Klein Pavlis & Peasley Financial Inc. Trims Holdings in BWX Technologies, Inc. $BWXT

Klein Pavlis & Peasley Financial Inc. trimmed its holdings in BWX Technologies, Inc. (NYSE:BWXT) by 48.6% in the 4th quarter, Holdings Channel reports. The fund owned 4,532 shares of the technology company’s stock after selling 4,286 shares during the quarter. Klein Pavlis & Peasley Financial Inc.’s holdings in BWX Technologies were worth $783,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of BWXT. Alkeon Capital Management LLC grew its holdings in BWX Technologies by 163.0% in the third quarter. Alkeon Capital Management LLC now owns 1,578,048 shares of the technology company’s stock worth $290,945,000 after purchasing an additional 978,000 shares during the period. Invesco Ltd. lifted its holdings in shares of BWX Technologies by 60.1% during the third quarter. Invesco Ltd. now owns 2,549,150 shares of the technology company’s stock valued at $469,987,000 after purchasing an additional 956,770 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new position in shares of BWX Technologies during the third quarter valued at approximately $163,969,000. Select Equity Group L.P. bought a new stake in shares of BWX Technologies in the 2nd quarter worth approximately $68,902,000. Finally, Federated Hermes Inc. grew its stake in shares of BWX Technologies by 477.3% in the 2nd quarter. Federated Hermes Inc. now owns 450,907 shares of the technology company’s stock worth $64,958,000 after buying an additional 372,800 shares during the last quarter. 94.39% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research analysts recently weighed in on BWXT shares. Weiss Ratings raised BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, February 25th. TD Securities initiated coverage on BWX Technologies in a report on Thursday, March 12th. They issued a “buy” rating and a $230.00 target price on the stock. CJS Securities raised BWX Technologies to a “strong-buy” rating in a research note on Friday, December 12th. Zacks Research upgraded BWX Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 21st. Finally, Bank of America upped their price target on shares of BWX Technologies from $230.00 to $250.00 and gave the stock a “buy” rating in a research note on Wednesday. Three analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $208.36.

Insider Buying and Selling

In other BWX Technologies news, CAO Kevin James Gorman sold 1,344 shares of the business’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $214.71, for a total value of $288,570.24. Following the completion of the transaction, the chief accounting officer owned 114 shares of the company’s stock, valued at approximately $24,476.94. The trade was a 92.18% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the transaction, the chief executive officer owned 177,594 shares in the company, valued at $36,097,756.44. This represents a 5.33% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 13,327 shares of company stock worth $2,734,844. 0.47% of the stock is owned by corporate insiders.

BWX Technologies Price Performance

Shares of NYSE BWXT opened at $202.99 on Friday. The firm has a market cap of $18.60 billion, a P/E ratio of 56.86, a PEG ratio of 3.50 and a beta of 0.83. BWX Technologies, Inc. has a twelve month low of $84.21 and a twelve month high of $222.29. The company has a quick ratio of 2.25, a current ratio of 2.32 and a debt-to-equity ratio of 1.64. The company has a 50 day moving average of $204.14 and a 200 day moving average of $192.84.

BWX Technologies (NYSE:BWXT) last issued its earnings results on Monday, February 23rd. The technology company reported $1.08 EPS for the quarter, beating the consensus estimate of $0.91 by $0.17. The business had revenue of $885.84 million for the quarter, compared to the consensus estimate 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 was up 18.7% compared to the same quarter last year. During the same period last year, the business posted $0.92 EPS. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. As a group, research analysts expect that BWX Technologies, Inc. will post 3.23 EPS for the current fiscal year.

BWX Technologies Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Wednesday, March 11th were given a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a dividend yield of 0.5%. This is a boost from BWX Technologies’s previous quarterly dividend of $0.25. The ex-dividend date of this dividend was Wednesday, March 11th. BWX Technologies’s 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.