Pinnbrook Capital Management LP Lowers Stock Position in BWX Technologies, Inc. $BWXT

Posted by Brian Himes on May 22nd, 2026

Pinnbrook Capital Management LP lessened its stake in BWX Technologies, Inc. (NYSE:BWXT – Free Report) by 59.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,828 shares of the technology company’s stock after selling 24,514 shares during the quarter. Pinnbrook Capital Management LP’s holdings in BWX Technologies were worth $2,909,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently modified their holdings of the stock. Goldman Sachs Group Inc. increased its holdings in BWX Technologies by 0.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 141,680 shares of the technology company’s stock worth $13,977,000 after buying an additional 371 shares in the last quarter. Caxton Associates LLP purchased a new position in BWX Technologies in the 1st quarter worth approximately $304,000. Flow Traders U.S. LLC purchased a new position in BWX Technologies in the 2nd quarter worth approximately $404,000. NewEdge Advisors LLC lifted its holdings in BWX Technologies by 670.0% in the 2nd quarter. NewEdge Advisors LLC now owns 7,030 shares of the technology company’s stock worth $1,013,000 after purchasing an additional 6,117 shares in the last quarter. Finally, Sei Investments Co. raised its holdings in shares of BWX Technologies by 44.9% during the 2nd quarter. Sei Investments Co. now owns 256,969 shares of the technology company’s stock worth $37,018,000 after acquiring an additional 79,646 shares in the last quarter. Hedge funds and other institutional investors own 94.39% of the company’s stock.

Insider Buying and Selling

In other BWX Technologies news, CAO Kevin James Gorman sold 1,344 shares of the business’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $214.71, for a total transaction of $288,570.24. Following the transaction, the chief accounting officer owned 114 shares of the company’s stock, valued at approximately $24,476.94. The trade was a 92.18% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Gerhard F. Burbach sold 1,983 shares of the business’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total value of $413,673.63. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 15,744 shares of company stock worth $3,256,101. 0.60% of the stock is currently owned by corporate insiders.

BWX Technologies Stock Performance

Shares of NYSE:BWXT opened at $202.51 on Friday. The company has a debt-to-equity ratio of 1.58, a current ratio of 2.40 and a quick ratio of 2.33. The business’s 50 day moving average price is $213.10 and its 200-day moving average price is $199.59. The firm has a market capitalization of $18.55 billion, a PE ratio of 54.15, a P/E/G ratio of 3.34 and a beta of 0.78. BWX Technologies, Inc. has a 1 year low of $106.22 and a 1 year high of $241.82.

BWX Technologies (NYSE:BWXT – Get Free Report) last released its quarterly earnings data on Monday, May 4th. The technology company reported $1.12 earnings per share for the quarter, topping analysts’ consensus estimates of $0.92 by $0.20. The company had revenue of $860.22 million for the quarter, compared to analyst estimates of $837.47 million. BWX Technologies had a return on equity of 31.33% and a net margin of 10.20%.The firm’s revenue for the quarter was up 26.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.91 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. As a group, equities research analysts expect that BWX Technologies, Inc. will post 4.71 earnings per share for the current fiscal year.

BWX Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Tuesday, May 19th will be paid a dividend of $0.27 per share. The ex-dividend date of this dividend is Tuesday, May 19th. This represents a $1.08 dividend on an annualized basis and a yield of 0.5%. BWX Technologies’s payout ratio is 28.88%.

Analyst Upgrades and Downgrades

BWXT has been the topic of several recent research reports. Truist Financial increased their price target on BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a report on Monday, May 11th. Wells Fargo & Company initiated coverage on BWX Technologies in a research report on Wednesday, April 1st. They set an “underweight” rating and a $200.00 price objective on the stock. TD Securities initiated coverage on BWX Technologies in a report on Thursday, March 12th. They issued a “buy” rating and a $230.00 price target for the company. Zacks Research downgraded BWX Technologies from a “strong-buy” rating to a “hold” rating in a report on Monday, May 11th. Finally, Deutsche Bank Aktiengesellschaft upgraded BWX Technologies from a “hold” rating to a “buy” rating and raised their price objective for the stock from $205.00 to $255.00 in a research note on Friday, May 15th. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $222.96.

Read Our Latest Stock Report on BWXT

BWX Technologies Profile

(Free Report)

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.