9,544 Shares in BWX Technologies, Inc. $BWXT Purchased by AXQ Capital LP

Key Points

• AXQ Capital LP acquired 9,544 BWX Technologies shares during the second quarter, valued at approximately $1.86 million. Institutional investors collectively own 94.39% of the company.
• BWXT reported quarterly earnings of $1.07 per share, beating estimates by $0.03, while revenue rose 18% year over year to $901.62 million. The company maintained fiscal 2026 EPS guidance of $4.70–$4.80.
• The stock opened at $157.81, well below its 52-week high of $241.82. Analysts retain a consensus “Moderate Buy” rating with an average price target of $220.27, and BWXT pays a quarterly dividend of $0.27.

AXQ Capital LP acquired a new stake in BWX Technologies, Inc. (NYSE:BWXT - Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 9,544 shares of the technology company's stock, valued at approximately $1,858,000.

Other large investors have also recently modified their holdings of the company. Symphony Financial Ltd. Co. purchased a new position in BWX Technologies during the 2nd quarter valued at about $211,000. Camelot Portfolios LLC purchased a new position in BWX Technologies in the second quarter valued at about $779,000. Susquehanna Fundamental Investments LLC raised its holdings in BWX Technologies by 200.2% in the second quarter. Susquehanna Fundamental Investments LLC now owns 68,388 shares of the technology company's stock worth $13,312,000 after purchasing an additional 45,605 shares in the last quarter. Moore Capital Management LP raised its holdings in BWX Technologies by 100.4% in the second quarter. Moore Capital Management LP now owns 62,977 shares of the technology company's stock worth $12,258,000 after purchasing an additional 31,553 shares in the last quarter. Finally, Benjamin Edwards Inc. increased its position in shares of BWX Technologies by 8.1% during the second quarter. Benjamin Edwards Inc. now owns 1,328 shares of the technology company's stock worth $258,000 after purchasing an additional 100 shares in the last quarter. Hedge funds and other institutional investors own 94.39% of the company's stock.

BWX Technologies Price Performance

BWXT opened at $157.81 on Friday. The company has a 50-day moving average of $171.01 and a 200-day moving average of $194.32. The company has a debt-to-equity ratio of 1.51, a quick ratio of 2.33 and a current ratio of 2.40. BWX Technologies, Inc. has a 1-year low of $147.74 and a 1-year high of $241.82. The company has a market capitalization of $14.46 billion, a P/E ratio of 40.88, a PEG ratio of 2.51 and a beta of 0.75.

BWX Technologies (NYSE:BWXT - Get Free Report) last released its quarterly earnings data 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. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The firm had revenue of $901.62 million for the quarter, compared to analyst estimates of $902.41 million. During the same quarter in the prior year, the business earned $1.02 earnings per share. BWX Technologies's quarterly revenue was up 18.0% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Equities analysts expect that BWX Technologies, Inc. will post 4.75 EPS for the current fiscal year.

BWX Technologies Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Tuesday, August 18th were paid a $0.27 dividend. The ex-dividend date of this dividend was Tuesday, August 18th. This represents a $1.08 annualized dividend and a dividend yield of 0.7%. BWX Technologies's payout ratio is currently 27.98%.

Insider Buying and Selling 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 transaction, the chief executive officer owned 192,491 shares of the company's stock, valued at approximately $33,204,697.50. This trade represents a 4.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on BWXT. Deutsche Bank Aktiengesellschaft upgraded shares of BWX Technologies from a "hold" rating to a "buy" rating and boosted their target price for the company from $205.00 to $255.00 in a research report on Friday, May 15th. Wells Fargo & Company raised BWX Technologies from an "underweight" rating to an "equal weight" rating and dropped their price objective for the company from $200.00 to $170.00 in a report on Thursday, August 27th. Weiss Ratings cut BWX Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a report on Wednesday, August 26th. BTIG Research reissued a "buy" rating and set a $235.00 price objective on shares of BWX Technologies in a research note on Tuesday, August 4th. Finally, Truist Financial dropped their price target on shares of BWX Technologies from $212.00 to $202.00 and set a "hold" rating for the company in a research report on Friday, August 14th. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $220.27.

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.

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