Havemeyer Place LP Purchases Shares of 4,647 BWX Technologies, Inc. $BWXT

Havemeyer Place LP purchased a new stake in BWX Technologies, Inc. (NYSE:BWXT) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 4,647 shares of the technology company’s stock, valued at approximately $803,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Alkeon Capital Management LLC lifted its position in shares of BWX Technologies by 163.0% during the 3rd quarter. Alkeon Capital Management LLC now owns 1,578,048 shares of the technology company’s stock worth $290,945,000 after purchasing an additional 978,000 shares during the last quarter. Invesco Ltd. lifted its position in shares of 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. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new stake in shares of BWX Technologies during the 3rd quarter worth $163,969,000. Select Equity Group L.P. purchased a new stake in shares of BWX Technologies during the 2nd quarter worth $68,902,000. Finally, Orion Porfolio Solutions LLC lifted its position in shares of BWX Technologies by 1,353.1% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 363,757 shares of the technology company’s stock worth $52,403,000 after purchasing an additional 338,723 shares during the last quarter. Hedge funds and other institutional investors own 94.39% of the company’s stock.

BWX Technologies Price Performance

Shares of BWXT opened at $187.44 on Tuesday. BWX Technologies, Inc. has a 1-year low of $128.96 and a 1-year high of $241.82. The stock has a market cap of $17.17 billion, a PE ratio of 50.12, a price-to-earnings-growth ratio of 3.06 and a beta of 0.73. The company has a debt-to-equity ratio of 1.58, a current ratio of 2.40 and a quick ratio of 2.33. The firm has a fifty day moving average price of $210.54 and a 200 day moving average price of $199.78.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings results on Monday, May 4th. The technology company reported $1.12 earnings per share for the quarter, beating analysts’ consensus estimates of $0.92 by $0.20. BWX Technologies had a net margin of 10.20% and a return on equity of 31.33%. The firm had revenue of $860.22 million during the quarter, compared to analysts’ expectations of $837.47 million. During the same period in the previous year, the company earned $0.91 earnings per share. BWX Technologies’s quarterly revenue was up 26.1% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. As a group, sell-side analysts anticipate that BWX Technologies, Inc. will post 4.71 EPS for the current year.

BWX Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Tuesday, May 19th were paid a $0.27 dividend. The ex-dividend date was Tuesday, May 19th. This represents a $1.08 dividend on an annualized basis and a yield of 0.6%. BWX Technologies’s payout ratio is currently 28.88%.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on BWXT. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of BWX Technologies in a research report on Friday, May 22nd. Wells Fargo & Company began coverage on shares of BWX Technologies in a research report on Wednesday, April 1st. They set an “underweight” rating and a $200.00 price objective for the company. Zacks Research cut shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 11th. TD Cowen began coverage on shares of BWX Technologies in a research report on Thursday, March 12th. They set a “buy” rating and a $230.00 price objective for the company. Finally, Bank of America lifted their price objective on shares of BWX Technologies from $230.00 to $250.00 and gave the stock a “buy” rating in a research report on Wednesday, March 25th. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $228.00.

Insiders Place Their Bets

In other BWX Technologies news, CFO Michael Thomas Fitzgerald sold 2,417 shares of BWX Technologies stock in a transaction on Monday, May 11th. The shares were sold at an average price of $209.25, for a total value of $505,757.25. Following the transaction, the chief financial officer directly owned 6,884 shares in the company, valued at approximately $1,440,477. The trade was a 25.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $204.81, for a total transaction of $2,048,100.00. Following the completion of the transaction, the chief executive officer owned 202,491 shares in the company, valued at approximately $41,472,181.71. This represents a 4.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.60% of the company’s stock.

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.