Sequoia Financial Advisors LLC Acquires 9,425 Shares of BWX Technologies, Inc. $BWXT

Key Points

• Sequoia Financial Advisors increased its BWX Technologies stake by 18.3% in the second quarter, acquiring 9,425 shares for a total holding of 60,999 shares valued at approximately $11.9 million. Institutional investors collectively own 94.39% of the company.
• BWX Technologies reported quarterly EPS of $1.07, exceeding expectations of $1.04, 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 carries a “Moderate Buy” consensus rating with an average analyst price target of $220.27, compared with a recent price of $152.23. CEO Rex Geveden sold 10,000 shares for $1.725 million under a pre-arranged trading plan.

Sequoia Financial Advisors LLC boosted its stake in BWX Technologies, Inc. (NYSE:BWXT - Free Report) by 18.3% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 60,999 shares of the technology company's stock after acquiring an additional 9,425 shares during the period. Sequoia Financial Advisors LLC owned 0.07% of BWX Technologies worth $11,873,000 as of its most recent filing with the SEC.

Other large investors also recently added to or reduced their stakes in the company. M.D. Sass LLC purchased a new position in BWX Technologies in the 2nd quarter worth approximately $2,619,000. Ranger Investment Management L.P. bought a new stake in BWX Technologies during the first quarter worth about $11,991,000. Intech Investment Management LLC boosted its holdings in shares of BWX Technologies by 22.7% in the 4th quarter. Intech Investment Management LLC now owns 32,668 shares of the technology company's stock worth $5,646,000 after purchasing an additional 6,053 shares in the last quarter. Silvant Capital Management LLC purchased a new position in shares of BWX Technologies during the 2nd quarter valued at about $6,574,000. Finally, Mizuho Markets Americas LLC bought a new stake in BWX Technologies in the 4th quarter worth approximately $36,097,000. Hedge funds and other institutional investors own 94.39% of the company's stock.

Insider Buying and Selling

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction dated 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 transaction, the chief executive officer owned 192,491 shares of the company's stock, valued at approximately $33,204,697.50. This represents a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 Price Performance

BWXT opened at $152.23 on Friday. The stock has a 50-day moving average price of $168.24 and a 200-day moving average price of $192.93. BWX Technologies, Inc. has a 1 year low of $147.74 and a 1 year high of $241.82. 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 has a market cap of $13.95 billion, a PE ratio of 39.44, a P/E/G ratio of 2.45 and a beta of 0.75.

BWX Technologies (NYSE:BWXT - Get Free Report) last released its quarterly earnings data on Monday, August 3rd. The technology company reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate 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 period in the prior year, the firm posted $1.02 EPS. The firm's quarterly 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. Sell-side analysts predict that BWX Technologies, Inc. will post 4.75 earnings per share for the current fiscal year.

BWX Technologies Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Tuesday, August 18th were paid a dividend of $0.27 per share. The ex-dividend date was Tuesday, August 18th. This represents a $1.08 dividend on an annualized basis and a yield of 0.7%. BWX Technologies's payout ratio is currently 27.98%.

Analysts Set New Price Targets

Several analysts have weighed in on the stock. Truist Financial lowered 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 note on Friday, August 14th. JPMorgan Chase & Co. began coverage on BWX Technologies in a research report on Monday, July 27th. They issued an "overweight" rating and a $230.00 price objective for the company. Deutsche Bank Aktiengesellschaft raised shares of BWX Technologies from a "hold" rating to a "buy" rating and lifted their target price for the stock from $205.00 to $255.00 in a research note on Friday, May 15th. Jefferies Financial Group began coverage on shares of BWX Technologies in a research report on Thursday, September 3rd. They issued a "buy" rating and a $181.00 price objective on the stock. Finally, BTIG Research reissued a "buy" rating and issued a $235.00 target price on shares of BWX Technologies in a research note on Tuesday, August 4th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $220.27.

BWX Technologies Company Profile

BWX Technologies, Inc NYSE: BWXT is a technology and manufacturing company that specializes in nuclear components, systems and services. The company primarily serves government and commercial customers in the nuclear energy, national security and medical markets.

BWXT is a major supplier to the U.S. government and supports the U.S. Navy's nuclear propulsion program by designing and manufacturing nuclear reactors and related components for naval vessels. Its offerings also include nuclear fuel, reactor components, engineering and maintenance services, and technologies intended for advanced and small modular reactors.

Through its commercial and medical businesses, BWXT provides nuclear equipment and services for civilian power generation, produces medical radioisotopes and related technologies, and supports research and other specialized applications.

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