BWX Technologies, Inc. $BWXT Shares Purchased by Clough Capital Partners L P

Clough Capital Partners L P increased its position in shares of BWX Technologies, Inc. (NYSE:BWXT) by 526.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 99,610 shares of the technology company’s stock after purchasing an additional 83,710 shares during the period. BWX Technologies accounts for about 1.5% of Clough Capital Partners L P’s holdings, making the stock its 24th biggest holding. Clough Capital Partners L P’s holdings in BWX Technologies were worth $17,217,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of BWXT. Wedbush Securities Inc. increased its position in shares of BWX Technologies by 4.3% during the fourth quarter. Wedbush Securities Inc. now owns 1,263 shares of the technology company’s stock valued at $218,000 after acquiring an additional 52 shares during the last quarter. Oppenheimer Asset Management Inc. increased its position in shares of BWX Technologies by 1.0% during the fourth quarter. Oppenheimer Asset Management Inc. now owns 5,448 shares of the technology company’s stock valued at $942,000 after acquiring an additional 54 shares during the last quarter. Guggenheim Capital LLC increased its position in shares of BWX Technologies by 2.2% during the fourth quarter. Guggenheim Capital LLC now owns 2,598 shares of the technology company’s stock valued at $449,000 after acquiring an additional 55 shares during the last quarter. Stratos Wealth Partners LTD. increased its position in shares of BWX Technologies by 3.5% during the fourth quarter. Stratos Wealth Partners LTD. now owns 1,979 shares of the technology company’s stock valued at $342,000 after acquiring an additional 67 shares during the last quarter. Finally, Corient Private Wealth LLC increased its position in shares of BWX Technologies by 1.2% during the second quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company’s stock valued at $847,000 after acquiring an additional 69 shares during the last quarter. 94.39% of the stock is currently owned by institutional investors and hedge funds.

BWX Technologies Trading Up 3.1%

NYSE BWXT opened at $203.11 on Thursday. The firm has a 50 day simple moving average of $208.48 and a 200-day simple moving average of $200.66. The company has a debt-to-equity ratio of 1.58, a quick ratio of 2.33 and a current ratio of 2.40. BWX Technologies, Inc. has a one year low of $133.84 and a one year high of $241.82. The firm has a market cap of $18.61 billion, a price-to-earnings ratio of 54.31, a PEG ratio of 3.24 and a beta of 0.73.

BWX Technologies (NYSE:BWXT) last issued its quarterly earnings results on Monday, May 4th. The technology company reported $1.12 earnings per share (EPS) for the quarter, topping 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 company had revenue of $860.22 million during the quarter, compared to the consensus estimate of $837.47 million. During the same quarter in the previous year, the firm earned $0.91 earnings per share. The firm’s quarterly revenue was up 26.1% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. Equities research analysts anticipate that BWX Technologies, Inc. will post 4.71 EPS for the current fiscal year.

BWX Technologies Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, June 5th. Investors of record on Tuesday, May 19th were given a $0.27 dividend. The ex-dividend date was Tuesday, May 19th. This represents a $1.08 annualized dividend and a yield of 0.5%. BWX Technologies’s dividend payout ratio is 28.88%.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the stock. Deutsche Bank Aktiengesellschaft upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating and lifted their price target for the company from $205.00 to $255.00 in a research report on Friday, May 15th. Bank of America raised their price objective on shares of BWX Technologies from $230.00 to $250.00 and gave the company a “buy” rating in a research note on Wednesday, March 25th. TD Securities initiated coverage on shares of BWX Technologies in a research note on Thursday, March 12th. They issued a “buy” rating and a $230.00 price objective for the company. BTIG Research raised their price objective on shares of BWX Technologies from $225.00 to $235.00 and gave the company a “buy” rating in a research note on Thursday, February 26th. Finally, TD Cowen initiated coverage on shares of BWX Technologies in a research note on Thursday, March 12th. They issued a “buy” rating and a $230.00 price objective for the company. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, BWX Technologies has a consensus rating of “Moderate Buy” and a consensus target price of $228.00.

Insider Buying and Selling at BWX Technologies

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