California State Teachers Retirement System Acquires 19,179 Shares of BWX Technologies, Inc. $BWXT

California State Teachers Retirement System boosted its holdings in BWX Technologies, Inc. (NYSE:BWXT) by 22.1% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 106,036 shares of the technology company’s stock after acquiring an additional 19,179 shares during the quarter. California State Teachers Retirement System’s holdings in BWX Technologies were worth $21,683,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Cannell & Spears LLC grew its holdings in BWX Technologies by 4.0% during the 1st quarter. Cannell & Spears LLC now owns 1,312 shares of the technology company’s stock worth $251,000 after acquiring an additional 50 shares during the period. Wedbush Securities Inc. boosted its position in shares of BWX Technologies by 4.3% in the 4th quarter. Wedbush Securities Inc. now owns 1,263 shares of the technology company’s stock worth $218,000 after purchasing an additional 52 shares during the last quarter. Oppenheimer Asset Management Inc. boosted its position in shares of BWX Technologies by 1.0% in the 4th quarter. Oppenheimer Asset Management Inc. now owns 5,448 shares of the technology company’s stock worth $942,000 after purchasing an additional 54 shares during the last quarter. Guggenheim Capital LLC grew its stake in shares of BWX Technologies by 2.2% during the fourth quarter. Guggenheim Capital LLC now owns 2,598 shares of the technology company’s stock worth $449,000 after purchasing an additional 55 shares during the period. Finally, Stratos Wealth Partners LTD. grew its stake in shares of BWX Technologies by 3.5% during the fourth quarter. Stratos Wealth Partners LTD. now owns 1,979 shares of the technology company’s stock worth $342,000 after purchasing an additional 67 shares during the period. 94.39% of the stock is owned by institutional investors.

BWX Technologies Price Performance

Shares of BWXT opened at $168.85 on Friday. The stock has a 50 day simple moving average of $188.03 and a 200 day simple moving average of $201.81. BWX Technologies, Inc. has a 52-week low of $143.07 and a 52-week high of $241.82. The company has a debt-to-equity ratio of 1.58, a quick ratio of 2.33 and a current ratio of 2.40. The firm has a market capitalization of $15.47 billion, a PE ratio of 45.15, a P/E/G ratio of 2.87 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 EPS for the quarter, topping the consensus estimate of $0.92 by $0.20. BWX Technologies had a net margin of 10.20% and a return on equity of 31.33%. The firm had revenue of $860.22 million for the quarter, compared to the consensus estimate of $837.47 million. During the same period last year, the company posted $0.91 EPS. The business’s quarterly revenue was up 26.1% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. Sell-side analysts predict that BWX Technologies, Inc. will post 4.61 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Zacks Research downgraded BWX Technologies from a “strong-buy” rating to a “hold” rating in a report on Monday, May 11th. Weiss Ratings cut BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday. Truist Financial boosted their target price on BWX Technologies from $205.00 to $212.00 and gave the stock a “hold” rating in a research report on Monday, May 11th. Seaport Research Partners raised BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price target for the company in a research note on Monday, June 22nd. Finally, Deutsche Bank Aktiengesellschaft upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating and increased their price target for the company from $205.00 to $255.00 in a research report on Friday, May 15th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $228.20.

Insider Buying and Selling at BWX Technologies

In related news, 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 transaction of $505,757.25. Following the sale, the chief financial officer directly owned 6,884 shares in the company, valued at $1,440,477. This trade represents a 25.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $204.81, for a total transaction of $2,048,100.00. Following the completion of 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 ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by corporate insiders.

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.