Bessemer Group Inc. Boosts Position in BWX Technologies, Inc. $BWXT

Bessemer Group Inc. increased its stake in shares of BWX Technologies, Inc. (NYSE:BWXT) by 1.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 626,109 shares of the technology company’s stock after acquiring an additional 11,526 shares during the quarter. Bessemer Group Inc.’s holdings in BWX Technologies were worth $128,035,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Aventura Private Wealth LLC purchased a new stake in shares of BWX Technologies in the 4th quarter valued at about $29,000. WFA of San Diego LLC acquired a new position in BWX Technologies during the second quarter worth approximately $29,000. MV Capital Management Inc. purchased a new stake in BWX Technologies in the fourth quarter valued at approximately $32,000. Tucker Asset Management LLC purchased a new stake in BWX Technologies in the fourth quarter valued at approximately $36,000. Finally, Strategic Investment Solutions Inc. IL boosted its holdings in shares of BWX Technologies by 300.0% in the third quarter. Strategic Investment Solutions Inc. IL now owns 200 shares of the technology company’s stock valued at $37,000 after acquiring an additional 150 shares during the period. Institutional investors and hedge funds own 94.39% of the company’s stock.

Insider Buying and Selling at BWX Technologies

In other news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $204.81, for a total value of $2,048,100.00. Following the completion of the transaction, the chief executive officer owned 202,491 shares of the company’s stock, valued at $41,472,181.71. The trade was a 4.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Michael Thomas Fitzgerald sold 2,417 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $209.25, for a total transaction of $505,757.25. Following the sale, 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 position. Additional details regarding this sale are available in the official SEC disclosure. 0.60% of the stock is owned by corporate insiders.

BWX Technologies Trading Down 1.3%

Shares of BWX Technologies stock opened at $171.52 on Friday. The company has a 50-day moving average of $194.86 and a two-hundred day moving average of $202.81. BWX Technologies, Inc. has a 12-month low of $136.18 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 stock has a market cap of $15.71 billion, a PE ratio of 45.86, a price-to-earnings-growth ratio of 2.96 and a beta of 0.74.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings results on Monday, May 4th. The technology company reported $1.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.92 by $0.20. BWX Technologies had a return on equity of 31.33% and a net margin of 10.20%.The business had revenue of $860.22 million during the quarter, compared to the consensus estimate of $837.47 million. During the same quarter in the previous year, the company posted $0.91 EPS. The business’s revenue was up 26.1% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. On average, research analysts anticipate that BWX Technologies, Inc. will post 4.6 EPS for the current fiscal year.

BWX Technologies Announces Dividend

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

Analysts Set New Price Targets

A number of brokerages have recently commented on BWXT. Wall Street Zen raised shares of BWX Technologies from a “hold” rating to a “buy” rating in a report on Saturday, May 9th. Bank of America raised their price objective on shares of BWX Technologies from $230.00 to $250.00 and gave the stock a “buy” rating in a research report on Wednesday, March 25th. Wells Fargo & Company began coverage on shares of BWX Technologies in a research report on Wednesday, April 1st. They set an “underweight” rating and a $200.00 price objective on the stock. Zacks Research cut shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a report on Monday, May 11th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of BWX Technologies in a report on Friday, May 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $228.00.

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.