New York State Teachers Retirement System Grows Stake in BWX Technologies, Inc. $BWXT

New York State Teachers Retirement System boosted its position in BWX Technologies, Inc. (NYSE:BWXT) by 12.8% in the 4th quarter, HoldingsChannel.com reports. The firm owned 41,609 shares of the technology company’s stock after buying an additional 4,709 shares during the period. New York State Teachers Retirement System’s holdings in BWX Technologies were worth $7,192,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of BWXT. Jennison Associates LLC boosted its holdings in shares of BWX Technologies by 79.4% during the fourth quarter. Jennison Associates LLC now owns 272,132 shares of the technology company’s stock worth $47,035,000 after purchasing an additional 120,409 shares during the last quarter. Heritage Investment Group Inc. boosted its holdings in BWX Technologies by 6.2% in the fourth quarter. Heritage Investment Group Inc. now owns 2,549 shares of the technology company’s stock valued at $441,000 after acquiring an additional 149 shares during the last quarter. Oakworth Capital Inc. boosted its holdings in BWX Technologies by 8.3% in the fourth quarter. Oakworth Capital Inc. now owns 1,822 shares of the technology company’s stock valued at $315,000 after acquiring an additional 140 shares during the last quarter. Kestra Private Wealth Services LLC raised its position in BWX Technologies by 5.0% in the fourth quarter. Kestra Private Wealth Services LLC now owns 8,103 shares of the technology company’s stock valued at $1,401,000 after purchasing an additional 387 shares during the period. Finally, Pictet Asset Management Holding SA raised its position in BWX Technologies by 54.7% in the fourth quarter. Pictet Asset Management Holding SA now owns 20,442 shares of the technology company’s stock valued at $3,533,000 after purchasing an additional 7,225 shares during the period. Hedge funds and other institutional investors own 94.39% of the company’s stock.

BWX Technologies Price Performance

Shares of NYSE BWXT opened at $205.94 on Wednesday. BWX Technologies, Inc. has a twelve month low of $102.42 and a twelve month high of $241.82. The company has a current ratio of 2.32, a quick ratio of 2.25 and a debt-to-equity ratio of 1.64. The company has a market capitalization of $18.87 billion, a price-to-earnings ratio of 55.06, a price-to-earnings-growth ratio of 3.74 and a beta of 0.78. The business has a 50 day simple moving average of $212.41 and a 200-day simple moving average of $199.56.

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

BWX Technologies Dividend Announcement

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

Key Stories Impacting BWX Technologies

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

Insider Activity at BWX Technologies

In related news, Director Gerhard F. Burbach sold 1,983 shares of the company’s 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 transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CAO Kevin James Gorman sold 1,344 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $214.71, for a total value of $288,570.24. Following the sale, the chief accounting officer directly owned 114 shares in the company, valued at approximately $24,476.94. This represents a 92.18% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 13,327 shares of company stock valued at $2,734,844. Corporate insiders own 0.60% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have commented on the company. Wells Fargo & Company assumed coverage on BWX Technologies in a research report on Wednesday, April 1st. They issued an “underweight” rating and a $200.00 price objective on the stock. TD Cowen assumed coverage on BWX Technologies in a research report on Thursday, March 12th. They set a “buy” rating and a $230.00 target price on the stock. Wall Street Zen lowered BWX Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, February 28th. Truist Financial raised BWX Technologies to a “hold” rating in a research report on Friday, May 1st. Finally, Weiss Ratings raised BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, February 25th. Three equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, BWX Technologies presently has an average rating of “Moderate Buy” and an average target price of $209.87.

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.