BWX TechnologiesBWXT
About: BWX Technologies Inc is a specialty manufacturer & service provider of nuclear components. It operates in two segments. The government Operations segment consists of legacy Nuclear Operations Group & Nuclear Services Group segments with certain research & development activities in the areas of advanced reactors & advanced manufacturing. The commercial Operations segment consists of the legacy Nuclear Power Group segment with certain research and development & commercialization activities in the areas of medical & industrial radioisotopes & radiopharmaceuticals. The majority is from the Government Operations segment. Geographically, it operates in the United States, Canada & United Kingdom, out of which the majority is from the United States.
Employees: 7,800
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
117% more call options, than puts
Call options by funds: $25.6M | Put options by funds: $11.8M
24% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 63
3% more funds holding
Funds holding: 476 [Q1] → 491 (+15) [Q2]
9% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 165
0% more funds holding in top 10
Funds holding in top 10: 7 [Q1] → 7 (+0) [Q2]
0.72% less ownership
Funds ownership: 93.14% [Q1] → 92.42% (-0.72%) [Q2]
8% less capital invested
Capital invested by funds: $8.72B [Q1] → $8.03B (-$696M) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Deutsche Bank Scott Deuschle 82% 1-year accuracy 27 / 33 met price target | 11%upside $129 | Buy Maintained | 3 Oct 2024 |
Deutsche Bank Scott Deuschle 82% 1-year accuracy 27 / 33 met price target | 3%downside $113 | Buy Maintained | 6 Aug 2024 |
Barclays David Strauss 74% 1-year accuracy 14 / 19 met price target | 23%downside $90 | Underweight Downgraded | 25 Jul 2024 |