Sanctuary Advisors LLC Takes $15.61 Million Position in BWX Technologies, Inc. $BWXT

Sanctuary Advisors LLC purchased a new position in shares of BWX Technologies, Inc. (NYSE:BWXT) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 80,196 shares of the technology company’s stock, valued at approximately $15,610,000.

Other hedge funds have also bought and sold shares of the company. M.D. Sass LLC acquired a new position in shares of BWX Technologies in the 2nd quarter worth approximately $2,619,000. MGO One Seven LLC raised its position in shares of BWX Technologies by 354.7% during the 4th quarter. MGO One Seven LLC now owns 17,695 shares of the technology company’s stock valued at $3,058,000 after acquiring an additional 13,803 shares in the last quarter. Intech Investment Management LLC raised its position in shares of BWX Technologies by 22.7% during the 4th quarter. Intech Investment Management LLC now owns 32,668 shares of the technology company’s stock valued at $5,646,000 after acquiring an additional 6,053 shares in the last quarter. Ranger Investment Management L.P. bought a new position in BWX Technologies during the first quarter worth $11,991,000. Finally, Mizuho Markets Americas LLC bought a new position in BWX Technologies during the fourth quarter worth $36,097,000. 94.39% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at BWX Technologies

In related news, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction dated 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 sale, the chief executive officer owned 192,491 shares of the company’s stock, valued at $33,204,697.50. This trade represents a 4.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.60% of the company’s stock.

BWX Technologies Trading Up 0.1%

NYSE:BWXT opened at $156.95 on Monday. BWX Technologies, Inc. has a 12-month low of $154.59 and a 12-month high of $241.82. The firm has a market capitalization of $14.38 billion, a P/E ratio of 40.66, a P/E/G ratio of 2.45 and a beta of 0.76. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33. The business has a 50 day simple moving average of $180.70 and a 200 day simple moving average of $197.34.

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

BWX Technologies Dividend Announcement

The company also recently declared 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 is Tuesday, August 18th. This represents a $1.08 annualized dividend and a dividend yield of 0.7%. BWX Technologies’s dividend payout ratio is currently 27.98%.

Wall Street Analyst Weigh In

BWXT has been the subject of a number of research reports. Wall Street Zen downgraded shares of BWX Technologies from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. Seaport Research Partners raised shares of 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. Zacks Research downgraded shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 11th. BTIG Research reaffirmed a “buy” rating and issued a $235.00 price target on shares of BWX Technologies in a report on Tuesday, August 4th. Finally, JPMorgan Chase & Co. assumed coverage on shares of BWX Technologies in a report on Monday, July 27th. They issued an “overweight” rating and a $230.00 price target for the company. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $227.20.

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.