New York State Teachers Retirement System Sells 2,973 Shares of BWX Technologies, Inc. $BWXT

Posted by George Bondi on Jul 7th, 2026

New York State Teachers Retirement System lowered its position in shares of BWX Technologies, Inc. (NYSE:BWXT – Free Report) by 7.1% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 38,636 shares of the technology company’s stock after selling 2,973 shares during the quarter. New York State Teachers Retirement System’s holdings in BWX Technologies were worth $7,901,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the company. Mirae Asset Global Investments Co. Ltd. bought a new position in shares of BWX Technologies in the fourth quarter valued at about $9,754,000. Massachusetts Financial Services Co. MA grew its holdings in BWX Technologies by 18.7% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 1,375,740 shares of the technology company’s stock worth $237,783,000 after acquiring an additional 216,707 shares during the last quarter. MGO One Seven LLC increased its position in BWX Technologies by 354.7% in the 4th quarter. MGO One Seven LLC now owns 17,695 shares of the technology company’s stock valued at $3,058,000 after acquiring an additional 13,803 shares in the last quarter. Intech Investment Management LLC increased its position in BWX Technologies by 22.7% in the 4th quarter. Intech Investment Management LLC now owns 32,668 shares of the technology company’s stock valued at $5,646,000 after acquiring an additional 6,053 shares in the last quarter. Finally, Granahan Investment Management LLC bought a new position in shares of BWX Technologies in the third quarter worth about $1,941,000. 94.39% of the stock is owned by institutional investors.

Insiders Place Their Bets

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

BWX Technologies Trading Down 4.5%

NYSE:BWXT traded down $8.79 on Tuesday, hitting $188.10. 75,600 shares of the stock were exchanged, compared to its average volume of 1,025,122. The company has a debt-to-equity ratio of 1.58, a quick ratio of 2.33 and a current ratio of 2.40. BWX Technologies, Inc. has a 52 week low of $133.84 and a 52 week high of $241.82. The stock has a market capitalization of $17.23 billion, a price-to-earnings ratio of 50.29, a P/E/G ratio of 3.22 and a beta of 0.74. The company’s 50-day moving average price is $200.87 and its 200 day moving average price is $202.69.

BWX Technologies (NYSE:BWXT – Get Free Report) last issued its earnings results on Monday, May 4th. The technology company reported $1.12 earnings per share (EPS) for the quarter, beating the consensus estimate 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 net margin of 10.20% and a return on equity of 31.33%. The company’s revenue for the quarter was up 26.1% on a year-over-year basis. During the same quarter last year, the firm earned $0.91 EPS. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. On average, equities research analysts forecast that BWX Technologies, Inc. will post 4.6 earnings per share for the current 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 issued a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Tuesday, May 19th. BWX Technologies’s payout ratio is currently 28.88%.

Wall Street Analysts Forecast Growth

BWXT has been the topic of a number of research reports. Wells Fargo & Company initiated coverage on shares of BWX Technologies in a research report on Wednesday, April 1st. They set an “underweight” rating and a $200.00 target price on the stock. TD Cowen began coverage on shares of BWX Technologies in a report on Thursday, March 12th. They issued a “buy” rating and a $230.00 price target for the company. TD Securities started coverage on shares of BWX Technologies in a research report on Thursday, March 12th. They issued a “buy” rating and a $230.00 price objective for the company. Wall Street Zen raised BWX Technologies from a “hold” rating to a “buy” rating in a report on Saturday, May 9th. Finally, Deutsche Bank Aktiengesellschaft raised BWX Technologies from a “hold” rating to a “buy” rating and upped their price objective for the stock from $205.00 to $255.00 in a report on Friday, May 15th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $228.00.

Read Our Latest Report on BWX Technologies

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.