Twin Tree Management LP Purchases New Position in BWX Technologies, Inc. $BWXT

Twin Tree Management LP purchased a new stake in shares of BWX Technologies, Inc. (NYSE:BWXT) during the 2nd quarter, according to its most recent disclosure with the SEC. The fund purchased 3,640 shares of the technology company’s stock, valued at approximately $709,000.

A number of other institutional investors have also added to or reduced their stakes in BWXT. WFA of San Diego LLC acquired a new stake in BWX Technologies in the second quarter valued at approximately $29,000. MV Capital Management Inc. acquired a new position in shares of BWX Technologies during the fourth quarter worth $32,000. Tucker Asset Management LLC acquired a new position in shares of BWX Technologies during the fourth quarter worth $36,000. Vermillion Wealth Management Inc. lifted its stake in shares of BWX Technologies by 71.7% in the 4th quarter. Vermillion Wealth Management Inc. now owns 237 shares of the technology company’s stock valued at $41,000 after acquiring an additional 99 shares during the last quarter. Finally, Smithfield Trust Co lifted its stake in shares of BWX Technologies by 52.1% in the 4th quarter. Smithfield Trust Co now owns 251 shares of the technology company’s stock valued at $44,000 after acquiring an additional 86 shares during the last quarter. 94.39% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the company. Truist Financial reduced their price objective on BWX Technologies from $212.00 to $202.00 and set a “hold” rating on the stock in a research report on Friday, August 14th. JPMorgan Chase & Co. began coverage on BWX Technologies in a research report on Monday, July 27th. They issued an “overweight” rating and a $230.00 target price for the company. Weiss Ratings raised BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 12th. Deutsche Bank Aktiengesellschaft upgraded BWX Technologies from a “hold” rating to a “buy” rating and boosted their price target for the stock from $205.00 to $255.00 in a report on Friday, May 15th. Finally, Wall Street Zen lowered shares of BWX Technologies from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $227.20.

Insider Activity at BWX Technologies

In related news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $172.50, for a total value of $1,725,000.00. Following the transaction, the chief executive officer directly owned 192,491 shares of the company’s stock, valued at $33,204,697.50. The trade was a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 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 Stock Performance

NYSE BWXT opened at $156.95 on Friday. The company has a market capitalization of $14.38 billion, a price-to-earnings ratio of 40.66, a PEG ratio of 2.45 and a beta of 0.76. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.51. BWX Technologies, Inc. has a twelve month low of $154.59 and a twelve month high of $241.82. The stock has a fifty day simple moving average of $180.70 and a 200 day simple moving average of $197.41.

BWX Technologies (NYSE:BWXT) last announced its earnings results on Monday, August 3rd. The technology company reported $1.07 EPS for the quarter, topping the consensus estimate of $1.04 by $0.03. BWX Technologies had a return on equity of 30.83% and a net margin of 10.11%.The firm had revenue of $901.62 million for the quarter, compared to the consensus estimate of $902.41 million. During the same period in the previous year, the business earned $1.02 EPS. The business’s quarterly revenue was up 18.0% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Sell-side analysts expect that BWX Technologies, Inc. will post 4.75 EPS for the current year.

BWX Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Tuesday, August 18th will be paid a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, August 18th. BWX Technologies’s payout ratio is currently 27.98%.

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.