BWX Technologies, Inc. $BWXT Shares Sold by Chescapmanager LLC

Chescapmanager LLC lowered its holdings in shares of BWX Technologies, Inc. (NYSE:BWXT) by 16.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 242,692 shares of the technology company’s stock after selling 47,367 shares during the period. BWX Technologies comprises 4.3% of Chescapmanager LLC’s holdings, making the stock its 6th largest holding. Chescapmanager LLC’s holdings in BWX Technologies were worth $44,745,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the business. Artisan Partners Limited Partnership bought a new stake in shares of BWX Technologies in the second quarter worth $183,859,000. Alkeon Capital Management LLC increased its holdings in BWX Technologies by 163.0% in the third quarter. Alkeon Capital Management LLC now owns 1,578,048 shares of the technology company’s stock valued at $290,945,000 after purchasing an additional 978,000 shares during the period. Invesco Ltd. raised its position in BWX Technologies by 60.1% during the 3rd quarter. Invesco Ltd. now owns 2,549,150 shares of the technology company’s stock worth $469,987,000 after purchasing an additional 956,770 shares during the last quarter. Massachusetts Financial Services Co. MA bought a new position in BWX Technologies during the 2nd quarter worth $132,498,000. Finally, Select Equity Group L.P. acquired a new position in BWX Technologies during the 2nd quarter worth about $68,902,000. Institutional investors and hedge funds own 94.39% of the company’s stock.

BWX Technologies Stock Performance

Shares of BWX Technologies stock opened at $194.34 on Friday. The company has a current ratio of 2.32, a quick ratio of 2.25 and a debt-to-equity ratio of 1.64. The business has a 50-day moving average price of $203.19 and a two-hundred day moving average price of $189.75. BWX Technologies, Inc. has a 1-year low of $84.21 and a 1-year high of $220.57. The company has a market cap of $17.77 billion, a P/E ratio of 54.44, a PEG ratio of 3.17 and a beta of 0.83.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings data on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.91 by $0.17. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.The company had revenue of $885.84 million for the quarter, compared to the consensus estimate of $837.47 million. During the same period in the previous year, the business earned $0.92 EPS. The firm’s 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. As a group, analysts anticipate that BWX Technologies, Inc. will post 3.23 EPS for the current year.

BWX Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Wednesday, March 11th will be paid a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 0.6%. This is a boost from BWX Technologies’s previous quarterly dividend of $0.25. The ex-dividend date of this dividend is Wednesday, March 11th. BWX Technologies’s payout ratio is presently 30.25%.

Analyst Upgrades and Downgrades

A number of research firms have commented on BWXT. TD Securities assumed coverage on BWX Technologies in a research report on Thursday. They issued a “buy” rating and a $230.00 price target on the stock. Truist Financial set a $205.00 price objective on BWX Technologies in a research report on Friday, January 9th. BNP Paribas Exane began coverage on BWX Technologies in a research note on Thursday, January 15th. They issued a “neutral” rating and a $215.00 price objective on the stock. BTIG Research increased their target price on shares of BWX Technologies from $225.00 to $235.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. Finally, TD Cowen assumed coverage on shares of BWX Technologies in a report on Thursday. They set a “buy” rating and a $230.00 price target for the company. Three analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, BWX Technologies has a consensus rating of “Moderate Buy” and a consensus target price of $206.36.

Key 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.

Insider Buying and Selling at BWX Technologies

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction that occurred on 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 transaction, the chief executive officer directly owned 177,594 shares in the company, valued at approximately $36,097,756.44. This represents a 5.33% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Gerhard F. Burbach sold 1,983 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total transaction of $413,673.63. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 13,327 shares of company stock valued at $2,734,844. 0.47% 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.