MH & Associates Securities Management Corp ADV acquired a new position in BWX Technologies, Inc. (NYSE:BWXT – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 9,102 shares of the technology company’s stock, valued at approximately $1,573,000.
Several other hedge funds have also added to or reduced their stakes in BWXT. Aventura Private Wealth LLC bought a new stake in BWX Technologies in the fourth quarter worth about $29,000. WFA of San Diego LLC bought a new stake in BWX Technologies in the second quarter worth about $29,000. Global Trust Asset Management LLC bought a new stake in shares of BWX Technologies in the third quarter valued at $32,000. Strategic Advocates LLC bought a new stake in shares of BWX Technologies in the third quarter valued at $32,000. Finally, Strategic Investment Solutions Inc. IL raised its stake in shares of BWX Technologies by 300.0% in the third quarter. Strategic Investment Solutions Inc. IL now owns 200 shares of the technology company’s stock valued at $37,000 after buying an additional 150 shares during the period. Institutional investors own 94.39% of the company’s stock.
Trending Headlines about BWX Technologies
Here are the key news stories impacting BWX Technologies this week:
- Positive Sentiment: BWXT notified the U.S. Nuclear Regulatory Commission and has begun pre-application engagement to pursue an enrichment license for a new defense nuclear fuel/HEU processing facility adjacent to its Nuclear Fuel Services site in Erwin, TN — BWXT expects to file the formal license application in Q1 2027. This is a major step toward building the nation’s first high‑enriched uranium processing capability in decades and could create a long-term, high-margin revenue stream tied to government defense and fuel contracts. BWXT Begins NRC Engagement on Licensing for a New Defense Nuclear Fuel Facility BWXT Initiates NRC Pre-Application Process for HEU Enrichment Facility in Erwin, Tennessee BWXT plans to apply for uranium enrichment license to build new facility in Erwin
- Neutral Sentiment: Coverage noting BWXT “moving ahead” on the Erwin plan emphasizes the strategic and national-security importance of domestic HEU capability; useful context for investors but largely reiterates the licensing update rather than providing new financial details. BWXT moving ahead on Erwin plan for nation’s 1st high-enriched uranium processing in decades
- Neutral Sentiment: Sector news: OKLO’s push into medical/industrial isotopes highlights broader demand for domestic isotope supply and advanced nuclear capabilities — a positive backdrop for firms in the nuclear supply chain but not a direct BWXT development. OKLO’s Isotope Push Could Support Long-Term Growth Opportunity
- Neutral Sentiment: Several local sports headlines included in the feed are unrelated to BWXT’s business and have no material impact on the stock. D-B outslugs Toppers, while Elizabethton and Karns play to a draw on the pitch
BWX Technologies Stock Performance
BWX Technologies (NYSE:BWXT – Get Free Report) last issued its quarterly earnings data on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.91 by $0.17. The business had revenue of $885.84 million for the quarter, compared to analysts’ expectations of $837.47 million. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.The firm’s quarterly revenue was up 18.7% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.92 EPS. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. Sell-side analysts predict that BWX Technologies, Inc. will post 3.23 earnings per share for the current year.
BWX Technologies Increases Dividend
The business also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Wednesday, March 11th were issued a dividend of $0.27 per share. This is a positive change from BWX Technologies’s previous quarterly dividend of $0.25. The ex-dividend date of this dividend was Wednesday, March 11th. This represents a $1.08 dividend on an annualized basis and a yield of 0.5%. BWX Technologies’s payout ratio is currently 30.25%.
Analyst Upgrades and Downgrades
Several analysts have issued reports on the company. BTIG Research boosted their target price on BWX Technologies from $225.00 to $235.00 and gave the company a “buy” rating in a research note on Thursday, February 26th. Truist Financial set a $205.00 target price on BWX Technologies in a research note on Friday, January 9th. BNP Paribas Exane assumed coverage on BWX Technologies in a research note on Thursday, January 15th. They issued a “neutral” rating and a $215.00 target price on the stock. Zacks Research upgraded BWX Technologies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, January 21st. Finally, Wall Street Zen lowered shares of BWX Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, February 28th. Three research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $207.60.
Read Our Latest Research Report on BWXT
Insider Buying and Selling
In related news, Director Gerhard F. Burbach sold 1,983 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $208.61, for a total transaction of $413,673.63. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the sale, the chief executive officer directly owned 177,594 shares in the company, valued at $36,097,756.44. This trade represents a 5.33% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 13,327 shares of company stock valued at $2,734,844. Corporate insiders own 0.47% 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.
Further Reading
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