Danske Bank A S Invests $432,000 in BWX Technologies, Inc. $BWXT

Danske Bank A S acquired a new position in shares of BWX Technologies, Inc. (NYSE:BWXT) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 2,502 shares of the technology company’s stock, valued at approximately $432,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Massachusetts Financial Services Co. MA boosted its position in shares of BWX Technologies by 26.0% during the third quarter. Massachusetts Financial Services Co. MA now owns 1,159,033 shares of the technology company’s stock worth $213,691,000 after buying an additional 239,292 shares during the period. Eos Management L.P. boosted its position in shares of BWX Technologies by 27.9% during the third quarter. Eos Management L.P. now owns 25,894 shares of the technology company’s stock worth $4,774,000 after buying an additional 5,644 shares during the period. Principal Financial Group Inc. boosted its position in shares of BWX Technologies by 51.1% during the third quarter. Principal Financial Group Inc. now owns 313,192 shares of the technology company’s stock worth $57,743,000 after buying an additional 105,879 shares during the period. Mirae Asset Global Investments Co. Ltd. acquired a new position in shares of BWX Technologies during the fourth quarter worth approximately $9,754,000. Finally, Thrivent Financial for Lutherans boosted its position in shares of BWX Technologies by 7.3% during the third quarter. Thrivent Financial for Lutherans now owns 669,636 shares of the technology company’s stock worth $123,460,000 after buying an additional 45,667 shares during the period. 94.39% of the stock is currently owned by institutional investors and hedge funds.

BWX Technologies Price Performance

Shares of NYSE:BWXT opened at $205.94 on Wednesday. BWX Technologies, Inc. has a 12 month low of $102.42 and a 12 month high of $241.82. The stock has a market cap of $18.87 billion, a price-to-earnings ratio of 55.06, a PEG ratio of 3.74 and a beta of 0.78. The stock’s 50 day moving average price is $212.41 and its 200 day moving average price is $199.56. The company has a debt-to-equity ratio of 1.64, a current ratio of 2.32 and a quick ratio of 2.25.

BWX Technologies (NYSE:BWXT) last announced its earnings results on Monday, May 4th. The technology company reported $1.12 EPS for the quarter, topping the consensus estimate of $0.92 by $0.20. BWX Technologies had a return on equity of 31.72% and a net margin of 10.20%.The firm had revenue of $860.22 million for the quarter, compared to analysts’ expectations of $837.47 million. During the same quarter in the previous year, the company earned $0.91 earnings per share. The firm’s quarterly revenue was up 26.1% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. Equities research analysts anticipate that BWX Technologies, Inc. will post 4.6 earnings per share for the current fiscal year.

BWX Technologies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Tuesday, May 19th will be given a $0.27 dividend. The ex-dividend date is Tuesday, May 19th. This represents a $1.08 annualized dividend and a yield of 0.5%. BWX Technologies’s payout ratio is 30.25%.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the company. Truist Financial upgraded BWX Technologies to a “hold” rating in a research report on Friday, May 1st. BNP Paribas Exane began coverage on BWX Technologies in a research report on Thursday, January 15th. They set a “neutral” rating and a $215.00 price objective for the company. Wells Fargo & Company began coverage on BWX Technologies in a report on Wednesday, April 1st. They set an “underweight” rating and a $200.00 target price on the stock. Weiss Ratings raised BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 25th. Finally, BTIG Research boosted their target price on BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Three research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, BWX Technologies has an average rating of “Moderate Buy” and an average price target of $209.87.

Insiders Place Their Bets

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $203.26, for a total value of $2,032,600.00. Following the transaction, the chief executive officer owned 177,594 shares in the company, valued at approximately $36,097,756.44. The trade was a 5.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Gerhard F. Burbach sold 1,983 shares of BWX Technologies stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total transaction of $413,673.63. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 13,327 shares of company stock worth $2,734,844. 0.60% of the stock is owned by insiders.

BWX Technologies News Summary

Here are the key news stories impacting BWX Technologies this week:

• Positive Sentiment: Q1 results: BWXT reported EPS of $1.12 vs. consensus $0.92 and revenue of ~$860.2M, up ~26% year‑over‑year — a clear operational beat that confirms demand strength. MarketBeat Q1 Results
• Positive Sentiment: Management commentary: The company said results were driven by pacing of work, higher throughput and improved operating performance supported by a robust backlog — signals of execution and sustainable revenue drivers. BusinessWire Q1 Release
• Neutral Sentiment: FY‑2026 guidance: BWXT set EPS guidance of $4.60–$4.75, effectively in line with analyst expectations — which limits an upside surprise but provides clarity on the year. Q1 Slide Deck / Guidance
• Neutral Sentiment: Analyst positioning: Brokerages set a target near $207.60, close to current levels, suggesting limited near‑term upside from consensus analyst views. Analyst Target Note
• Neutral Sentiment: Dividend: BWXT declared a quarterly dividend of $0.27 (ex‑dividend May 19), which is supportive but small (≈0.5% yield) relative to the stock’s valuation.
• Negative Sentiment: Market reaction: Despite the beat, the stock is down on the day — likely driven by profit‑taking after recent gains, guidance that was only in line (not above) expectations, and a valuation that already prices high growth. MSN: Stock Down Despite Beat
• Neutral Sentiment: More detail: Investors can read the full earnings‑call transcript and slide deck for management color on backlog pacing, program timing and margins — details that will determine whether the stock resumes strength. Earnings Call Transcript

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.