Snyder Capital Management L P Has $286.72 Million Stock Position in BWX Technologies, Inc. $BWXT

Key Points

• Snyder Capital Management L P trimmed its BWX stake by 5.4% to 1,555,146 shares valued at $286.72 million, making BWX its largest holding and representing 1.70% ownership of the company.
• Company insiders have been net sellers recently — CEO Rex D. Geveden sold 10,000 shares (~$2.03M) and insiders sold 13,327 shares totaling about $2.73M over the last 90 days, while insiders still own only 0.47% of the stock.
• Analysts are broadly positive: the consensus rating is a Moderate Buy with a $200.45 target, and BWX recently beat quarterly EPS and revenue estimates and set FY2026 guidance of $4.55–$4.70 EPS.

Snyder Capital Management L P trimmed its position in BWX Technologies, Inc. (NYSE:BWXT - Free Report) by 5.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,555,146 shares of the technology company's stock after selling 88,347 shares during the period. BWX Technologies makes up approximately 5.4% of Snyder Capital Management L P's investment portfolio, making the stock its largest holding. Snyder Capital Management L P owned 1.70% of BWX Technologies worth $286,722,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Invesco Ltd. lifted its stake in BWX Technologies by 139.0% in the 2nd quarter. Invesco Ltd. now owns 1,592,380 shares of the technology company's stock valued at $229,398,000 after acquiring an additional 926,117 shares in the last quarter. Artisan Partners Limited Partnership acquired a new stake in shares of BWX Technologies in the second quarter valued at approximately $183,859,000. Massachusetts Financial Services Co. MA lifted its position in shares of BWX Technologies by 26.0% in the third quarter. Massachusetts Financial Services Co. MA now owns 1,159,033 shares of the technology company's stock worth $213,691,000 after purchasing an additional 239,292 shares in the last quarter. Mawer Investment Management Ltd. boosted its holdings in BWX Technologies by 15.6% during the second quarter. Mawer Investment Management Ltd. now owns 900,449 shares of the technology company's stock worth $129,719,000 after purchasing an additional 121,498 shares during the last quarter. Finally, Raymond James Financial Inc. grew its position in BWX Technologies by 7.9% in the second quarter. Raymond James Financial Inc. now owns 707,602 shares of the technology company's stock valued at $101,937,000 after purchasing an additional 51,998 shares in the last quarter. 94.39% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, Director Gerhard F. Burbach sold 1,983 shares of BWX Technologies stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total transaction of $413,673.63. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Rex D. Geveden sold 10,000 shares of the company's stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the completion of the transaction, the chief executive officer owned 177,594 shares in the company, valued at $36,097,756.44. This trade represents a 5.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 13,327 shares of company stock valued at $2,734,844. Insiders own 0.47% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on BWXT shares. Bank of America raised their price objective on BWX Technologies from $220.00 to $230.00 and gave the company a "buy" rating in a report on Thursday, November 13th. Truist Financial set a $205.00 price target on BWX Technologies in a research report on Friday, January 9th. BNP Paribas Exane assumed coverage on BWX Technologies in a research note on Thursday, January 15th. They set a "neutral" rating and a $215.00 price objective on the stock. 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. Finally, BTIG Research upped their price target on shares of BWX Technologies from $225.00 to $235.00 and gave the stock a "buy" rating in a research report on Thursday, February 26th. Three investment analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $200.45.

BWX Technologies Price Performance

NYSE:BWXT opened at $205.69 on Thursday. The firm's fifty day moving average price is $200.29 and its two-hundred day moving average price is $188.23. The company has a debt-to-equity ratio of 1.64, a current ratio of 2.32 and a quick ratio of 2.25. The company has a market cap of $18.81 billion, a P/E ratio of 57.62, a P/E/G ratio of 3.36 and a beta of 0.83. BWX Technologies, Inc. has a one year low of $84.21 and a one year high of $220.57.

BWX Technologies (NYSE:BWXT - Get Free Report) last announced its earnings results on Monday, February 23rd. The technology company reported $1.08 EPS for the quarter, topping 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%. BWX Technologies's revenue was up 18.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.92 EPS. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. Equities analysts expect that BWX Technologies, Inc. will post 3.23 earnings per share for the current year.

BWX Technologies Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Wednesday, March 11th will be paid a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.5%. This is an increase from BWX Technologies's previous quarterly dividend of $0.25. The ex-dividend date is Wednesday, March 11th. BWX Technologies's dividend payout ratio is 30.25%.

BWX Technologies 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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