Citizens Business Bank Acquires 24,860 Shares of BWX Technologies, Inc. $BWXT

Key Points

• Citizens Business Bank increased its stake in BWX Technologies by 560.9% in Q4, buying 24,860 shares to hold 29,292 shares valued at about $5.06 million.
• BWX posted a quarter-beating result (EPS $1.08 vs. $0.91; revenue $885.8M vs. $837.5M, +18.7% YoY) and set FY2026 guidance of 4.55–4.70 EPS, while analysts show a consensus "Moderate Buy" rating and an average target of $207.60 (Bank of America raised its target to $250).
• Insiders sold 13,327 shares (~$2.73M) over the last quarter even as institutional investors own 94.39% of the stock and the company raised its quarterly dividend to $0.27 (annualized $1.08, ~0.5% yield).

Citizens Business Bank grew its position in BWX Technologies, Inc. (NYSE:BWXT - Free Report) by 560.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 29,292 shares of the technology company's stock after purchasing an additional 24,860 shares during the period. Citizens Business Bank's holdings in BWX Technologies were worth $5,063,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Aventura Private Wealth LLC purchased a new stake in shares of BWX Technologies in the fourth quarter valued at about $29,000. Strategic Advocates LLC purchased a new stake in shares of BWX Technologies in the third quarter valued at about $32,000. Global Trust Asset Management LLC purchased a new stake in shares of BWX Technologies in the third quarter valued at about $32,000. WFA of San Diego LLC purchased a new stake in shares of BWX Technologies in the second quarter valued at about $29,000. Finally, Strategic Investment Solutions Inc. IL raised its holdings in shares of BWX Technologies by 300.0% in the third quarter. Strategic Investment Solutions Inc. IL now owns 200 shares of the technology company's stock valued at $37,000 after purchasing an additional 150 shares during the last quarter. Hedge funds and other institutional investors own 94.39% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have recently commented on BWXT shares. Weiss Ratings upgraded shares of BWX Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a report on Wednesday, February 25th. Bank of America raised their price objective on shares of BWX Technologies from $230.00 to $250.00 and gave the stock a "buy" rating in a report on Wednesday, March 25th. Wells Fargo & Company assumed coverage on shares of BWX Technologies in a report on Wednesday, April 1st. They set an "underweight" rating and a $200.00 price objective for the company. BNP Paribas Exane assumed coverage on shares of BWX Technologies in a report on Thursday, January 15th. They set a "neutral" rating and a $215.00 price objective for the company. Finally, Wall Street Zen downgraded shares of BWX Technologies from a "buy" rating to a "hold" rating in a report on Saturday, February 28th. Three analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $207.60.

BWX Technologies Stock Performance

NYSE BWXT opened at $216.62 on Friday. BWX Technologies, Inc. has a 52-week low of $102.42 and a 52-week high of $241.82. The company has a 50-day simple moving average of $212.42 and a 200 day simple moving average of $199.56. The company has a debt-to-equity ratio of 1.64, a quick ratio of 2.25 and a current ratio of 2.32. The company has a market capitalization of $19.84 billion, a PE ratio of 60.68, a price-to-earnings-growth ratio of 3.59 and a beta of 0.80.

BWX Technologies (NYSE:BWXT - Get Free Report) last posted its earnings results on Monday, February 23rd. The technology company reported $1.08 earnings per share for the quarter, topping the consensus estimate of $0.91 by $0.17. The firm had revenue of $885.84 million during the quarter, compared to the consensus estimate 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 was up 18.7% on a year-over-year basis. During the same quarter last year, the company earned $0.92 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. On average, research analysts predict that BWX Technologies, Inc. will post 4.6 EPS for the current year.

BWX Technologies Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Wednesday, March 11th were paid a $0.27 dividend. The ex-dividend date 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 dividend yield of 0.5%. BWX Technologies's dividend payout ratio is 30.25%.

Insider Transactions at BWX Technologies

In other news, CAO Kevin James Gorman sold 1,344 shares of BWX Technologies stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $214.71, for a total value of $288,570.24. Following the completion of the transaction, the chief accounting officer owned 114 shares in the company, valued at $24,476.94. This trade represents a 92.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Gerhard F. Burbach sold 1,983 shares of BWX Technologies stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total transaction of $413,673.63. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 13,327 shares of company stock worth $2,734,844 over the last quarter. Corporate insiders own 0.60% of the company's stock.

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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