Alyeska Investment Group L.P. Buys Shares of 255,328 BWX Technologies, Inc. $BWXT

Key Points

• Alyeska Investment Group bought 255,328 BWX Technologies shares worth approximately $49.7 million, representing a 0.28% stake. Institutional investors and hedge funds collectively own 94.39% of the company.
• BWX Technologies reported quarterly EPS of $1.07, beating estimates by $0.03, while revenue rose 18% year over year to $901.62 million. The company reaffirmed fiscal 2026 EPS guidance of $4.70–$4.80.
• The company declared a quarterly dividend of $0.27 per share, equivalent to an annualized $1.08 payout and a 0.7% yield. Analysts maintain a generally positive view, with a “Moderate Buy” consensus and an average price target of $224.20.

Alyeska Investment Group L.P. purchased a new position in shares of BWX Technologies, Inc. (NYSE:BWXT - Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 255,328 shares of the technology company's stock, valued at approximately $49,700,000. Alyeska Investment Group L.P. owned 0.28% of BWX Technologies at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in BWXT. Transamerica Financial Advisors LLC acquired a new stake in shares of BWX Technologies in the second quarter valued at $26,000. WFA of San Diego LLC acquired a new stake in BWX Technologies in the 2nd quarter valued at about $29,000. MV Capital Management Inc. purchased a new position in shares of BWX Technologies in the 4th quarter valued at about $32,000. Tucker Asset Management LLC purchased a new position in shares of BWX Technologies in the 4th quarter valued at about $36,000. Finally, Stonehage Fleming Financial Services Holdings Ltd purchased a new position in shares of BWX Technologies in the 2nd quarter valued at about $40,000. Institutional investors and hedge funds own 94.39% of the company's stock.

BWX Technologies Stock Performance

NYSE BWXT opened at $153.12 on Monday. The company has a fifty day moving average of $175.83 and a two-hundred day moving average of $195.75. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33. 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 $14.03 billion, a PE ratio of 39.67, a P/E/G ratio of 2.39 and a beta of 0.76.

BWX Technologies (NYSE:BWXT - Get Free Report) last posted its earnings results 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. The business had revenue of $901.62 million during the quarter, compared to the consensus estimate of $902.41 million. BWX Technologies had a return on equity of 30.83% and a net margin of 10.11%.The business's quarterly revenue 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. As a group, analysts expect that BWX Technologies, Inc. will post 4.75 earnings per share for the current year.

BWX Technologies Dividend Announcement

The firm 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 0.7%. BWX Technologies's dividend payout ratio (DPR) is 27.98%.

Insider Activity

In other news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total value of $1,725,000.00. Following the transaction, the chief executive officer directly owned 192,491 shares of the company's stock, valued at $33,204,697.50. The trade was a 4.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.60% of the company's stock.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on BWXT shares. BTIG Research restated a "buy" rating and set a $235.00 target price on shares of BWX Technologies in a research note on Tuesday, August 4th. Seaport Research Partners upgraded shares of 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. Deutsche Bank Aktiengesellschaft upgraded shares of BWX Technologies from a "hold" rating to a "buy" rating and boosted their price target for the stock from $205.00 to $255.00 in a report on Friday, May 15th. Wall Street Zen lowered shares of BWX Technologies from a "buy" rating to a "hold" rating in a report on Saturday, August 8th. Finally, JPMorgan Chase & Co. initiated coverage on shares of BWX Technologies in a research report on Monday, July 27th. They set an "overweight" rating and a $230.00 price objective for the company. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, BWX Technologies presently has an average rating of "Moderate Buy" and an average target price of $224.20.

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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