Granahan Investment Management LLC Invests $1.94 Million in BWX Technologies, Inc. $BWXT

Granahan Investment Management LLC purchased a new stake in BWX Technologies, Inc. (NYSE:BWXT) during the 3rd quarter, HoldingsChannel.com reports. The fund purchased 10,527 shares of the technology company’s stock, valued at approximately $1,941,000.

Other hedge funds have also added to or reduced their stakes in the company. Global Trust Asset Management LLC bought a new stake in BWX Technologies during the 3rd quarter worth approximately $32,000. WFA of San Diego LLC bought a new position in shares of BWX Technologies in the second quarter valued at approximately $29,000. Quent Capital LLC purchased a new position in shares of BWX Technologies during the third quarter valued at approximately $43,000. Ancora Advisors LLC purchased a new position in shares of BWX Technologies during the third quarter valued at approximately $49,000. Finally, Root Financial Partners LLC bought a new stake in BWX Technologies during the third quarter worth $51,000. Institutional investors and hedge funds own 94.39% of the company’s stock.

BWX Technologies Stock Up 5.6%

BWXT stock opened at $204.94 on Tuesday. The stock has a market cap of $18.74 billion, a P/E ratio of 57.41, a P/E/G ratio of 3.17 and a beta of 0.83. The company has a current ratio of 2.32, a quick ratio of 2.25 and a debt-to-equity ratio of 1.64. The stock’s fifty day simple moving average is $203.51 and its two-hundred day simple moving average is $190.20. BWX Technologies, Inc. has a 1-year low of $84.21 and a 1-year high of $220.57.

BWX Technologies (NYSE:BWXT) last released its earnings results on Monday, February 23rd. The technology company reported $1.08 EPS for the quarter, topping analysts’ consensus estimates of $0.91 by $0.17. The company had revenue of $885.84 million for the quarter, compared to analysts’ expectations of $837.47 million. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.The business’s revenue for the quarter was up 18.7% compared to the same quarter last year. During the same period in the previous year, the business posted $0.92 EPS. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. Analysts expect that BWX Technologies, Inc. will post 3.23 EPS for the current year.

BWX Technologies Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Wednesday, March 11th will be given a dividend of $0.27 per share. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.5%. This is an increase from BWX Technologies’s previous quarterly dividend of $0.25. BWX Technologies’s payout ratio is currently 30.25%.

Analyst Upgrades and Downgrades

A number of research firms recently commented on BWXT. BNP Paribas Exane assumed coverage on BWX Technologies in a research report on Thursday, January 15th. They issued a “neutral” rating and a $215.00 price target for the company. Zacks Research upgraded shares of BWX Technologies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, January 21st. Wall Street Zen downgraded shares of BWX Technologies from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. Truist Financial set a $205.00 price target on shares of BWX Technologies in a research report on Friday, January 9th. Finally, TD Cowen started coverage on shares of BWX Technologies in a report on Thursday, March 12th. They set a “buy” rating and a $230.00 price target on the stock. Three investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $206.36.

Insider Transactions at BWX Technologies

In other news, CEO Rex D. Geveden sold 10,000 shares of the firm’s stock in a transaction that occurred on 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 completion of the sale, the chief executive officer owned 177,594 shares in the company, valued at $36,097,756.44. This trade represents a 5.33% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Gerhard F. Burbach sold 1,983 shares of BWX Technologies stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total transaction of $413,673.63. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 13,327 shares of company stock worth $2,734,844 in the last quarter. Insiders own 0.47% of the company’s stock.

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.