M.D. Sass LLC Acquires New Stake in BWX Technologies, Inc. $BWXT

M.D. Sass LLC purchased a new stake in shares of BWX Technologies, Inc. (NYSE:BWXT) in the 2nd quarter, Holdings Channel.com reports. The institutional investor purchased 13,453 shares of the technology company’s stock, valued at approximately $2,619,000.

Several other large investors have also recently modified their holdings of the stock. MGO One Seven LLC increased its holdings in BWX Technologies by 354.7% in the 4th quarter. MGO One Seven LLC now owns 17,695 shares of the technology company’s stock worth $3,058,000 after buying an additional 13,803 shares in the last quarter. Intech Investment Management LLC grew its stake in shares of BWX Technologies by 22.7% in the fourth quarter. Intech Investment Management LLC now owns 32,668 shares of the technology company’s stock worth $5,646,000 after acquiring an additional 6,053 shares during the period. Ranger Investment Management L.P. bought a new stake in shares of BWX Technologies in the first quarter worth approximately $11,991,000. Mizuho Markets Americas LLC purchased a new position in shares of BWX Technologies during the fourth quarter valued at approximately $36,097,000. Finally, Cary Street Partners Financial LLC purchased a new position in shares of BWX Technologies during the fourth quarter valued at approximately $3,356,000. Hedge funds and other institutional investors own 94.39% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have weighed in on BWXT shares. BTIG Research reiterated a “buy” rating and set a $235.00 target price on shares of BWX Technologies in a research note on Tuesday, August 4th. JPMorgan Chase & Co. assumed coverage on BWX Technologies in a research note on Monday, July 27th. They issued an “overweight” rating and a $230.00 price target on the stock. Weiss Ratings raised BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, August 12th. Truist Financial reduced their price objective on BWX Technologies from $212.00 to $202.00 and set a “hold” rating for the company in a research report on Friday. Finally, Seaport Research Partners raised BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 target price on the stock in a report on Monday, June 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $227.20.

BWX Technologies Stock Performance

NYSE:BWXT opened at $165.09 on Wednesday. The stock has a 50-day moving average price of $182.62 and a 200 day moving average price of $198.37. The stock has a market capitalization of $15.13 billion, a P/E ratio of 42.77, a P/E/G ratio of 2.71 and a beta of 0.76. BWX Technologies, Inc. has a 12-month low of $157.10 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 1.51.

BWX Technologies (NYSE:BWXT) last issued its earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share for the quarter, topping analysts’ consensus estimates of $1.04 by $0.03. The firm had revenue of $901.62 million during the quarter, compared to analyst estimates of $902.41 million. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. BWX Technologies’s revenue for the quarter was up 18.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.02 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Equities research analysts forecast that BWX Technologies, Inc. will post 4.75 EPS for the current fiscal year.

BWX Technologies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Tuesday, August 18th will be given a dividend of $0.27 per share. The ex-dividend date of this dividend is Tuesday, August 18th. This represents a $1.08 annualized dividend and a dividend yield of 0.7%. BWX Technologies’s payout ratio is currently 27.98%.

Insiders Place Their Bets

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total transaction of $1,725,000.00. Following the transaction, the chief executive officer owned 192,491 shares in the company, valued at $33,204,697.50. The trade was a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.60% of the company’s stock.

BWX Technologies 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.