Clough Capital Partners L P Has $2.93 Million Holdings in BWX Technologies, Inc. $BWXT

Clough Capital Partners L P cut its holdings in shares of BWX Technologies, Inc. (NYSE:BWXT) by 45.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,900 shares of the technology company’s stock after selling 12,998 shares during the quarter. Clough Capital Partners L P’s holdings in BWX Technologies were worth $2,931,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Artisan Partners Limited Partnership acquired a new stake in BWX Technologies during the second quarter worth about $183,859,000. Alkeon Capital Management LLC lifted its holdings in shares of BWX Technologies by 163.0% during the 3rd quarter. Alkeon Capital Management LLC now owns 1,578,048 shares of the technology company’s stock worth $290,945,000 after acquiring an additional 978,000 shares during the period. Invesco Ltd. boosted its position in shares of BWX Technologies by 60.1% during the 3rd quarter. Invesco Ltd. now owns 2,549,150 shares of the technology company’s stock worth $469,987,000 after acquiring an additional 956,770 shares in the last quarter. Massachusetts Financial Services Co. MA bought a new position in BWX Technologies in the second quarter valued at approximately $132,498,000. Finally, Select Equity Group L.P. bought a new position in BWX Technologies in the second quarter valued at approximately $68,902,000. 94.39% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on BWXT shares. Zacks Research upgraded BWX Technologies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, January 21st. BNP Paribas Exane started coverage on BWX Technologies in a report on Thursday, January 15th. They set a “neutral” rating and a $215.00 price target for the company. Wall Street Zen downgraded BWX Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, February 28th. TD Securities started coverage on BWX Technologies in a research note on Thursday. They issued a “buy” rating and a $230.00 price objective on the stock. Finally, TD Cowen started coverage on BWX Technologies in a research report on Thursday. They issued a “buy” rating and a $230.00 target price on the stock. Three analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $206.36.

Insider Buying and Selling at BWX Technologies

In other news, Director Gerhard F. Burbach sold 1,983 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $208.61, for a total transaction of $413,673.63. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, CAO Kevin James Gorman sold 1,344 shares of the business’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $214.71, for a total value of $288,570.24. Following the completion of the sale, the chief accounting officer directly owned 114 shares of the company’s stock, valued at $24,476.94. The trade was a 92.18% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 13,327 shares of company stock valued at $2,734,844. Corporate insiders own 0.47% of the company’s stock.

BWX Technologies News Summary

Here are the key news stories impacting BWX Technologies this week:

• Positive Sentiment: TD Securities initiated coverage with a Buy rating, signaling institutional interest and research support for BWXT’s growth profile. Read More.
• Positive Sentiment: TD Cowen also started coverage with a Buy and highlighted BWXT’s “unmatched nuclear heritage,” adding another independent bullish voice on the stock. Read More.
• Positive Sentiment: Analysts set a $230 price target (TD Securities / TD Cowen reporting), implying roughly double-digit upside from current levels — a clear near-term upside benchmark for investors to watch. Read More.
• Positive Sentiment: Operational tailwinds: BWXT reported quarterly revenue and backlog growth (backlog up ~50% to $7.3B) and is expanding into advanced nuclear programs (TRISO fuel, microreactors, Project Pele and modular BANR), which could broaden long‑term revenue beyond naval propulsion. Read More.
• Positive Sentiment: Coverage pieces note strong stock performance over the past year (shares up ~100% year-over-year in some reports), reinforcing momentum but also raising valuation questions. Read More.
• Neutral Sentiment: Sector context: broader defense and aerospace spending tailwinds (and peers like Teledyne gaining from defense and commercial aviation recovery) support a positive backdrop for BWXT but do not guarantee stock moves. Read More.
• Neutral Sentiment: Macro/structural piece: analysts point to a structural shift in national security spending that favors defense suppliers, providing a favorable demand environment for BWXT’s products and services over the medium term. Read More.

BWX Technologies Stock Performance

Shares of BWXT opened at $194.34 on Friday. The company has a current ratio of 2.32, a quick ratio of 2.25 and a debt-to-equity ratio of 1.64. The firm’s fifty day simple moving average is $203.19 and its two-hundred day simple moving average is $189.75. BWX Technologies, Inc. has a 12 month low of $84.21 and a 12 month high of $220.57. The stock has a market capitalization of $17.77 billion, a P/E ratio of 54.44, a price-to-earnings-growth ratio of 3.17 and a beta of 0.83.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings results on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.91 by $0.17. The firm had revenue of $885.84 million for the quarter, compared to analysts’ expectations of $837.47 million. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.The company’s revenue for the quarter was up 18.7% compared to the same quarter last year. During the same period in the prior year, the business earned $0.92 EPS. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. As a group, analysts predict that BWX Technologies, Inc. will post 3.23 EPS for the current year.

BWX Technologies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Wednesday, March 11th will be issued a $0.27 dividend. The ex-dividend date is Wednesday, March 11th. This is a positive change from BWX Technologies’s previous quarterly dividend of $0.25. This represents a $1.08 dividend on an annualized basis and a yield of 0.6%. BWX Technologies’s dividend payout ratio is 30.25%.

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.