Ananym Capital Management LP Buys 22,200 Shares of BWX Technologies, Inc. $BWXT

Ananym Capital Management LP grew its stake in shares of BWX Technologies, Inc. (NYSE:BWXT) by 26.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 105,603 shares of the technology company’s stock after purchasing an additional 22,200 shares during the quarter. BWX Technologies makes up about 7.5% of Ananym Capital Management LP’s holdings, making the stock its 7th biggest position. Ananym Capital Management LP’s holdings in BWX Technologies were worth $18,252,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Wedbush Securities Inc. raised its holdings in BWX Technologies by 4.3% during the fourth quarter. Wedbush Securities Inc. now owns 1,263 shares of the technology company’s stock worth $218,000 after purchasing an additional 52 shares in the last quarter. Oppenheimer Asset Management Inc. raised its holdings in BWX Technologies by 1.0% during the fourth quarter. Oppenheimer Asset Management Inc. now owns 5,448 shares of the technology company’s stock worth $942,000 after purchasing an additional 54 shares in the last quarter. Guggenheim Capital LLC raised its holdings in BWX Technologies by 2.2% during the fourth quarter. Guggenheim Capital LLC now owns 2,598 shares of the technology company’s stock worth $449,000 after purchasing an additional 55 shares in the last quarter. Stratos Wealth Partners LTD. raised its holdings in BWX Technologies by 3.5% during the fourth quarter. Stratos Wealth Partners LTD. now owns 1,979 shares of the technology company’s stock worth $342,000 after purchasing an additional 67 shares in the last quarter. Finally, Corient Private Wealth LLC raised its holdings in BWX Technologies by 1.2% during the second quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company’s stock worth $847,000 after purchasing an additional 69 shares in the last quarter. Institutional investors and hedge funds own 94.39% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have commented on the company. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of BWX Technologies in a research report on Friday, May 22nd. TD Cowen assumed coverage on BWX Technologies in a research report on Thursday, March 12th. They set a “buy” rating and a $230.00 price target on the stock. TD Securities assumed coverage on BWX Technologies in a research report on Thursday, March 12th. They set a “buy” rating and a $230.00 price target on the stock. Truist Financial lifted their price target on BWX Technologies from $205.00 to $212.00 and gave the stock a “hold” rating in a research report on Monday, May 11th. Finally, BTIG Research lifted their price target on BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, BWX Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $228.00.

Insider Activity at BWX Technologies

In other news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $204.81, for a total transaction of $2,048,100.00. Following the transaction, the chief executive officer directly owned 202,491 shares in the company, valued at $41,472,181.71. The trade was a 4.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Michael Thomas Fitzgerald sold 2,417 shares of the stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $209.25, for a total transaction of $505,757.25. Following the transaction, the chief financial officer directly owned 6,884 shares of the company’s stock, valued at $1,440,477. This represents a 25.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.60% of the stock is owned by corporate insiders.

BWX Technologies Stock Performance

Shares of BWXT stock opened at $203.11 on Thursday. The stock has a market capitalization of $18.61 billion, a PE ratio of 54.31, a price-to-earnings-growth ratio of 3.24 and a beta of 0.73. 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 stock’s 50-day moving average price is $208.48 and its 200 day moving average price is $200.66. BWX Technologies, Inc. has a 52-week low of $133.84 and a 52-week high of $241.82.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings results on Monday, May 4th. The technology company reported $1.12 EPS for the quarter, topping the consensus estimate of $0.92 by $0.20. BWX Technologies had a return on equity of 31.33% and a net margin of 10.20%.The business had revenue of $860.22 million during the quarter, compared to analysts’ expectations of $837.47 million. During the same quarter in the prior year, the business earned $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. As a group, equities research analysts forecast that BWX Technologies, Inc. will post 4.71 EPS for the current year.

BWX Technologies Dividend Announcement

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

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.