41,676 Shares in BWX Technologies, Inc. $BWXT Bought by Mitsubishi UFJ Asset Management Co. Ltd.

Key Points

• Mitsubishi UFJ Asset Management acquired 41,676 BWX Technologies shares valued at approximately $8.1 million. Institutional investors collectively own 94.39% of the company.
• BWX Technologies reported quarterly EPS of $1.07, exceeding 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.
• Analysts maintain a “Moderate Buy” consensus rating with an average price target of $227.20, despite the stock opening at $156.95, near its 52-week low. The company also declared a quarterly dividend of $0.27 per share.

Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in BWX Technologies, Inc. (NYSE:BWXT - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 41,676 shares of the technology company's stock, valued at approximately $8,112,000.

Several other institutional investors and hedge funds have also recently modified their holdings of BWXT. MGO One Seven LLC grew its holdings in shares of BWX Technologies by 354.7% during the 4th quarter. MGO One Seven LLC now owns 17,695 shares of the technology company's stock worth $3,058,000 after acquiring an additional 13,803 shares during the period. Intech Investment Management LLC grew its stake in BWX Technologies by 22.7% in the fourth quarter. Intech Investment Management LLC now owns 32,668 shares of the technology company's stock worth $5,646,000 after purchasing an additional 6,053 shares during the period. Ranger Investment Management L.P. bought a new position in BWX Technologies in the first quarter worth $11,991,000. Mizuho Markets Americas LLC bought a new position in BWX Technologies in the fourth quarter worth $36,097,000. Finally, Cary Street Partners Financial LLC purchased a new position in BWX Technologies during the fourth quarter valued at $3,356,000. 94.39% of the stock is owned by hedge funds and other institutional investors.

BWX Technologies Trading Up 0.3%

Shares of NYSE BWXT opened at $156.95 on Friday. The firm's 50 day moving average price is $180.70 and its 200-day moving average price is $197.41. BWX Technologies, Inc. has a 52-week low of $154.59 and a 52-week high of $241.82. The company has a debt-to-equity ratio of 1.51, a quick ratio of 2.33 and a current ratio of 2.40. The company has a market cap of $14.38 billion, a PE ratio of 40.66, a P/E/G ratio of 2.45 and a beta of 0.76.

BWX Technologies (NYSE:BWXT - Get Free Report) last announced its quarterly earnings data on Monday, August 3rd. The technology company reported $1.07 earnings per share for the quarter, topping analysts' consensus estimates of $1.04 by $0.03. The company had revenue of $901.62 million during the quarter, compared to analyst estimates of $902.41 million. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The firm's revenue for the quarter was up 18.0% on a year-over-year basis. During the same period in the previous year, the business earned $1.02 EPS. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. On average, equities research analysts expect that BWX Technologies, Inc. will post 4.75 EPS for the current fiscal year.

BWX Technologies Announces Dividend

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

Insider Activity at BWX Technologies

In related news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $172.50, for a total value of $1,725,000.00. Following the completion of the sale, the chief executive officer directly owned 192,491 shares in the company, valued at approximately $33,204,697.50. This trade represents a 4.94% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of analysts have recently weighed in on BWXT shares. Deutsche Bank Aktiengesellschaft raised shares of BWX Technologies from a "hold" rating to a "buy" rating and upped their target price for the stock from $205.00 to $255.00 in a research report 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 objective on the stock in a research note on Monday, June 22nd. Weiss Ratings upgraded shares of BWX Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a report on Wednesday, August 12th. BTIG Research reaffirmed a "buy" rating and set a $235.00 target price on shares of BWX Technologies in a research note on Tuesday, August 4th. Finally, JPMorgan Chase & Co. initiated coverage on shares of BWX Technologies in a report on Monday, July 27th. They set an "overweight" rating and a $230.00 target price for the company. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, BWX Technologies presently has a consensus rating of "Moderate Buy" and an average target price of $227.20.

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.

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