Pier Capital LLC Sells 13,275 Shares of BWX Technologies, Inc. $BWXT

Pier Capital LLC lessened its position in BWX Technologies, Inc. (NYSE:BWXT) by 30.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 30,062 shares of the technology company’s stock after selling 13,275 shares during the quarter. Pier Capital LLC’s holdings in BWX Technologies were worth $5,196,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Invesco Ltd. lifted its holdings in shares of BWX Technologies by 60.1% in the 3rd quarter. Invesco Ltd. now owns 2,549,150 shares of the technology company’s stock worth $469,987,000 after acquiring an additional 956,770 shares during the last quarter. Alkeon Capital Management LLC lifted its holdings in shares of BWX Technologies by 163.0% in the 3rd quarter. Alkeon Capital Management LLC now owns 1,578,048 shares of the technology company’s stock worth $290,945,000 after acquiring an additional 978,000 shares during the last quarter. Massachusetts Financial Services Co. MA lifted its holdings in shares of BWX Technologies by 18.7% in 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. First Trust Advisors LP lifted its holdings in shares of BWX Technologies by 31.3% in the 3rd quarter. First Trust Advisors LP now owns 1,254,779 shares of the technology company’s stock worth $231,343,000 after acquiring an additional 299,375 shares during the last quarter. Finally, Blair William & Co. IL lifted its holdings in shares of BWX Technologies by 18.7% in the 3rd quarter. Blair William & Co. IL now owns 1,191,068 shares of the technology company’s stock worth $219,597,000 after acquiring an additional 187,461 shares during the last quarter. Institutional investors own 94.39% of the company’s stock.

BWX Technologies Trading Down 2.5%

Shares of BWXT opened at $209.87 on Friday. BWX Technologies, Inc. has a 1-year low of $105.07 and a 1-year high of $241.82. The company has a 50-day moving average of $212.84 and a 200 day moving average of $199.66. The firm has a market capitalization of $19.23 billion, a price-to-earnings ratio of 56.12, a PEG ratio of 3.55 and a beta of 0.78. The company has a debt-to-equity ratio of 1.58, a current ratio of 2.40 and a quick ratio of 2.25.

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

BWX Technologies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 5th. Investors of record on Tuesday, May 19th will be issued a dividend of $0.27 per share. The ex-dividend date is Tuesday, May 19th. This represents a $1.08 dividend on an annualized basis and a yield of 0.5%. BWX Technologies’s dividend payout ratio (DPR) is presently 28.88%.

Analyst Ratings Changes

Several research firms have recently issued reports on BWXT. TD Cowen began coverage on shares of BWX Technologies in a report on Thursday, March 12th. They issued a “buy” rating and a $230.00 target price for the company. Wells Fargo & Company began coverage on shares of BWX Technologies in a report on Wednesday, April 1st. They issued an “underweight” rating and a $200.00 target price for the company. BNP Paribas Exane began coverage on shares of BWX Technologies in a report on Thursday, January 15th. They issued a “neutral” rating and a $215.00 target price for the company. BTIG Research raised their target price on shares of BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Finally, Zacks Research upgraded shares of 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 issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, BWX Technologies currently has an average rating of “Moderate Buy” and a consensus target price of $217.26.

Key BWX Technologies News

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

• Positive Sentiment: BWXT announced awards totaling more than $1.4 billion for the U.S. Naval Nuclear Propulsion Program — a material contract influx that strengthens near‑ and mid‑term backlog and cash visibility for its naval reactor business. BWXT Announces $1.4 Billion in Contracts for Naval Nuclear Propulsion Program
• Positive Sentiment: Q1 2026 results beat estimates — revenue $860.2M (up ~26% YoY) and EPS topped consensus; management set FY2026 EPS guidance of $4.60–$4.75, supporting growth expectations and validating the company’s positioning in defense/nuclear markets. BWX Technologies, Inc. (BWXT) Reports Q1 2026 Results
• Positive Sentiment: Northland raised its FY2026 EPS estimate modestly (from $4.61 to $4.68), signaling some analyst confidence in the company’s full‑year outlook despite mixed quarterly tweaks. MarketBeat BWXT Coverage
• Neutral Sentiment: Press coverage and investor calls highlighted “surging nuclear momentum,” a positive narrative that can support multiple multiple expansion over time but is commentary rather than new financial data. BWX Technologies’ Call Highlights Surging Nuclear Momentum
• Negative Sentiment: Northland Securities trimmed several near‑term quarterly EPS forecasts (Q2, Q3, Q4 2026) and slightly cut FY2027 EPS (from $5.16 to $5.11). Those downward estimate revisions, while modest, likely contributed to today’s selling pressure as investors digest pacing and timing risk. MarketBeat BWXT Coverage

Insider Activity at BWX Technologies

In related news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the completion of the sale, the chief executive officer owned 177,594 shares in the company, valued at $36,097,756.44. This trade represents a 5.33% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CAO Kevin James Gorman sold 1,344 shares of BWX Technologies stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $214.71, for a total transaction of $288,570.24. Following the sale, the chief accounting officer owned 114 shares of the company’s stock, valued at $24,476.94. The trade was a 92.18% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 13,327 shares of company stock worth $2,734,844 in the last 90 days. 0.60% of the stock is owned by corporate insiders.

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.