Pacer Advisors Inc. Has $6.23 Million Stock Holdings in BWX Technologies, Inc. $BWXT

Pacer Advisors Inc. reduced its stake in BWX Technologies, Inc. (NYSE:BWXT) by 98.5% during the first quarter, Holdings Channel.com reports. The fund owned 30,477 shares of the technology company’s stock after selling 1,998,424 shares during the period. Pacer Advisors Inc.’s holdings in BWX Technologies were worth $6,232,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Mirae Asset Global Investments Co. Ltd. acquired a new stake in shares of BWX Technologies during the 4th quarter worth approximately $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. Intech Investment Management LLC boosted its stake in BWX Technologies by 22.7% during the fourth quarter. Intech Investment Management LLC now owns 32,668 shares of the technology company’s stock worth $5,646,000 after acquiring an additional 6,053 shares in the last quarter. Finally, Oak Thistle LLC boosted its stake in BWX Technologies by 266.3% during the fourth quarter. Oak Thistle LLC now owns 6,836 shares of the technology company’s stock worth $1,182,000 after acquiring an additional 4,970 shares in the last quarter. 94.39% of the stock is currently owned by institutional investors.

Insider Activity

In related news, CEO Rex D. Geveden sold 10,000 shares of the firm’s stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $204.81, for a total value 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. This trade represents a 4.71% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Michael Thomas Fitzgerald sold 2,417 shares of BWX Technologies stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $209.25, for a total value of $505,757.25. Following the transaction, the chief financial officer owned 6,884 shares of the company’s stock, valued at $1,440,477. This trade represents a 25.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.60% of the company’s stock.

BWX Technologies Price Performance

Shares of BWXT opened at $168.65 on Thursday. The business’s fifty day moving average is $186.21 and its 200 day moving average is $200.99. BWX Technologies, Inc. has a 12-month low of $157.10 and a 12-month high of $241.82. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.51. The stock has a market cap of $15.45 billion, a P/E ratio of 43.69, a P/E/G ratio of 2.85 and a beta of 0.76.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings results on Monday, August 3rd. The technology company reported $1.07 EPS for the quarter, beating analysts’ consensus estimates of $1.04 by $0.03. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The business had revenue of $901.62 million during the quarter, compared to analyst estimates of $902.41 million. During the same quarter in the previous year, the business posted $1.02 EPS. BWX Technologies’s quarterly revenue was up 18.0% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Sell-side analysts anticipate that BWX Technologies, Inc. will post 4.74 earnings per share for the current fiscal year.

BWX Technologies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Tuesday, August 18th will be issued a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Tuesday, August 18th. BWX Technologies’s dividend payout ratio (DPR) is currently 27.98%.

More BWX Technologies News

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

• Positive Sentiment: BWXT agreed to sell its medical isotopes business to Nordic Capital for up to $800 million. The divestiture should provide liquidity for investment in nuclear-energy, small modular reactor and defense capacity, while allowing the company to focus on its core businesses. BWX Technologies Is Turning the AI Power Problem Into a Nuclear Growth Story
• Positive Sentiment: Second-quarter results exceeded expectations, with adjusted EPS of $1.07 versus the $1.04 consensus and revenue of approximately $901.6 million, up 18% year over year. Commercial operations revenue increased 72% to $302.5 million, while backlog expanded to roughly $8.39 billion. BWXT Q2 Earnings Call Centers on Higher Outlook and Nuclear Focus
• Positive Sentiment: Management raised 2026 adjusted EPS guidance to $4.70–$4.80 and free-cash-flow guidance to $345 million–$360 million. The company also recently completed its Precision Components Group acquisition, expanding manufacturing capabilities for commercial nuclear components. BWXT Raises EPS and Free Cash Flow Outlook
• Positive Sentiment: BTIG reaffirmed its Buy rating and maintained a $235 price target. Northland Securities modestly increased its FY2026 EPS estimate to $4.71 and FY2027 estimate to $5.17, signaling confidence in longer-term earnings growth.
• Neutral Sentiment: BWXT maintained its quarterly dividend at $0.27 per share, payable September 4, although the approximately 0.6% yield is unlikely to be a major near-term share-price catalyst.
• Negative Sentiment: Northland lowered its Q3 2026 EPS estimate to $1.18 from $1.22, potentially contributing to pressure on near-term earnings expectations. BWXT also trades at a relatively high valuation, while regulatory delays, long SMR deployment timelines and integration or capacity-expansion costs remain risks.

Analysts Set New Price Targets

A number of research firms have commented on BWXT. JPMorgan Chase & Co. initiated coverage on shares of BWX Technologies in a report on Monday, July 27th. They issued an “overweight” rating and a $230.00 price target for the company. Zacks Research lowered shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a report on Monday, May 11th. BTIG Research reissued a “buy” rating and set a $235.00 price objective on shares of BWX Technologies in a research report on Tuesday. Truist Financial raised their target price on BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a research note on Monday, May 11th. Finally, Wall Street Zen raised BWX Technologies from a “hold” rating to a “buy” rating in a research report on Saturday, May 9th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, BWX Technologies has an average rating of “Moderate Buy” and an average target price of $228.20.

BWX Technologies 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.