Canada Pension Plan Investment Board Acquires Shares of 3,300 BWX Technologies, Inc. $BWXT

Canada Pension Plan Investment Board bought a new position in BWX Technologies, Inc. (NYSE:BWXT) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 3,300 shares of the technology company’s stock, valued at approximately $642,000.

A number of other institutional investors have also recently modified their holdings of the stock. WFA of San Diego LLC bought a new position in shares of BWX Technologies during the second quarter valued at $29,000. MV Capital Management Inc. bought a new position in BWX Technologies in the 4th quarter worth about $32,000. Tucker Asset Management LLC bought a new position in BWX Technologies in the 4th quarter worth about $36,000. Vermillion Wealth Management Inc. grew its position 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 grew its position in BWX Technologies by 52.1% during the 4th quarter. Smithfield Trust Co now owns 251 shares of the technology company’s stock valued at $44,000 after purchasing an additional 86 shares during the last quarter. 94.39% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

BWXT has been the subject of a number of analyst reports. 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 objective for the company. BTIG Research reiterated a “buy” rating and issued a $235.00 target price on shares of BWX Technologies in a research note on Tuesday, August 4th. Seaport Research Partners upgraded shares of BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price target on the stock in a report on Monday, June 22nd. Deutsche Bank Aktiengesellschaft raised shares of BWX Technologies from a “hold” rating to a “buy” rating and raised their price target for the company from $205.00 to $255.00 in a research report on Friday, May 15th. Finally, Truist Financial decreased their price objective on shares of BWX Technologies from $212.00 to $202.00 and set a “hold” rating for the company in a report on Friday, August 14th. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, BWX Technologies currently has a consensus rating of “Moderate Buy” and an average price target of $224.20.

BWX Technologies Trading Up 5.9%

BWX Technologies stock opened at $161.22 on Wednesday. BWX Technologies, Inc. has a one year low of $147.74 and a one year high of $241.82. The business’s fifty day moving average is $173.71 and its 200 day moving average is $195.15. The stock has a market capitalization of $14.77 billion, a PE ratio of 41.77, a price-to-earnings-growth ratio of 2.38 and a beta of 0.76. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33.

BWX Technologies (NYSE:BWXT) last issued its earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share for the quarter, topping analysts’ consensus estimates of $1.04 by $0.03. BWX Technologies had a return on equity of 30.83% and a net margin of 10.11%.The business had revenue of $901.62 million during the quarter, compared to analyst estimates of $902.41 million. During the same quarter in the previous year, the firm earned $1.02 EPS. BWX Technologies’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, sell-side analysts predict that BWX Technologies, Inc. will post 4.75 EPS for the current year.

BWX Technologies Dividend Announcement

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 issued a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, August 18th. BWX Technologies’s payout ratio is presently 27.98%.

Insider Buying and Selling at BWX Technologies

In related news, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total transaction of $1,725,000.00. Following the transaction, 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 ownership of the stock. 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 insiders.

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.