BWX Technologies, Inc. $BWXT Holdings Boosted by Pictet Asset Management Holding SA

Key Points

• Pictet Asset Management raised its stake in BWX Technologies by 54.7% to 20,442 shares (worth $3.53M) during the quarter, while institutional investors collectively own about 94.39% of the company.
• Insiders sold 13,327 shares worth $2.73M over the past three months, including CEO Rex D. Geveden's sale of 10,000 shares for $2.03M (a 5.33% reduction in his holding), signaling notable insider selling.
• Operational update: BWX beat quarterly expectations (EPS $1.08 vs. $0.91; revenue $885.8M, +18.7% YoY), set FY2026 guidance of $4.55–$4.70 EPS, and increased its quarterly dividend to $0.27 (annualized $1.08, ~0.5% yield).

Pictet Asset Management Holding SA raised its position in shares of BWX Technologies, Inc. (NYSE:BWXT - Free Report) by 54.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 20,442 shares of the technology company's stock after purchasing an additional 7,225 shares during the quarter. Pictet Asset Management Holding SA's holdings in BWX Technologies were worth $3,533,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the business. Stratos Wealth Partners LTD. grew its holdings in shares of BWX Technologies by 3.5% during the fourth quarter. Stratos Wealth Partners LTD. now owns 1,979 shares of the technology company's stock valued at $342,000 after buying an additional 67 shares in the last quarter. Corient Private Wealth LLC lifted its stake in BWX Technologies by 1.2% in the 2nd quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company's stock worth $847,000 after acquiring an additional 69 shares in the last quarter. Barnes Dennig Private Wealth Management LLC boosted its position in BWX Technologies by 10.1% during the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 783 shares of the technology company's stock worth $135,000 after acquiring an additional 72 shares during the period. Cascade Investment Advisors Inc. grew its stake in BWX Technologies by 1.0% during the 4th quarter. Cascade Investment Advisors Inc. now owns 8,884 shares of the technology company's stock valued at $1,536,000 after acquiring an additional 87 shares in the last quarter. Finally, Intrua Financial LLC increased its holdings in shares of BWX Technologies by 3.6% in the 3rd quarter. Intrua Financial LLC now owns 2,531 shares of the technology company's stock valued at $467,000 after purchasing an additional 89 shares during the period. Hedge funds and other institutional investors own 94.39% of the company's stock.

Insider Buying and Selling at BWX Technologies

In other news, CEO Rex D. Geveden sold 10,000 shares of the company's stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the completion of the sale, the chief executive officer owned 177,594 shares in the company, valued at approximately $36,097,756.44. This represents a 5.33% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CAO Kevin James Gorman sold 1,344 shares of the company's stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $214.71, for a total value of $288,570.24. Following the sale, the chief accounting officer directly owned 114 shares of the company's stock, valued at $24,476.94. The trade was a 92.18% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 13,327 shares of company stock worth $2,734,844 over the last three months. Corporate insiders own 0.60% of the company's stock.

BWX Technologies Stock Up 0.0%

Shares of BWX Technologies stock opened at $216.37 on Monday. The firm has a market cap of $19.82 billion, a price-to-earnings ratio of 60.61, a P/E/G ratio of 3.73 and a beta of 0.78. The stock has a 50-day simple moving average of $212.42 and a 200-day simple moving average of $199.55. BWX Technologies, Inc. has a 52-week low of $102.42 and a 52-week high of $241.82. The company has a debt-to-equity ratio of 1.64, a current ratio of 2.32 and a quick ratio of 2.25.

BWX Technologies (NYSE:BWXT - Get Free Report) last issued its quarterly earnings data on Monday, February 23rd. The technology company reported $1.08 earnings per share for the quarter, beating the consensus estimate of $0.91 by $0.17. The firm had revenue of $885.84 million for the quarter, compared to analyst estimates of $837.47 million. BWX Technologies had a net margin of 10.28% and a return on equity of 30.94%. The company's revenue for the quarter was up 18.7% on a year-over-year basis. During the same quarter last year, the firm earned $0.92 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. On average, equities research analysts expect that BWX Technologies, Inc. will post 4.61 earnings per share for the current fiscal year.

BWX Technologies Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Wednesday, March 11th were given a dividend of $0.27 per share. The ex-dividend date of this dividend was Wednesday, March 11th. This is a positive change from BWX Technologies's previous quarterly dividend of $0.25. This represents a $1.08 annualized dividend and a yield of 0.5%. BWX Technologies's dividend payout ratio (DPR) is currently 30.25%.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on BWXT shares. BTIG Research increased their price target on shares of BWX Technologies from $225.00 to $235.00 and gave the stock a "buy" rating in a research report on Thursday, February 26th. TD Securities began coverage on shares of BWX Technologies in a research note on Thursday, March 12th. They issued a "buy" rating and a $230.00 price objective on the stock. Bank of America increased their target price on shares of BWX Technologies from $230.00 to $250.00 and gave the stock a "buy" rating in a research report on Wednesday, March 25th. Weiss Ratings raised shares of BWX Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Wednesday, February 25th. Finally, TD Cowen began coverage on shares of BWX Technologies in a report on Thursday, March 12th. They set a "buy" rating and a $230.00 price target on the stock. Three research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $207.60.

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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