Mawer Investment Management Ltd. Sells 27,854 Shares of BWX Technologies, Inc. $BWXT

Mawer Investment Management Ltd. reduced its position in BWX Technologies, Inc. (NYSE:BWXT) by 3.5% during the fourth quarter, Holdings Channel reports. The institutional investor owned 772,693 shares of the technology company’s stock after selling 27,854 shares during the quarter. Mawer Investment Management Ltd.’s holdings in BWX Technologies were worth $133,552,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of BWXT. Aventura Private Wealth LLC bought a new stake in shares of BWX Technologies in the 4th quarter valued at about $29,000. WFA of San Diego LLC bought a new stake in shares of BWX Technologies in the 2nd quarter valued at about $29,000. Strategic Advocates LLC bought a new stake in shares of BWX Technologies in the 3rd quarter valued at about $32,000. Tucker Asset Management LLC bought a new stake in shares of BWX Technologies in the 4th quarter valued at about $36,000. Finally, Strategic Investment Solutions Inc. IL boosted its holdings in shares of BWX Technologies by 300.0% in the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 200 shares of the technology company’s stock valued at $37,000 after buying an additional 150 shares in the last quarter. 94.39% of the stock is currently owned by institutional investors.

BWX Technologies Stock Performance

BWXT opened at $188.61 on Tuesday. BWX Technologies, Inc. has a 12-month low of $124.30 and a 12-month high of $241.82. The company has a current ratio of 2.40, a quick ratio of 2.33 and a debt-to-equity ratio of 1.58. The firm has a market capitalization of $17.28 billion, a PE ratio of 50.43, a P/E/G ratio of 3.23 and a beta of 0.78. The firm has a 50 day moving average of $212.55 and a two-hundred day moving average of $199.56.

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 analysts’ consensus estimates of $0.92 by $0.20. BWX Technologies had a net margin of 10.20% and a return on equity of 31.33%. The company had revenue of $860.22 million during the quarter, compared to analyst estimates of $837.47 million. During the same period last year, the firm posted $0.91 EPS. BWX Technologies’s revenue for the quarter was up 26.1% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. On average, analysts anticipate that BWX Technologies, Inc. will post 4.71 EPS for the current year.

BWX Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, June 5th. Stockholders 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 dividend yield of 0.6%. The ex-dividend date of this dividend is Tuesday, May 19th. BWX Technologies’s payout ratio is 28.88%.

Analyst Ratings Changes

A number of analysts have recently weighed in on the stock. BTIG Research raised their price target on shares of BWX Technologies from $225.00 to $235.00 and gave the company a “buy” rating in a report on Thursday, February 26th. Truist Financial increased their price objective on shares of BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a research report on Monday, May 11th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of BWX Technologies in a research report on Friday, May 22nd. Wall Street Zen raised shares of BWX Technologies from a “hold” rating to a “buy” rating in a research report on Saturday, May 9th. Finally, Zacks Research lowered shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 11th. Two research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $228.00.

Insider Activity at BWX Technologies

In other news, CFO Michael Thomas Fitzgerald sold 2,417 shares of BWX Technologies stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $209.25, for a total transaction of $505,757.25. Following the completion of the transaction, the chief financial officer directly owned 6,884 shares of the company’s stock, valued at $1,440,477. The trade was a 25.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction that occurred on 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 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. 0.60% of the stock is owned by insiders.

BWX Technologies Company 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.