Public Employees Retirement System of Ohio Makes New Investment in BWX Technologies, Inc. $BWXT

Public Employees Retirement System of Ohio purchased a new position in shares of BWX Technologies, Inc. (NYSE:BWXT) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 55,535 shares of the technology company’s stock, valued at approximately $10,810,000. Public Employees Retirement System of Ohio owned 0.06% of BWX Technologies as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. M.D. Sass LLC acquired a new position in shares of BWX Technologies in the second quarter valued at approximately $2,619,000. Ranger Investment Management L.P. purchased a new stake in BWX Technologies during the 1st quarter worth approximately $11,991,000. MGO One Seven LLC lifted its holdings in BWX Technologies by 354.7% during 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 lifted its holdings in BWX Technologies by 22.7% during the 4th quarter. Intech Investment Management LLC now owns 32,668 shares of the technology company’s stock worth $5,646,000 after buying an additional 6,053 shares in the last quarter. Finally, Mizuho Markets Americas LLC purchased a new position in BWX Technologies in the 4th quarter valued at approximately $36,097,000. Hedge funds and other institutional investors own 94.39% of the company’s stock.

BWX Technologies Stock Performance

Shares of BWXT stock opened at $152.26 on Tuesday. The company has a market cap of $13.95 billion, a P/E ratio of 39.45, a PEG ratio of 2.39 and a beta of 0.76. The firm has a fifty day moving average price of $174.67 and a 200 day moving average price of $195.42. 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, Inc. has a 12 month low of $147.74 and a 12 month high of $241.82.

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

BWX Technologies Dividend Announcement

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

Analyst Upgrades and Downgrades

BWXT has been the subject of several research reports. Wells Fargo & Company upgraded shares of BWX Technologies from an “underweight” rating to an “equal weight” rating and dropped their price target for the stock from $200.00 to $170.00 in a research note on Thursday. Seaport Research Partners upgraded BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 target price for the company in a report on Monday, June 22nd. Wall Street Zen lowered BWX Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, August 8th. BTIG Research reiterated a “buy” rating and issued a $235.00 price objective on shares of BWX Technologies in a research note on Tuesday, August 4th. Finally, Zacks Research cut BWX Technologies from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 11th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, BWX Technologies has an average rating of “Moderate Buy” and an average price target of $224.20.

Insider Transactions at BWX Technologies

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total value of $1,725,000.00. Following the transaction, the chief executive officer directly owned 192,491 shares in the company, valued at $33,204,697.50. This represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by company insiders.

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.