Chesapeake Capital Corp IL Purchases New Holdings in BWX Technologies, Inc. $BWXT

Chesapeake Capital Corp IL acquired a new stake in shares of BWX Technologies, Inc. (NYSE:BWXT) in the 3rd quarter, HoldingsChannel reports. The firm acquired 4,216 shares of the technology company’s stock, valued at approximately $777,000.

A number of other hedge funds also recently added to or reduced their stakes in BWXT. Massachusetts Financial Services Co. MA increased its holdings in shares of BWX Technologies by 26.0% in the third quarter. Massachusetts Financial Services Co. MA now owns 1,159,033 shares of the technology company’s stock valued at $213,691,000 after purchasing an additional 239,292 shares during the period. Eos Management L.P. lifted its holdings in shares of BWX Technologies by 27.9% during the third quarter. Eos Management L.P. now owns 25,894 shares of the technology company’s stock worth $4,774,000 after purchasing an additional 5,644 shares during the period. Principal Financial Group Inc. lifted its holdings in shares of BWX Technologies by 51.1% during the third quarter. Principal Financial Group Inc. now owns 313,192 shares of the technology company’s stock worth $57,743,000 after purchasing an additional 105,879 shares during the period. Thrivent Financial for Lutherans grew its position in BWX Technologies by 7.3% in the 3rd quarter. Thrivent Financial for Lutherans now owns 669,636 shares of the technology company’s stock valued at $123,460,000 after buying an additional 45,667 shares during the last quarter. Finally, Police & Firemen s Retirement System of New Jersey grew its position in BWX Technologies by 4.7% in the 2nd 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 buying an additional 1,548 shares during the last quarter. 94.39% of the stock is owned by institutional investors and hedge funds.

More 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.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on BWXT shares. TD Securities began coverage on shares of BWX Technologies in a research report on Thursday. They set a “buy” rating and a $230.00 price objective for the company. TD Cowen began coverage on shares of BWX Technologies in a report on Thursday. They issued a “buy” rating and a $230.00 target price on the stock. CJS Securities upgraded shares of BWX Technologies to a “strong-buy” rating in a research note on Friday, December 12th. BNP Paribas Exane began coverage on shares of BWX Technologies in a report on Thursday, January 15th. They set a “neutral” rating and a $215.00 price target for the company. Finally, Weiss Ratings upgraded shares of BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, February 25th. Three research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $206.36.

Insider Buying and Selling

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $203.26, for a total value of $2,032,600.00. Following the completion of the transaction, the chief executive officer directly owned 177,594 shares of the company’s stock, valued at approximately $36,097,756.44. This trade represents a 5.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CAO Kevin James Gorman sold 1,344 shares of BWX Technologies stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $214.71, for a total transaction of $288,570.24. Following the sale, the chief accounting officer owned 114 shares of the company’s stock, valued at approximately $24,476.94. The trade was a 92.18% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 13,327 shares of company stock valued at $2,734,844. Corporate insiders own 0.47% of the company’s stock.

BWX Technologies Trading Down 1.8%

NYSE:BWXT opened at $194.34 on Friday. The stock has a fifty day moving average price of $203.19 and a two-hundred day moving average price of $189.59. The stock has a market capitalization of $17.77 billion, a price-to-earnings ratio of 54.44, a PEG ratio of 3.23 and a beta of 0.83. The company has a debt-to-equity ratio of 1.64, a quick ratio of 2.25 and a current ratio of 2.32. BWX Technologies, Inc. has a 1 year low of $84.21 and a 1 year high of $220.57.

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

BWX Technologies Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Investors of record on Wednesday, March 11th will be paid a $0.27 dividend. This represents a $1.08 annualized dividend and a dividend yield of 0.6%. This is a positive change from BWX Technologies’s previous quarterly dividend of $0.25. The ex-dividend date is Wednesday, March 11th. BWX Technologies’s dividend payout ratio (DPR) is 30.25%.

BWX Technologies Company 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.