BWX Technologies, Inc. $BWXT Shares Sold by Pier Capital LLC

Pier Capital LLC lowered its stake in shares of BWX Technologies, Inc. (NYSE:BWXT) by 30.8% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 43,337 shares of the technology company’s stock after selling 19,256 shares during the period. BWX Technologies comprises 1.2% of Pier Capital LLC’s investment portfolio, making the stock its 22nd biggest position. Pier Capital LLC’s holdings in BWX Technologies were worth $7,990,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Corient Private Wealth LLC raised its holdings in shares of BWX Technologies by 1.2% during the second quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company’s stock valued at $847,000 after acquiring an additional 69 shares during the last quarter. HHM Wealth Advisors LLC boosted its stake in shares of BWX Technologies by 17.9% in the second quarter. HHM Wealth Advisors LLC now owns 460 shares of the technology company’s stock worth $66,000 after acquiring an additional 70 shares during the last quarter. JT Stratford LLC boosted its stake in shares of BWX Technologies by 2.5% in the second quarter. JT Stratford LLC now owns 2,927 shares of the technology company’s stock worth $422,000 after acquiring an additional 72 shares during the last quarter. Intrua Financial LLC increased its position in shares of BWX Technologies by 3.6% during the third quarter. Intrua Financial LLC now owns 2,531 shares of the technology company’s stock worth $467,000 after purchasing an additional 89 shares in the last quarter. Finally, Parkside Financial Bank & Trust increased its position in shares of BWX Technologies by 23.8% during the third quarter. Parkside Financial Bank & Trust now owns 483 shares of the technology company’s stock worth $89,000 after purchasing an additional 93 shares in the last quarter. Institutional investors and hedge funds own 94.39% of the company’s stock.

Wall Street Analyst Weigh In

BWXT has been the topic of a number of research reports. Weiss Ratings upgraded BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 25th. BNP Paribas Exane began coverage on shares of BWX Technologies in a report on Thursday, January 15th. They set a “neutral” rating and a $215.00 target price for the company. TD Cowen assumed coverage on shares of BWX Technologies in a research report on Thursday. They issued a “buy” rating and a $230.00 target price for the company. BTIG Research raised their price target on shares of BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a research note on Thursday, February 26th. Finally, Truist Financial set a $205.00 price target on shares of BWX Technologies in a research report on Friday, January 9th. Three analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $206.36.

BWX Technologies Stock Up 1.2%

Shares of BWXT opened at $198.27 on Friday. BWX Technologies, Inc. has a 52-week low of $84.21 and a 52-week high of $220.57. The company has a market capitalization of $18.13 billion, a PE ratio of 55.54, a price-to-earnings-growth ratio of 3.20 and a beta of 0.83. The stock has a fifty day simple moving average of $202.95 and a two-hundred day simple moving average of $189.37. The company has a quick ratio of 2.25, a current ratio of 2.32 and a debt-to-equity ratio of 1.64.

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

BWX Technologies Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Wednesday, March 11th will be paid a $0.27 dividend. This is a positive change from BWX Technologies’s previous quarterly dividend of $0.25. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $1.08 annualized dividend and a dividend yield of 0.5%. BWX Technologies’s dividend payout ratio is currently 30.25%.

Insider Transactions at BWX Technologies

In related news, Director Gerhard F. Burbach sold 1,983 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The stock was 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 SEC, which is available through this link. Also, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $203.26, for a total value 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. The trade was a 5.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 13,327 shares of company stock worth $2,734,844 in the last 90 days. Insiders own 0.47% of the company’s stock.

Key BWX Technologies News

Here are the key news stories impacting BWX Technologies this week:

• Positive Sentiment: TD Securities initiated coverage with a “buy” rating and $230 price target (about a mid-teens upside vs. the recent price), signaling institutional conviction that drives short-term buying. Article Title
• Positive Sentiment: TD Cowen (via TickerReport) also set a “buy” and $230 target, reinforcing the bullish analyst narrative and adding momentum to the stock. Article Title
• Positive Sentiment: Zacks highlights BWXT’s strong 1-year performance (roughly +100%), earnings beats and rising estimates, underscoring that recent operational results and guidance are supporting higher valuation multiples. Article Title
• Positive Sentiment: Coverage (Yahoo/Zacks) emphasizing BWXT as a cornerstone of U.S. naval nuclear propulsion reinforces the company’s durable revenue visibility from defense contracts and its strategic role in the supply chain — a structural positive for long-term cash flow and multiples. Article Title
• Positive Sentiment: Macro/sector tailwind: 247WallSt highlights a structural shift toward higher national-security spending globally, which benefits defense-focused suppliers like BWXT through sustained government contracting. Article Title
• Neutral Sentiment: Analyst consensus remains constructive (published “Moderate Buy” aggregate rating), which supports continued interest but suggests room for differing analyst views on valuation. Article Title
• Neutral Sentiment: Industry noise: NuScale Power (SMR provider) plunged after weaker results — a reminder SMR commercialization faces execution risk; this is a mixed signal for nuclear-adjacent suppliers like BWXT but does not directly alter BWXT’s naval-contracted revenue base. Article Title

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.