Sumitomo Mitsui Trust Group Inc. Sells 16,062 Shares of BWX Technologies, Inc. $BWXT

Key Points

• Sumitomo Mitsui Trust Group reduced its BWX stake by 5.8%, selling 16,062 shares and retaining 263,172 shares worth about $45.5 million (0.29% ownership).
• BWXT beat Q4 expectations with $1.08 EPS vs. $0.91 and revenue of $885.8M (+18.7% y/y), and issued FY2026 guidance of 4.55–4.70 EPS.
• Insiders have been selling, notably CEO Rex Geveden (10,000 shares) and a director (1,983 shares); insiders sold 13,327 shares (~$2.73M) over the last 90 days.

Sumitomo Mitsui Trust Group Inc. reduced its position in BWX Technologies, Inc. (NYSE:BWXT - Free Report) by 5.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 263,172 shares of the technology company's stock after selling 16,062 shares during the period. Sumitomo Mitsui Trust Group Inc. owned 0.29% of BWX Technologies worth $45,487,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Aventura Private Wealth LLC bought a new stake in BWX Technologies in the 4th quarter valued at about $29,000. Strategic Advocates LLC bought a new stake in BWX Technologies in the 3rd quarter valued at about $32,000. Global Trust Asset Management LLC bought a new stake in BWX Technologies in the 3rd quarter valued at about $32,000. Strategic Investment Solutions Inc. IL raised its stake in BWX Technologies by 300.0% in the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 200 shares of the technology company's stock valued at $37,000 after acquiring an additional 150 shares during the period. Finally, WFA of San Diego LLC bought a new stake in BWX Technologies in the 2nd quarter valued at about $29,000. 94.39% of the stock is currently owned by institutional investors.

Insider Transactions at BWX Technologies

In other news, Director Gerhard F. Burbach sold 1,983 shares of the business's stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total transaction of $413,673.63. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Rex D. Geveden sold 10,000 shares of the business's stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $203.26, for a total value of $2,032,600.00. Following the transaction, the chief executive officer directly owned 177,594 shares of the company's stock, valued at $36,097,756.44. The trade was a 5.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 13,327 shares of company stock valued at $2,734,844. 0.60% of the stock is owned by corporate insiders.

BWX Technologies Trading Up 0.2%

Shares of BWXT opened at $238.65 on Thursday. The business's 50-day moving average price is $207.51 and its 200-day moving average price is $197.11. BWX Technologies, Inc. has a twelve month low of $99.63 and a twelve month high of $240.41. The stock has a market cap of $21.86 billion, a PE ratio of 66.85, a P/E/G ratio of 4.11 and a beta of 0.80. The company has a quick ratio of 2.25, a current ratio of 2.32 and a debt-to-equity ratio of 1.64.

BWX Technologies (NYSE:BWXT - Get Free Report) last announced its quarterly earnings results on Monday, February 23rd. The technology company reported $1.08 earnings per share for the quarter, beating the consensus estimate of $0.91 by $0.17. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.The firm had revenue of $885.84 million for the quarter, compared to analysts' expectations of $837.47 million. During the same period in the prior year, the business posted $0.92 earnings per share. The company's revenue was up 18.7% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. On average, equities analysts forecast that BWX Technologies, Inc. will post 3.23 EPS for the current fiscal year.

BWX Technologies Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Wednesday, March 11th were issued a dividend of $0.27 per share. The ex-dividend date of this dividend was Wednesday, March 11th. This is a positive change from BWX Technologies's previous quarterly dividend of $0.25. This represents a $1.08 annualized dividend and a dividend yield of 0.5%. BWX Technologies's payout ratio is presently 30.25%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the company. Weiss Ratings upgraded BWX Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Wednesday, February 25th. Wells Fargo & Company began coverage on BWX Technologies in a research note on Wednesday, April 1st. They issued an "underweight" rating and a $200.00 price objective on the stock. Wall Street Zen cut BWX Technologies from a "buy" rating to a "hold" rating in a research report on Saturday, February 28th. TD Securities began coverage on BWX Technologies in a research report on Thursday, March 12th. They set a "buy" rating and a $230.00 price target on the stock. Finally, Bank of America upped their price target on BWX Technologies from $230.00 to $250.00 and gave the company a "buy" rating in a research report on Wednesday, March 25th. Three research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, BWX Technologies currently has an average rating of "Moderate Buy" and a consensus price target of $207.60.

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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