Covea Finance Has $26.14 Million Stock Holdings in BWX Technologies, Inc. $BWXT

26 Dec 2025, 05:03 by Teresa Graham · The Cerbat Gem

Covea Finance reduced its stake in shares of BWX Technologies, Inc. (NYSE:BWXT – Free Report) by 17.7% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 141,756 shares of the technology company’s stock after selling 30,500 shares during the period. Covea Finance’s holdings in BWX Technologies were worth $26,136,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of the stock. ARK Investment Management LLC increased its holdings in BWX Technologies by 426.5% during the 2nd quarter. ARK Investment Management LLC now owns 641,049 shares of the technology company’s stock worth $92,350,000 after purchasing an additional 519,285 shares in the last quarter. GAMMA Investing LLC boosted its position in shares of BWX Technologies by 29.6% during the second quarter. GAMMA Investing LLC now owns 2,071 shares of the technology company’s stock worth $298,000 after buying an additional 473 shares during the period. Sequoia Financial Advisors LLC grew its holdings in shares of BWX Technologies by 7.1% during the second quarter. Sequoia Financial Advisors LLC now owns 46,409 shares of the technology company’s stock worth $6,686,000 after buying an additional 3,087 shares in the last quarter. Curi RMB Capital LLC raised its position in BWX Technologies by 3.5% in the 1st quarter. Curi RMB Capital LLC now owns 70,384 shares of the technology company’s stock valued at $6,943,000 after buying an additional 2,379 shares during the last quarter. Finally, Police & Firemen s Retirement System of New Jersey lifted its stake in BWX Technologies by 4.7% in the 2nd quarter. Police & Firemen s Retirement System of New Jersey now owns 34,636 shares of the technology company’s stock valued at $4,990,000 after acquiring an additional 1,548 shares in the last quarter. Institutional investors own 94.39% of the company’s stock.

Insider Activity

In other news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $197.90, for a total transaction of $1,979,000.00. Following the completion of the transaction, the chief executive officer directly owned 187,594 shares in the company, valued at approximately $37,124,852.60. The trade was a 5.06% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.47% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

BWXT has been the topic of a number of recent research reports. Zacks Research downgraded shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a report on Monday, November 24th. Bank of America lifted their price target on shares of BWX Technologies from $220.00 to $230.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. CJS Securities upgraded shares of BWX Technologies to a “strong-buy” rating in a research note on Friday, December 12th. Northland Securities set a $225.00 price objective on BWX Technologies in a report on Tuesday, November 4th. Finally, BTIG Research upped their target price on BWX Technologies from $200.00 to $225.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Three investment analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $196.23.

Read Our Latest Analysis on BWX Technologies

BWX Technologies Stock Performance

Shares of BWXT stock opened at $178.15 on Friday. The company has a fifty day moving average price of $186.51 and a two-hundred day moving average price of $170.20. BWX Technologies, Inc. has a one year low of $84.21 and a one year high of $218.50. The stock has a market cap of $16.29 billion, a P/E ratio of 53.50, a P/E/G ratio of 3.47 and a beta of 0.85. The company has a debt-to-equity ratio of 1.21, a current ratio of 1.71 and a quick ratio of 1.62.

BWX Technologies (NYSE:BWXT – Get Free Report) last released its quarterly earnings data on Monday, November 3rd. The technology company reported $1.00 earnings per share for the quarter, topping the consensus estimate of $0.85 by $0.15. BWX Technologies had a net margin of 10.04% and a return on equity of 30.70%. The company had revenue of $866.29 million for the quarter, compared to analyst estimates of $795.48 million. During the same period in the previous year, the business earned $0.83 EPS. BWX Technologies’s revenue for the quarter was up 28.9% compared to the same quarter last year. BWX Technologies has set its FY 2025 guidance at 3.750-3.800 EPS. As a group, equities analysts predict that BWX Technologies, Inc. will post 3.23 EPS for the current year.

BWX Technologies Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Wednesday, November 19th were paid a $0.25 dividend. The ex-dividend date was Wednesday, November 19th. This represents a $1.00 annualized dividend and a yield of 0.6%. BWX Technologies’s dividend payout ratio is currently 30.03%.

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.