

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

BWX Technologies Dividend Announcement

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

Analyst Ratings Changes

A number of research firms have recently issued reports on BWXT. Deutsche Bank Aktiengesellschaft raised BWX Technologies from a “hold” rating to a “buy” rating and raised their price objective for the company from $205.00 to $255.00 in a research report on Friday, May 15th. BTIG Research boosted their target price on BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Weiss Ratings restated a “buy (b-)” rating on shares of BWX Technologies in a research note on Friday, May 22nd. Wells Fargo & Company initiated coverage on BWX Technologies in a research note on Wednesday, April 1st. They issued an “underweight” rating and a $200.00 price target on the stock. Finally, Bank of America raised their price target on BWX Technologies from $230.00 to $250.00 and gave the company a “buy” rating in a report on Wednesday, March 25th. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, BWX Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $228.00.

About BWX Technologies

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.