Denali Advisors LLC Purchases Shares of 7,114 BWX Technologies, Inc. $BWXT

Key Points

• Denali Advisors acquired 7,114 BWX Technologies shares worth approximately $1.385 million, while several other institutions also initiated positions. Institutional investors collectively own 94.39% of BWXT.
• BWXT reported quarterly EPS of $1.07, beating estimates by $0.03, while revenue rose 18% year over year to $901.62 million. The company maintained fiscal 2026 EPS guidance of $4.70–$4.80.
• The stock opened at $162.31, well below its 50-day and 200-day moving averages, but analysts maintain a consensus “Moderate Buy” rating with a $227.20 target price. BWXT also declared a quarterly dividend of $0.27 per share.

Denali Advisors LLC acquired a new position in BWX Technologies, Inc. (NYSE:BWXT - Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 7,114 shares of the technology company's stock, valued at approximately $1,385,000.

A number of other large investors have also recently made changes to their positions in BWXT. Compass Wealth Management LLC purchased a new position in shares of BWX Technologies during the second quarter valued at approximately $3,083,000. Danske Bank A S purchased a new stake in BWX Technologies in the second quarter worth $1,147,000. Diversify Advisory Services LLC bought a new stake in BWX Technologies in the second quarter valued at $968,000. Wealthfront Advisers LLC bought a new stake in BWX Technologies in the second quarter valued at $246,000. Finally, M.D. Sass LLC purchased a new position in BWX Technologies during the 2nd quarter valued at $2,619,000. 94.39% of the stock is currently owned by institutional investors.

BWX Technologies Stock Down 1.6%

NYSE:BWXT opened at $162.31 on Thursday. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33. The firm's 50-day moving average price is $182.20 and its 200-day moving average price is $198.03. The company has a market capitalization of $14.87 billion, a PE ratio of 42.05, a P/E/G ratio of 2.58 and a beta of 0.76. BWX Technologies, Inc. has a 1-year low of $157.10 and a 1-year high of $241.82.

BWX Technologies (NYSE:BWXT - Get Free Report) last issued its quarterly earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.04 by $0.03. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The company had revenue of $901.62 million during the quarter, compared to analysts' expectations of $902.41 million. During the same period last year, the company posted $1.02 EPS. BWX Technologies's revenue was up 18.0% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. On average, equities analysts predict that BWX Technologies, Inc. will post 4.75 EPS for the current fiscal year.

BWX Technologies Announces Dividend

The business also recently declared 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. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, August 18th. BWX Technologies's payout ratio is currently 27.98%.

Insider Activity at BWX Technologies

In related news, CEO Rex D. Geveden sold 10,000 shares of the company's stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $172.50, for a total value of $1,725,000.00. Following the sale, the chief executive officer owned 192,491 shares in the company, valued at $33,204,697.50. This represents a 4.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on BWXT shares. Truist Financial dropped their target price on shares of BWX Technologies from $212.00 to $202.00 and set a "hold" rating for the company in a research report on Friday, August 14th. Weiss Ratings upgraded shares of BWX Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Wednesday, August 12th. Seaport Research Partners raised shares of BWX Technologies from a "neutral" rating to a "buy" rating and set a $245.00 price target for the company in a research note on Monday, June 22nd. Zacks Research lowered shares of BWX Technologies from a "strong-buy" rating to a "hold" rating in a report on Monday, May 11th. Finally, Deutsche Bank Aktiengesellschaft raised BWX Technologies from a "hold" rating to a "buy" rating and lifted their price objective for the company from $205.00 to $255.00 in a research report on Friday, May 15th. Two equities 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 issued a Sell rating to the company's stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $227.20.

BWX Technologies 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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