Inspire Investing LLC Raises Holdings in BWX Technologies, Inc. $BWXT

Inspire Investing LLC grew its holdings in BWX Technologies, Inc. (NYSE:BWXT) by 16.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,164 shares of the technology company’s stock after buying an additional 4,818 shares during the quarter. BWX Technologies comprises 0.6% of Inspire Investing LLC’s investment portfolio, making the stock its 26th biggest holding. Inspire Investing LLC’s holdings in BWX Technologies were worth $6,986,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of BWXT. Goldman Sachs Group Inc. lifted its holdings in BWX Technologies by 0.3% in the first quarter. Goldman Sachs Group Inc. now owns 141,680 shares of the technology company’s stock valued at $13,977,000 after acquiring an additional 371 shares during the period. Caxton Associates LLP purchased a new stake in shares of BWX Technologies during the 1st quarter worth $304,000. Flow Traders U.S. LLC acquired a new position in shares of BWX Technologies during the 2nd quarter worth $404,000. NewEdge Advisors LLC grew its stake in shares of BWX Technologies by 670.0% during the 2nd quarter. NewEdge Advisors LLC now owns 7,030 shares of the technology company’s stock worth $1,013,000 after purchasing an additional 6,117 shares during the period. Finally, Sei Investments Co. increased its holdings in shares of BWX Technologies by 44.9% in the 2nd quarter. Sei Investments Co. now owns 256,969 shares of the technology company’s stock valued at $37,018,000 after purchasing an additional 79,646 shares in the last quarter. 94.39% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at BWX Technologies

In related news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $204.81, for a total transaction of $2,048,100.00. Following the completion of the sale, the chief executive officer owned 202,491 shares in the company, valued at approximately $41,472,181.71. This trade represents a 4.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Michael Thomas Fitzgerald sold 2,417 shares of the company’s stock in a transaction dated 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 owned 6,884 shares in the company, valued at approximately $1,440,477. This trade represents a 25.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.60% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently commented on BWXT. Seaport Research Partners raised shares of BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price objective on the stock in a report on Monday, June 22nd. Zacks Research cut BWX Technologies from a “strong-buy” rating to a “hold” rating in a report on Monday, May 11th. TD Securities assumed coverage on BWX Technologies in a research note on Thursday, March 12th. They issued a “buy” rating and a $230.00 price objective for the company. Deutsche Bank Aktiengesellschaft raised BWX Technologies from a “hold” rating to a “buy” rating and lifted their price objective for the stock from $205.00 to $255.00 in a report on Friday, May 15th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of BWX Technologies in a research report on Friday, May 22nd. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, BWX Technologies has an average rating of “Moderate Buy” and a consensus price target of $228.00.

BWX Technologies Trading Down 4.5%

Shares of BWX Technologies stock opened at $189.04 on Tuesday. BWX Technologies, Inc. has a 1 year low of $133.84 and a 1 year high of $241.82. The company has a debt-to-equity ratio of 1.58, a current ratio of 2.40 and a quick ratio of 2.33. The business has a 50 day moving average price of $204.06 and a 200 day moving average price of $202.13. The company has a market capitalization of $17.32 billion, a P/E ratio of 50.55, a P/E/G ratio of 3.34 and a beta of 0.73.

BWX Technologies (NYSE:BWXT) last announced its earnings results on Monday, May 4th. The technology company reported $1.12 EPS for the quarter, beating analysts’ consensus estimates of $0.92 by $0.20. The firm had revenue of $860.22 million for 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 quarterly revenue was up 26.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.91 EPS. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. Sell-side analysts anticipate that BWX Technologies, Inc. will post 4.6 EPS for the current fiscal year.

BWX Technologies Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, June 5th. Investors of record on Tuesday, May 19th were paid a dividend of $0.27 per share. The ex-dividend date of this dividend was Tuesday, May 19th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.6%. BWX Technologies’s dividend payout ratio (DPR) is presently 28.88%.

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.