Segra Capital Management LLC Purchases 355,136 Shares of BWX Technologies, Inc. $BWXT

Key Points

• Segra Capital Management acquired 355,136 BWX Technologies shares worth approximately $48.7 million, making BWXT about 4.9% of its portfolio. Institutional investors collectively own 94.39% of the company.
• Analysts maintain a generally positive outlook, with a “Moderate Buy” consensus and an average price target of $208.33, although several firms recently lowered their targets. The CEO also sold 10,000 shares under a prearranged trading plan.
• BWXT reported quarterly revenue growth of 18% and earnings of $1.07 per share, ahead of estimates, while issuing fiscal 2026 EPS guidance of $4.70–$4.80. Shares recently traded at $146.79, well below their 52-week high of $241.82.

Segra Capital Management LLC acquired a new stake in BWX Technologies, Inc. (NYSE:BWXT - Free Report) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 355,136 shares of the technology company's stock, valued at approximately $48,654,000. BWX Technologies comprises approximately 4.9% of Segra Capital Management LLC's investment portfolio, making the stock its 5th largest position. Segra Capital Management LLC owned 0.39% of BWX Technologies at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in BWXT. BlackRock Inc. acquired a new stake in BWX Technologies during the 2nd quarter worth approximately $2,359,895,000. Franklin Resources Inc. lifted its holdings in shares of BWX Technologies by 2.4% during the fourth quarter. Franklin Resources Inc. now owns 2,258,282 shares of the technology company's stock worth $390,321,000 after buying an additional 53,594 shares in the last quarter. First Trust Advisors LP lifted its holdings in shares of BWX Technologies by 12.2% during the first quarter. First Trust Advisors LP now owns 1,391,079 shares of the technology company's stock worth $284,462,000 after buying an additional 151,580 shares in the last quarter. Bank of New York Mellon Corp boosted its position in shares of BWX Technologies by 8.4% in the first quarter. Bank of New York Mellon Corp now owns 1,283,997 shares of the technology company's stock valued at $262,565,000 after acquiring an additional 99,053 shares during the period. Finally, Blair William & Co. IL grew its stake in shares of BWX Technologies by 20.9% in the fourth quarter. Blair William & Co. IL now owns 1,439,666 shares of the technology company's stock valued at $248,832,000 after acquiring an additional 248,598 shares in the last quarter. Institutional investors own 94.39% of the company's stock.

Analysts Set New Price Targets

A number of analysts have issued reports on BWXT shares. Bank of America cut their price objective on shares of BWX Technologies from $250.00 to $210.00 and set a "buy" rating for the company in a report on Wednesday, September 30th. BNP Paribas Exane decreased their target price on shares of BWX Technologies from $190.00 to $165.00 and set a "neutral" rating on the stock in a report on Thursday, September 24th. Wells Fargo & Company upgraded shares of BWX Technologies from an "underweight" rating to an "equal weight" rating and dropped their target price for the company from $200.00 to $170.00 in a research report on Thursday, August 27th. JPMorgan Chase & Co. started coverage on shares of BWX Technologies in a research report on Monday, July 27th. They set an "overweight" rating and a $230.00 price target on the stock. Finally, Weiss Ratings downgraded shares of BWX Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Wednesday, August 26th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $208.33.

Insiders Place Their Bets

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the company'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 transaction, the chief executive officer directly owned 192,491 shares in the company, valued at approximately $33,204,697.50. This represents a 4.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by insiders.

More BWX Technologies News

Here are the key news stories impacting BWX Technologies this week:

• Positive Sentiment: New Canadian microreactor project: Prodigy Clean Energy, Pabineau First Nation and Eel River Bar First Nation selected BWXT’s BANR microreactor technology for a proposed transportable nuclear power plant in Belledune, New Brunswick. The project could feature up to 50 megawatts of electric capacity and expands BWXT’s commercial nuclear opportunity beyond its established U.S. Navy business. BWXT's BANR Microreactor Chosen for Canadian Transportable Nuclear Power Plant Project
• Positive Sentiment: Navy fuel deal adds support: BWXT reportedly won a U.S. Navy fuel contract, highlighting continued demand from its core defense business. The Navy’s long-term nuclear propulsion requirements provide recurring revenue visibility and may help offset the longer development timelines associated with commercial nuclear projects. BWXT wins Navy fuel deal as BWX Technologies stock gets Buy
• Positive Sentiment: Analysts see substantial growth potential: A recent bullish analysis points to a backlog exceeding $8.4 billion and forecasts high-teens commercial revenue growth and more than 20% EBITDA growth through 2030. Those expectations support the view that BWXT’s commercial nuclear, special materials and advanced-fuel businesses could become significant growth engines. BWX Technologies: This Nuclear Growth Engine Is Still Underestimated
• Neutral Sentiment: Stock remains volatile: BWXT recently reached a new 52-week low and has experienced a roughly 27% pullback. The decline reflects investor concern about volatility in defense and nuclear-related shares rather than a clearly reported deterioration in the company’s operating results. BWX Technologies Reaches New 52-Week Low
• Negative Sentiment: Execution and valuation risks remain: BWXT trades at a relatively elevated earnings multiple, while the bullish growth outlook depends on successfully delivering new reactors, contracts and commercial nuclear projects. Delays, cost overruns or slower contract conversion could limit any recovery in the stock.

BWX Technologies Price Performance

Shares of NYSE BWXT traded up $11.44 during midday trading on Tuesday, reaching $146.79. 944,673 shares of the company were exchanged, compared to its average volume of 1,042,050. BWX Technologies, Inc. has a one year low of $131.86 and a one year high of $241.82. The stock has a market cap of $13.45 billion, a P/E ratio of 38.03, a PEG ratio of 2.06 and a beta of 0.74. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.51. The stock's 50-day moving average price is $155.37 and its 200-day moving average price is $185.67.

BWX Technologies (NYSE:BWXT - Get Free Report) last issued its quarterly earnings data on Monday, August 3rd. The technology company reported $1.07 earnings per share for the quarter, topping 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 analyst estimates of $902.41 million. During the same quarter in the previous year, the company posted $1.02 EPS. BWX Technologies'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. On average, sell-side analysts anticipate that BWX Technologies, Inc. will post 4.75 earnings per share for the current fiscal year.

BWX Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Tuesday, August 18th were issued a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Tuesday, August 18th. BWX Technologies's dividend payout ratio (DPR) is 27.98%.

BWX Technologies Company Profile

BWX Technologies, Inc NYSE: BWXT is a provider of nuclear components, systems and services for government and commercial customers. The company is best known for designing and manufacturing nuclear reactors and related components for the U.S. Navy's nuclear-powered aircraft carriers and submarines. It also supports the nuclear fuel cycle and provides engineering, manufacturing, maintenance and technical services for nuclear facilities.

BWXT serves the U.S. government, commercial nuclear power producers, research institutions and customers in the healthcare and space industries.

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