Silvant Capital Management LLC Invests $6.57 Million in BWX Technologies, Inc. $BWXT

Silvant Capital Management LLC acquired a new stake in BWX Technologies, Inc. (NYSE:BWXT) in the 2nd quarter, HoldingsChannel reports. The fund acquired 33,773 shares of the technology company’s stock, valued at approximately $6,574,000.

Several other large investors also recently made changes to their positions in BWXT. WFA of San Diego LLC acquired a new position in BWX Technologies during the second quarter worth $29,000. MV Capital Management Inc. bought a new stake in BWX Technologies during the fourth quarter worth $32,000. Tucker Asset Management LLC bought a new stake in BWX Technologies during the fourth quarter worth $36,000. Vermillion Wealth Management Inc. lifted its stake in BWX Technologies by 71.7% in the fourth quarter. Vermillion Wealth Management Inc. now owns 237 shares of the technology company’s stock valued at $41,000 after acquiring an additional 99 shares during the last quarter. Finally, Smithfield Trust Co lifted its stake in BWX Technologies by 52.1% in the fourth quarter. Smithfield Trust Co now owns 251 shares of the technology company’s stock valued at $44,000 after acquiring an additional 86 shares during the last quarter. Institutional investors and hedge funds own 94.39% of the company’s stock.

Insider Buying and Selling

In related news, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total value of $1,725,000.00. Following the transaction, the chief executive officer owned 192,491 shares in the company, valued at approximately $33,204,697.50. This represents a 4.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.60% of the company’s stock.

Analyst Ratings Changes

BWXT has been the subject of a number of analyst reports. Weiss Ratings raised shares of BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, August 12th. Seaport Research Partners raised shares of BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 target price on the stock in a report on Monday, June 22nd. Zacks Research downgraded shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 11th. Wall Street Zen cut BWX Technologies from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. Finally, JPMorgan Chase & Co. assumed coverage on BWX Technologies in a research report on Monday, July 27th. They set an “overweight” rating and a $230.00 price target on the stock. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, BWX Technologies has a consensus rating of “Moderate Buy” and a consensus price target of $227.20.

BWX Technologies Trading Down 3.4%

Shares of BWX Technologies stock opened at $156.71 on Friday. The business has a fifty day simple moving average of $181.44 and a two-hundred day simple moving average of $197.69. BWX Technologies, Inc. has a 1 year low of $154.59 and a 1 year high of $241.82. The company has a market capitalization of $14.36 billion, a price-to-earnings ratio of 40.60, a P/E/G ratio of 2.54 and a beta of 0.76. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings data on Monday, August 3rd. The technology company reported $1.07 EPS for the quarter, topping analysts’ consensus estimates of $1.04 by $0.03. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The firm had revenue of $901.62 million during the quarter, compared to analysts’ expectations of $902.41 million. During the same period in the previous year, the business posted $1.02 earnings per share. The company’s revenue for the quarter was up 18.0% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Research analysts forecast that BWX Technologies, Inc. will post 4.75 EPS for the current year.

BWX Technologies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Tuesday, August 18th will be issued a dividend of $0.27 per share. The ex-dividend date of this dividend is Tuesday, August 18th. This represents a $1.08 annualized dividend and a dividend yield of 0.7%. BWX Technologies’s payout ratio is presently 27.98%.

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.