BWX Technologies, Inc. $BWXT Shares Sold by Chescapmanager LLC

Chescapmanager LLC decreased its position in shares of BWX Technologies, Inc. (NYSE:BWXT) by 16.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 242,692 shares of the technology company’s stock after selling 47,367 shares during the quarter. BWX Technologies accounts for approximately 4.3% of Chescapmanager LLC’s investment portfolio, making the stock its 6th largest position. Chescapmanager LLC owned 0.27% of BWX Technologies worth $44,745,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Goldman Sachs Group Inc. raised its position in shares of BWX Technologies by 0.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 141,680 shares of the technology company’s stock valued at $13,977,000 after buying an additional 371 shares in the last quarter. Caxton Associates LLP bought a new stake in shares of BWX Technologies during the 1st quarter worth approximately $304,000. ProShare Advisors LLC boosted its position in shares of BWX Technologies by 4.0% during the 2nd quarter. ProShare Advisors LLC now owns 4,049 shares of the technology company’s stock worth $583,000 after acquiring an additional 154 shares in the last quarter. SBI Securities Co. Ltd. increased its stake in BWX Technologies by 23.2% in the second quarter. SBI Securities Co. Ltd. now owns 875 shares of the technology company’s stock valued at $126,000 after acquiring an additional 165 shares during the last quarter. Finally, Police & Firemen s Retirement System of New Jersey increased its stake in BWX Technologies by 4.7% in the second quarter. Police & Firemen s Retirement System of New Jersey now owns 34,636 shares of the technology company’s stock valued at $4,990,000 after acquiring an additional 1,548 shares during the last quarter. 94.39% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at BWX Technologies

In other news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the sale, the chief executive officer directly owned 177,594 shares in the company, valued at approximately $36,097,756.44. The trade was a 5.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Gerhard F. Burbach sold 1,983 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $208.61, for a total value of $413,673.63. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 13,327 shares of company stock worth $2,734,844. 0.47% of the stock is currently owned by insiders.

BWX Technologies Stock Performance

Shares of BWX Technologies stock opened at $194.34 on Friday. The company’s 50 day moving average price is $203.19 and its two-hundred day moving average price is $189.75. The firm has a market capitalization of $17.77 billion, a P/E ratio of 54.44, a P/E/G ratio of 3.17 and a beta of 0.83. BWX Technologies, Inc. has a fifty-two week low of $84.21 and a fifty-two week high of $220.57. The company has a debt-to-equity ratio of 1.64, a current ratio of 2.32 and a quick ratio of 2.25.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings results on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.91 by $0.17. BWX Technologies had a net margin of 10.28% and a return on equity of 30.94%. The company had revenue of $885.84 million during the quarter, compared to the consensus estimate of $837.47 million. During the same period in the prior year, the business earned $0.92 earnings per share. The company’s revenue for the quarter was up 18.7% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. On average, equities analysts forecast that BWX Technologies, Inc. will post 3.23 earnings per share for the current fiscal year.

BWX Technologies Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Wednesday, March 11th will be issued a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Wednesday, March 11th. This is a boost from BWX Technologies’s previous quarterly dividend of $0.25. BWX Technologies’s payout ratio is currently 30.25%.

Analyst Upgrades and Downgrades

Several research analysts have commented on BWXT shares. CJS Securities upgraded shares of BWX Technologies to a “strong-buy” rating in a research report on Friday, December 12th. Zacks Research raised BWX Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 21st. Wall Street Zen lowered BWX Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. BTIG Research boosted their price target on BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Finally, TD Securities began coverage on BWX Technologies in a research report on Thursday. They set a “buy” rating and a $230.00 price objective for the company. Three research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $206.36.

Key BWX Technologies News

Here are the key news stories impacting BWX Technologies this week:

• Positive Sentiment: TD Securities initiated coverage with a Buy rating, signaling institutional interest and research support for BWXT’s growth profile. Read More.
• Positive Sentiment: TD Cowen also started coverage with a Buy and highlighted BWXT’s “unmatched nuclear heritage,” adding another independent bullish voice on the stock. Read More.
• Positive Sentiment: Analysts set a $230 price target (TD Securities / TD Cowen reporting), implying roughly double-digit upside from current levels — a clear near-term upside benchmark for investors to watch. Read More.
• Positive Sentiment: Operational tailwinds: BWXT reported quarterly revenue and backlog growth (backlog up ~50% to $7.3B) and is expanding into advanced nuclear programs (TRISO fuel, microreactors, Project Pele and modular BANR), which could broaden long‑term revenue beyond naval propulsion. Read More.
• Positive Sentiment: Coverage pieces note strong stock performance over the past year (shares up ~100% year-over-year in some reports), reinforcing momentum but also raising valuation questions. Read More.
• Neutral Sentiment: Sector context: broader defense and aerospace spending tailwinds (and peers like Teledyne gaining from defense and commercial aviation recovery) support a positive backdrop for BWXT but do not guarantee stock moves. Read More.
• Neutral Sentiment: Macro/structural piece: analysts point to a structural shift in national security spending that favors defense suppliers, providing a favorable demand environment for BWXT’s products and services over the medium term. Read More.

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.