Clough Capital Partners L P Has $22.85 Million Stock Holdings in BWX Technologies, Inc. $BWXT

Clough Capital Partners L P boosted its position in shares of BWX Technologies, Inc. (NYSE:BWXT) by 12.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 111,731 shares of the technology company’s stock after acquiring an additional 12,121 shares during the period. BWX Technologies makes up approximately 2.2% of Clough Capital Partners L P’s holdings, making the stock its 17th largest holding. Clough Capital Partners L P’s holdings in BWX Technologies were worth $22,848,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. WFA of San Diego LLC acquired a new position in shares of BWX Technologies in the second quarter valued at $29,000. MV Capital Management Inc. acquired a new stake in BWX Technologies during the fourth quarter worth $32,000. Tucker Asset Management LLC acquired a new stake in BWX Technologies during the fourth quarter worth $36,000. ORG Partners LLC increased its holdings in BWX Technologies by 143.2% in the 4th quarter. ORG Partners LLC now owns 231 shares of the technology company’s stock valued at $40,000 after buying an additional 136 shares during the period. Finally, Vermillion Wealth Management Inc. increased its holdings in BWX Technologies by 71.7% in the 4th quarter. Vermillion Wealth Management Inc. now owns 237 shares of the technology company’s stock valued at $41,000 after buying an additional 99 shares during the period. Institutional investors and hedge funds own 94.39% of the company’s stock.

BWX Technologies Stock Down 0.0%

BWXT opened at $174.48 on Monday. The firm’s 50-day simple moving average is $191.42 and its 200-day simple moving average is $202.84. The company has a debt-to-equity ratio of 1.58, a quick ratio of 2.33 and a current ratio of 2.40. BWX Technologies, Inc. has a twelve month low of $143.07 and a twelve month high of $241.82. The firm has a market cap of $15.98 billion, a price-to-earnings ratio of 46.65, a PEG ratio of 2.98 and a beta of 0.74.

BWX Technologies (NYSE:BWXT) last announced its earnings results on Monday, May 4th. The technology company reported $1.12 earnings per share (EPS) for the quarter, topping 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 business had revenue of $860.22 million during the quarter, compared to analysts’ expectations of $837.47 million. During the same quarter last year, the company 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. Equities research analysts anticipate that BWX Technologies, Inc. will post 4.6 EPS for the current fiscal year.

BWX Technologies Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, June 5th. Stockholders of record on Tuesday, May 19th were issued a dividend of $0.27 per share. The ex-dividend date of this dividend was Tuesday, May 19th. This represents a $1.08 annualized dividend and a dividend yield of 0.6%. BWX Technologies’s dividend payout ratio (DPR) is presently 28.88%.

Wall Street Analysts Forecast Growth

BWXT has been the subject of a number of analyst reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of BWX Technologies in a report on Friday, May 22nd. Deutsche Bank Aktiengesellschaft raised shares of BWX Technologies from a “hold” rating to a “buy” rating and upped their target price for the company from $205.00 to $255.00 in a research note on Friday, May 15th. Seaport Research Partners raised shares of BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price target for the company in a research report on Monday, June 22nd. Wall Street Zen upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, May 9th. Finally, Wells Fargo & Company assumed coverage on BWX Technologies in a report on Wednesday, April 1st. They set an “underweight” rating and a $200.00 price objective on the stock. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $228.00.

Insider Activity at BWX Technologies

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