North Dakota State Investment Board Takes $555,000 Position in BWX Technologies, Inc. $BWXT

North Dakota State Investment Board purchased a new stake in BWX Technologies, Inc. (NYSE:BWXT) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 3,212 shares of the technology company’s stock, valued at approximately $555,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Aventura Private Wealth LLC acquired a new position in shares of BWX Technologies in the fourth quarter valued at approximately $29,000. WFA of San Diego LLC acquired a new position in shares of BWX Technologies in the second quarter valued at approximately $29,000. Strategic Advocates LLC acquired a new position in shares of BWX Technologies in the third quarter valued at approximately $32,000. Strategic Investment Solutions Inc. IL boosted its holdings in shares of BWX Technologies by 300.0% in the third quarter. Strategic Investment Solutions Inc. IL now owns 200 shares of the technology company’s stock valued at $37,000 after buying an additional 150 shares during the period. Finally, ORG Partners LLC boosted its holdings in shares of BWX Technologies by 143.2% in the fourth quarter. ORG Partners LLC now owns 231 shares of the technology company’s stock valued at $40,000 after buying an additional 136 shares during the period. Institutional investors and hedge funds own 94.39% of the company’s stock.

BWX Technologies Stock Performance

Shares of BWXT stock opened at $202.51 on Friday. The company’s fifty day simple moving average is $213.10 and its 200-day simple moving average is $199.59. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.58. The firm has a market cap of $18.55 billion, a PE ratio of 54.15, a P/E/G ratio of 3.34 and a beta of 0.78. BWX Technologies, Inc. has a 12 month low of $106.22 and a 12 month high of $241.82.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings results 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. BWX Technologies had a net margin of 10.20% and a return on equity of 31.33%. The firm had revenue of $860.22 million for the quarter, compared to analyst estimates of $837.47 million. During the same period in the prior year, the firm posted $0.91 earnings per share. The company’s quarterly revenue was up 26.1% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. Equities research analysts expect that BWX Technologies, Inc. will post 4.71 EPS for the current fiscal year.

BWX Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Tuesday, May 19th will be given a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Tuesday, May 19th. BWX Technologies’s dividend payout ratio is 28.88%.

Insider Activity

In other BWX Technologies news, Director Gerhard F. Burbach sold 1,983 shares of the company’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $208.61, for a total transaction of $413,673.63. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Michael Thomas Fitzgerald sold 2,417 shares of the company’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $209.25, for a total transaction of $505,757.25. Following the sale, the chief financial officer directly owned 6,884 shares in the company, valued at $1,440,477. This trade represents a 25.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 15,744 shares of company stock valued at $3,256,101. 0.60% of the stock is owned by insiders.

Analysts Set New Price Targets

Several research analysts have recently weighed in on BWXT shares. Truist Financial upped their price target on shares of BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a report on Monday, May 11th. TD Cowen assumed coverage on shares of BWX Technologies in a research report on Thursday, March 12th. They issued a “buy” rating and a $230.00 price objective on the stock. Wells Fargo & Company assumed coverage on shares of BWX Technologies in a research report on Wednesday, April 1st. They issued an “underweight” rating and a $200.00 price objective on the stock. Deutsche Bank Aktiengesellschaft raised shares of BWX Technologies from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $205.00 to $255.00 in a research report on Friday, May 15th. Finally, TD Securities assumed coverage on shares of BWX Technologies in a research report on Thursday, March 12th. They issued a “buy” rating and a $230.00 price objective on the stock. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $222.96.

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.