Susquehanna Fundamental Investments LLC Purchases 45,605 Shares of BWX Technologies, Inc. $BWXT

Susquehanna Fundamental Investments LLC grew its position in shares of BWX Technologies, Inc. (NYSE:BWXT) by 200.2% during the second quarter, Holdings Channel reports. The fund owned 68,388 shares of the technology company’s stock after purchasing an additional 45,605 shares during the period. Susquehanna Fundamental Investments LLC’s holdings in BWX Technologies were worth $13,312,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in BWXT. Goldman Sachs Group Inc. raised its holdings in BWX Technologies by 0.3% in the first quarter. Goldman Sachs Group Inc. now owns 141,680 shares of the technology company’s stock worth $13,977,000 after purchasing an additional 371 shares in the last quarter. Caxton Associates LLP bought a new stake in shares of BWX Technologies during the 1st quarter valued at $304,000. Flow Traders U.S. LLC bought a new stake in shares of BWX Technologies during the 2nd quarter valued at $404,000. NewEdge Advisors LLC grew its position in shares of BWX Technologies by 670.0% in the 2nd quarter. NewEdge Advisors LLC now owns 7,030 shares of the technology company’s stock worth $1,013,000 after buying an additional 6,117 shares during the period. Finally, Sei Investments Co. increased its stake in shares of BWX Technologies by 44.9% in the 2nd quarter. Sei Investments Co. now owns 256,969 shares of the technology company’s stock worth $37,018,000 after acquiring an additional 79,646 shares in the last quarter. Institutional investors own 94.39% of the company’s stock.

Wall Street Analysts Forecast Growth

BWXT has been the subject of a number of recent research reports. Truist Financial lowered their price target on shares of BWX Technologies from $212.00 to $202.00 and set a “hold” rating for the company in a research report on Friday, August 14th. BTIG Research reaffirmed a “buy” rating and set a $235.00 target price on shares of BWX Technologies in a research note on Tuesday, August 4th. Seaport Research Partners upgraded shares of 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. Zacks Research cut BWX Technologies from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 11th. Finally, Wells Fargo & Company upgraded BWX Technologies from an “underweight” rating to an “equal weight” rating and cut their price target for the stock from $200.00 to $170.00 in a research note on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, BWX Technologies currently has an average rating of “Moderate Buy” and a consensus price target of $224.20.

Insider Buying and Selling at BWX Technologies

In related news, CEO Rex D. Geveden sold 10,000 shares of the firm’s stock in a transaction that occurred 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 completion of 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 ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 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 Price Performance

BWXT opened at $153.12 on Monday. The firm has a market cap of $14.03 billion, a PE ratio of 39.67, a P/E/G ratio of 2.39 and a beta of 0.76. The stock has a 50-day moving average price of $175.83 and a 200-day moving average price of $195.75. BWX Technologies, Inc. has a 1 year low of $147.74 and a 1 year high of $241.82. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings data on Monday, August 3rd. The technology company reported $1.07 EPS for the quarter, beating the consensus estimate of $1.04 by $0.03. The company had revenue of $901.62 million for the quarter, compared to the consensus estimate 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 period in the prior year, the firm posted $1.02 EPS. 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 company also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Tuesday, August 18th will be issued a dividend of $0.27 per share. The ex-dividend date is Tuesday, August 18th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.7%. BWX Technologies’s dividend payout ratio is presently 27.98%.

About BWX Technologies

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.