Van ECK Associates Corp Has $215.69 Million Stock Holdings in BWX Technologies, Inc. $BWXT

Van ECK Associates Corp raised its holdings in BWX Technologies, Inc. (NYSE:BWXT) by 14.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,247,920 shares of the technology company’s stock after purchasing an additional 152,900 shares during the quarter. Van ECK Associates Corp’s holdings in BWX Technologies were worth $215,691,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of BWXT. Mirae Asset Global Investments Co. Ltd. bought a new stake in BWX Technologies during the 4th quarter worth $9,754,000. Massachusetts Financial Services Co. MA grew 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 acquiring an additional 216,707 shares during the last quarter. MGO One Seven LLC grew its position in BWX Technologies by 354.7% during the 4th quarter. MGO One Seven LLC now owns 17,695 shares of the technology company’s stock worth $3,058,000 after acquiring an additional 13,803 shares during the last quarter. Granahan Investment Management LLC bought a new stake in BWX Technologies during the 3rd quarter worth $1,941,000. Finally, JPMorgan Chase & Co. grew its position in BWX Technologies by 32.9% during the 3rd quarter. JPMorgan Chase & Co. now owns 339,939 shares of the technology company’s stock worth $62,675,000 after acquiring an additional 84,085 shares during the last quarter. Institutional investors and hedge funds own 94.39% of the company’s stock.

BWX Technologies Stock Down 0.6%

Shares of NYSE:BWXT opened at $193.59 on Friday. The company has a market capitalization of $17.73 billion, a price-to-earnings ratio of 51.76, a P/E/G ratio of 3.21 and a beta of 0.73. The company has a debt-to-equity ratio of 1.58, a current ratio of 2.40 and a quick ratio of 2.33. The business’s 50-day moving average is $209.50 and its 200-day moving average is $200.03. BWX Technologies, Inc. has a 1 year low of $133.84 and a 1 year high of $241.82.

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

BWX Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, June 5th. Investors of record on Tuesday, May 19th were given a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Tuesday, May 19th. BWX Technologies’s payout ratio is presently 28.88%.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on BWXT. Weiss Ratings restated a “buy (b-)” rating on shares of BWX Technologies in a research report on Friday, May 22nd. Zacks Research lowered BWX Technologies from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 11th. BTIG Research upped their price target on BWX Technologies from $225.00 to $235.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. TD Securities assumed coverage on BWX Technologies in a research report on Thursday, March 12th. They issued a “buy” rating and a $230.00 price target on the stock. Finally, TD Cowen assumed coverage on BWX Technologies in a research note on Thursday, March 12th. They issued a “buy” rating and a $230.00 price objective on the stock. Two investment 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 assigned a Sell rating to the company. According to MarketBeat, BWX Technologies currently has an average rating of “Moderate Buy” and an average target price of $228.00.

Insider Transactions at BWX Technologies

In related news, CFO Michael Thomas Fitzgerald sold 2,417 shares of the business’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $209.25, for a total value of $505,757.25. Following the completion of the sale, the chief financial officer directly owned 6,884 shares of the company’s stock, valued at $1,440,477. The trade was a 25.99% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $204.81, for a total value of $2,048,100.00. Following the completion of the sale, the chief executive officer directly owned 202,491 shares of the company’s stock, valued at $41,472,181.71. The trade was a 4.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.60% of the company’s stock.

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.