Sei Investments Co. Sells 13,215 Shares of BWX Technologies, Inc. $BWXT

Sei Investments Co. reduced its stake in BWX Technologies, Inc. (NYSE:BWXT) by 7.4% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 164,626 shares of the technology company’s stock after selling 13,215 shares during the period. Sei Investments Co.’s holdings in BWX Technologies were worth $33,664,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. WFA of San Diego LLC acquired a new stake in BWX Technologies in the second quarter valued at approximately $29,000. MV Capital Management Inc. bought a new position in shares of BWX Technologies in the 4th quarter valued at $32,000. Tucker Asset Management LLC bought a new position in shares of BWX Technologies in the 4th quarter valued at $36,000. ORG Partners LLC boosted its holdings in shares of BWX Technologies by 143.2% during the 4th quarter. ORG Partners LLC now owns 231 shares of the technology company’s stock valued at $40,000 after acquiring an additional 136 shares in the last quarter. Finally, Vermillion Wealth Management Inc. boosted its holdings in shares of BWX Technologies by 71.7% during the 4th quarter. Vermillion Wealth Management Inc. now owns 237 shares of the technology company’s stock valued at $41,000 after acquiring an additional 99 shares in the last quarter. Institutional investors own 94.39% of the company’s stock.

Analysts Set New Price Targets

BWXT has been the subject of several research reports. Truist Financial increased their target price on BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a research report on Monday, May 11th. Seaport Research Partners raised BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price objective for the company in a research note on Monday, June 22nd. Deutsche Bank Aktiengesellschaft upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating and raised their price objective for the company from $205.00 to $255.00 in a report on Friday, May 15th. Wells Fargo & Company initiated coverage on shares of BWX Technologies in a report on Wednesday, April 1st. They set an “underweight” rating and a $200.00 target price on the stock. Finally, Zacks Research cut shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 11th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, BWX Technologies has an average rating of “Moderate Buy” and a consensus price target of $228.20.

BWX Technologies Stock Up 1.3%

Shares of BWXT opened at $176.79 on Tuesday. The stock’s 50-day moving average price is $190.91 and its two-hundred day moving average price is $202.71. BWX Technologies, Inc. has a 12 month low of $143.07 and a 12 month high of $241.82. The company has a market capitalization of $16.20 billion, a PE ratio of 47.27, a PEG ratio of 2.98 and a beta of 0.74. The company has a current ratio of 2.40, a quick ratio of 2.33 and a debt-to-equity ratio of 1.58.

BWX Technologies (NYSE:BWXT) last issued its quarterly earnings results on Monday, May 4th. The technology company reported $1.12 earnings per share for the quarter, beating 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 company 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 firm posted $0.91 earnings per share. The business’s quarterly revenue was up 26.1% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. On average, analysts anticipate that BWX Technologies, Inc. will post 4.6 EPS for the current year.

BWX Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Tuesday, May 19th were given a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Tuesday, May 19th. BWX Technologies’s dividend payout ratio is currently 28.88%.

Insider Buying and Selling

In other BWX Technologies news, CFO Michael Thomas Fitzgerald sold 2,417 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $209.25, for a total transaction of $505,757.25. Following the completion of the transaction, the chief financial officer owned 6,884 shares in the company, valued at approximately $1,440,477. This trade represents a 25.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $204.81, for a total transaction of $2,048,100.00. Following the completion of the transaction, the chief executive officer owned 202,491 shares in the company, valued at $41,472,181.71. This trade represents a 4.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.60% of the company’s stock.

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.