Van Hulzen Asset Management LLC Invests $1.51 Million in BWX Technologies, Inc. $BWXT

Van Hulzen Asset Management LLC purchased a new stake in shares of BWX Technologies, Inc. (NYSE:BWXT) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 7,742 shares of the technology company’s stock, valued at approximately $1,507,000.

Other hedge funds also recently added to or reduced their stakes in the company. WFA of San Diego LLC acquired a new stake in BWX Technologies during the second quarter worth $29,000. MV Capital Management Inc. acquired a new position in shares of BWX Technologies in the 4th quarter valued at $32,000. Tucker Asset Management LLC acquired a new position in shares of BWX Technologies in the 4th quarter valued at $36,000. Vermillion Wealth Management Inc. grew 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 purchasing an additional 99 shares during the period. Finally, Smithfield Trust Co grew its holdings in shares of BWX Technologies by 52.1% during the 4th quarter. Smithfield Trust Co now owns 251 shares of the technology company’s stock worth $44,000 after purchasing an additional 86 shares during the period. 94.39% of the stock is currently owned by hedge funds and other institutional investors.

BWX Technologies Trading Down 4.7%

Shares of NYSE BWXT opened at $149.40 on Tuesday. The company has a current ratio of 2.40, a quick ratio of 2.33 and a debt-to-equity ratio of 1.51. The stock has a market capitalization of $13.69 billion, a PE ratio of 38.71, a PEG ratio of 2.45 and a beta of 0.76. BWX Technologies, Inc. has a twelve month low of $149.16 and a twelve month high of $241.82. The stock has a fifty day simple moving average of $179.81 and a 200-day simple moving average of $196.91.

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

BWX Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Tuesday, August 18th will be given a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, August 18th. BWX Technologies’s dividend payout ratio is currently 27.98%.

Insider Activity

In other news, CEO Rex D. Geveden sold 10,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total value of $1,725,000.00. Following the completion of the transaction, the chief executive officer owned 192,491 shares of the company’s stock, valued at approximately $33,204,697.50. This trade represents a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.60% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the company. Truist Financial cut 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. Wall Street Zen cut shares of BWX Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, August 8th. Zacks Research lowered shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 11th. Weiss Ratings upgraded shares of BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, August 12th. Finally, BTIG Research reissued a “buy” rating and issued a $235.00 price target on shares of BWX Technologies in a research note on Tuesday, August 4th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, BWX Technologies has a consensus rating of “Moderate Buy” and a consensus price target of $227.20.

BWX Technologies 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.