Rice Hall James & Associates LLC Takes $1.13 Million Position in BWX Technologies, Inc. $BWXT

Rice Hall James & Associates LLC acquired a new stake in shares of BWX Technologies, Inc. (NYSE:BWXT) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 5,786 shares of the technology company’s stock, valued at approximately $1,126,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. WFA of San Diego LLC bought a new position in BWX Technologies in the second quarter valued at about $29,000. MV Capital Management Inc. bought a new stake in shares of BWX Technologies during the fourth quarter worth about $32,000. Tucker Asset Management LLC bought a new stake in shares of BWX Technologies during the fourth quarter worth about $36,000. Vermillion Wealth Management Inc. increased its stake in shares of BWX Technologies by 71.7% in the fourth quarter. Vermillion Wealth Management Inc. now owns 237 shares of the technology company’s stock valued at $41,000 after buying an additional 99 shares during the period. Finally, Smithfield Trust Co raised its holdings in BWX Technologies by 52.1% in the 4th quarter. Smithfield Trust Co now owns 251 shares of the technology company’s stock valued at $44,000 after buying an additional 86 shares during the last quarter. Institutional investors own 94.39% of the company’s stock.

Insider Activity

In related news, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $172.50, for a total transaction of $1,725,000.00. Following the sale, the chief executive officer owned 192,491 shares in the company, valued at $33,204,697.50. This represents a 4.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by corporate insiders.

BWX Technologies Trading Down 3.8%

BWXT opened at $165.09 on Wednesday. BWX Technologies, Inc. has a twelve month low of $157.10 and a twelve month high of $241.82. The company has a fifty day moving average of $182.62 and a 200-day moving average of $198.37. The stock has a market cap of $15.13 billion, a PE ratio of 42.77, a price-to-earnings-growth ratio of 2.71 and a beta of 0.76. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.51.

BWX Technologies (NYSE:BWXT) last released its earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.04 by $0.03. The business had revenue of $901.62 million for the quarter, compared to analyst estimates of $902.41 million. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. BWX Technologies’s revenue for the quarter was up 18.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.02 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. On average, sell-side analysts predict that BWX Technologies, Inc. will post 4.75 EPS for the current year.

BWX Technologies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Tuesday, August 18th will be paid a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, August 18th. BWX Technologies’s payout ratio is currently 27.98%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the stock. Wall Street Zen downgraded shares of BWX Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, August 8th. JPMorgan Chase & Co. began coverage on shares of BWX Technologies in a research note on Monday, July 27th. They set an “overweight” rating and a $230.00 price target for the company. BTIG Research reiterated a “buy” rating and set a $235.00 price target on shares of BWX Technologies in a report on Tuesday, August 4th. 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 note on Friday, May 15th. Finally, Seaport Research Partners upgraded BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price objective for the company in a report on Monday, June 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, BWX Technologies presently has an average rating of “Moderate Buy” and an average target price of $227.20.

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.