Tema Etfs LLC Boosts Stake in BWX Technologies, Inc. $BWXT

Tema Etfs LLC raised its stake in shares of BWX Technologies, Inc. (NYSE:BWXT) by 21.7% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 25,724 shares of the technology company’s stock after buying an additional 4,590 shares during the quarter. Tema Etfs LLC’s holdings in BWX Technologies were worth $4,743,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. New York State Teachers Retirement System lifted its position in shares of BWX Technologies by 55.0% in the third quarter. New York State Teachers Retirement System now owns 36,900 shares of the technology company’s stock valued at $6,803,000 after acquiring an additional 13,100 shares in the last quarter. Strategic Planning Group LLC raised its stake in BWX Technologies by 9.5% in the 3rd quarter. Strategic Planning Group LLC now owns 36,495 shares of the technology company’s stock valued at $6,729,000 after purchasing an additional 3,175 shares during the last quarter. Barnes Dennig Private Wealth Management LLC purchased a new position in BWX Technologies in the 3rd quarter valued at about $131,000. Spire Wealth Management acquired a new stake in shares of BWX Technologies during the 3rd quarter worth about $5,177,000. Finally, CoreCap Advisors LLC grew its holdings in shares of BWX Technologies by 41.7% during the third quarter. CoreCap Advisors LLC now owns 1,209 shares of the technology company’s stock worth $223,000 after buying an additional 356 shares in the last quarter. 94.39% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at BWX Technologies

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction that occurred 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 directly owned 187,594 shares in the company, valued at $37,124,852.60. The trade was a 5.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.47% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

BWXT has been the topic of several recent analyst reports. Wall Street Zen raised shares of BWX Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, November 8th. Bank of America boosted their price target on BWX Technologies from $220.00 to $230.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Weiss Ratings restated a “hold (c+)” rating on shares of BWX Technologies in a report on Monday, December 29th. Zacks Research lowered BWX Technologies from a “strong-buy” rating to a “hold” rating in a research note on Monday, November 24th. Finally, CJS Securities raised BWX Technologies to a “strong-buy” rating in a research note on Friday, December 12th. Three investment analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, BWX Technologies currently has a consensus rating of “Moderate Buy” and an average target price of $196.94.

BWX Technologies Price Performance

Shares of BWX Technologies stock opened at $201.67 on Monday. The business’s fifty day moving average price is $181.73 and its 200 day moving average price is $174.14. BWX Technologies, Inc. has a twelve month low of $84.21 and a twelve month high of $218.50. The company has a current ratio of 1.71, a quick ratio of 1.62 and a debt-to-equity ratio of 1.21. The stock has a market capitalization of $18.44 billion, a P/E ratio of 60.56, a PEG ratio of 3.26 and a beta of 0.86.

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

BWX Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Wednesday, November 19th were given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend was Wednesday, November 19th. BWX Technologies’s payout ratio is 30.03%.

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.