BWX Technologies, Inc. $BWXT Shares Bought by Freemont Management S.A.

Freemont Management S.A. raised its stake in BWX Technologies, Inc. (NYSE:BWXT) by 200.0% in the 4th quarter, HoldingsChannel.com reports. The fund owned 4,800 shares of the technology company’s stock after purchasing an additional 3,200 shares during the period. Freemont Management S.A.’s holdings in BWX Technologies were worth $830,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of the stock. Massachusetts Financial Services Co. MA boosted its stake in shares of BWX Technologies by 26.0% during the third quarter. Massachusetts Financial Services Co. MA now owns 1,159,033 shares of the technology company’s stock worth $213,691,000 after buying an additional 239,292 shares during the period. Eos Management L.P. boosted its stake in shares of BWX Technologies by 27.9% during the third quarter. Eos Management L.P. now owns 25,894 shares of the technology company’s stock worth $4,774,000 after buying an additional 5,644 shares during the period. Principal Financial Group Inc. boosted its stake in shares of BWX Technologies by 51.1% during the third quarter. Principal Financial Group Inc. now owns 313,192 shares of the technology company’s stock worth $57,743,000 after buying an additional 105,879 shares during the period. Mirae Asset Global Investments Co. Ltd. acquired a new stake in shares of BWX Technologies during the fourth quarter worth about $9,754,000. Finally, Thrivent Financial for Lutherans boosted its stake in shares of BWX Technologies by 7.3% during the third quarter. Thrivent Financial for Lutherans now owns 669,636 shares of the technology company’s stock worth $123,460,000 after buying an additional 45,667 shares during the period. Institutional investors and hedge funds own 94.39% of the company’s stock.

Insider Activity

In related 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 completion of the transaction, the chief accounting officer directly owned 114 shares of the company’s stock, valued at $24,476.94. This represents a 92.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $204.81, for a total transaction of $2,048,100.00. Following the completion of the transaction, the chief executive officer directly owned 202,491 shares of the company’s stock, valued at approximately $41,472,181.71. This trade represents a 4.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 15,744 shares of company stock valued at $3,256,101. Company insiders own 0.60% of the company’s stock.

BWX Technologies Trading Up 0.1%

NYSE BWXT opened at $207.01 on Thursday. The stock has a market capitalization of $18.96 billion, a P/E ratio of 55.35, a P/E/G ratio of 3.41 and a beta of 0.78. BWX Technologies, Inc. has a 52-week low of $106.22 and a 52-week high of $241.82. The firm has a 50-day moving average price of $212.68 and a 200 day moving average price of $199.84. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.58.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings results on Monday, May 4th. The technology company reported $1.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.92 by $0.20. The firm had revenue of $860.22 million during 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 firm’s revenue for the quarter was up 26.1% on a year-over-year basis. During the same period in the prior year, the company posted $0.91 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. Equities research analysts expect that BWX Technologies, Inc. will post 4.71 EPS for the current year.

BWX Technologies Dividend Announcement

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

Analyst Upgrades and Downgrades

BWXT has been the subject of several recent research reports. Wells Fargo & Company initiated coverage on shares of BWX Technologies in a research note on Wednesday, April 1st. They set an “underweight” rating and a $200.00 target price for the company. Zacks Research downgraded shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a research note on Monday. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $205.00 target price on shares of BWX Technologies in a research note on Tuesday, May 5th. Wall Street Zen upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, May 9th. Finally, BTIG Research increased their target price 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. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $217.96.

BWX Technologies News Roundup

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

BWX Technologies 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.