Sapient Capital LLC Has $44.20 Million Holdings in BWX Technologies, Inc. $BWXT

Sapient Capital LLC decreased its position in shares of BWX Technologies, Inc. (NYSE:BWXT) by 1.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 227,097 shares of the technology company’s stock after selling 3,259 shares during the quarter. BWX Technologies accounts for approximately 0.6% of Sapient Capital LLC’s investment portfolio, making the stock its 24th largest position. Sapient Capital LLC’s holdings in BWX Technologies were worth $44,204,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the company. Massachusetts Financial Services Co. MA lifted its holdings in shares of BWX Technologies by 18.7% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 1,375,740 shares of the technology company’s stock worth $237,783,000 after acquiring an additional 216,707 shares during the period. Mirae Asset Global Investments Co. Ltd. bought a new position in BWX Technologies in the fourth quarter valued at approximately $9,754,000. MGO One Seven LLC raised its position in BWX Technologies by 354.7% during the fourth quarter. MGO One Seven LLC now owns 17,695 shares of the technology company’s stock valued at $3,058,000 after purchasing an additional 13,803 shares in the last quarter. Intech Investment Management LLC raised its position in BWX Technologies by 22.7% during the fourth quarter. Intech Investment Management LLC now owns 32,668 shares of the technology company’s stock valued at $5,646,000 after purchasing an additional 6,053 shares in the last quarter. Finally, Ranger Investment Management L.P. bought a new stake in BWX Technologies during the first quarter worth $11,991,000. 94.39% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

BWXT has been the topic of several recent analyst reports. Wall Street Zen lowered BWX Technologies from a “buy” rating to a “hold” rating in a research note on Saturday. JPMorgan Chase & Co. began coverage on BWX Technologies in a research report on Monday, July 27th. They set an “overweight” rating and a $230.00 price objective for the company. Seaport Research Partners upgraded BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price objective for the company in a research report on Monday, June 22nd. BTIG Research reaffirmed a “buy” rating and issued a $235.00 price objective on shares of BWX Technologies in a research note on Tuesday, August 4th. Finally, Truist Financial lifted their target price on BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a research report on Monday, May 11th. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, BWX Technologies has a consensus rating of “Moderate Buy” and an average price target of $228.20.

BWX Technologies Price Performance

Shares of NYSE:BWXT opened at $169.77 on Monday. The company has a market cap of $15.55 billion, a price-to-earnings ratio of 43.98, a PEG ratio of 2.66 and a beta of 0.76. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33. The firm has a 50 day simple moving average of $185.04 and a 200 day simple moving average of $200.29. BWX Technologies, Inc. has a one year low of $157.10 and a one year high of $241.82.

BWX Technologies (NYSE:BWXT) last posted its earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share for the quarter, topping analysts’ consensus estimates of $1.04 by $0.03. The firm had revenue of $901.62 million for the quarter, compared to analysts’ expectations of $902.41 million. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The company’s revenue was up 18.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.02 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Research analysts predict that BWX Technologies, Inc. will post 4.75 earnings per share for the current fiscal year.

BWX Technologies Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Tuesday, August 18th will be issued a dividend of $0.27 per share. The ex-dividend date of this dividend is Tuesday, August 18th. This represents a $1.08 annualized dividend and a dividend yield of 0.6%. BWX Technologies’s dividend payout ratio (DPR) is 27.98%.

Insiders Place Their Bets

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 transaction of $2,048,100.00. Following the sale, the chief executive officer owned 202,491 shares in the company, valued at $41,472,181.71. The trade was a 4.71% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by corporate 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.