BWX Technologies, Inc. $BWXT is ZWJ Investment Counsel Inc.’s 10th Largest Position

ZWJ Investment Counsel Inc. lessened its holdings in shares of BWX Technologies, Inc. (NYSE:BWXT) by 2.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 408,097 shares of the technology company’s stock after selling 11,980 shares during the period. BWX Technologies accounts for approximately 2.5% of ZWJ Investment Counsel Inc.’s investment portfolio, making the stock its 10th biggest position. ZWJ Investment Counsel Inc.’s holdings in BWX Technologies were worth $70,535,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of the business. Stratos Wealth Partners LTD. grew its stake in BWX Technologies by 3.5% during the 4th quarter. Stratos Wealth Partners LTD. now owns 1,979 shares of the technology company’s stock valued at $342,000 after acquiring an additional 67 shares in the last quarter. Corient Private Wealth LLC grew its position in shares of BWX Technologies by 1.2% in the second quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company’s stock valued at $847,000 after purchasing an additional 69 shares in the last quarter. Barnes Dennig Private Wealth Management LLC grew its position in shares of BWX Technologies by 10.1% in the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 783 shares of the technology company’s stock valued at $135,000 after purchasing an additional 72 shares in the last quarter. Cascade Investment Advisors Inc. grew its position in shares of BWX Technologies by 1.0% in the fourth quarter. Cascade Investment Advisors Inc. now owns 8,884 shares of the technology company’s stock valued at $1,536,000 after purchasing an additional 87 shares in the last quarter. Finally, Intrua Financial LLC grew its position in shares of BWX Technologies by 3.6% in the third quarter. Intrua Financial LLC now owns 2,531 shares of the technology company’s stock valued at $467,000 after purchasing an additional 89 shares in the last quarter. Hedge funds and other institutional investors own 94.39% of the company’s stock.

BWX Technologies Stock Performance

BWX Technologies stock opened at $238.38 on Wednesday. The firm has a 50 day simple moving average of $206.53 and a 200-day simple moving average of $196.82. BWX Technologies, Inc. has a 1-year low of $99.63 and a 1-year high of $239.64. The company has a debt-to-equity ratio of 1.64, a current ratio of 2.32 and a quick ratio of 2.25. The stock has a market cap of $21.84 billion, a price-to-earnings ratio of 66.77, a price-to-earnings-growth ratio of 4.02 and a beta of 0.80.

BWX Technologies (NYSE:BWXT) last issued its quarterly earnings data on Monday, February 23rd. The technology company reported $1.08 earnings per share for the quarter, topping the consensus estimate of $0.91 by $0.17. The company had revenue of $885.84 million during the quarter, compared to analyst estimates of $837.47 million. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.The firm’s revenue for the quarter was up 18.7% compared to the same quarter last year. During the same period in the prior year, the business posted $0.92 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. On average, analysts expect that BWX Technologies, Inc. will post 3.23 EPS for the current year.

BWX Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Wednesday, March 11th were issued a dividend of $0.27 per share. The ex-dividend date was Wednesday, March 11th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.5%. This is a boost from BWX Technologies’s previous quarterly dividend of $0.25. BWX Technologies’s dividend payout ratio (DPR) is currently 30.25%.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the company. Zacks Research upgraded BWX Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, January 21st. TD Cowen began coverage on BWX Technologies in a report on Thursday, March 12th. They issued a “buy” rating and a $230.00 target price for the company. Bank of America upped their target price on BWX Technologies from $230.00 to $250.00 and gave the company a “buy” rating in a report on Wednesday, March 25th. BTIG Research upped their target price on BWX Technologies from $225.00 to $235.00 and gave the company a “buy” rating in a report on Thursday, February 26th. Finally, Weiss Ratings raised shares of BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 25th. Three research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $207.60.

Insider Transactions at BWX Technologies

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the completion of the transaction, the chief executive officer owned 177,594 shares of the company’s stock, valued at $36,097,756.44. This trade represents a 5.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Gerhard F. Burbach sold 1,983 shares of the stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total transaction of $413,673.63. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 13,327 shares of company stock worth $2,734,844. 0.60% of the stock is currently owned by company insiders.

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.