Flputnam Investment Management Co. Makes New Investment in BWX Technologies, Inc. $BWXT

Flputnam Investment Management Co. bought a new position in shares of BWX Technologies, Inc. (NYSE:BWXT) during the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 3,642 shares of the technology company’s stock, valued at approximately $629,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Oppenheimer Asset Management Inc. boosted its stake in BWX Technologies by 1.0% during the 4th quarter. Oppenheimer Asset Management Inc. now owns 5,448 shares of the technology company’s stock worth $942,000 after purchasing an additional 54 shares during the last quarter. Stratos Wealth Partners LTD. raised its holdings in shares of BWX Technologies by 3.5% during the 4th quarter. Stratos Wealth Partners LTD. now owns 1,979 shares of the technology company’s stock worth $342,000 after acquiring an additional 67 shares during the period. Corient Private Wealth LLC raised its holdings in shares of BWX Technologies by 1.2% during the 2nd quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company’s stock worth $847,000 after acquiring an additional 69 shares during the period. Barnes Dennig Private Wealth Management LLC raised its holdings in shares of BWX Technologies by 10.1% during the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 783 shares of the technology company’s stock worth $135,000 after acquiring an additional 72 shares during the period. Finally, Northwestern Mutual Investment Management Company LLC raised its holdings in shares of BWX Technologies by 0.4% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 20,456 shares of the technology company’s stock worth $3,536,000 after acquiring an additional 84 shares during the period. Institutional investors and hedge funds own 94.39% of the company’s stock.

BWX Technologies Stock Down 1.8%

Shares of BWXT opened at $195.65 on Friday. The firm has a market cap of $17.92 billion, a P/E ratio of 52.31, a price-to-earnings-growth ratio of 3.28 and a beta of 0.78. BWX Technologies, Inc. has a 12-month low of $123.12 and a 12-month high of $241.82. The company’s 50-day moving average price is $212.98 and its 200 day moving average price is $199.60. The company has a current ratio of 2.40, a quick ratio of 2.33 and a debt-to-equity ratio of 1.58.

BWX Technologies (NYSE:BWXT) last issued its quarterly earnings data 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 firm had revenue of $860.22 million for the quarter, compared to analyst estimates of $837.47 million. BWX Technologies had a net margin of 10.20% and a return on equity of 31.33%. BWX Technologies’s revenue was up 26.1% on a year-over-year basis. During the same period in the previous year, the firm earned $0.91 EPS. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. On average, sell-side analysts forecast that BWX Technologies, Inc. will post 4.71 earnings per share for the current year.

BWX Technologies Dividend Announcement

The company also recently announced 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. This represents a $1.08 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Tuesday, May 19th. BWX Technologies’s payout ratio is currently 28.88%.

Insider Buying and Selling at BWX Technologies

In other BWX Technologies news, CAO Kevin James Gorman sold 1,344 shares of BWX Technologies stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $214.71, for a total value of $288,570.24. Following the completion of the transaction, the chief accounting officer directly owned 114 shares of the company’s stock, valued at $24,476.94. The trade was a 92.18% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Michael Thomas Fitzgerald sold 2,417 shares of the business’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $209.25, for a total value of $505,757.25. Following the transaction, the chief financial officer directly owned 6,884 shares of the company’s stock, valued at approximately $1,440,477. This represents a 25.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 13,761 shares of company stock valued at $2,842,427 in the last three months. 0.60% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several research firms have recently commented on BWXT. TD Securities began coverage on BWX Technologies in a report on Thursday, March 12th. They set a “buy” rating and a $230.00 price target on the stock. Weiss Ratings reiterated a “buy (b-)” rating on shares of BWX Technologies in a report on Friday, May 22nd. Deutsche Bank Aktiengesellschaft upgraded BWX Technologies from a “hold” rating to a “buy” rating and lifted their price target for the stock from $205.00 to $255.00 in a report on Friday, May 15th. Wells Fargo & Company began coverage on BWX Technologies in a report on Wednesday, April 1st. They set an “underweight” rating and a $200.00 price target on the stock. Finally, Bank of America lifted their price target on BWX Technologies from $230.00 to $250.00 and gave the stock a “buy” rating in a report on Wednesday, March 25th. Two investment 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 company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $228.00.

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.