Entropy Technologies LP Invests $2.04 Million in BWX Technologies, Inc. $BWXT

Entropy Technologies LP acquired a new position in shares of BWX Technologies, Inc. (NYSE:BWXT) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 11,815 shares of the technology company’s stock, valued at approximately $2,042,000.

A number of other hedge funds also recently made changes to their positions in the stock. Invesco Ltd. grew its stake in BWX Technologies by 60.1% during the third quarter. Invesco Ltd. now owns 2,549,150 shares of the technology company’s stock worth $469,987,000 after purchasing an additional 956,770 shares during the period. Franklin Resources Inc. grew its stake in BWX Technologies by 2.4% in the fourth quarter. Franklin Resources Inc. now owns 2,258,282 shares of the technology company’s stock valued at $390,321,000 after acquiring an additional 53,594 shares during the period. Geode Capital Management LLC grew its stake in BWX Technologies by 3.9% in the fourth quarter. Geode Capital Management LLC now owns 1,857,716 shares of the technology company’s stock valued at $321,176,000 after acquiring an additional 69,857 shares during the period. Alkeon Capital Management LLC grew its stake in BWX Technologies by 163.0% in the third quarter. Alkeon Capital Management LLC now owns 1,578,048 shares of the technology company’s stock valued at $290,945,000 after acquiring an additional 978,000 shares during the period. Finally, Massachusetts Financial Services Co. MA grew its stake in BWX Technologies by 18.7% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 1,375,740 shares of the technology company’s stock valued at $237,783,000 after acquiring an additional 216,707 shares during the period. 94.39% of the stock is currently owned by institutional investors.

BWX Technologies Stock Up 0.5%

Shares of NYSE:BWXT opened at $194.32 on Tuesday. The stock has a market cap of $17.80 billion, a price-to-earnings ratio of 51.96, a PEG ratio of 3.19 and a beta of 0.73. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.58. BWX Technologies, Inc. has a 12-month low of $133.84 and a 12-month high of $241.82. The business’s 50 day moving average is $209.09 and its 200 day moving average is $200.35.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings data on Monday, May 4th. The technology company reported $1.12 earnings per share for the quarter, topping the consensus estimate of $0.92 by $0.20. The business had revenue of $860.22 million for the quarter, compared to analysts’ expectations of $837.47 million. BWX Technologies had a return on equity of 31.33% and a net margin of 10.20%.The business’s revenue was up 26.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.91 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. On average, sell-side analysts forecast that BWX Technologies, Inc. will post 4.71 earnings per share for the current fiscal year.

BWX Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, June 5th. Investors of record on Tuesday, May 19th were issued a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Tuesday, May 19th. BWX Technologies’s payout ratio is 28.88%.

Insider Activity

In related news, CFO Michael Thomas Fitzgerald sold 2,417 shares of the stock in a transaction dated 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 transaction, the chief financial officer owned 6,884 shares in the company, valued at approximately $1,440,477. This represents a 25.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, 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 transaction of $2,048,100.00. Following the sale, the chief executive officer owned 202,491 shares of the company’s stock, valued at $41,472,181.71. This trade represents a 4.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of brokerages have commented on BWXT. Weiss Ratings reissued a “buy (b-)” rating on shares of BWX Technologies in a research note on Friday, May 22nd. Zacks Research cut BWX Technologies from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 11th. TD Securities began coverage on BWX Technologies in a research note on Thursday, March 12th. They issued a “buy” rating and a $230.00 price objective for the company. Truist Financial raised their price objective on BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a research note on Monday, May 11th. Finally, TD Cowen began coverage on 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 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’s stock. According to data from MarketBeat, BWX Technologies has an average rating of “Moderate Buy” and a consensus price target of $228.00.

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.