BWX Technologies, Inc. $BWXT Stock Position Lifted by Fiera Capital Corp

Fiera Capital Corp boosted its stake in shares of BWX Technologies, Inc. (NYSE:BWXT) by 32.8% during the fourth quarter, HoldingsChannel.com reports. The firm owned 723,156 shares of the technology company’s stock after acquiring an additional 178,522 shares during the period. Fiera Capital Corp’s holdings in BWX Technologies were worth $124,990,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Invesco Ltd. grew its position in BWX Technologies by 60.1% during the third quarter. Invesco Ltd. now owns 2,549,150 shares of the technology company’s stock valued at $469,987,000 after purchasing an additional 956,770 shares in the last quarter. Geode Capital Management LLC grew its position in BWX Technologies by 3.9% during the fourth quarter. Geode Capital Management LLC now owns 1,857,716 shares of the technology company’s stock valued at $321,176,000 after purchasing an additional 69,857 shares in the last quarter. Alkeon Capital Management LLC grew its position in BWX Technologies by 163.0% during the third quarter. Alkeon Capital Management LLC now owns 1,578,048 shares of the technology company’s stock valued at $290,945,000 after purchasing an additional 978,000 shares in the last quarter. Massachusetts Financial Services Co. MA grew its position in BWX Technologies by 18.7% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 1,375,740 shares of the technology company’s stock valued at $237,783,000 after purchasing an additional 216,707 shares in the last quarter. Finally, First Trust Advisors LP grew its position in BWX Technologies by 31.3% during the third quarter. First Trust Advisors LP now owns 1,254,779 shares of the technology company’s stock valued at $231,343,000 after purchasing an additional 299,375 shares in the last quarter. 94.39% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have issued reports on the stock. Wells Fargo & Company assumed coverage on shares of BWX Technologies in a research note on Wednesday, April 1st. They issued an “underweight” rating and a $200.00 target price for the company. Wall Street Zen upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, May 9th. TD Securities assumed coverage on shares of BWX Technologies in a research note on Thursday, March 12th. They issued a “buy” rating and a $230.00 target price for the company. Truist Financial lifted their target price on shares of BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a research note on Monday, May 11th. Finally, Bank of America lifted their target price on shares of BWX Technologies from $230.00 to $250.00 and gave the company a “buy” rating in a research note on Wednesday, March 25th. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $228.00.

Insider Buying and Selling at BWX Technologies

In related news, CFO Michael Thomas Fitzgerald sold 2,417 shares of the company’s stock in a transaction on 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 sale, 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $204.81, for a total transaction of $2,048,100.00. Following the sale, the chief executive officer directly owned 202,491 shares of the company’s stock, valued at approximately $41,472,181.71. This represents a 4.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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 Price Performance

NYSE BWXT opened at $185.49 on Monday. The company has a current ratio of 2.40, a quick ratio of 2.33 and a debt-to-equity ratio of 1.58. The company has a fifty day simple moving average of $210.89 and a 200 day simple moving average of $199.70. The company has a market cap of $16.99 billion, a P/E ratio of 49.60, a P/E/G ratio of 3.06 and a beta of 0.73. BWX Technologies, Inc. has a 1 year low of $128.52 and a 1 year high of $241.82.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings data on Monday, May 4th. The technology company reported $1.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.92 by $0.20. The business had revenue of $860.22 million during the quarter, compared to the consensus estimate of $837.47 million. BWX Technologies had a net margin of 10.20% and a return on equity of 31.33%. BWX Technologies’s quarterly revenue was up 26.1% compared to the same quarter last year. During the same period in the prior 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 predict that BWX Technologies, Inc. will post 4.71 EPS for the current year.

BWX Technologies Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, June 5th. Investors of record on Tuesday, May 19th were issued a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Tuesday, May 19th. BWX Technologies’s dividend payout ratio is currently 28.88%.

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.