Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD Grows Stock Position in BWX Technologies, Inc. $BWXT

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD grew its holdings in shares of BWX Technologies, Inc. (NYSE:BWXT) by 54.0% in the second quarter, HoldingsChannel reports. The fund owned 38,289 shares of the technology company’s stock after purchasing an additional 13,424 shares during the quarter. Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD’s holdings in BWX Technologies were worth $7,453,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently modified their holdings of BWXT. Transamerica Financial Advisors LLC purchased a new stake in BWX Technologies in the second quarter worth about $26,000. WFA of San Diego LLC purchased a new position in shares of BWX Technologies during the 2nd quarter valued at about $29,000. MV Capital Management Inc. purchased a new position in shares of BWX Technologies during the 4th quarter valued at about $32,000. Tucker Asset Management LLC bought a new position in shares of BWX Technologies during the 4th quarter valued at approximately $36,000. Finally, Stonehage Fleming Financial Services Holdings Ltd bought a new position in shares of BWX Technologies during the 2nd quarter valued at approximately $40,000. 94.39% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the stock. Wells Fargo & Company raised shares of BWX Technologies from an “underweight” rating to an “equal weight” rating and reduced their price objective for the stock from $200.00 to $170.00 in a research note on Thursday, August 27th. Seaport Research Partners upgraded shares of BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 target price on the stock in a research note on Monday, June 22nd. JPMorgan Chase & Co. assumed coverage on shares of BWX Technologies in a report on Monday, July 27th. They issued an “overweight” rating and a $230.00 target price for the company. Jefferies Financial Group started coverage on BWX Technologies in a report on Thursday, September 3rd. They set a “buy” rating and a $181.00 price target on the stock. Finally, Deutsche Bank Aktiengesellschaft upgraded BWX Technologies from a “hold” rating to a “buy” rating and boosted their price objective for the company from $205.00 to $255.00 in a research report on Friday, May 15th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $220.27.

BWX Technologies Trading Up 1.8%

Shares of BWXT opened at $160.41 on Wednesday. BWX Technologies, Inc. has a fifty-two week low of $147.74 and a fifty-two week high of $241.82. The company has a debt-to-equity ratio of 1.51, a quick ratio of 2.33 and a current ratio of 2.40. The company’s fifty day moving average is $169.71 and its 200 day moving average is $193.68. The stock has a market capitalization of $14.70 billion, a PE ratio of 41.56, a P/E/G ratio of 2.47 and a beta of 0.75.

BWX Technologies (NYSE:BWXT) last posted 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. The firm had revenue of $901.62 million for the quarter, compared to the consensus estimate of $902.41 million. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The business’s quarterly revenue was up 18.0% on a year-over-year basis. During the same period in the previous year, the firm posted $1.02 EPS. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Sell-side analysts expect that BWX Technologies, Inc. will post 4.75 earnings per share for the current fiscal year.

BWX Technologies Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Tuesday, August 18th were paid a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Tuesday, August 18th. BWX Technologies’s payout ratio is presently 27.98%.

Insider Transactions at BWX Technologies

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $172.50, for a total transaction of $1,725,000.00. Following the sale, the chief executive officer directly 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 SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by company insiders.

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.