BWX Technologies (NYSE:BWXT) Shares Purchased Rep. April McClain Delaney

Key Points

• Rep. April McClain Delaney purchased $1,001–$15,000 of BWX Technologies shares on July 30, alongside several other stock purchases and sales disclosed in her filing.
• BWXT reported second-quarter adjusted EPS of $1.07, beating estimates, while revenue rose 18% year over year to $901.6 million. Management raised 2026 adjusted EPS guidance to $4.70–$4.80 and free-cash-flow guidance to $345–$360 million.
• The company agreed to sell its medical business to Nordic Capital for up to $800 million while retaining a minority stake, aiming to redirect capital toward nuclear, naval propulsion and commercial reactor operations. Shares opened at $172.19, down 0.9%, and analysts maintain a consensus “Moderate Buy” rating.

Representative April McClain Delaney (Democratic-Maryland) recently bought shares of BWX Technologies, Inc. NYSE: BWXT. In a filing disclosed on August 03rd, the Representative disclosed that they had bought between $1,001 and $15,000 in BWX Technologies stock on July 30th.

Representative April McClain Delaney also recently made the following trade(s):

• Purchased $15,001 - $50,000 in shares of Life Time Group NYSE: LTH on 7/31/2026.
• Purchased $15,001 - $50,000 in shares of Liberty Media Corporation - Liberty Formula One Series C NASDAQ: FWONK on 7/31/2026.
• Sold $1,001 - $15,000 in shares of Corpay NYSE: CPAY on 7/31/2026.
• Purchased $15,001 - $50,000 in shares of C.H. Robinson Worldwide NASDAQ: CHRW on 7/31/2026.
• Sold $1,001 - $15,000 in shares of STERIS NYSE: STE on 7/31/2026.
• Purchased $15,001 - $50,000 in shares of Somnigroup International NYSE: SGI on 7/30/2026.
• Purchased $1,001 - $15,000 in shares of Entegris NASDAQ: ENTG on 7/30/2026.
• Sold $1,001 - $15,000 in shares of Corpay NYSE: CPAY on 7/30/2026.
• Purchased $1,001 - $15,000 in shares of Life Time Group NYSE: LTH on 7/30/2026.
• Sold $1,001 - $15,000 in shares of Service Corporation International NYSE: SCI on 7/30/2026.

BWX Technologies Stock Down 0.9%

BWXT opened at $172.19 on Wednesday. The stock has a market capitalization of $15.77 billion, a P/E ratio of 46.04, a price-to-earnings-growth ratio of 2.96 and a beta of 0.76. BWX Technologies, Inc. has a one year low of $157.10 and a one year high of $241.82. The business's 50-day simple moving average is $186.82 and its 200-day simple moving average is $201.30. 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 (NYSE:BWXT - Get Free Report) last posted its quarterly earnings data on Monday, August 3rd. The technology company reported $1.07 earnings per share for the quarter, beating the consensus estimate of $1.04 by $0.03. BWX Technologies had a return on equity of 31.34% and a net margin of 10.11%.The business had revenue of $901.62 million during the quarter, compared to the consensus estimate of $902.41 million. During the same period in the prior year, the company earned $1.02 earnings per share. The company's revenue 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. Analysts anticipate that BWX Technologies, Inc. will post 4.61 EPS for the current year.

BWX Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Tuesday, August 18th will be given a dividend of $0.27 per share. The ex-dividend date is Tuesday, August 18th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.6%. BWX Technologies's payout ratio is 28.88%.

Insider Transactions at BWX Technologies

In other news, CFO Michael Thomas Fitzgerald sold 2,417 shares of BWX Technologies 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 transaction, 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 transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction 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 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 position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.60% of the company's stock.

Institutional Trading of BWX Technologies

Several large investors have recently modified their holdings of the business. Invesco Ltd. lifted its position in shares of BWX Technologies by 60.1% in the third quarter. Invesco Ltd. now owns 2,549,150 shares of the technology company's stock valued at $469,987,000 after acquiring an additional 956,770 shares in the last quarter. Select Equity Group L.P. purchased a new stake in BWX Technologies in the 2nd quarter worth approximately $68,902,000. Orion Porfolio Solutions LLC increased its stake in BWX Technologies by 1,353.1% in the second quarter. Orion Porfolio Solutions LLC now owns 363,757 shares of the technology company's stock valued at $52,403,000 after purchasing an additional 338,723 shares during the last quarter. Orbis Allan Gray Ltd acquired a new position in shares of BWX Technologies during the 2nd quarter valued at about $42,504,000. Finally, Blair William & Co. IL increased its position in BWX Technologies by 20.9% during the fourth quarter. Blair William & Co. IL now owns 1,439,666 shares of the technology company's stock worth $248,832,000 after purchasing an additional 248,598 shares during the last quarter. 94.39% of the stock is currently owned by institutional investors and hedge funds.

BWX Technologies News Roundup

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

• Positive Sentiment: BWXT agreed to sell its medical business, including BWXT Medical and Kinectrics’ stable medical isotopes unit, to Nordic Capital for up to $800 million. The company will retain a minority stake, while the transaction should provide capital to expand its nuclear, naval propulsion and commercial reactor businesses. BWXT sells medical business for USD800 million
• Positive Sentiment: Second-quarter adjusted EPS was $1.07, above the approximately $1.04 consensus estimate and up from $1.02 a year earlier. Revenue increased 18% year over year to about $901.6 million, although it was slightly below expectations. BWX Technologies Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its 2026 adjusted EPS outlook to $4.70-$4.80 and increased free-cash-flow guidance to $345 million-$360 million. Strong execution, commercial nuclear growth and the Precision Components Group acquisition support the higher outlook. BWXT raises EPS and free cash flow outlook
• Positive Sentiment: BTIG reaffirmed a Buy rating and set a $235 price target, implying substantial upside from the referenced share price. BTIG reiterates BWXT Buy rating
• Neutral Sentiment: BWXT maintained its quarterly dividend at $0.27 per share, payable September 4, with a yield of roughly 0.6%. BWXT dividend announcement
• Negative Sentiment: The medical-business sale removes a profitable growth unit and remains subject to closing conditions. In addition, BWXT’s shares have undergone a recent pullback amid market rotation and profit-taking, while a price-to-earnings ratio near 46 leaves the stock vulnerable if nuclear growth or acquisition integration disappoints.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the company. Weiss Ratings downgraded BWX Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a report on Wednesday, July 29th. Wall Street Zen upgraded shares of BWX Technologies from a "hold" rating to a "buy" rating in a research report on Saturday, May 9th. Truist Financial boosted their price target on BWX Technologies from $205.00 to $212.00 and gave the stock a "hold" rating in a research note on Monday, May 11th. Seaport Research Partners upgraded BWX Technologies from a "neutral" rating to a "buy" rating and set a $245.00 price target on the stock in a report on Monday, June 22nd. Finally, JPMorgan Chase & Co. assumed coverage on BWX Technologies in a research note on Monday, July 27th. They issued an "overweight" rating and a $230.00 price objective for the company. Two analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $228.20.

About Representative McClain Delaney

April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland's 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027. McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland's 6th Congressional District. She declared candidacy for the 2026 election. April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor's degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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