Lisanti Capital Growth LLC Acquires Shares of 46,382 BWX Technologies, Inc. $BWXT

Lisanti Capital Growth LLC bought a new position in BWX Technologies, Inc. (NYSE:BWXT) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 46,382 shares of the technology company’s stock, valued at approximately $8,551,000. BWX Technologies makes up approximately 2.1% of Lisanti Capital Growth LLC’s portfolio, making the stock its 3rd biggest holding.

Several other institutional investors and hedge funds have also recently modified their holdings of BWXT. Creative Financial Designs Inc. ADV boosted its stake in BWX Technologies by 250.0% in the 2nd quarter. Creative Financial Designs Inc. ADV now owns 175 shares of the technology company’s stock worth $25,000 after purchasing an additional 125 shares in the last quarter. Global Trust Asset Management LLC purchased a new position in BWX Technologies in the third quarter worth about $32,000. WFA of San Diego LLC bought a new position in shares of BWX Technologies in the second quarter worth approximately $29,000. Hantz Financial Services Inc. grew its holdings in shares of BWX Technologies by 861.9% during the second quarter. Hantz Financial Services Inc. now owns 202 shares of the technology company’s stock valued at $29,000 after buying an additional 181 shares during the last quarter. Finally, Quent Capital LLC purchased a new stake in shares of BWX Technologies during the third quarter valued at approximately $43,000. 94.39% of the stock is currently owned by institutional investors.

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 on Wednesday, November 12th. The shares were sold at an average price of $197.90, for a total transaction of $1,979,000.00. Following the completion of the sale, the chief executive officer owned 187,594 shares of the company’s stock, valued at $37,124,852.60. The trade was a 5.06% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.47% of the stock is owned by corporate insiders.

BWX Technologies Trading Down 2.3%

Shares of NYSE:BWXT opened at $205.36 on Friday. The stock has a market capitalization of $18.78 billion, a price-to-earnings ratio of 61.67, a PEG ratio of 3.38 and a beta of 0.86. The company has a debt-to-equity ratio of 1.21, a quick ratio of 1.62 and a current ratio of 1.71. The stock’s 50-day simple moving average is $188.21 and its two-hundred day simple moving average is $180.86. BWX Technologies, Inc. has a 52-week low of $84.21 and a 52-week high of $220.57.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings results on Monday, November 3rd. The technology company reported $1.00 EPS for the quarter, beating the consensus estimate of $0.85 by $0.15. The firm had revenue of $866.29 million during the quarter, compared to analyst estimates of $795.48 million. BWX Technologies had a net margin of 10.04% and a return on equity of 30.70%. The business’s revenue for the quarter was up 28.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.83 EPS. BWX Technologies has set its FY 2025 guidance at 3.750-3.800 EPS. Analysts expect that BWX Technologies, Inc. will post 3.23 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the stock. Zacks Research upgraded shares of BWX Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 21st. BNP Paribas Exane raised BWX Technologies to a “hold” rating in a report on Thursday, January 15th. BTIG Research increased their price objective on BWX Technologies from $200.00 to $225.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Wall Street Zen raised BWX Technologies from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. Finally, CJS Securities upgraded shares of BWX Technologies to a “strong-buy” rating in a research note on Friday, December 12th. Three equities research analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $199.20.

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.