SBI Okasan Asset Management Co.Ltd. Takes $2.23 Million Position in BWX Technologies, Inc. $BWXT

SBI Okasan Asset Management Co.Ltd. purchased a new stake in shares of BWX Technologies, Inc. (NYSE:BWXT) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 12,680 shares of the technology company’s stock, valued at approximately $2,225,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. increased its stake in shares of BWX Technologies by 51.6% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,838 shares of the technology company’s stock worth $490,000 after purchasing an additional 966 shares in the last quarter. Moors & Cabot Inc. increased its stake in shares of BWX Technologies by 3.7% in the 4th quarter. Moors & Cabot Inc. now owns 2,040 shares of the technology company’s stock worth $353,000 after purchasing an additional 72 shares in the last quarter. Intech Investment Management LLC increased its stake in shares of BWX Technologies by 22.7% in the 4th quarter. Intech Investment Management LLC now owns 32,668 shares of the technology company’s stock worth $5,646,000 after purchasing an additional 6,053 shares in the last quarter. Huntington National Bank increased its stake in shares of BWX Technologies by 53.6% in the 4th quarter. Huntington National Bank now owns 1,685 shares of the technology company’s stock worth $291,000 after purchasing an additional 588 shares in the last quarter. Finally, Geode Capital Management LLC increased its stake in shares of BWX Technologies by 3.9% in the 4th quarter. Geode Capital Management LLC now owns 1,857,716 shares of the technology company’s stock worth $321,176,000 after purchasing an additional 69,857 shares in the last quarter. 94.39% of the stock is owned by institutional investors.

Analyst Ratings Changes

BWXT has been the subject of several analyst reports. Deutsche Bank Aktiengesellschaft upgraded BWX Technologies from a “hold” rating to a “buy” rating and upped their price objective for the stock from $205.00 to $255.00 in a research note on Friday, May 15th. Wall Street Zen upgraded BWX Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, May 9th. Weiss Ratings restated a “buy (b-)” rating on shares of BWX Technologies in a research note on Friday, May 22nd. Bank of America upped their price objective on BWX Technologies from $230.00 to $250.00 and gave the stock a “buy” rating in a research note on Wednesday, March 25th. Finally, Truist Financial increased their price target on BWX Technologies from $205.00 to $212.00 and gave the stock a “hold” rating in a research note on Monday, May 11th. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, BWX Technologies presently has an average rating of “Moderate Buy” and a consensus price target of $228.00.

Insider Buying and Selling

In related news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $204.81, for a total value of $2,048,100.00. Following the completion of the transaction, the chief executive officer owned 202,491 shares in the company, valued at approximately $41,472,181.71. This trade represents a 4.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Michael Thomas Fitzgerald sold 2,417 shares of BWX Technologies stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $209.25, for a total value of $505,757.25. Following the completion of the transaction, the chief financial officer 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 disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 13,761 shares of company stock worth $2,842,427. Corporate insiders own 0.60% of the company’s stock.

BWX Technologies Trading Up 0.1%

Shares of BWX Technologies stock opened at $199.24 on Friday. The firm has a market cap of $18.25 billion, a price-to-earnings ratio of 53.27, a PEG ratio of 3.28 and a beta of 0.78. The business has a 50-day moving average price of $213.25 and a 200-day moving average price of $199.63. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.58. BWX Technologies, Inc. has a twelve month low of $123.12 and a twelve month high of $241.82.

BWX Technologies (NYSE:BWXT) last issued its quarterly earnings data on Monday, May 4th. The technology company reported $1.12 earnings per share for the quarter, beating analysts’ consensus estimates of $0.92 by $0.20. The firm had revenue of $860.22 million during the quarter, compared to analyst estimates of $837.47 million. BWX Technologies had a return on equity of 31.33% and a net margin of 10.20%.The business’s quarterly revenue was up 26.1% compared to the same quarter last year. During the same quarter last year, the business posted $0.91 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. Equities research analysts anticipate that BWX Technologies, Inc. will post 4.71 EPS for the current fiscal year.

BWX Technologies Dividend Announcement

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

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.