Flputnam Investment Management Co. Purchases New Stake in BWX Technologies, Inc. $BWXT

Key Points

• Flputnam Investment Management acquired 14,497 BWX Technologies shares in the second quarter, valued at approximately $2.82 million. Institutional investors collectively own 94.39% of the company.
• 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 maintained fiscal 2026 EPS guidance of $4.70–$4.80.
• Analysts maintain a generally positive outlook, with a “Moderate Buy” consensus and an average price target of $227.20 versus the stock’s reported $173.14 opening price. BWXT also declared a quarterly dividend of $0.27 per share, representing a 0.6% annualized yield.

Flputnam Investment Management Co. acquired a new position in shares of BWX Technologies, Inc. (NYSE:BWXT - Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 14,497 shares of the technology company's stock, valued at approximately $2,822,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Goldman Sachs Group Inc. lifted its stake in BWX Technologies by 0.3% in the first quarter. Goldman Sachs Group Inc. now owns 141,680 shares of the technology company's stock valued at $13,977,000 after purchasing an additional 371 shares during the last quarter. Caxton Associates LLP purchased a new stake in shares of BWX Technologies during the 1st quarter valued at approximately $304,000. Flow Traders U.S. LLC bought a new position in BWX Technologies in the 2nd quarter worth approximately $404,000. NewEdge Advisors LLC boosted its holdings in shares of BWX Technologies by 670.0% in the second quarter. NewEdge Advisors LLC now owns 7,030 shares of the technology company's stock worth $1,013,000 after acquiring an additional 6,117 shares during the period. Finally, Sei Investments Co. grew its position in shares of BWX Technologies by 44.9% in the second quarter. Sei Investments Co. now owns 256,969 shares of the technology company's stock valued at $37,018,000 after purchasing an additional 79,646 shares in the last quarter. 94.39% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at BWX Technologies

In other news, CEO Rex D. Geveden sold 10,000 shares of the business'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 value of $1,725,000.00. Following the completion of the sale, the chief executive officer directly owned 192,491 shares in the company, valued at approximately $33,204,697.50. The trade was a 4.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.60% of the company's stock.

BWX Technologies Stock Performance

BWX Technologies stock opened at $173.14 on Monday. BWX Technologies, Inc. has a fifty-two week low of $157.10 and a fifty-two week high of $241.82. The company has a debt-to-equity ratio of 1.51, a quick ratio of 2.33 and a current ratio of 2.40. The stock has a market cap of $15.86 billion, a P/E ratio of 44.86, a price-to-earnings-growth ratio of 2.71 and a beta of 0.76. The firm's fifty day moving average price is $183.41 and its 200-day moving average price is $199.02.

BWX Technologies (NYSE:BWXT - Get Free Report) last released its earnings results 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 return on equity of 30.83% and a net margin of 10.11%.The business had revenue of $901.62 million for the quarter, compared to analysts' expectations of $902.41 million. During the same quarter in the prior year, the firm earned $1.02 earnings per share. The firm'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 research analysts expect that BWX Technologies, Inc. will post 4.75 earnings per share for the current fiscal year.

BWX Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Tuesday, August 18th will be given a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Tuesday, August 18th. BWX Technologies's dividend payout ratio (DPR) is presently 27.98%.

Analysts Set New Price Targets

BWXT has been the topic of a number of recent research reports. Weiss Ratings raised BWX Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a report on Wednesday. Wall Street Zen lowered shares of BWX Technologies from a "buy" rating to a "hold" rating in a research report on Saturday, August 8th. BTIG Research reaffirmed a "buy" rating and set a $235.00 target price on shares of BWX Technologies in a report on Tuesday, August 4th. JPMorgan Chase & Co. assumed coverage on shares of BWX Technologies in a research note on Monday, July 27th. They issued an "overweight" rating and a $230.00 target price on the stock. Finally, Truist Financial decreased their price target on shares of BWX Technologies from $212.00 to $202.00 and set a "hold" rating on the stock in a report on Friday. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, BWX Technologies has an average rating of "Moderate Buy" and an average price target of $227.20.

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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