Tairen Capital Ltd Makes New Investment in BWX Technologies, Inc. $BWXT

Tairen Capital Ltd bought a new stake in BWX Technologies, Inc. (NYSE:BWXT) during the 2nd quarter, Holdings Channel reports. The firm bought 40,000 shares of the technology company’s stock, valued at approximately $7,786,000. BWX Technologies accounts for about 0.7% of Tairen Capital Ltd’s portfolio, making the stock its 26th largest holding.

Several other hedge funds have also made changes to their positions in the company. Cannell & Spears LLC increased its holdings in shares of BWX Technologies by 4.0% during the 1st quarter. Cannell & Spears LLC now owns 1,312 shares of the technology company’s stock worth $251,000 after buying an additional 50 shares during the last quarter. Wedbush Securities Inc. lifted its holdings in BWX Technologies by 4.3% in the fourth quarter. Wedbush Securities Inc. now owns 1,263 shares of the technology company’s stock valued at $218,000 after acquiring an additional 52 shares during the last quarter. Oppenheimer Asset Management Inc. lifted its holdings in BWX Technologies by 1.0% in the fourth quarter. Oppenheimer Asset Management Inc. now owns 5,448 shares of the technology company’s stock valued at $942,000 after acquiring an additional 54 shares during the last quarter. Guggenheim Capital LLC grew its position in BWX Technologies by 2.2% in the fourth quarter. Guggenheim Capital LLC now owns 2,598 shares of the technology company’s stock worth $449,000 after acquiring an additional 55 shares during the period. Finally, Private Advisor Group LLC grew its position in BWX Technologies by 2.4% in the first quarter. Private Advisor Group LLC now owns 2,847 shares of the technology company’s stock worth $582,000 after acquiring an additional 67 shares during the period. Hedge funds and other institutional investors own 94.39% of the company’s stock.

BWX Technologies Trading Up 0.1%

NYSE BWXT opened at $156.95 on Monday. The company has a debt-to-equity ratio of 1.51, a quick ratio of 2.33 and a current ratio of 2.40. The firm has a market cap of $14.38 billion, a price-to-earnings ratio of 40.66, a PEG ratio of 2.45 and a beta of 0.76. The firm has a 50 day simple moving average of $180.70 and a 200-day simple moving average of $197.34. BWX Technologies, Inc. has a one year low of $154.59 and a one year high of $241.82.

BWX Technologies (NYSE:BWXT) last announced its earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share for the quarter, topping the consensus estimate of $1.04 by $0.03. The firm 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%. The firm’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 earned $1.02 EPS. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Equities research analysts anticipate that BWX Technologies, Inc. will post 4.75 EPS for the current fiscal year.

BWX Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Tuesday, August 18th will be paid a $0.27 dividend. 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 payout ratio is 27.98%.

Insider Buying and Selling at BWX Technologies

In other news, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $172.50, for a total value of $1,725,000.00. Following the sale, the chief executive officer directly owned 192,491 shares in the company, valued at approximately $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 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.

Analyst Ratings Changes

Several equities research analysts have issued reports on the company. Zacks Research cut BWX Technologies from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 11th. Weiss Ratings upgraded BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, August 12th. Seaport Research Partners raised BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price objective for the company in a research report on Monday, June 22nd. JPMorgan Chase & Co. started coverage on BWX Technologies in a research report on Monday, July 27th. They set an “overweight” rating and a $230.00 price objective for the company. Finally, Deutsche Bank Aktiengesellschaft upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating and boosted their price objective for the company from $205.00 to $255.00 in a report on Friday, May 15th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, BWX Technologies has a consensus rating of “Moderate Buy” and an average price target 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.