Camelot Portfolios LLC Invests $779,000 in BWX Technologies, Inc. $BWXT

Camelot Portfolios LLC purchased a new stake in BWX Technologies, Inc. (NYSE:BWXT) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 4,001 shares of the technology company’s stock, valued at approximately $779,000.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. M.D. Sass LLC acquired a new stake in BWX Technologies during the second quarter worth about $2,619,000. Ranger Investment Management L.P. acquired a new position in BWX Technologies in the 1st quarter valued at about $11,991,000. MGO One Seven LLC boosted its holdings in BWX Technologies by 354.7% in the 4th quarter. MGO One Seven LLC now owns 17,695 shares of the technology company’s stock valued at $3,058,000 after purchasing an additional 13,803 shares during the last quarter. Intech Investment Management LLC increased its holdings in shares of BWX Technologies by 22.7% during the 4th quarter. Intech Investment Management LLC now owns 32,668 shares of the technology company’s stock worth $5,646,000 after buying an additional 6,053 shares during the last quarter. Finally, Mizuho Markets Americas LLC acquired a new stake in shares of BWX Technologies during the 4th quarter worth approximately $36,097,000. Institutional investors and hedge funds own 94.39% of the company’s stock.

BWX Technologies Trading Up 0.2%

BWXT opened at $153.12 on Monday. BWX Technologies, Inc. has a 52 week low of $147.74 and a 52 week high of $241.82. The business has a fifty day simple moving average of $175.83 and a 200-day simple moving average of $195.75. The firm has a market cap of $14.03 billion, a P/E ratio of 39.67, a P/E/G ratio of 2.39 and a beta of 0.76. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.51.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings data on Monday, August 3rd. The technology company reported $1.07 earnings per share (EPS) for the quarter, beating 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 the consensus estimate of $902.41 million. During the same quarter in the previous year, the business earned $1.02 EPS. The company’s quarterly revenue was up 18.0% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. On average, equities analysts expect that BWX Technologies, Inc. will post 4.75 earnings per share for the current year.

BWX Technologies Announces Dividend

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

Analyst Upgrades and Downgrades

BWXT has been the topic of a number of recent analyst reports. Wall Street Zen cut BWX Technologies from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. JPMorgan Chase & Co. began coverage on BWX Technologies in a research note on Monday, July 27th. They issued an “overweight” rating and a $230.00 price target on the stock. Weiss Ratings cut BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday. BTIG Research restated a “buy” rating and issued a $235.00 price objective on shares of BWX Technologies in a report on Tuesday, August 4th. Finally, Wells Fargo & Company raised shares of BWX Technologies from an “underweight” rating to an “equal weight” rating and decreased their target price for the company from $200.00 to $170.00 in a research report on Thursday. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $224.20.

Insider Buying and Selling at BWX Technologies

In related news, CEO Rex D. Geveden sold 10,000 shares of the company’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 transaction of $1,725,000.00. Following the sale, the chief executive officer directly owned 192,491 shares of the company’s stock, valued at $33,204,697.50. This represents a 4.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.60% 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.