Dimensional Fund Advisors LP Lowers Position in BWX Technologies, Inc. $BWXT

Key Points

• Dimensional Fund Advisors trimmed its stake in BWX Technologies by 23.5% to 845,912 shares (about $155.96M), and institutional investors now own roughly 94.39% of the company.
• BWXT beat quarterly expectations with $1.08 EPS vs. $0.91 consensus and $885.8M in revenue (up 18.7% year‑over‑year), and set FY2026 guidance of 4.550–4.700 EPS versus analysts' ~3.23 estimate.
• The company raised its quarterly dividend to $0.27 (annualized $1.08, ~0.5% yield), while insiders — including CEO Rex Geveden — have recently sold shares (10,000 by the CEO; insiders sold ~13,327 shares worth $2.73M over 90 days).

Dimensional Fund Advisors LP cut its stake in shares of BWX Technologies, Inc. (NYSE:BWXT - Free Report) by 23.5% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 845,912 shares of the technology company's stock after selling 259,816 shares during the period. Dimensional Fund Advisors LP owned 0.93% of BWX Technologies worth $155,961,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in BWXT. Goldman Sachs Group Inc. raised its holdings in shares of BWX Technologies by 0.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 141,680 shares of the technology company's stock worth $13,977,000 after purchasing an additional 371 shares during the period. Caxton Associates LLP purchased a new stake in shares of BWX Technologies during the 1st quarter worth about $304,000. Moors & Cabot Inc. acquired a new stake in BWX Technologies during the 2nd quarter worth approximately $251,000. Resona Asset Management Co. Ltd. purchased a new position in BWX Technologies in the second quarter valued at approximately $340,000. Finally, Modera Wealth Management LLC purchased a new position in BWX Technologies in the second quarter valued at approximately $236,000. Hedge funds and other institutional investors own 94.39% of the company's stock.

BWX Technologies Trading Up 2.8%

BWXT opened at $200.73 on Tuesday. The firm's 50 day moving average is $201.54 and its 200-day moving average is $189.03. BWX Technologies, Inc. has a 52-week low of $84.21 and a 52-week high of $220.57. 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 firm has a market capitalization of $18.35 billion, a P/E ratio of 56.23, a P/E/G ratio of 3.19 and a beta of 0.83.

BWX Technologies (NYSE:BWXT - Get Free Report) last announced its earnings results on Monday, February 23rd. The technology company reported $1.08 earnings per share for the quarter, beating the consensus estimate of $0.91 by $0.17. The business had revenue of $885.84 million during the quarter, compared to the consensus estimate of $837.47 million. BWX Technologies had a net margin of 10.28% and a return on equity of 30.94%. The business's quarterly revenue was up 18.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.92 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. Analysts expect that BWX Technologies, Inc. will post 3.23 EPS for the current fiscal year.

BWX Technologies Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Wednesday, March 11th will be given a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Wednesday, March 11th. This is an increase from BWX Technologies's previous quarterly dividend of $0.25. BWX Technologies's dividend payout ratio is currently 28.01%.

Analyst Ratings Changes

BWXT has been the subject of several research reports. BNP Paribas Exane started coverage on shares of BWX Technologies in a research note on Thursday, January 15th. They set a "neutral" rating and a $215.00 price objective for the company. Weiss Ratings raised shares of BWX Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Wednesday, February 25th. CJS Securities upgraded shares of BWX Technologies to a "strong-buy" rating in a report on Friday, December 12th. Bank of America upped their price target on shares of BWX Technologies from $220.00 to $230.00 and gave the stock a "buy" rating in a research report on Thursday, November 13th. Finally, Wall Street Zen downgraded BWX Technologies from a "buy" rating to a "hold" rating in a report on Saturday, February 28th. Three equities research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $200.45.

Insider Activity

In other BWX Technologies news, Director Gerhard F. Burbach sold 1,983 shares of the firm's stock in a transaction that occurred on 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 document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $203.26, for a total value 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. This represents a 5.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 13,327 shares of company stock worth $2,734,844 over the last ninety days. Corporate insiders own 0.47% of the company's stock.

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.

Want to see what other hedge funds are holding BWXT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for BWX Technologies, Inc. (NYSE:BWXT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.