BWX Technologies, Inc. $BWXT Stake Lifted by Cetera Investment Advisers

Cetera Investment Advisers lifted its stake in shares of BWX Technologies, Inc. (NYSE:BWXT) by 36.2% during the first quarter, Holdings Channel.com reports. The fund owned 37,238 shares of the technology company’s stock after purchasing an additional 9,907 shares during the period. Cetera Investment Advisers’ holdings in BWX Technologies were worth $7,615,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Goldman Sachs Group Inc. increased its position in shares of BWX Technologies by 0.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 141,680 shares of the technology company’s stock valued at $13,977,000 after purchasing an additional 371 shares during the period. Caxton Associates LLP acquired a new position in BWX Technologies during the first quarter worth about $304,000. Flow Traders U.S. LLC acquired a new position in BWX Technologies during the second quarter worth about $404,000. NewEdge Advisors LLC raised its position in BWX Technologies by 670.0% in the second quarter. NewEdge Advisors LLC now owns 7,030 shares of the technology company’s stock worth $1,013,000 after acquiring an additional 6,117 shares in the last quarter. Finally, Sei Investments Co. lifted its holdings in BWX Technologies by 44.9% in the 2nd quarter. Sei Investments Co. now owns 256,969 shares of the technology company’s stock valued at $37,018,000 after acquiring an additional 79,646 shares during the last quarter. Institutional investors own 94.39% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on BWXT shares. JPMorgan Chase & Co. began coverage on shares of BWX Technologies in a research note on Monday, July 27th. They issued an “overweight” rating and a $230.00 price objective on the stock. Weiss Ratings lowered shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday. Deutsche Bank Aktiengesellschaft upgraded BWX Technologies from a “hold” rating to a “buy” rating and increased their price objective for the company from $205.00 to $255.00 in a research report on Friday, May 15th. Truist Financial raised their price objective on BWX Technologies from $205.00 to $212.00 and gave the stock a “hold” rating in a research note on Monday, May 11th. Finally, Wall Street Zen upgraded BWX Technologies from a “hold” rating to a “buy” rating in a report on Saturday, May 9th. Two analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, BWX Technologies currently has an average rating of “Moderate Buy” and a consensus target price of $228.20.

BWX Technologies Stock Performance

Shares of BWXT opened at $168.85 on Friday. The company has a 50-day moving average of $188.03 and a two-hundred day moving average of $201.81. The stock has a market cap of $15.47 billion, a price-to-earnings ratio of 45.15, a PEG ratio of 2.87 and a beta of 0.74. The company has a debt-to-equity ratio of 1.58, a current ratio of 2.40 and a quick ratio of 2.33. BWX Technologies, Inc. has a one year low of $143.07 and a one year high of $241.82.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings results on Monday, May 4th. The technology company reported $1.12 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.92 by $0.20. The business had revenue of $860.22 million for the quarter, compared to analyst estimates of $837.47 million. BWX Technologies had a net margin of 10.20% and a return on equity of 31.33%. The firm’s revenue was up 26.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.91 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. On average, equities research analysts expect that BWX Technologies, Inc. will post 4.61 earnings per share for the current year.

Insider Activity at BWX Technologies

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $204.81, for a total transaction of $2,048,100.00. Following the transaction, the chief executive officer directly owned 202,491 shares in the company, valued at approximately $41,472,181.71. The trade was a 4.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Michael Thomas Fitzgerald sold 2,417 shares of the business’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $209.25, for a total transaction of $505,757.25. Following the sale, the chief financial officer directly owned 6,884 shares in the company, valued at approximately $1,440,477. This trade represents a 25.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.60% of the company’s stock.

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.