Copeland Capital Management LLC Lowers Position in BWX Technologies, Inc. $BWXT

Key Points

• Copeland Capital Management cut its stake in BWX Technologies by 53.6% in the fourth quarter, selling 60,597 shares and leaving 52,531 shares valued at about $9.08 million.
• Company insiders sold a total of 13,327 shares (~$2.73 million) last quarter, including CEO Rex D. Geveden's sale of 10,000 shares for roughly $2.03 million (a 5.33% drop in his ownership).
• BWX beat recent quarterly estimates (EPS $1.08 vs. $0.91; revenue $885.8M vs. $837.5M), set FY2026 guidance of $4.55–4.70 EPS, raised its quarterly dividend to $0.27, and carries a consensus analyst rating of "Moderate Buy" (avg. target $207.60).

Copeland Capital Management LLC trimmed its holdings in shares of BWX Technologies, Inc. (NYSE:BWXT - Free Report) by 53.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 52,531 shares of the technology company's stock after selling 60,597 shares during the quarter. Copeland Capital Management LLC owned 0.06% of BWX Technologies worth $9,079,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of BWXT. Stratos Wealth Partners LTD. increased its position in shares of BWX Technologies by 3.5% during the fourth quarter. Stratos Wealth Partners LTD. now owns 1,979 shares of the technology company's stock valued at $342,000 after acquiring an additional 67 shares during the last quarter. Corient Private Wealth LLC lifted its holdings in shares of BWX Technologies by 1.2% in the 2nd quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company's stock worth $847,000 after acquiring an additional 69 shares during the last quarter. Barnes Dennig Private Wealth Management LLC lifted its holdings in shares of BWX Technologies by 10.1% in the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 783 shares of the technology company's stock worth $135,000 after acquiring an additional 72 shares during the last quarter. Cascade Investment Advisors Inc. boosted its position in shares of BWX Technologies by 1.0% during the 4th quarter. Cascade Investment Advisors Inc. now owns 8,884 shares of the technology company's stock worth $1,536,000 after purchasing an additional 87 shares during the period. Finally, Intrua Financial LLC boosted its position in shares of BWX Technologies by 3.6% during the 3rd quarter. Intrua Financial LLC now owns 2,531 shares of the technology company's stock worth $467,000 after purchasing an additional 89 shares during the period. 94.39% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, Director Gerhard F. Burbach sold 1,983 shares of the business's 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. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Rex D. Geveden sold 10,000 shares of the company's stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the sale, the chief executive officer owned 177,594 shares in the company, valued at $36,097,756.44. The trade was a 5.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 13,327 shares of company stock worth $2,734,844 in the last quarter. 0.60% of the stock is owned by company insiders.

BWX Technologies Price Performance

BWX Technologies stock opened at $223.54 on Friday. The firm has a market cap of $20.48 billion, a PE ratio of 62.62, a price-to-earnings-growth ratio of 3.89 and a beta of 0.80. BWX Technologies, Inc. has a 52-week low of $102.42 and a 52-week high of $241.82. The company has a quick ratio of 2.25, a current ratio of 2.32 and a debt-to-equity ratio of 1.64. The company's 50 day moving average is $211.42 and its two-hundred day moving average is $198.94.

BWX Technologies (NYSE:BWXT - Get Free Report) last posted its quarterly earnings results on Monday, February 23rd. The technology company reported $1.08 EPS for the quarter, topping the consensus estimate of $0.91 by $0.17. BWX Technologies had a net margin of 10.28% and a return on equity of 30.94%. The business had revenue of $885.84 million during the quarter, compared to the consensus estimate of $837.47 million. During the same quarter in the previous year, the firm posted $0.92 earnings per share. The company's quarterly revenue was up 18.7% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. On average, research analysts expect that BWX Technologies, Inc. will post 4.6 EPS for the current fiscal year.

BWX Technologies Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Wednesday, March 11th were paid a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Wednesday, March 11th. This is a positive change from BWX Technologies's previous quarterly dividend of $0.25. BWX Technologies's payout ratio is presently 30.25%.

Analyst Upgrades and Downgrades

BWXT has been the topic of a number of research analyst reports. Zacks Research raised BWX Technologies from a "hold" rating to a "strong-buy" rating in a research report on Wednesday, January 21st. Bank of America raised their price target on BWX Technologies from $230.00 to $250.00 and gave the stock a "buy" rating in a research report on Wednesday, March 25th. Truist Financial set a $205.00 price objective on BWX Technologies in a research note on Friday, January 9th. Weiss Ratings raised BWX Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Wednesday, February 25th. Finally, BNP Paribas Exane started coverage on BWX Technologies in a report on Thursday, January 15th. They set a "neutral" rating and a $215.00 target price for the company. Three 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 assigned a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $207.60.

BWX Technologies Company 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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