RPG Investment Advisory LLC Has $23.35 Million Stock Holdings in BWX Technologies, Inc. $BWXT

RPG Investment Advisory LLC cut its holdings in shares of BWX Technologies, Inc. (NYSE:BWXT) by 13.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 135,092 shares of the technology company’s stock after selling 20,570 shares during the period. BWX Technologies accounts for approximately 2.6% of RPG Investment Advisory LLC’s holdings, making the stock its 10th biggest holding. RPG Investment Advisory LLC’s holdings in BWX Technologies were worth $23,349,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Aventura Private Wealth LLC acquired a new stake in shares of BWX Technologies during the 4th quarter worth approximately $29,000. WFA of San Diego LLC acquired a new position in BWX Technologies in the second quarter valued at approximately $29,000. Global Trust Asset Management LLC bought a new position in BWX Technologies in the third quarter valued at approximately $32,000. Strategic Advocates LLC bought a new position in BWX Technologies in the third quarter valued at approximately $32,000. Finally, Strategic Investment Solutions Inc. IL grew its holdings in BWX Technologies by 300.0% during the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 200 shares of the technology company’s stock worth $37,000 after acquiring an additional 150 shares during the period. Institutional investors own 94.39% of the company’s stock.

BWX Technologies Trading Down 0.1%

BWXT opened at $214.86 on Friday. The firm’s fifty day moving average is $203.98 and its two-hundred day moving average is $194.12. The company has a debt-to-equity ratio of 1.64, a quick ratio of 2.25 and a current ratio of 2.32. The firm has a market cap of $19.68 billion, a PE ratio of 60.19, a price-to-earnings-growth ratio of 3.71 and a beta of 0.80. BWX Technologies, Inc. has a twelve month low of $84.21 and a twelve month high of $222.29.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings results on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.91 by $0.17. BWX Technologies had a net margin of 10.28% and a return on equity of 30.94%. The company had revenue of $885.84 million during the quarter, compared to analyst estimates of $837.47 million. During the same quarter in the previous year, the business earned $0.92 EPS. The firm’s 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. Equities research 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 was paid on Friday, March 27th. Shareholders of record on Wednesday, March 11th were paid a $0.27 dividend. The ex-dividend date of this dividend was Wednesday, March 11th. This is a positive change from BWX Technologies’s previous quarterly dividend of $0.25. This represents a $1.08 dividend on an annualized basis and a yield of 0.5%. BWX Technologies’s payout ratio is presently 30.25%.

Wall Street Analysts Forecast Growth

Several analysts have commented on the stock. Bank of America upped their target price on shares of BWX Technologies from $230.00 to $250.00 and gave the company a “buy” rating in a research report on Wednesday, March 25th. Weiss Ratings raised BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 25th. CJS Securities upgraded BWX Technologies to a “strong-buy” rating in a report on Friday, December 12th. TD Cowen initiated coverage on BWX Technologies in a research note on Thursday, March 12th. They issued a “buy” rating and a $230.00 target price on the stock. Finally, Zacks Research upgraded BWX Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 21st. Three equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $207.60.

More BWX Technologies News

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

• Positive Sentiment: Won a major U.S. naval nuclear fuel contract and announced a partnership with Liburdi GAPCO to advance welding technology — both expand BWXT’s role in the Navy supply chain and support longer-term, higher-margin backlog and cash flow visibility. BWX Technologies Extends Naval Nuclear Role And Reshapes Cash Flow Story
• Positive Sentiment: Reported a beat on earnings and revenue, raised FY‑2026 guidance and increased the dividend — these items support earnings momentum and shareholder returns that typically attract institutional buyers. BWX Technologies Extends Naval Nuclear Role And Reshapes Cash Flow Story
• Positive Sentiment: Sector narratives are favorable: analysts and thematic pieces highlight nuclear and SMR exposure as beneficiaries of rising power demand (data centers, policy support), helping investor interest in BWXT. Buy 3 Nuclear Energy Stocks for 2026 Amid AI-Powered Data Center Boom
• Neutral Sentiment: Valuation and momentum questions: the stock has jumped materially over the past year (~127% 1‑yr gain) — some investors see entrenched growth, others see rich multiples that temper upside from here. Is It Too Late To Consider BWX Technologies (BWXT) After Its 1-Year 126.8% Surge?
• Neutral Sentiment: Comparisons within the nuclear universe (e.g., NuScale) highlight different risk/reward profiles — BWXT is more established in defense fuel and services vs. SMR pure-plays, which matters for portfolio fit rather than immediate price direction. NuScale Power vs. BWX Technologies: Which Nuclear Energy Stock Belongs in Your Portfolio?
• Negative Sentiment: Wells Fargo initiated coverage with an underweight/negative stance — fresh sell-side caution provides ammunition for profit-taking and can pressure the stock despite operational wins. Wells Fargo initiates coverage of BWX Technologies (BWXT) with underweight recommendation

Insider Buying and Selling at BWX Technologies

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction dated 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 sale, the chief executive officer directly owned 177,594 shares in the company, valued at $36,097,756.44. This represents a 5.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Gerhard F. Burbach sold 1,983 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total value of $413,673.63. 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 valued at $2,734,844. Company insiders own 0.47% 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.