William Blair Investment Management LLC Decreases Stock Holdings in BWX Technologies, Inc. $BWXT

William Blair Investment Management LLC lowered its holdings in BWX Technologies, Inc. (NYSE:BWXT) by 17.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,255,310 shares of the technology company’s stock after selling 262,046 shares during the period. William Blair Investment Management LLC owned approximately 1.37% of BWX Technologies worth $231,442,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. American Century Companies Inc. boosted its position in BWX Technologies by 5.9% during the 3rd quarter. American Century Companies Inc. now owns 571,448 shares of the technology company’s stock worth $105,358,000 after purchasing an additional 31,584 shares during the period. Argent Trust Co lifted its stake in shares of BWX Technologies by 32.2% during the third quarter. Argent Trust Co now owns 7,693 shares of the technology company’s stock worth $1,418,000 after purchasing an additional 1,872 shares in the last quarter. Allianz SE purchased a new stake in shares of BWX Technologies in the third quarter worth about $313,000. Aster Capital Management DIFC Ltd boosted its position in shares of BWX Technologies by 171.2% in the third quarter. Aster Capital Management DIFC Ltd now owns 998 shares of the technology company’s stock worth $184,000 after buying an additional 630 shares during the period. Finally, 360 Financial Inc. acquired a new stake in shares of BWX Technologies in the third quarter valued at about $203,000. Institutional investors and hedge funds own 94.39% of the company’s stock.

Insider Transactions at BWX Technologies

In related news, Director Gerhard F. Burbach sold 1,983 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $208.61, for a total value of $413,673.63. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the sale, the chief executive officer owned 177,594 shares in the company, valued at $36,097,756.44. This trade represents a 5.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.47% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several equities analysts recently commented on the company. Bank of America boosted their price target on BWX Technologies from $220.00 to $230.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. BNP Paribas Exane assumed coverage on shares of BWX Technologies in a research report on Thursday, January 15th. They set a “neutral” rating and a $215.00 target price on the stock. CJS Securities raised shares of BWX Technologies to a “strong-buy” rating in a report on Friday, December 12th. Truist Financial set a $205.00 price objective on shares of BWX Technologies in a report on Friday, January 9th. Finally, Wall Street Zen cut shares of BWX Technologies from a “buy” rating to a “hold” rating in a research report on Saturday. Three research analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $200.45.

BWX Technologies Price Performance

Shares of BWXT opened at $205.55 on Friday. The stock has a fifty day moving average price of $198.41 and a 200 day moving average price of $187.51. The company has a market cap of $18.80 billion, a P/E ratio of 57.58, a PEG ratio of 3.37 and a beta of 0.84. The company has a debt-to-equity ratio of 1.64, a current ratio of 2.32 and a quick ratio of 1.62. BWX Technologies, Inc. has a 12 month low of $84.21 and a 12 month high of $220.57.

BWX Technologies (NYSE:BWXT) last issued its quarterly earnings data on Monday, February 23rd. The technology company reported $1.08 earnings per share for the quarter, beating the consensus estimate 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 the consensus estimate of $837.47 million. During the same period last year, the firm posted $0.92 EPS. BWX Technologies’s quarterly revenue was up 18.7% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. On average, research analysts forecast that BWX Technologies, Inc. will post 3.23 earnings per share for the current year.

BWX Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Wednesday, March 11th will be issued a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.5%. This is a positive change from BWX Technologies’s previous quarterly dividend of $0.25. The ex-dividend date of this dividend is Wednesday, March 11th. BWX Technologies’s dividend payout ratio is 28.01%.

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.