BWX Technologies (NYSE:BWXT) CEO Rex Geveden Sells 10,000 Shares of Stock

BWX Technologies, Inc. (NYSE:BWXT) CEO Rex Geveden sold 10,000 shares of the stock in a transaction 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 owned 202,491 shares in the company, valued at $41,472,181.71. This trade represents a 4.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

BWX Technologies Trading Down 2.1%

BWX Technologies stock opened at $206.45 on Wednesday. The firm’s 50-day moving average is $212.87 and its 200-day moving average is $199.79. The company has a debt-to-equity ratio of 1.58, a quick ratio of 2.33 and a current ratio of 2.40. BWX Technologies, Inc. has a 1 year low of $106.22 and a 1 year high of $241.82. The company has a market cap of $18.91 billion, a P/E ratio of 55.20, a PEG ratio of 3.47 and a beta of 0.78.

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

BWX Technologies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Tuesday, May 19th will be paid a dividend of $0.27 per share. The ex-dividend date of this dividend is Tuesday, May 19th. This represents a $1.08 annualized dividend and a yield of 0.5%. BWX Technologies’s dividend payout ratio (DPR) is presently 28.88%.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of BWXT. Aventura Private Wealth LLC bought a new position in BWX Technologies during the fourth quarter worth $29,000. WFA of San Diego LLC bought a new position in BWX Technologies during the second quarter worth $29,000. Global Trust Asset Management LLC bought a new position in BWX Technologies during the third quarter worth $32,000. Strategic Advocates LLC bought a new position in BWX Technologies during the third quarter worth $32,000. Finally, MV Capital Management Inc. bought a new position in BWX Technologies during the fourth quarter worth $32,000. 94.39% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts have commented on the stock. BNP Paribas Exane assumed coverage on shares of BWX Technologies in a research note on Thursday, January 15th. They set a “neutral” rating and a $215.00 target price on the stock. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $205.00 price objective on shares of BWX Technologies in a research note on Tuesday, May 5th. Weiss Ratings raised shares of BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 25th. TD Cowen initiated coverage on shares of BWX Technologies in a research note on Thursday, March 12th. They issued a “buy” rating and a $230.00 price objective on the stock. Finally, Wall Street Zen raised shares of BWX Technologies from a “hold” rating to a “buy” rating in a research note on Saturday. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $217.96.

Key BWX Technologies News

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

• Positive Sentiment: Activist investor Ananym Capital said BWXT could be worth much more if it commercializes its mothballed reactor design, arguing the stock could potentially double as energy demand grows. Reuters: Ananym urges BWX Technologies to commercialize reactor design, says shares could double
• Positive Sentiment: The U.S. Department of Energy is reportedly considering financing billions of dollars in long-lead-time nuclear plant components, which could support future demand across the nuclear supply chain, including BWXT. Reuters: US considering financing billions of dollars in long-lead time parts of nuclear plants, NEI says
• Positive Sentiment: Defense Daily reported BWXT won $1.4 billion in naval nuclear propulsion contracts, reinforcing its core defense nuclear business and highlighting strong backlog potential. Defense Daily: BWXT Wins $1.4 billion In Naval Nuclear Propulsion Contracts
• Positive Sentiment: Truist raised its price target on BWXT to $212 from $205, signaling continued analyst confidence even though the firm kept a hold rating. American Banking News: BWX Technologies Given New $212.00 Price Target at Truist Financial
• Neutral Sentiment: BWXT’s CFO and CEO both disclosed stock sales this week. The CEO said the sale was made under a pre-arranged 10b5-1 plan, which reduces the negative signal somewhat, but insider selling can still weigh on sentiment. SEC filing: CEO stock sale
• Neutral Sentiment: Industry commentary continues to frame BWXT as a major nuclear power play, with optimism around small modular reactors and its large North American nuclear manufacturing footprint. InsiderMonkey: BWX Technologies touted as a big nuclear play

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.