Segall Bryant & Hamill LLC Acquires New Stake in BWX Technologies, Inc. $BWXT

Segall Bryant & Hamill LLC bought a new position in shares of BWX Technologies, Inc. (NYSE:BWXT) in the 1st quarter, HoldingsChannel.com reports. The institutional investor bought 22,764 shares of the technology company’s stock, valued at approximately $4,461,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of BWXT. BankChampaign National Association bought a new stake in shares of BWX Technologies in the 1st quarter valued at about $645,000. Western Wealth Management LLC raised its position in shares of BWX Technologies by 4.7% during the first quarter. Western Wealth Management LLC now owns 6,309 shares of the technology company’s stock worth $1,290,000 after acquiring an additional 285 shares during the last quarter. Bank of America Corp DE lifted its stake in shares of BWX Technologies by 5.5% in the first quarter. Bank of America Corp DE now owns 1,005,621 shares of the technology company’s stock worth $205,639,000 after acquiring an additional 52,413 shares during the period. Altshuler Shaham Ltd lifted its stake in shares of BWX Technologies by 13.8% in the first quarter. Altshuler Shaham Ltd now owns 5,142 shares of the technology company’s stock worth $1,051,000 after acquiring an additional 624 shares during the period. Finally, MSA Advisors LLC bought a new stake in BWX Technologies in the first quarter valued at approximately $194,000. 94.39% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CEO Rex D. Geveden sold 10,000 shares of the firm’s stock in a transaction dated Tuesday, May 12th. The stock was 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 directly owned 202,491 shares in the company, valued at $41,472,181.71. This trade represents a 4.71% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Michael Thomas Fitzgerald sold 2,417 shares of the business’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 sale, the chief financial officer owned 6,884 shares of the company’s stock, valued at $1,440,477. This trade represents a 25.99% decrease in their position. The SEC filing for this sale provides additional information. 0.60% of the stock is owned by insiders.

Key Stories Impacting BWX Technologies

Here are the key news stories impacting BWX Technologies this week:

• Positive Sentiment: Second-quarter earnings beat expectations. BWXT reported adjusted earnings of $1.07 per share, ahead of analysts’ estimates of approximately $1.01-$1.04 and up from $1.02 a year earlier. Management cited strong execution, high growth in Commercial Operations and solid free-cash-flow generation. BWX Technologies Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Full-year guidance was modestly raised relative to consensus. BWXT projected fiscal 2026 earnings of $4.70-$4.80 per share, slightly above the $4.69 analyst consensus. Revenue guidance of approximately $3.8 billion was broadly in line with expectations, reducing the risk of a major outlook reset. BWX Technologies Reports Second Quarter 2026 Results
• Positive Sentiment: BWXT agreed to sell its medical business to Nordic Capital. The transaction, valued at up to $800 million and including BWXT Medical and Kinectrics’ stable medical isotopes business, should generate liquidity while enabling BWXT to concentrate resources and capital on its core operations. BWXT will retain a minority stake in the new company. BWXT Selling Medical Business to Nordic Capital
• Neutral Sentiment: Revenue was essentially unchanged versus forecasts. Quarterly revenue of $901.6 million was slightly below one analyst estimate of $902.8 million, although other estimates characterized revenue as ahead of consensus. This modest variance is unlikely to outweigh the earnings beat and guidance.

BWX Technologies Trading Up 3.5%

Shares of BWXT stock opened at $174.64 on Tuesday. BWX Technologies, Inc. has a fifty-two week low of $149.57 and a fifty-two week high of $241.82. The company has a debt-to-equity ratio of 1.58, a quick ratio of 2.33 and a current ratio of 2.40. The stock has a 50 day simple moving average of $187.47 and a two-hundred day simple moving average of $201.53. The company has a market cap of $16.00 billion, a P/E ratio of 46.70, a PEG ratio of 2.87 and a beta of 0.76.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.04 by $0.03. The firm had revenue of $901.63 million for the quarter, compared to analysts’ expectations of $902.80 million. BWX Technologies had a return on equity of 31.33% and a net margin of 10.20%.The company’s revenue for the quarter was up 18.0% compared to the same quarter last year. During the same period in the prior year, the business earned $1.02 EPS. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Research analysts forecast that BWX Technologies, Inc. will post 4.61 earnings per share for the current year.

Analysts Set New Price Targets

Several research analysts have issued reports on the stock. Wall Street Zen upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating in a report on Saturday, May 9th. Seaport Research Partners upgraded shares of BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price objective for the company in a research report on Monday, June 22nd. Deutsche Bank Aktiengesellschaft upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating and increased their price objective for the stock from $205.00 to $255.00 in a research report on Friday, May 15th. Truist Financial boosted their target price on shares of BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a report on Monday, May 11th. Finally, Weiss Ratings cut shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, July 29th. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $228.20.

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.