Mizuho Markets Americas LLC Makes New Investment in BWX Technologies, Inc. $BWXT

Mizuho Markets Americas LLC bought a new position in BWX Technologies, Inc. (NYSE:BWXT) during the fourth quarter, HoldingsChannel.com reports. The fund bought 208,849 shares of the technology company’s stock, valued at approximately $36,097,000.

Several other hedge funds have also recently made changes to their positions in BWXT. Aventura Private Wealth LLC bought a new position in shares of BWX Technologies in the 4th quarter valued at about $29,000. WFA of San Diego LLC bought a new stake in BWX Technologies during the second quarter worth approximately $29,000. Strategic Advocates LLC purchased a new stake in BWX Technologies during the third quarter valued at approximately $32,000. Tucker Asset Management LLC purchased a new stake in BWX Technologies during the fourth quarter valued at approximately $36,000. Finally, Strategic Investment Solutions Inc. IL lifted its stake in shares of BWX Technologies by 300.0% in the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 200 shares of the technology company’s stock valued at $37,000 after purchasing an additional 150 shares during the last quarter. 94.39% of the stock is currently owned by hedge funds and other institutional investors.

BWX Technologies Trading Up 0.2%

Shares of NYSE BWXT opened at $202.94 on Friday. BWX Technologies, Inc. has a fifty-two week low of $109.09 and a fifty-two week high of $241.82. The company has a debt-to-equity ratio of 1.58, a quick ratio of 2.33 and a current ratio of 2.40. The company has a market cap of $18.59 billion, a price-to-earnings ratio of 54.26, a PEG ratio of 3.34 and a beta of 0.78. The business’s 50 day moving average price is $213.24 and its 200-day moving average price is $199.61.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings data 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. BWX Technologies had a return on equity of 31.33% and a net margin of 10.20%.The company had revenue of $860.22 million during the quarter, compared to analysts’ expectations of $837.47 million. During the same quarter in the previous year, the business earned $0.91 EPS. BWX Technologies’s revenue was up 26.1% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. On average, sell-side analysts expect that BWX Technologies, Inc. will post 4.71 earnings per share for the current year.

BWX Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Tuesday, May 19th will be issued a $0.27 dividend. The ex-dividend date is Tuesday, May 19th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.5%. BWX Technologies’s dividend payout ratio is presently 28.88%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the company. Deutsche Bank Aktiengesellschaft upgraded BWX Technologies from a “hold” rating to a “buy” rating and lifted their target price for the stock from $205.00 to $255.00 in a report on Friday, May 15th. TD Securities started coverage on BWX Technologies in a research report on Thursday, March 12th. They issued a “buy” rating and a $230.00 price target for the company. Weiss Ratings upgraded shares of BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, February 25th. Truist Financial increased their target price on shares of BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a research note on Monday, May 11th. Finally, BTIG Research raised their target price on shares of BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $222.96.

Insider Activity at BWX Technologies

In other BWX Technologies news, Director Gerhard F. Burbach sold 1,983 shares of the business’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $208.61, for a total value of $413,673.63. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Rex D. Geveden sold 10,000 shares of the company’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 completion of the transaction, the chief executive officer owned 202,491 shares in the company, valued at $41,472,181.71. This represents a 4.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 15,744 shares of company stock worth $3,256,101. 0.60% of the stock is currently owned by corporate insiders.

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.