Ardsley Advisory Partners LP Sells 15,000 Shares of BWX Technologies, Inc. $BWXT

Ardsley Advisory Partners LP lessened its stake in shares of BWX Technologies, Inc. (NYSE:BWXT) by 37.5% during the fourth quarter, Holdings Channel reports. The fund owned 25,000 shares of the technology company’s stock after selling 15,000 shares during the quarter. Ardsley Advisory Partners LP’s holdings in BWX Technologies were worth $4,321,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Mirae Asset Global Investments Co. Ltd. acquired a new position in shares of BWX Technologies during the 4th quarter valued at $9,754,000. Massachusetts Financial Services Co. MA lifted its position in shares of BWX Technologies by 18.7% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 1,375,740 shares of the technology company’s stock valued at $237,783,000 after acquiring an additional 216,707 shares during the period. MGO One Seven LLC lifted its position in shares of BWX Technologies by 354.7% during the 4th quarter. MGO One Seven LLC now owns 17,695 shares of the technology company’s stock valued at $3,058,000 after acquiring an additional 13,803 shares during the period. Granahan Investment Management LLC acquired a new position in shares of BWX Technologies during the 3rd quarter valued at $1,941,000. Finally, JPMorgan Chase & Co. lifted its position in shares of BWX Technologies by 32.9% during the 3rd quarter. JPMorgan Chase & Co. now owns 339,939 shares of the technology company’s stock valued at $62,675,000 after acquiring an additional 84,085 shares during the period. Institutional investors and hedge funds own 94.39% of the company’s stock.

BWX Technologies Stock Performance

NYSE BWXT opened at $203.11 on Thursday. The firm has a market cap of $18.61 billion, a price-to-earnings ratio of 54.31, a PEG ratio of 3.24 and a beta of 0.73. The company has a fifty day moving average price of $208.48 and a 200-day moving average price of $200.66. The company has a debt-to-equity ratio of 1.58, a current ratio of 2.40 and a quick ratio of 2.33. BWX Technologies, Inc. has a 1 year low of $133.84 and a 1 year high of $241.82.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings results on Monday, May 4th. The technology company reported $1.12 earnings per share for the quarter, beating the consensus estimate of $0.92 by $0.20. The company had revenue of $860.22 million during 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%. The firm’s revenue for the quarter was up 26.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.91 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. As a group, equities research analysts predict that BWX Technologies, Inc. will post 4.71 EPS for the current fiscal year.

BWX Technologies Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, June 5th. Investors of record on Tuesday, May 19th were given a dividend of $0.27 per share. The ex-dividend date was Tuesday, May 19th. This represents a $1.08 annualized dividend and a yield of 0.5%. BWX Technologies’s dividend payout ratio is presently 28.88%.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. Bank of America boosted their target price on shares of BWX Technologies from $230.00 to $250.00 and gave the company a “buy” rating in a research report on Wednesday, March 25th. Weiss Ratings restated a “buy (b-)” rating on shares of BWX Technologies in a report on Friday, May 22nd. TD Cowen initiated coverage on shares of BWX Technologies in a report on Thursday, March 12th. They set a “buy” rating and a $230.00 price objective on the stock. Zacks Research downgraded shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a report on Monday, May 11th. Finally, Truist Financial upped their price objective on shares of BWX Technologies from $205.00 to $212.00 and gave the stock a “hold” rating in a report on Monday, May 11th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $228.00.

Insider Activity

In related news, CFO Michael Thomas Fitzgerald sold 2,417 shares of the stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $209.25, for a total transaction of $505,757.25. Following the completion of the transaction, the chief financial officer owned 6,884 shares in the company, valued at approximately $1,440,477. This represents a 25.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $204.81, for a total transaction of $2,048,100.00. Following the transaction, the chief executive officer owned 202,491 shares of the company’s stock, valued at approximately $41,472,181.71. The trade was a 4.71% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by corporate insiders.

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.