Jupiter Topco LLC Takes Position in BWX Technologies, Inc. $BWXT

Jupiter Topco LLC purchased a new stake in BWX Technologies, Inc. (NYSE:BWXT) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 57,844 shares of the technology company’s stock, valued at approximately $11,259,000.

A number of other institutional investors have also recently added to or reduced their stakes in BWXT. MV Capital Management Inc. acquired a new position in BWX Technologies during the fourth quarter worth $32,000. WFA of San Diego LLC acquired a new stake in shares of BWX Technologies in the 2nd quarter worth $29,000. Tucker Asset Management LLC acquired a new stake in shares of BWX Technologies in the 4th quarter worth $36,000. Vermillion Wealth Management Inc. raised its holdings in shares of BWX Technologies by 71.7% during the 4th quarter. Vermillion Wealth Management Inc. now owns 237 shares of the technology company’s stock worth $41,000 after acquiring an additional 99 shares during the period. Finally, Ancora Advisors LLC purchased a new position in shares of BWX Technologies during the 2nd quarter worth $47,000. Hedge funds and other institutional investors own 94.39% of the company’s stock.

Insider Buying and Selling

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $172.50, for a total transaction of $1,725,000.00. Following the transaction, the chief executive officer directly owned 192,491 shares in the company, valued at $33,204,697.50. This represents a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by company insiders.

BWX Technologies Trading Down 1.8%

NYSE BWXT opened at $153.12 on Friday. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33. The stock has a market capitalization of $14.03 billion, a P/E ratio of 39.67, a PEG ratio of 2.39 and a beta of 0.76. The firm’s 50-day moving average is $175.83 and its two-hundred day moving average is $195.80. BWX Technologies, Inc. has a 12 month low of $147.74 and a 12 month high of $241.82.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share for the quarter, beating analysts’ consensus estimates of $1.04 by $0.03. The business had revenue of $901.62 million during the quarter, compared to analysts’ expectations of $902.41 million. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The business’s revenue for the quarter was up 18.0% on a year-over-year basis. During the same period last year, the business earned $1.02 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. On average, sell-side analysts anticipate that BWX Technologies, Inc. will post 4.75 earnings per share for the current year.

BWX Technologies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Tuesday, August 18th will be given a $0.27 dividend. The ex-dividend date of this dividend is Tuesday, August 18th. This represents a $1.08 dividend on an annualized basis and a yield of 0.7%. BWX Technologies’s payout ratio is presently 27.98%.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on BWXT. Wells Fargo & Company raised shares of BWX Technologies from an “underweight” rating to an “equal weight” rating and lowered their price target for the company from $200.00 to $170.00 in a research report on Thursday. JPMorgan Chase & Co. started coverage on shares of BWX Technologies in a report on Monday, July 27th. They issued an “overweight” rating and a $230.00 target price on the stock. Deutsche Bank Aktiengesellschaft raised shares of BWX Technologies from a “hold” rating to a “buy” rating and increased their price target for the company from $205.00 to $255.00 in a research note on Friday, May 15th. Seaport Research Partners raised shares of BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price target on the stock in a research report on Monday, June 22nd. Finally, Truist Financial lowered their price objective on BWX Technologies from $212.00 to $202.00 and set a “hold” rating for the company in a research report on Friday, August 14th. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $224.20.

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.