4,696 Shares in BWX Technologies, Inc. $BWXT Acquired by Themes Management Co LLC

Themes Management Co LLC bought a new position in shares of BWX Technologies, Inc. (NYSE:BWXT) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,696 shares of the technology company’s stock, valued at approximately $812,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Eos Management L.P. increased its position in BWX Technologies by 27.9% during the 3rd quarter. Eos Management L.P. now owns 25,894 shares of the technology company’s stock worth $4,774,000 after purchasing an additional 5,644 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. acquired a new stake in BWX Technologies during the 4th quarter worth approximately $9,754,000. Principal Financial Group Inc. increased its position in BWX Technologies by 51.1% during the 3rd quarter. Principal Financial Group Inc. now owns 313,192 shares of the technology company’s stock worth $57,743,000 after purchasing an additional 105,879 shares in the last quarter. Massachusetts Financial Services Co. MA increased its position in BWX Technologies by 18.7% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 1,375,740 shares of the technology company’s stock worth $237,783,000 after purchasing an additional 216,707 shares in the last quarter. Finally, Thrivent Financial for Lutherans increased its position in BWX Technologies by 7.3% during the 3rd quarter. Thrivent Financial for Lutherans now owns 669,636 shares of the technology company’s stock worth $123,460,000 after purchasing an additional 45,667 shares in the last quarter. Institutional investors and hedge funds own 94.39% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently issued reports on the stock. Wells Fargo & Company began coverage on shares of BWX Technologies in a research report on Wednesday, April 1st. They set an “underweight” rating and a $200.00 target price for the company. Bank of America upped their price target on BWX Technologies from $230.00 to $250.00 and gave the stock a “buy” rating in a report on Wednesday, March 25th. Deutsche Bank Aktiengesellschaft upgraded BWX Technologies from a “hold” rating to a “buy” rating and upped their price target for the stock from $205.00 to $255.00 in a report on Friday, May 15th. Truist Financial upped their price target on BWX Technologies from $205.00 to $212.00 and gave the stock a “hold” rating in a report on Monday, May 11th. Finally, BTIG Research upped their price target on BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, BWX Technologies has an average rating of “Moderate Buy” and an average price target of $222.96.

BWX Technologies Stock Up 0.0%

NYSE BWXT opened at $202.94 on Tuesday. The stock has a market cap of $18.59 billion, a PE ratio of 54.26, a P/E/G ratio of 3.34 and a beta of 0.78. BWX Technologies, Inc. has a fifty-two week low of $109.09 and a fifty-two week high of $241.82. The business has a 50 day moving average price of $213.33 and a two-hundred day moving average price of $199.52. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.58.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings results on Monday, May 4th. The technology company reported $1.12 earnings per share for the quarter, topping analysts’ consensus estimates of $0.92 by $0.20. The firm had revenue of $860.22 million during the quarter, compared to analysts’ expectations of $837.47 million. BWX Technologies had a return on equity of 31.33% and a net margin of 10.20%.BWX Technologies’s quarterly revenue was up 26.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.91 EPS. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. As a group, sell-side analysts predict that BWX Technologies, Inc. will post 4.71 EPS for the current fiscal year.

BWX Technologies Announces Dividend

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

Insiders Place Their Bets

In other news, CFO Michael Thomas Fitzgerald sold 2,417 shares of the stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $209.25, for a total transaction of $505,757.25. Following the completion of the transaction, the chief financial officer directly owned 6,884 shares in the company, valued at approximately $1,440,477. This represents a 25.99% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CAO Kevin James Gorman sold 1,344 shares of the stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $214.71, for a total value of $288,570.24. Following the transaction, the chief accounting officer owned 114 shares of the company’s stock, valued at approximately $24,476.94. This trade represents a 92.18% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 15,744 shares of company stock valued at $3,256,101. Corporate insiders own 0.60% of the company’s stock.

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.