Cookson Peirce & Co. Inc. Buys Shares of 112,551 BWX Technologies, Inc. $BWXT

Key Points

• Cookson Peirce & Co. Inc. initiated a new stake in BWX Technologies in the fourth quarter, buying 112,551 shares worth about $19.45 million. The position represented about 0.12% of the company.
• BWX Technologies reported strong quarterly results, with EPS of $1.12 beating estimates and revenue of $860.22 million topping expectations. Revenue rose 26.1% year over year, and the company reaffirmed FY 2026 guidance of 4.60 to 4.75 EPS.
• Analyst sentiment remains generally positive, with a consensus rating of “Moderate Buy” and an average price target of $228. However, there were also recent insider sales by the CFO and CEO, including a CEO sale executed under a 10b5-1 plan.

Cookson Peirce & Co. Inc. bought a new stake in BWX Technologies, Inc. (NYSE:BWXT - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm bought 112,551 shares of the technology company's stock, valued at approximately $19,453,000. Cookson Peirce & Co. Inc. owned 0.12% of BWX Technologies as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of BWXT. Aventura Private Wealth LLC bought a new position in BWX Technologies in the 4th quarter valued at about $29,000. WFA of San Diego LLC bought a new position in BWX Technologies in the 2nd quarter valued at about $29,000. Strategic Advocates LLC bought a new position in BWX Technologies in the 3rd quarter valued at about $32,000. Tucker Asset Management LLC bought a new position in BWX Technologies in the 4th quarter valued at about $36,000. Finally, Strategic Investment Solutions Inc. IL increased its holdings in BWX Technologies by 300.0% in the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 200 shares of the technology company's stock valued at $37,000 after buying an additional 150 shares during the period. 94.39% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have commented on the stock. Wells Fargo & Company initiated coverage on shares of BWX Technologies in a report on Wednesday, April 1st. They issued an "underweight" rating and a $200.00 target price on the stock. Wall Street Zen upgraded shares of BWX Technologies from a "hold" rating to a "buy" rating in a research note on Saturday, May 9th. TD Cowen initiated coverage on shares of BWX Technologies in a research note on Thursday, March 12th. They issued a "buy" rating and a $230.00 price target on the stock. Bank of America raised their price target on shares of BWX Technologies from $230.00 to $250.00 and gave the company a "buy" rating in a research note on Wednesday, March 25th. Finally, BTIG Research raised their price target on shares of BWX Technologies from $225.00 to $235.00 and gave the company a "buy" rating in a research note on Thursday, February 26th. Two 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 stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $228.00.

BWX Technologies Stock Performance

NYSE:BWXT opened at $185.49 on Friday. The company has a fifty day moving average of $210.89 and a 200-day moving average of $199.53. The firm has a market capitalization of $16.99 billion, a P/E ratio of 49.60, a P/E/G ratio of 3.06 and a beta of 0.73. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.58. BWX Technologies, Inc. has a twelve month low of $128.52 and a twelve month high of $241.82.

BWX Technologies (NYSE:BWXT - Get Free Report) last released its quarterly earnings data on Monday, May 4th. The technology company reported $1.12 earnings per share for the quarter, beating the consensus estimate of $0.92 by $0.20. The company had revenue of $860.22 million during the quarter, compared to analyst estimates of $837.47 million. BWX Technologies had a net margin of 10.20% and a return on equity of 31.33%. BWX Technologies's revenue for the quarter was up 26.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.91 EPS. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. As a group, sell-side analysts anticipate that BWX Technologies, Inc. will post 4.71 EPS for the current year.

BWX Technologies Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, June 5th. Stockholders of record on Tuesday, May 19th were paid a $0.27 dividend. The ex-dividend date was Tuesday, May 19th. This represents a $1.08 annualized dividend and a dividend yield of 0.6%. BWX Technologies's payout ratio is currently 28.88%.

Insider Buying and Selling at BWX Technologies

In other news, CFO Michael Thomas Fitzgerald sold 2,417 shares of BWX Technologies stock in a transaction on Monday, May 11th. The shares were sold at an average price of $209.25, for a total value of $505,757.25. Following the completion of the sale, the chief financial officer owned 6,884 shares in the company, valued at $1,440,477. The trade was a 25.99% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $204.81, for a total transaction of $2,048,100.00. Following the completion of the sale, the chief executive officer owned 202,491 shares of the company's stock, valued at $41,472,181.71. This represents a 4.71% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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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