46,382 Shares in BWX Technologies, Inc. $BWXT Acquired by Lisanti Capital Growth LLC

Lisanti Capital Growth LLC purchased a new position in BWX Technologies, Inc. (NYSE:BWXT) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 46,382 shares of the technology company’s stock, valued at approximately $8,551,000. BWX Technologies accounts for about 2.1% of Lisanti Capital Growth LLC’s investment portfolio, making the stock its 3rd largest position. Lisanti Capital Growth LLC owned about 0.05% of BWX Technologies at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in BWXT. Arizona State Retirement System increased its stake in shares of BWX Technologies by 1.4% in the third quarter. Arizona State Retirement System now owns 27,034 shares of the technology company’s stock worth $4,984,000 after buying an additional 362 shares during the period. Eos Management L.P. grew its holdings in BWX Technologies by 27.9% in the 3rd quarter. Eos Management L.P. now owns 25,894 shares of the technology company’s stock worth $4,774,000 after acquiring an additional 5,644 shares during the last quarter. TD Waterhouse Canada Inc. increased its position in shares of BWX Technologies by 20.6% in the third quarter. TD Waterhouse Canada Inc. now owns 784 shares of the technology company’s stock valued at $147,000 after acquiring an additional 134 shares during the period. Valeo Financial Advisors LLC raised its stake in shares of BWX Technologies by 9.6% during the third quarter. Valeo Financial Advisors LLC now owns 5,460 shares of the technology company’s stock valued at $1,007,000 after acquiring an additional 479 shares during the last quarter. Finally, Truist Financial Corp raised its stake in shares of BWX Technologies by 4.0% during the third quarter. Truist Financial Corp now owns 8,263 shares of the technology company’s stock valued at $1,523,000 after acquiring an additional 317 shares during the last quarter. Hedge funds and other institutional investors own 94.39% of the company’s stock.

BWX Technologies Trading Down 2.3%

BWXT opened at $205.36 on Friday. The company has a quick ratio of 1.62, a current ratio of 1.71 and a debt-to-equity ratio of 1.21. BWX Technologies, Inc. has a 52 week low of $84.21 and a 52 week high of $220.57. The stock has a market cap of $18.78 billion, a PE ratio of 61.67, a PEG ratio of 3.38 and a beta of 0.86. The business has a 50 day moving average of $188.21 and a 200-day moving average of $180.86.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings data on Monday, November 3rd. The technology company reported $1.00 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.85 by $0.15. The business had revenue of $866.29 million during the quarter, compared to the consensus estimate of $795.48 million. BWX Technologies had a return on equity of 30.70% and a net margin of 10.04%.The firm’s quarterly revenue was up 28.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.83 earnings per share. BWX Technologies has set its FY 2025 guidance at 3.750-3.800 EPS. Equities research analysts predict that BWX Technologies, Inc. will post 3.23 earnings per share for the current fiscal year.

Insider Transactions at BWX Technologies

In related news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $197.90, for a total transaction of $1,979,000.00. Following the completion of the transaction, the chief executive officer directly owned 187,594 shares of the company’s stock, valued at $37,124,852.60. This trade represents a 5.06% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.47% of the stock is currently owned by company insiders.

Analyst Ratings Changes

BWXT has been the topic of a number of research analyst reports. Wall Street Zen upgraded BWX Technologies from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Zacks Research upgraded BWX Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, January 21st. CJS Securities upgraded BWX Technologies to a “strong-buy” rating in a report on Friday, December 12th. Northland Securities set a $225.00 price target on BWX Technologies in a research note on Tuesday, November 4th. Finally, Weiss Ratings cut shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday. Three research analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $199.20.

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.