SG Americas Securities LLC Has $7.30 Million Stake in BWX Technologies, Inc. $BWXT

Posted by Brenda Bartman on Jun 28th, 2026

SG Americas Securities LLC reduced its position in shares of BWX Technologies, Inc. (NYSE:BWXT – Free Report) by 17.7% in the 1st quarter, HoldingsChannel.com reports. The firm owned 35,679 shares of the technology company’s stock after selling 7,682 shares during the quarter. SG Americas Securities LLC’s holdings in BWX Technologies were worth $7,296,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Invesco Ltd. grew its holdings in BWX Technologies by 0.7% in the 4th quarter. Invesco Ltd. now owns 2,568,117 shares of the technology company’s stock valued at $443,873,000 after buying an additional 18,967 shares in the last quarter. 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. Geode Capital Management LLC boosted its position in shares of BWX Technologies by 3.9% in the fourth quarter. Geode Capital Management LLC now owns 1,857,716 shares of the technology company’s stock valued at $321,176,000 after acquiring an additional 69,857 shares during the period. Alkeon Capital Management LLC boosted its position in shares of BWX Technologies by 163.0% in the third quarter. Alkeon Capital Management LLC now owns 1,578,048 shares of the technology company’s stock valued at $290,945,000 after acquiring an additional 978,000 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. 94.39% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts recently commented on BWXT shares. Seaport Research Partners raised shares of BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price target on the stock in a research report on Monday, June 22nd. Deutsche Bank Aktiengesellschaft upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating and increased their target price for the stock from $205.00 to $255.00 in a research report on Friday, May 15th. TD Cowen started coverage on shares of BWX Technologies in a report on Thursday, March 12th. They set a “buy” rating and a $230.00 target price on the stock. Weiss Ratings reiterated a “buy (b-)” rating on shares of BWX Technologies in a research note on Friday, May 22nd. Finally, Bank of America increased their price target on BWX Technologies from $230.00 to $250.00 and gave the stock a “buy” rating in a research report on Wednesday, March 25th. Two research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, BWX Technologies presently has a consensus rating of “Moderate Buy” and a consensus price target of $228.00.

Check Out Our Latest Stock Analysis on BWX Technologies

Insider Buying and Selling at BWX Technologies

In other BWX Technologies news, CFO Michael Thomas Fitzgerald sold 2,417 shares of the firm’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $209.25, for a total value of $505,757.25. Following the sale, the chief financial officer owned 6,884 shares of the company’s stock, valued at approximately $1,440,477. This trade represents a 25.99% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $204.81, for a total value of $2,048,100.00. Following the completion of the transaction, the chief executive officer owned 202,491 shares in the company, valued at approximately $41,472,181.71. The trade was a 4.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by corporate insiders.

BWX Technologies Price Performance

BWXT stock opened at $197.95 on Friday. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.58. BWX Technologies, Inc. has a 12 month low of $133.84 and a 12 month high of $241.82. The firm has a market cap of $18.13 billion, a P/E ratio of 52.93, a P/E/G ratio of 3.34 and a beta of 0.73. The company’s 50-day moving average price is $204.90 and its two-hundred day moving average price is $201.88.

BWX Technologies (NYSE:BWXT – Get Free Report) last issued its quarterly earnings results 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 during the quarter, compared to the consensus estimate of $837.47 million. BWX Technologies had a net margin of 10.20% and a return on equity of 31.33%. The firm’s quarterly revenue was up 26.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.91 EPS. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. On average, analysts anticipate that BWX Technologies, Inc. will post 4.6 earnings per share for the current fiscal year.

BWX Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Tuesday, May 19th were paid a dividend of $0.27 per share. The ex-dividend date was Tuesday, May 19th. This represents a $1.08 annualized dividend and a yield of 0.5%. BWX Technologies’s dividend payout ratio is presently 28.88%.

About BWX Technologies

(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.