Schroder Investment Management Group Sells 200,438 Shares of BWX Technologies, Inc. $BWXT

Schroder Investment Management Group reduced its holdings in shares of BWX Technologies, Inc. (NYSE:BWXT) by 30.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 453,698 shares of the technology company’s stock after selling 200,438 shares during the period. Schroder Investment Management Group owned 0.50% of BWX Technologies worth $82,555,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. WFA of San Diego LLC bought a new position in shares of BWX Technologies during the second quarter valued at approximately $29,000. Global Trust Asset Management LLC bought a new stake in shares of BWX Technologies in the 3rd quarter worth approximately $32,000. Quent Capital LLC bought a new stake in shares of BWX Technologies in the 3rd quarter worth approximately $43,000. Root Financial Partners LLC purchased a new stake in shares of BWX Technologies in the 3rd quarter worth approximately $51,000. Finally, HM Payson & Co. purchased a new stake in shares of BWX Technologies in the 3rd quarter worth approximately $52,000. Institutional investors own 94.39% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on BWXT shares. Truist Financial set a $205.00 price objective on BWX Technologies in a research note on Friday, January 9th. CJS Securities raised BWX Technologies to a “strong-buy” rating in a research note on Friday, December 12th. BTIG Research raised their price target on BWX Technologies from $225.00 to $235.00 and gave the company a “buy” rating in a report on Thursday, February 26th. Weiss Ratings raised BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, February 25th. Finally, Bank of America upped their price target on shares of BWX Technologies from $220.00 to $230.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. Three investment analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $200.45.

BWX Technologies Stock Performance

Shares of BWXT opened at $200.73 on Tuesday. The firm has a market capitalization of $18.35 billion, a P/E ratio of 56.23, a PEG ratio of 3.19 and a beta of 0.83. The company has a debt-to-equity ratio of 1.64, a current ratio of 2.32 and a quick ratio of 2.25. BWX Technologies, Inc. has a one year low of $84.21 and a one year high of $220.57. The business has a fifty day moving average of $201.54 and a 200 day moving average of $189.03.

BWX Technologies (NYSE:BWXT) last announced its earnings results on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.91 by $0.17. The business had revenue of $885.84 million for the quarter, compared to analysts’ expectations of $837.47 million. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.The business’s revenue for the quarter was up 18.7% on a year-over-year basis. During the same period last year, the firm posted $0.92 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. As a group, sell-side analysts anticipate that BWX Technologies, Inc. will post 3.23 EPS for the current year.

BWX Technologies Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Investors of record on Wednesday, March 11th will be given a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 0.5%. This is a positive change from BWX Technologies’s previous quarterly dividend of $0.25. The ex-dividend date is Wednesday, March 11th. BWX Technologies’s dividend payout ratio (DPR) is presently 28.01%.

Insider Activity at BWX Technologies

In other news, Director Gerhard F. Burbach sold 1,983 shares of BWX Technologies stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $208.61, for a total transaction of $413,673.63. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction on 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 sale, the chief executive officer directly owned 177,594 shares of the company’s stock, valued at approximately $36,097,756.44. The trade was a 5.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 13,327 shares of company stock worth $2,734,844. 0.47% of the stock is 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.