NFJ Investment Group LLC Makes New $39.27 Million Investment in BWX Technologies, Inc. $BWXT

NFJ Investment Group LLC acquired a new stake in BWX Technologies, Inc. (NYSE:BWXT) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 201,748 shares of the technology company’s stock, valued at approximately $39,270,000. BWX Technologies makes up approximately 1.3% of NFJ Investment Group LLC’s portfolio, making the stock its 24th biggest position. NFJ Investment Group LLC owned 0.22% of BWX Technologies at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in BWXT. BlackRock Inc. purchased a new position in shares of BWX Technologies in the second quarter valued at $2,359,895,000. Bank of New York Mellon Corp purchased a new stake in BWX Technologies during the 2nd quarter worth $222,587,000. Invesco Ltd. lifted its holdings in BWX Technologies by 60.1% in the 3rd quarter. Invesco Ltd. now owns 2,549,150 shares of the technology company’s stock worth $469,987,000 after buying an additional 956,770 shares in the last quarter. Select Equity Group L.P. acquired a new position in BWX Technologies in the 2nd quarter worth $68,902,000. Finally, Orion Porfolio Solutions LLC lifted its holdings in BWX Technologies by 1,353.1% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 363,757 shares of the technology company’s stock worth $52,403,000 after buying an additional 338,723 shares in the last quarter. Hedge funds and other institutional investors own 94.39% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the company. Truist Financial lowered their target price on BWX Technologies from $212.00 to $202.00 and set a “hold” rating for the company in a research note on Friday, August 14th. JPMorgan Chase & Co. started 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. Seaport Research Partners raised BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price target for the company in a report on Monday, June 22nd. Weiss Ratings upgraded BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 12th. Finally, Deutsche Bank Aktiengesellschaft upgraded BWX Technologies from a “hold” rating to a “buy” rating and lifted their price objective for the stock from $205.00 to $255.00 in a report on Friday, May 15th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $227.20.

BWX Technologies Trading Down 3.4%

NYSE BWXT opened at $156.71 on Friday. The company has a debt-to-equity ratio of 1.51, a quick ratio of 2.33 and a current ratio of 2.40. BWX Technologies, Inc. has a one year low of $154.59 and a one year high of $241.82. The company has a 50-day simple moving average of $181.44 and a 200-day simple moving average of $197.69. The firm has a market capitalization of $14.36 billion, a PE ratio of 40.60, a price-to-earnings-growth ratio of 2.54 and a beta of 0.76.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings data on Monday, August 3rd. The technology company reported $1.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.04 by $0.03. The business had revenue of $901.62 million during the quarter, compared to analyst estimates of $902.41 million. BWX Technologies had a return on equity of 30.83% and a net margin of 10.11%.The business’s revenue for the quarter was up 18.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.02 EPS. 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 Announces Dividend

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

Insiders Place Their Bets

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction dated 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 completion of the transaction, the chief executive officer directly owned 192,491 shares of the company’s stock, valued at $33,204,697.50. The trade was a 4.94% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by corporate insiders.

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.