Callan Family Office LLC Invests $1.87 Million in BWX Technologies, Inc. $BWXT

Key Points

• Callan Family Office bought 9,585 BWX Technologies shares worth approximately $1.87 million in the second quarter, while institutional investors collectively own 94.39% of the company.
• BWX Technologies reported quarterly earnings of $1.07 per share, exceeding 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 $156.95, well below its 12-month high of $241.82. Analysts assign a consensus “Moderate Buy” rating with a target price of $227.20, and the company declared a quarterly dividend of $0.27 per share.

Callan Family Office LLC bought a new position in BWX Technologies, Inc. (NYSE:BWXT - Free Report) during the second quarter, according to its most recent filing with the SEC. The firm bought 9,585 shares of the technology company's stock, valued at approximately $1,866,000.

Other hedge funds have also bought and sold shares of the company. Heartland Advisors Inc. acquired a new position in BWX Technologies during the second quarter worth $1,285,000. Allworth Financial LP bought a new position in BWX Technologies in the 2nd quarter valued at about $146,000. B. Metzler seel. Sohn & Co. AG acquired a new position in BWX Technologies during the 2nd quarter valued at about $1,845,000. Kayne Anderson Capital Advisors LP bought a new stake in BWX Technologies during the 2nd quarter worth approximately $1,662,000. Finally, NFJ Investment Group LLC purchased a new stake in shares of BWX Technologies in the second quarter worth approximately $39,270,000. Institutional investors and hedge funds own 94.39% of the company's stock.

BWX Technologies Price Performance

Shares of NYSE BWXT opened at $156.95 on Monday. BWX Technologies, Inc. has a twelve month low of $154.59 and a twelve month high of $241.82. The stock's 50 day moving average price is $180.70 and its 200-day moving average price is $197.34. The company has a market capitalization of $14.38 billion, a PE ratio of 40.66, a PEG ratio of 2.45 and a beta of 0.76. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.51.

BWX Technologies (NYSE:BWXT - Get Free Report) last issued its quarterly earnings results on Monday, August 3rd. The technology company reported $1.07 EPS for the quarter, beating analysts' consensus estimates of $1.04 by $0.03. The company 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%.BWX Technologies's revenue was up 18.0% on a year-over-year basis. During the same period last year, the business posted $1.02 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. On average, equities analysts anticipate that BWX Technologies, Inc. will post 4.75 EPS for the current year.

BWX Technologies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Tuesday, August 18th will be issued a $0.27 dividend. 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 payout ratio is 27.98%.

Insiders Place Their Bets

In related 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 transaction of $1,725,000.00. Following the completion of the sale, the chief executive officer owned 192,491 shares in the company, valued at approximately $33,204,697.50. This trade represents a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.60% of the company's stock.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the company. JPMorgan Chase & Co. began coverage on BWX Technologies in a research report on Monday, July 27th. They set an "overweight" rating and a $230.00 target price on the stock. Weiss Ratings raised BWX Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Wednesday, August 12th. Wall Street Zen cut BWX Technologies from a "buy" rating to a "hold" rating in a research note on Saturday, August 8th. Deutsche Bank Aktiengesellschaft raised shares of BWX Technologies from a "hold" rating to a "buy" rating and lifted their price objective for the stock from $205.00 to $255.00 in a report on Friday, May 15th. Finally, Zacks Research lowered shares of BWX Technologies from a "strong-buy" rating to a "hold" rating in a research note on Monday, May 11th. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, BWX Technologies currently has a consensus rating of "Moderate Buy" and a consensus 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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