SPX Gestao de Recursos Ltda Invests $1.01 Million in BWX Technologies, Inc. $BWXT

SPX Gestao de Recursos Ltda purchased a new stake in shares of BWX Technologies, Inc. (NYSE:BWXT) during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 5,500 shares of the technology company’s stock, valued at approximately $1,014,000.

A number of other institutional investors have also added to or reduced their stakes in the company. Global Trust Asset Management LLC bought a new stake in shares of BWX Technologies during the 3rd quarter valued at $32,000. WFA of San Diego LLC bought a new position in shares of BWX Technologies in the 2nd quarter worth about $29,000. Hantz Financial Services Inc. lifted its position in BWX Technologies by 861.9% during the 2nd quarter. Hantz Financial Services Inc. now owns 202 shares of the technology company’s stock valued at $29,000 after acquiring an additional 181 shares during the period. Quent Capital LLC bought a new stake in BWX Technologies during the third quarter worth about $43,000. Finally, Root Financial Partners LLC purchased a new stake in BWX Technologies in the third quarter worth about $51,000. Institutional investors own 94.39% of the company’s stock.

Insiders Place Their Bets

In other BWX Technologies news, CAO Kevin James Gorman sold 1,344 shares of BWX Technologies stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $214.71, for a total transaction of $288,570.24. Following the transaction, the chief accounting officer owned 114 shares of the company’s stock, valued at $24,476.94. The trade was a 92.18% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction 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 completion of the sale, the chief executive officer directly owned 177,594 shares of the company’s stock, valued at approximately $36,097,756.44. This trade represents a 5.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 13,327 shares of company stock worth $2,734,844. Company insiders own 0.47% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on BWXT. Zacks Research upgraded BWX Technologies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, January 21st. CJS Securities raised BWX Technologies to a “strong-buy” rating in a research report on Friday, December 12th. Weiss Ratings raised shares of BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, February 25th. Truist Financial set a $205.00 target price on shares of BWX Technologies in a report on Friday, January 9th. Finally, Bank of America increased their price target on shares of BWX Technologies from $220.00 to $230.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Three investment analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $200.45.

BWX Technologies Price Performance

BWXT opened at $195.65 on Friday. The company’s 50-day simple moving average is $201.04 and its two-hundred day simple moving average is $188.45. The company has a debt-to-equity ratio of 1.64, a quick ratio of 2.25 and a current ratio of 2.32. The stock has a market capitalization of $17.89 billion, a P/E ratio of 54.80, a P/E/G ratio of 3.19 and a beta of 0.83. BWX Technologies, Inc. has a 52-week low of $84.21 and a 52-week high of $220.57.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings data on Monday, February 23rd. The technology company reported $1.08 earnings per share for the quarter, beating the consensus estimate of $0.91 by $0.17. BWX Technologies had a net margin of 10.28% and a return on equity of 30.94%. The firm had revenue of $885.84 million during the quarter, compared to analysts’ expectations of $837.47 million. During the same period in the previous year, the company earned $0.92 earnings per share. The firm’s quarterly revenue was up 18.7% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. As a group, analysts predict that BWX Technologies, Inc. will post 3.23 EPS for the current year.

BWX Technologies Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Investors of record on Wednesday, March 11th will be given a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a yield of 0.6%. This is a boost from BWX Technologies’s previous quarterly dividend of $0.25. The ex-dividend date is Wednesday, March 11th. BWX Technologies’s dividend payout ratio (DPR) is currently 28.01%.

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.