Minneapolis Portfolio Management Group LLC Has $27.10 Million Holdings in BWX Technologies, Inc. $BWXT

Minneapolis Portfolio Management Group LLC lessened its holdings in shares of BWX Technologies, Inc. (NYSE:BWXT) by 21.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 156,813 shares of the technology company’s stock after selling 43,935 shares during the quarter. BWX Technologies accounts for approximately 3.1% of Minneapolis Portfolio Management Group LLC’s holdings, making the stock its 19th largest holding. Minneapolis Portfolio Management Group LLC’s holdings in BWX Technologies were worth $27,104,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in BWXT. Aventura Private Wealth LLC acquired a new stake in BWX Technologies during the 4th quarter worth $29,000. WFA of San Diego LLC acquired a new stake in BWX Technologies during the 2nd quarter worth $29,000. Strategic Advocates LLC acquired a new stake in BWX Technologies during the 3rd quarter worth $32,000. Tucker Asset Management LLC bought a new position in BWX Technologies during the 4th quarter worth about $36,000. Finally, Strategic Investment Solutions Inc. IL increased its holdings in BWX Technologies by 300.0% during the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 200 shares of the technology company’s stock worth $37,000 after purchasing an additional 150 shares in the last quarter. Institutional investors and hedge funds own 94.39% of the company’s stock.

Insider Activity

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

BWX Technologies Price Performance

Shares of NYSE BWXT opened at $188.61 on Tuesday. The stock has a market capitalization of $17.28 billion, a price-to-earnings ratio of 50.43, a PEG ratio of 3.23 and a beta of 0.78. The business has a 50-day moving average of $212.55 and a 200-day moving average of $199.56. The company has a debt-to-equity ratio of 1.58, a current ratio of 2.40 and a quick ratio of 2.33. BWX Technologies, Inc. has a fifty-two week low of $124.30 and a fifty-two week high of $241.82.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings data 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 company had revenue of $860.22 million during the quarter, compared to analysts’ expectations of $837.47 million. BWX Technologies had a return on equity of 31.33% and a net margin of 10.20%.BWX Technologies’s revenue for the quarter was up 26.1% compared to the same quarter last year. During the same quarter last year, the company earned $0.91 EPS. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. As a group, sell-side analysts predict that BWX Technologies, Inc. will post 4.71 earnings per share for the current fiscal year.

BWX Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Tuesday, May 19th will be issued a $0.27 dividend. The ex-dividend date is Tuesday, May 19th. This represents a $1.08 annualized dividend and a dividend yield of 0.6%. BWX Technologies’s dividend payout ratio (DPR) is presently 28.88%.

Wall Street Analyst Weigh In

BWXT has been the subject of a number of research reports. Wall Street Zen upgraded BWX Technologies from a “hold” rating to a “buy” rating in a report on Saturday, May 9th. BTIG Research increased 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. Bank of America increased their target price on BWX Technologies from $230.00 to $250.00 and gave the stock a “buy” rating in a report on Wednesday, March 25th. Weiss Ratings reiterated a “buy (b-)” rating on shares of BWX Technologies in a report on Friday, May 22nd. Finally, Wells Fargo & Company initiated coverage on BWX Technologies in a report on Wednesday, April 1st. They set an “underweight” rating and a $200.00 target price for the company. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average 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.