3,952 BWX Technologies, Inc. $BWXT Shares Acquired by Torray Investment Partners LLC

Torray Investment Partners LLC raised its holdings in shares of BWX Technologies, Inc. (NYSE:BWXT) by 31.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,585 shares of the technology company’s stock after purchasing an additional 3,952 shares during the quarter. Torray Investment Partners LLC’s holdings in BWX Technologies were worth $2,272,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of BWXT. Accordant Advisory Group Inc bought a new stake in shares of BWX Technologies during the third quarter worth about $1,075,000. Sumitomo Mitsui Trust Group Inc. raised its holdings in shares of BWX Technologies by 5.9% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 11,238 shares of the technology company’s stock worth $1,540,000 after acquiring an additional 627 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. bought a new position in BWX Technologies in the 3rd quarter valued at about $5,712,000. Vise Technologies Inc. lifted its position in BWX Technologies by 20.3% in the 3rd quarter. Vise Technologies Inc. now owns 2,004 shares of the technology company’s stock valued at $275,000 after acquiring an additional 338 shares in the last quarter. Finally, Kurv Investment Management LLC lifted its position in BWX Technologies by 25.9% in the 3rd quarter. Kurv Investment Management LLC now owns 14,706 shares of the technology company’s stock valued at $2,015,000 after acquiring an additional 3,021 shares in the last quarter. Institutional investors own 94.39% of the company’s stock.

BWX Technologies Stock Performance

Shares of BWXT stock opened at $131.93 on Wednesday. The firm has a 50-day moving average of $142.64 and a 200-day moving average of $184.04. The company has a market cap of $12.09 billion, a P/E ratio of 32.33, a P/E/G ratio of 1.84 and a beta of 0.75. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33. BWX Technologies, Inc. has a one year low of $123.05 and a one year high of $241.82.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings results on Monday, November 2nd. The technology company reported $1.26 earnings per share for the quarter, beating analysts’ consensus estimates of $1.19 by $0.07. BWX Technologies had a net margin of 10.41% and a return on equity of 32.48%. The company had revenue of $952.97 million for the quarter, compared to analyst estimates of $970.52 million. During the same period last year, the firm earned $1.00 earnings per share. The firm’s revenue was up 10.0% on a year-over-year basis. Equities research analysts forecast that BWX Technologies, Inc. will post 4.75 EPS for the current fiscal year.

BWX Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be given a dividend of $0.27 per share. The ex-dividend date of this dividend is Thursday, November 19th. This represents a $1.08 annualized dividend and a dividend yield of 0.8%. BWX Technologies’s dividend payout ratio (DPR) is currently 27.98%.

Analysts Set New Price Targets

A number of analysts have commented on the company. Weiss Ratings lowered BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, August 26th. Guggenheim restated a “buy” rating and issued a $192.00 target price on shares of BWX Technologies in a report on Wednesday, September 30th. Truist Financial dropped their target price on BWX Technologies from $202.00 to $182.00 and set a “hold” rating on the stock in a report on Tuesday, October 6th. BTIG Research reaffirmed a “buy” rating and set a $235.00 target price on shares of BWX Technologies in a research report on Wednesday, September 30th. Finally, Wells Fargo & Company upgraded BWX Technologies from an “underweight” rating to an “equal weight” rating and decreased their price target for the stock from $200.00 to $170.00 in a report on Thursday, August 27th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $205.00.

Key BWX Technologies News

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

• Positive Sentiment: Adjusted earnings were $1.26 per share, above the $1.19 analyst consensus and up from $1.00 a year earlier. Management cited strong earnings performance, operational execution and cash generation. BWX Technologies Reports Third Quarter 2026 Results
• Positive Sentiment: Management sees stronger earnings growth in 2027, citing improving margins in government work and expanding nuclear demand—potential support for future earnings. BWXT Q3 Earnings Call Highlights 2027 Growth and Nuclear Demand
• Neutral Sentiment: BWXT declared a quarterly dividend of $0.27 per share, or $1.08 annualized (about a 0.8% yield). The payment is scheduled for December 10 to shareholders of record November 19. BWX Technologies dividend information
• Negative Sentiment: Revenue of $952.97 million missed analysts’ $970.52 million estimate, despite rising 10% year over year. Reports also flagged slowing revenue momentum and a delayed new-build order, which could weigh on near-term expectations and help explain why the stock remains near its lows. BWXT Beats On Margins and Sets a Firmer 2027 Outlook

Insider Activity at BWX Technologies

In other news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $172.50, for a total value of $1,725,000.00. Following the transaction, the chief executive officer owned 192,491 shares in the company, valued at $33,204,697.50. The trade was a 4.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by corporate insiders.

About BWX Technologies

BWX Technologies, Inc (NYSE: BWXT) is a specialty manufacturer and services provider focused on nuclear technology. The company designs and manufactures nuclear reactors, reactor components, nuclear fuel and related equipment, with a major emphasis on highly engineered systems used in naval and commercial applications.

BWXT is a key supplier to the U.S. government, supporting the U.S. Navy’s nuclear-powered aircraft carriers and submarines through reactor design, component manufacturing, fuel production, maintenance and life-cycle services.