Ceredex Value Advisors LLC Invests $22.05 Million in BWX Technologies, Inc. $BWXT

Ceredex Value Advisors LLC purchased a new stake in shares of BWX Technologies, Inc. (NYSE:BWXT) during the second quarter, HoldingsChannel reports. The institutional investor purchased 113,300 shares of the technology company’s stock, valued at approximately $22,054,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. WFA of San Diego LLC purchased a new position in BWX Technologies in the 2nd quarter worth approximately $29,000. MV Capital Management Inc. purchased a new stake in BWX Technologies during the 4th quarter valued at $32,000. Tucker Asset Management LLC purchased a new stake in BWX Technologies during the 4th quarter valued at $36,000. Vermillion Wealth Management Inc. boosted its stake in 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 purchasing an additional 99 shares during the last quarter. Finally, Smithfield Trust Co increased its holdings in shares of BWX Technologies by 52.1% in the 4th quarter. Smithfield Trust Co now owns 251 shares of the technology company’s stock worth $44,000 after purchasing an additional 86 shares in the last quarter. Institutional investors own 94.39% of the company’s stock.

BWX Technologies Stock Performance

Shares of NYSE BWXT opened at $156.71 on Friday. The firm has a 50 day moving average of $181.44 and a 200 day moving average of $197.69. The company has a current ratio of 2.40, a quick ratio of 2.33 and a debt-to-equity ratio of 1.51. The firm has a market capitalization of $14.36 billion, a price-to-earnings ratio of 40.60, a price-to-earnings-growth ratio of 2.54 and a beta of 0.76. BWX Technologies, Inc. has a 12-month low of $154.59 and a 12-month high of $241.82.

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

BWX Technologies Announces Dividend

The business 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 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Tuesday, August 18th. BWX Technologies’s dividend payout ratio is 27.98%.

Insider Buying and Selling

In related news, CEO Rex D. Geveden sold 10,000 shares of the firm’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $172.50, for a total value of $1,725,000.00. Following the transaction, the chief executive officer directly owned 192,491 shares of the company’s stock, valued at approximately $33,204,697.50. This trade represents a 4.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.60% of the company’s stock.

Analysts Set New Price Targets

BWXT has been the subject of several recent analyst reports. Truist Financial decreased their price target on BWX Technologies from $212.00 to $202.00 and set a “hold” rating for the company in a research note on Friday, August 14th. 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. Deutsche Bank Aktiengesellschaft upgraded BWX Technologies from a “hold” rating to a “buy” rating and lifted their price objective for the stock from $205.00 to $255.00 in a report on Friday, May 15th. Weiss Ratings upgraded shares of BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 12th. Finally, Wall Street Zen downgraded shares of BWX Technologies from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, BWX Technologies currently 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.