Clough Capital Partners L P Has $2.93 Million Stake in BWX Technologies, Inc. $BWXT

Clough Capital Partners L P reduced its position in BWX Technologies, Inc. (NYSE:BWXT) by 45.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,900 shares of the technology company’s stock after selling 12,998 shares during the period. Clough Capital Partners L P’s holdings in BWX Technologies were worth $2,931,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of BWXT. WFA of San Diego LLC acquired a new position in BWX Technologies during the second quarter worth $29,000. Global Trust Asset Management LLC bought a new stake in shares of BWX Technologies during the third quarter worth about $32,000. Quent Capital LLC bought a new stake in shares of BWX Technologies during the third quarter worth about $43,000. Ancora Advisors LLC acquired a new stake in shares of BWX Technologies in the 3rd quarter worth about $49,000. Finally, Root Financial Partners LLC bought a new position in BWX Technologies in the 3rd quarter valued at about $51,000. Institutional investors own 94.39% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have commented on BWXT. Wall Street Zen lowered BWX Technologies from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. BNP Paribas Exane started coverage on BWX Technologies in a research report on Thursday, January 15th. They set a “neutral” rating and a $215.00 target price on the stock. TD Cowen started coverage on BWX Technologies in a report on Thursday. They set a “buy” rating and a $230.00 price target for the company. Weiss Ratings upgraded BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 25th. Finally, CJS Securities raised shares of BWX Technologies to a “strong-buy” rating in a report on Friday, December 12th. Three investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and four 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 $206.36.

Insider Buying and Selling

In other news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the completion of the transaction, the chief executive officer directly owned 177,594 shares in the company, valued at $36,097,756.44. The trade was a 5.33% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CAO Kevin James Gorman sold 1,344 shares of the company’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $214.71, for a total value of $288,570.24. Following the completion of the transaction, the chief accounting officer owned 114 shares in the company, valued at $24,476.94. This represents a 92.18% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 13,327 shares of company stock valued at $2,734,844. Company insiders own 0.47% of the company’s stock.

BWX Technologies Price Performance

Shares of NYSE:BWXT opened at $194.34 on Friday. The company has a market capitalization of $17.77 billion, a P/E ratio of 54.44, a price-to-earnings-growth ratio of 3.17 and a beta of 0.83. The company’s 50-day moving average is $203.19 and its 200 day moving average is $189.75. 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 fifty-two week low of $84.21 and a fifty-two week high of $220.57.

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

BWX Technologies Increases Dividend

The company 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. The ex-dividend date is Wednesday, March 11th. This represents a $1.08 dividend on an annualized basis and a yield of 0.6%. This is an increase from BWX Technologies’s previous quarterly dividend of $0.25. BWX Technologies’s dividend payout ratio (DPR) is presently 30.25%.

BWX Technologies News Roundup

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.