BWX Technologies, Inc. $BWXT Shares Newly Acquired by Bouvel Investment Partners LLC

Key Points

• Bouvel Investment Partners acquired 17,049 BWX Technologies shares in the third quarter, valued at approximately $2.34 million. Institutional investors collectively own 94.39% of the company.
• BWXT 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.
• Shares recently traded at $139.10, well below their 52-week high of $241.82. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $205, while the company pays a $0.27 quarterly dividend.

Bouvel Investment Partners LLC acquired a new position in shares of BWX Technologies, Inc. (NYSE:BWXT - Free Report) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund acquired 17,049 shares of the technology company's stock, valued at approximately $2,336,000.

Several other hedge funds and other institutional investors have also recently made changes to their positions in BWXT. Kieckhefer Group LLC lifted its position in BWX Technologies by 6.5% during the 3rd quarter. Kieckhefer Group LLC now owns 41,986 shares of the technology company's stock worth $5,752,000 after acquiring an additional 2,568 shares during the period. GK Wealth Management LLC purchased a new position in shares of BWX Technologies during the third quarter worth $45,000. Lincoln Capital LLC boosted its holdings in BWX Technologies by 32.6% in the third quarter. Lincoln Capital LLC now owns 2,201 shares of the technology company's stock valued at $302,000 after purchasing an additional 541 shares during the last quarter. Insight Wealth Strategies LLC raised its position in BWX Technologies by 20.8% during the third quarter. Insight Wealth Strategies LLC now owns 37,565 shares of the technology company's stock valued at $5,146,000 after acquiring an additional 6,461 shares in the last quarter. Finally, CoreCap Advisors LLC boosted its position in BWX Technologies by 7.1% in the 3rd quarter. CoreCap Advisors LLC now owns 1,903 shares of the technology company's stock worth $261,000 after purchasing an additional 126 shares in the last quarter. Hedge funds and other institutional investors own 94.39% of the company's stock.

BWX Technologies Stock Performance

NYSE BWXT traded down $0.82 during trading hours on Tuesday, hitting $139.10. The company had a trading volume of 689,668 shares, compared to its average volume of 1,048,402. 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 $131.86 and a 1-year high of $241.82. The business has a 50 day moving average of $152.92 and a 200-day moving average of $183.45. The company has a market cap of $12.74 billion, a PE ratio of 36.04, a price-to-earnings-growth ratio of 2.20 and a beta of 0.74.

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 (EPS) for the quarter, beating 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 company had revenue of $901.62 million for the quarter, compared to analysts' expectations of $902.41 million. During the same period in the previous year, the company posted $1.02 EPS. BWX Technologies's revenue was up 18.0% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. As a group, equities research analysts expect that BWX Technologies, Inc. will post 4.75 EPS for the current year.

BWX Technologies Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Tuesday, August 18th were paid a dividend of $0.27 per share. The ex-dividend date was Tuesday, August 18th. This represents a $1.08 annualized dividend and a yield of 0.8%. BWX Technologies's payout ratio is presently 27.98%.

Analysts Set New Price Targets

A number of research analysts recently weighed in on BWXT shares. BNP Paribas Exane decreased their price target on shares of BWX Technologies from $190.00 to $165.00 and set a "neutral" rating on the stock in a research note on Thursday, September 24th. Seaport Research Partners upgraded shares of BWX Technologies from a "neutral" rating to a "buy" rating and set a $245.00 price target on the stock in a research report on Monday, June 22nd. Guggenheim restated a "buy" rating and set a $192.00 target price on shares of BWX Technologies in a report on Wednesday, September 30th. Wells Fargo & Company upgraded BWX Technologies from an "underweight" rating to an "equal weight" rating and reduced their price objective for the stock from $200.00 to $170.00 in a research report on Thursday, August 27th. Finally, Bank of America cut their target price on BWX Technologies from $250.00 to $210.00 and set a "buy" rating for the company in a research note on Wednesday, September 30th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $205.00.

Insider Activity

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the firm's stock in a transaction dated 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 owned 192,491 shares of the company's stock, valued at $33,204,697.50. This trade represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.60% of the company's stock.

BWX Technologies Company Profile

BWX Technologies, Inc NYSE: BWXT is a provider of nuclear components, systems and services for government and commercial customers. The company is best known for designing and manufacturing nuclear reactors and related components for the U.S. Navy's nuclear-powered aircraft carriers and submarines. It also supports the nuclear fuel cycle and provides engineering, manufacturing, maintenance and technical services for nuclear facilities.

BWXT serves the U.S. government, commercial nuclear power producers, research institutions and customers in the healthcare and space industries.

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