Compass Wealth Management LLC Takes Position in BWX Technologies, Inc. $BWXT

Key Points

• Compass Wealth Management acquired 15,840 BWX Technologies shares worth approximately $3.08 million during the second quarter. Institutional investors collectively own 94.39% of the company.
• BWXT reported quarterly EPS of $1.07, exceeding 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 a $1.08 annualized payout and a 0.7% yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $227.20, despite mixed recent rating changes.

Compass Wealth Management LLC bought a new stake in BWX Technologies, Inc. (NYSE:BWXT - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 15,840 shares of the technology company's stock, valued at approximately $3,083,000.

Several other institutional investors and hedge funds have also bought and sold shares of BWXT. WFA of San Diego LLC bought a new position in BWX Technologies in the second quarter valued at approximately $29,000. MV Capital Management Inc. bought a new stake in shares of BWX Technologies during the 4th quarter worth approximately $32,000. Tucker Asset Management LLC acquired a new stake in shares of BWX Technologies in the 4th quarter valued at approximately $36,000. Vermillion Wealth Management Inc. grew its stake in shares of BWX Technologies by 71.7% in the fourth quarter. Vermillion Wealth Management Inc. now owns 237 shares of the technology company's stock valued at $41,000 after buying an additional 99 shares in the last quarter. Finally, Smithfield Trust Co grew its stake in shares of BWX Technologies by 52.1% in the fourth quarter. Smithfield Trust Co now owns 251 shares of the technology company's stock valued at $44,000 after buying an additional 86 shares in the last quarter. Institutional investors own 94.39% of the company's stock.

Insider Activity at BWX Technologies

In other news, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $172.50, for a total transaction of $1,725,000.00. Following the transaction, 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 sale was disclosed in a document filed with the Securities & Exchange Commission, 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.

BWX Technologies Stock Performance

NYSE BWXT opened at $165.09 on Wednesday. The firm has a 50-day moving average of $182.62 and a 200-day moving average of $198.37. The company has a debt-to-equity ratio of 1.51, a quick ratio of 2.33 and a current ratio of 2.40. The stock has a market cap of $15.13 billion, a PE ratio of 42.77, a P/E/G ratio of 2.71 and a beta of 0.76. BWX Technologies, Inc. has a 52-week low of $157.10 and a 52-week high of $241.82.

BWX Technologies (NYSE:BWXT - Get Free Report) last announced 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 business had revenue of $901.62 million for the quarter, compared to analyst estimates of $902.41 million. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. BWX Technologies's quarterly revenue was up 18.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.02 EPS. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. On average, sell-side analysts anticipate that BWX Technologies, Inc. will post 4.75 EPS for the current year.

BWX Technologies Announces Dividend

The company 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 $0.27 dividend. The ex-dividend date of this dividend is Tuesday, August 18th. This represents a $1.08 annualized dividend and a dividend yield of 0.7%. BWX Technologies's dividend payout ratio is presently 27.98%.

Analysts Set New Price Targets

Several research analysts have recently weighed in on BWXT shares. Truist Financial lowered their price objective on shares of BWX Technologies from $212.00 to $202.00 and set a "hold" rating on the stock in a research note on Friday. Zacks Research downgraded shares of BWX Technologies from a "strong-buy" rating to a "hold" rating in a research note on Monday, May 11th. JPMorgan Chase & Co. started coverage on BWX Technologies in a report on Monday, July 27th. They set an "overweight" rating and a $230.00 price target for the company. Wall Street Zen downgraded BWX Technologies from a "buy" rating to a "hold" rating in a research report on Saturday, August 8th. Finally, Seaport Research Partners upgraded BWX Technologies from a "neutral" rating to a "buy" rating and set a $245.00 price objective on the stock in a research note on Monday, June 22nd. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, BWX Technologies has an average rating of "Moderate Buy" and an average target price of $227.20.

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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