JPMorgan Chase & Co. Buys 84,085 Shares of BWX Technologies, Inc. $BWXT

JPMorgan Chase & Co. grew its stake in BWX Technologies, Inc. (NYSE:BWXT) by 32.9% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 339,939 shares of the technology company’s stock after buying an additional 84,085 shares during the period. JPMorgan Chase & Co.’s holdings in BWX Technologies were worth $62,675,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in BWXT. Creative Financial Designs Inc. ADV increased its holdings in BWX Technologies by 250.0% in the 2nd quarter. Creative Financial Designs Inc. ADV now owns 175 shares of the technology company’s stock worth $25,000 after acquiring an additional 125 shares in the last quarter. Hantz Financial Services Inc. boosted its position in shares of BWX Technologies by 861.9% in the second quarter. Hantz Financial Services Inc. now owns 202 shares of the technology company’s stock worth $29,000 after purchasing an additional 181 shares during the period. WFA of San Diego LLC bought a new position in shares of BWX Technologies in the second quarter worth approximately $29,000. Global Trust Asset Management LLC purchased a new stake in shares of BWX Technologies in the third quarter worth $32,000. Finally, Quent Capital LLC bought a new stake in shares of BWX Technologies during the 3rd quarter valued at $43,000. 94.39% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at BWX Technologies

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the completion of the transaction, the chief executive officer directly owned 177,594 shares of the company’s stock, valued at $36,097,756.44. The trade was a 5.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.47% of the stock is currently owned by corporate insiders.

BWX Technologies Stock Up 3.1%

Shares of NYSE BWXT opened at $204.49 on Wednesday. The company has a current ratio of 1.71, a quick ratio of 1.62 and a debt-to-equity ratio of 1.21. BWX Technologies, Inc. has a 12-month low of $84.21 and a 12-month high of $220.57. The firm’s 50-day moving average price is $196.27 and its 200-day moving average price is $186.97. The stock has a market capitalization of $18.70 billion, a price-to-earnings ratio of 57.28, a P/E/G ratio of 3.19 and a beta of 0.84.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings results on Monday, February 23rd. The technology company reported $1.08 EPS for the quarter, topping the consensus estimate of $0.91 by $0.17. BWX Technologies had a return on equity of 31.32% and a net margin of 10.28%.The company had revenue of $885.84 million during the quarter, compared to analyst estimates of $837.47 million. During the same quarter last year, the business posted $0.92 earnings per share. The firm’s revenue was up 18.7% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. On average, equities research analysts anticipate that BWX Technologies, Inc. will post 3.23 EPS for the current fiscal year.

BWX Technologies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Investors of record on Wednesday, March 11th will be given a $0.27 dividend. This is a boost from BWX Technologies’s previous quarterly dividend of $0.25. This represents a $1.08 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date is Wednesday, March 11th. BWX Technologies’s dividend payout ratio is 30.03%.

More BWX Technologies News

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

• Positive Sentiment: Q4 results beat consensus — EPS $1.08 vs. ~$0.91 expected and revenue $885.8M, driven by government and commercial demand; market reacted to the upside. BWX Technologies (BWXT) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Company lifted FY‑2026 guidance to $4.55–$4.70 EPS and ~$3.8B revenue (above prior Street estimates), signaling stronger forward cash flow and growth visibility. BWX Technologies Reports Fourth Quarter and Full Year 2025 Results, Initiates 2026 Guidance
• Positive Sentiment: Backlog and commercial pipeline expansion — management noted backlog up ~50%, new pricing agreements for naval propulsion, initial scopes on uranium‑enrichment awards, SMR and CANDU life‑extension wins, and an AP1000 engineering award, supporting multi‑year revenue visibility. BWXT Q4 2025 Earnings Call Transcript
• Positive Sentiment: Dividend raised — quarterly payout increased 8% to $0.27 (ex‑dividend March 11), signaling confidence in cash generation and returning cash to shareholders. (Company announcement)
• Neutral Sentiment: Market commentary frames BWXT as a beneficiary of a renewed nuclear cycle; that narrative is propping up sentiment, but valuation metrics (elevated P/E) and execution on new large programs remain watch points. Why Is BWX Technologies Stock Soaring Tuesday?

Analyst Ratings Changes

Several research analysts recently weighed in on BWXT shares. Bank of America upped their target price on shares of BWX Technologies from $220.00 to $230.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. CJS Securities raised BWX Technologies to a “strong-buy” rating in a research note on Friday, December 12th. Wall Street Zen raised BWX Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, November 8th. Weiss Ratings cut BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, January 26th. Finally, Zacks Research upgraded shares of BWX Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, January 21st. Three investment analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, BWX Technologies currently has a consensus rating of “Moderate Buy” and a consensus price target of $199.20.

BWX Technologies Company 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.