40,000 Shares in BWX Technologies, Inc. $BWXT Bought by Tairen Capital Ltd

Key Points

• Tairen Capital Ltd. bought 40,000 BWX Technologies shares worth approximately $7.8 million in the second quarter, making BWXT its 26th-largest holding. Institutional investors collectively own 94.39% of the company.
• BWXT reported quarterly earnings of $1.07 per share, beating estimates of $1.04, while revenue rose 18% year over year to $901.62 million. The company reaffirmed fiscal 2026 EPS guidance of $4.70–$4.80.
• Shares opened at $156.95, near their 12-month low, while analysts maintained a “Moderate Buy” consensus with an average price target of $227.20. BWXT also declared a quarterly dividend of $0.27 per share, representing a 0.7% yield.

Tairen Capital Ltd purchased a new position in shares of BWX Technologies, Inc. (NYSE:BWXT - Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 40,000 shares of the technology company's stock, valued at approximately $7,786,000. BWX Technologies accounts for about 0.7% of Tairen Capital Ltd's portfolio, making the stock its 26th biggest holding.

Other large investors have also made changes to their positions in the company. WFA of San Diego LLC purchased a new stake in BWX Technologies in the second quarter valued at $29,000. MV Capital Management Inc. purchased a new stake in shares of BWX Technologies in the fourth quarter valued at approximately $32,000. Tucker Asset Management LLC purchased a new stake in BWX Technologies in the 4th quarter worth $36,000. Vermillion Wealth Management Inc. increased its stake in shares of BWX Technologies by 71.7% during the fourth quarter. Vermillion Wealth Management Inc. now owns 237 shares of the technology company's stock worth $41,000 after purchasing an additional 99 shares in the last quarter. Finally, Smithfield Trust Co boosted its holdings in BWX Technologies by 52.1% in the 4th quarter. Smithfield Trust Co now owns 251 shares of the technology company's stock worth $44,000 after buying an additional 86 shares during the last quarter. 94.39% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the business's stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $172.50, for a total transaction of $1,725,000.00. Following the transaction, the chief executive officer owned 192,491 shares of the company's stock, valued at approximately $33,204,697.50. The trade was a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, 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.

BWX Technologies Stock Up 0.1%

BWXT stock opened at $156.95 on Monday. The company has a current ratio of 2.40, a quick ratio of 2.33 and a debt-to-equity ratio of 1.51. The firm has a 50-day moving average of $180.70 and a two-hundred day moving average of $197.34. BWX Technologies, Inc. has a 12 month low of $154.59 and a 12 month high of $241.82. The company has a market cap of $14.38 billion, a price-to-earnings ratio of 40.66, a PEG ratio of 2.45 and a beta of 0.76.

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

BWX Technologies Dividend Announcement

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

Wall Street Analyst Weigh In

Several research firms have commented on BWXT. BTIG Research reiterated a "buy" rating and set a $235.00 price objective on shares of BWX Technologies in a research note on Tuesday, August 4th. Wall Street Zen lowered BWX Technologies from a "buy" rating to a "hold" rating in a research note on Saturday, August 8th. Truist Financial dropped their price target on BWX Technologies from $212.00 to $202.00 and set a "hold" rating for the company in a research report on Friday, August 14th. Deutsche Bank Aktiengesellschaft raised BWX Technologies from a "hold" rating to a "buy" rating and increased their price objective for the company from $205.00 to $255.00 in a research note on Friday, May 15th. Finally, Weiss Ratings upgraded BWX Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a report on Wednesday, August 12th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, three have given 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 an average target price of $227.20.

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.

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