BWX Technologies, Inc. $BWXT Shares Purchased by Oak Thistle LLC

Oak Thistle LLC increased its position in shares of BWX Technologies, Inc. (NYSE:BWXT) by 266.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 6,836 shares of the technology company’s stock after buying an additional 4,970 shares during the period. Oak Thistle LLC’s holdings in BWX Technologies were worth $1,182,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Stratos Wealth Partners LTD. boosted its holdings in BWX Technologies by 3.5% during the fourth quarter. Stratos Wealth Partners LTD. now owns 1,979 shares of the technology company’s stock worth $342,000 after buying an additional 67 shares in the last quarter. Corient Private Wealth LLC boosted its holdings in BWX Technologies by 1.2% during the second quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company’s stock worth $847,000 after buying an additional 69 shares in the last quarter. Barnes Dennig Private Wealth Management LLC boosted its holdings in BWX Technologies by 10.1% during the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 783 shares of the technology company’s stock worth $135,000 after buying an additional 72 shares in the last quarter. Cascade Investment Advisors Inc. boosted its holdings in BWX Technologies by 1.0% during the fourth quarter. Cascade Investment Advisors Inc. now owns 8,884 shares of the technology company’s stock worth $1,536,000 after buying an additional 87 shares in the last quarter. Finally, Intrua Financial LLC boosted its holdings in BWX Technologies by 3.6% during the third quarter. Intrua Financial LLC now owns 2,531 shares of the technology company’s stock worth $467,000 after buying an additional 89 shares in the last quarter. 94.39% of the stock is owned by hedge funds and other institutional investors.

Key BWX Technologies News

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

• Positive Sentiment: BWXT notified the NRC of plans to apply for a uranium enrichment license at a new Erwin, TN facility tied to a roughly $1.5 billion government contract to support defense and naval fuel needs — this is a multi-year, high‑visibility revenue opportunity that strengthens BWXT’s moat in defense fuel supply. BWX Technologies Plans Erwin Enrichment Facility To Deepen Defense Fuel Role
• Positive Sentiment: Recent quarterly results and management guidance remain supportive: BWXT beat Q4 estimates, delivered revenue growth, and set FY‑2026 EPS guidance of $4.55–$4.70 — plus it has a history of earnings beats, which increases the odds of continued upside on future reports. Will BWX (BWXT) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: A sector‑level review of Q4 defense contractor results provides context that BWXT’s performance is part of a broader defense cycle; this keeps the stock tied to defense spending sentiment and macro defense budget news. Reflecting On Defense Contractors Stocks’ Q4 Earnings: BWX (NYSE:BWXT)
• Neutral Sentiment: Commentary on the nuclear sector notes a pullback that some see as a buying opportunity — that dynamic can both depress short‑term sentiment (selling into weakness) and attract longer‑term buyers who view current prices as entry points. Nuclear’s Pullback: A Generational Buying Opportunity? (BWXT)
• Negative Sentiment: Analyses highlighting BWXT’s rapid recent share‑price gains and very strong 1‑year return raise valuation and momentum concerns — elevated multiples create vulnerability to profit‑taking and short‑term volatility despite solid fundamentals. A Look At BWX Technologies (BWXT) Valuation After Strong Recent Share Price Momentum

BWX Technologies Stock Performance

BWXT opened at $230.34 on Friday. The company has a quick ratio of 2.25, a current ratio of 2.32 and a debt-to-equity ratio of 1.64. The company has a market cap of $21.10 billion, a price-to-earnings ratio of 64.52, a PEG ratio of 4.00 and a beta of 0.80. BWX Technologies, Inc. has a 52-week low of $97.95 and a 52-week high of $237.90. The firm’s fifty day simple moving average is $204.94 and its two-hundred day simple moving average is $195.38.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings data on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.91 by $0.17. The business had revenue of $885.84 million for the quarter, compared to the consensus estimate of $837.47 million. BWX Technologies had a net margin of 10.28% and a return on equity of 30.94%. The company’s revenue was up 18.7% compared to the same quarter last year. During the same period last year, the firm posted $0.92 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. Equities analysts anticipate that BWX Technologies, Inc. will post 3.23 earnings per share for the current fiscal year.

BWX Technologies Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Wednesday, March 11th were issued a dividend of $0.27 per share. The ex-dividend date of this dividend was Wednesday, March 11th. This is a positive change from BWX Technologies’s previous quarterly dividend of $0.25. 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

A number of brokerages recently issued reports on BWXT. Zacks Research raised shares of BWX Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 21st. Wells Fargo & Company began coverage on shares of BWX Technologies in a report on Wednesday, April 1st. They set an “underweight” rating and a $200.00 price target on the stock. Truist Financial set a $205.00 price target on shares of BWX Technologies in a report on Friday, January 9th. CJS Securities raised shares of BWX Technologies to a “strong-buy” rating in a report on Friday, December 12th. Finally, TD Cowen started 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. Three equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, BWX Technologies has an average rating of “Moderate Buy” and an average price target of $207.60.

Insider Buying and Selling at BWX Technologies

In other news, CEO Rex D. Geveden sold 10,000 shares of the firm’s stock in a transaction dated 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 directly owned 177,594 shares of the company’s stock, valued at approximately $36,097,756.44. This trade represents a 5.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Gerhard F. Burbach sold 1,983 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total transaction of $413,673.63. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 13,327 shares of company stock valued at $2,734,844 over the last ninety days. Corporate insiders own 0.60% of the company’s stock.

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.