MGO One Seven LLC Boosts Position in BWX Technologies, Inc. $BWXT

MGO One Seven LLC grew its position in BWX Technologies, Inc. (NYSE:BWXT) by 354.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,695 shares of the technology company’s stock after buying an additional 13,803 shares during the quarter. MGO One Seven LLC’s holdings in BWX Technologies were worth $3,058,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in BWXT. Massachusetts Financial Services Co. MA increased its holdings in BWX Technologies by 26.0% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 1,159,033 shares of the technology company’s stock valued at $213,691,000 after acquiring an additional 239,292 shares in the last quarter. Eos Management L.P. raised its position in BWX Technologies by 27.9% during the third quarter. Eos Management L.P. now owns 25,894 shares of the technology company’s stock worth $4,774,000 after acquiring an additional 5,644 shares during the last quarter. Principal Financial Group Inc. lifted its holdings in shares of BWX Technologies by 51.1% in the third quarter. Principal Financial Group Inc. now owns 313,192 shares of the technology company’s stock valued at $57,743,000 after purchasing an additional 105,879 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. purchased a new stake in shares of BWX Technologies in the fourth quarter valued at about $9,754,000. Finally, Thrivent Financial for Lutherans grew its position in shares of BWX Technologies by 7.3% in the third quarter. Thrivent Financial for Lutherans now owns 669,636 shares of the technology company’s stock valued at $123,460,000 after purchasing an additional 45,667 shares during the last quarter. Institutional investors and hedge funds own 94.39% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently issued reports on the company. TD Cowen started coverage on BWX Technologies in a research report on Thursday, March 12th. They set a “buy” rating and a $230.00 price objective for the company. Bank of America raised their price target on BWX Technologies from $230.00 to $250.00 and gave the stock a “buy” rating in a research report on Wednesday, March 25th. BTIG Research boosted their price target on BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Truist Financial upgraded BWX Technologies to a “hold” rating in a research report on Friday, May 1st. Finally, Wall Street Zen raised shares of BWX Technologies from a “hold” rating to a “buy” rating in a research report on Saturday. Three investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, BWX Technologies currently has a consensus rating of “Moderate Buy” and an average price target of $217.26.

BWX Technologies Price Performance

Shares of NYSE:BWXT opened at $205.14 on Friday. The company has a market cap of $18.79 billion, a P/E ratio of 54.85, a P/E/G ratio of 3.38 and a beta of 0.78. The business has a fifty day simple moving average of $212.84 and a 200-day simple moving average of $199.66. BWX Technologies, Inc. has a 52 week low of $105.07 and a 52 week high of $241.82. The company has a quick ratio of 2.25, a current ratio of 2.40 and a debt-to-equity ratio of 1.58.

BWX Technologies (NYSE:BWXT) last released its earnings results on Monday, May 4th. The technology company reported $1.12 earnings per share 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 firm had revenue of $860.22 million for the quarter, compared to the consensus estimate of $837.47 million. During the same period in the prior year, the business posted $0.91 earnings per share. The firm’s revenue for the quarter was up 26.1% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. Equities research analysts forecast that BWX Technologies, Inc. will post 4.71 EPS for the current year.

BWX Technologies Announces Dividend

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

Insider Buying and Selling

In related news, Director Gerhard F. Burbach sold 1,983 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $208.61, for a total transaction of $413,673.63. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the transaction, the chief executive officer directly owned 177,594 shares in the company, valued at approximately $36,097,756.44. This represents a 5.33% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 13,327 shares of company stock valued at $2,734,844. Insiders own 0.60% of the company’s stock.

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.