Empowered Funds LLC Buys Shares of 34,877 BWX Technologies, Inc. $BWXT

Key Points

• Empowered Funds LLC initiated a BWX Technologies position by purchasing 34,877 shares valued at approximately $6.8 million. Institutional investors collectively own 94.39% of BWXT’s outstanding stock.
• BWX Technologies reported quarterly EPS of $1.07, exceeding estimates by $0.03, while revenue rose 18% year over year to $901.62 million. The company reaffirmed fiscal 2026 EPS guidance of $4.70–$4.80.
• BWXT declared a quarterly dividend of $0.27 per share, or $1.08 annualized, representing a 0.7% yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $224.20, despite several recent rating or target-price cuts.

Empowered Funds LLC purchased a new position in shares of BWX Technologies, Inc. (NYSE:BWXT - Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 34,877 shares of the technology company's stock, valued at approximately $6,789,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. United Capital Financial Advisors LLC acquired a new stake in shares of BWX Technologies in the second quarter valued at $615,000. Equitable Holdings Inc. acquired a new position in BWX Technologies in the 2nd quarter valued at about $1,538,000. Centaurus Financial Inc. acquired a new position in BWX Technologies in the 2nd quarter valued at about $399,000. Jefferies Financial Group Inc. purchased a new stake in BWX Technologies during the second quarter worth about $235,000. Finally, Public Employees Retirement System of Ohio purchased a new stake in BWX Technologies during the second quarter worth about $10,810,000. 94.39% of the stock is currently owned by hedge funds and other institutional investors.

BWX Technologies Stock Up 0.2%

Shares of BWX Technologies stock opened at $153.12 on Monday. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.51. BWX Technologies, Inc. has a 52-week low of $147.74 and a 52-week high of $241.82. The company has a market capitalization of $14.03 billion, a P/E ratio of 39.67, a P/E/G ratio of 2.39 and a beta of 0.76. The company has a 50 day moving average of $175.83 and a 200 day moving average of $195.75.

BWX Technologies (NYSE:BWXT - Get Free Report) last announced its quarterly earnings data on Monday, August 3rd. The technology company reported $1.07 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 for the quarter, compared to the consensus estimate of $902.41 million. During the same period in the prior year, the firm posted $1.02 EPS. The company's quarterly revenue was up 18.0% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. As a group, research analysts forecast that BWX Technologies, Inc. will post 4.75 EPS for the current fiscal year.

BWX Technologies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Tuesday, August 18th will be given a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, August 18th. BWX Technologies's dividend payout ratio (DPR) is 27.98%.

Wall Street Analyst Weigh In

Several research analysts have recently commented on BWXT shares. Wall Street Zen lowered shares of BWX Technologies from a "buy" rating to a "hold" rating in a research note on Saturday, August 8th. Wells Fargo & Company raised shares of BWX Technologies from an "underweight" rating to an "equal weight" rating and cut their target price for the stock from $200.00 to $170.00 in a research note on Thursday. Deutsche Bank Aktiengesellschaft upgraded shares of BWX Technologies from a "hold" rating to a "buy" rating and increased their target price for the stock from $205.00 to $255.00 in a report on Friday, May 15th. Truist Financial decreased their price target 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. Finally, Weiss Ratings downgraded shares of BWX Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Wednesday. Two analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, BWX Technologies currently has a consensus rating of "Moderate Buy" and an average price target of $224.20.

Insiders Place Their Bets

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 completion of the transaction, the chief executive officer directly owned 192,491 shares of the company's stock, valued at $33,204,697.50. This represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by insiders.

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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