BWX Technologies, Inc. $BWXT is ZWJ Investment Counsel Inc.’s 8th Largest Position

ZWJ Investment Counsel Inc. lessened its stake in BWX Technologies, Inc. (NYSE:BWXT) by 17.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 420,077 shares of the technology company’s stock after selling 88,745 shares during the period. BWX Technologies accounts for about 2.7% of ZWJ Investment Counsel Inc.’s portfolio, making the stock its 8th largest position. ZWJ Investment Counsel Inc. owned 0.46% of BWX Technologies worth $77,450,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in BWXT. ARK Investment Management LLC grew its position in shares of BWX Technologies by 426.5% during the 2nd quarter. ARK Investment Management LLC now owns 641,049 shares of the technology company’s stock worth $92,350,000 after buying an additional 519,285 shares in the last quarter. GAMMA Investing LLC raised its holdings in shares of BWX Technologies by 29.6% in the second quarter. GAMMA Investing LLC now owns 2,071 shares of the technology company’s stock valued at $298,000 after acquiring an additional 473 shares in the last quarter. Sequoia Financial Advisors LLC lifted its stake in BWX Technologies by 7.1% in the second quarter. Sequoia Financial Advisors LLC now owns 46,409 shares of the technology company’s stock worth $6,686,000 after acquiring an additional 3,087 shares during the period. Curi RMB Capital LLC grew its holdings in BWX Technologies by 3.5% during the 1st quarter. Curi RMB Capital LLC now owns 70,384 shares of the technology company’s stock worth $6,943,000 after acquiring an additional 2,379 shares in the last quarter. Finally, Police & Firemen s Retirement System of New Jersey grew its holdings in BWX Technologies by 4.7% during the 2nd quarter. Police & Firemen s Retirement System of New Jersey now owns 34,636 shares of the technology company’s stock worth $4,990,000 after acquiring an additional 1,548 shares in the last quarter. Institutional investors own 94.39% of the company’s stock.

Insider Activity at BWX Technologies

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $197.90, for a total transaction of $1,979,000.00. Following the sale, the chief executive officer owned 187,594 shares of the company’s stock, valued at approximately $37,124,852.60. The trade was a 5.06% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.47% of the stock is owned by insiders.

BWX Technologies Stock Performance

Shares of BWXT stock opened at $178.15 on Thursday. BWX Technologies, Inc. has a 12-month low of $84.21 and a 12-month high of $218.50. The business’s fifty day simple moving average is $187.13 and its 200-day simple moving average is $170.15. The company has a current ratio of 1.71, a quick ratio of 1.62 and a debt-to-equity ratio of 1.21. The company has a market cap of $16.29 billion, a PE ratio of 53.50, a PEG ratio of 3.48 and a beta of 0.85.

BWX Technologies (NYSE:BWXT) last announced its earnings results on Monday, November 3rd. The technology company reported $1.00 earnings per share for the quarter, topping the consensus estimate of $0.85 by $0.15. BWX Technologies had a return on equity of 30.70% and a net margin of 10.04%.The firm had revenue of $866.29 million for the quarter, compared to the consensus estimate of $795.48 million. During the same period in the previous year, the business earned $0.83 EPS. The firm’s revenue for the quarter was up 28.9% on a year-over-year basis. BWX Technologies has set its FY 2025 guidance at 3.750-3.800 EPS. Analysts expect that BWX Technologies, Inc. will post 3.23 earnings per share for the current fiscal year.

BWX Technologies Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Wednesday, November 19th were issued a dividend of $0.25 per share. The ex-dividend date was Wednesday, November 19th. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. BWX Technologies’s dividend payout ratio is 30.03%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on BWXT shares. Weiss Ratings lowered shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday. Northland Capmk raised shares of BWX Technologies to a “strong-buy” rating in a report on Tuesday, September 9th. CJS Securities upgraded BWX Technologies to a “strong-buy” rating in a report on Friday, December 12th. Wall Street Zen raised BWX Technologies from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. Finally, Wedbush reissued an “outperform” rating on shares of BWX Technologies in a research report on Wednesday, October 1st. Three analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, BWX Technologies has an average rating of “Moderate Buy” and a consensus target price of $196.23.

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.