Corient Private Wealth LP Invests $2.46 Million in BWX Technologies, Inc. $BWXT

Key Points

• Corient Private Wealth acquired 12,654 BWX Technologies shares worth approximately $2.46 million in the second quarter. Institutional investors and hedge funds collectively own 94.39% of the company.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $224.20, although recent ratings have been mixed, including a Wells Fargo price-target cut to $170.
• BWX Technologies reported quarterly EPS of $1.07, exceeding estimates, while revenue rose 18% year over year to $901.62 million. The company reaffirmed fiscal 2026 EPS guidance of $4.70–$4.80 and declared a $0.27 quarterly dividend.

Corient Private Wealth LP bought a new stake in BWX Technologies, Inc. (NYSE:BWXT - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 12,654 shares of the technology company's stock, valued at approximately $2,463,000.

Several other hedge funds have also recently made changes to their positions in the company. WFA of San Diego LLC acquired a new stake in BWX Technologies during the 2nd quarter worth about $29,000. MV Capital Management Inc. acquired a new position in shares of BWX Technologies in the fourth quarter valued at about $32,000. Tucker Asset Management LLC acquired a new position in shares of BWX Technologies in the fourth quarter valued at about $36,000. Vermillion Wealth Management Inc. raised 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 worth $41,000 after purchasing an additional 99 shares during the last quarter. Finally, Smithfield Trust Co raised 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 worth $44,000 after purchasing an additional 86 shares during the last quarter. 94.39% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, CEO Rex D. Geveden sold 10,000 shares of the firm's stock in a transaction that occurred on 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 sale, the chief executive officer owned 192,491 shares of the company's stock, valued at $33,204,697.50. This trade represents a 4.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.60% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts recently commented on the company. Zacks Research downgraded BWX Technologies from a "strong-buy" rating to a "hold" rating in a report on Monday, May 11th. Seaport Research Partners upgraded shares of BWX Technologies from a "neutral" rating to a "buy" rating and set a $245.00 price target on the stock in a report on Monday, June 22nd. BTIG Research reissued a "buy" rating and set a $235.00 price target on shares of BWX Technologies in a research report on Tuesday, August 4th. Weiss Ratings cut shares of BWX Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Wednesday, August 26th. Finally, Wells Fargo & Company raised shares of BWX Technologies from an "underweight" rating to an "equal weight" rating and dropped their price objective for the company from $200.00 to $170.00 in a report on Thursday, August 27th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $224.20.

BWX Technologies Stock Performance

NYSE BWXT opened at $155.67 on Thursday. The firm has a market capitalization of $14.26 billion, a P/E ratio of 40.33, a PEG ratio of 2.53 and a beta of 0.75. The stock has a 50-day simple moving average of $172.71 and a two-hundred day simple moving average of $194.86. The company has a debt-to-equity ratio of 1.51, a quick ratio of 2.33 and a current ratio of 2.40. BWX Technologies, Inc. has a fifty-two week low of $147.74 and a fifty-two week high of $241.82.

BWX Technologies (NYSE:BWXT - Get Free Report) last issued its earnings results on Monday, August 3rd. The technology company reported $1.07 EPS for the quarter, topping analysts' consensus estimates of $1.04 by $0.03. The firm had revenue of $901.62 million for 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%.The company's revenue was up 18.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.02 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. On average, equities analysts forecast that BWX Technologies, Inc. will post 4.75 earnings per share for the current year.

BWX Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Tuesday, August 18th will be given a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 0.7%. The ex-dividend date is Tuesday, August 18th. BWX Technologies's dividend payout ratio is currently 27.98%.

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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