Evergreen Capital Management 13F: Adds $3.1M to BWXT Stake

Evergreen Capital Management raised its stake in BWX Technologies, Inc. BWXT by 22,983 shares to end with 25,028 shares in a filing on October 23, 2026. The reported value of the holding reached $3,428,836.

BWXT BWX Technologies, Inc.

$127.19 ▼ -29.76% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Evergreen Capital Management's BWX Technologies Position

Evergreen Capital Management grew its holding by a sharp 1,123.9% during the period, moving up from its prior count of 2,045 shares. The expanded position reflects a much larger commitment to the industrial manufacturer.

Other Institutional Activity in BWX Technologies

Brevan Howard Capital Management grew its holdings by 42,530 shares, ending with 47,453 shares worth about $9,236,726.16. Tema Etfs cut its position by 81,179 shares, leaving it with zero shares. Forbes J M sold all of its 1,060 shares, dropping its stake to zero. Alliancebernstein L.P. grew its holdings by 15,931 shares, ending with 580,229 shares worth about $123,255,147.10. Optiver Holding B.V. added 856 shares, ending with 856 shares worth about $179,588.80.

BWX Technologies, Inc. Stock Down 5.9%

BWX Technologies, Inc. BWXT closed at $127.19 on October 23, 2026, and recently traded around $127.19 as of October 24, 2026. That puts the stock near the lower end of its 52-week range of $124.79 to $241.82.

Recent Earnings

BWX Technologies, Inc. BWXT recently posted trailing twelve month revenue of $3.51 billion alongside a net profit margin of 10.1%. The company reported earnings of $3.86 per share over the same period, with a return on equity of 28.3%. Investors look ahead to the company's next earnings report on November 2, 2026.

Dividend

BWX Technologies, Inc. BWXT pays an annual dividend rate of $1.06 per share, which translates to a dividend yield of 0.83%. The payout is supported by a dividend payout ratio of 26.9%.

Insider Buying and Selling at BWX Technologies, Inc.

Company insiders executed several transactions prior to the filing. Officer Kevin James Gorman sold 1,344 shares on March 2, 2026, at an average price of $214.71 for a total value of $288,574. Chief Financial Officer Michael Thomas Fitzgerald sold 2,417 shares on May 11, 2026, at $209.25 per share for a total value of $505,757. Chief Executive Officer Rex D Geveden sold 10,000 shares on May 12, 2026, valued at $2,048,124, and another 10,000 shares on August 12, 2026, valued at $1,725,007.

Analysts Set New Price Targets

On September 30, 2026, Northland Capital Markets maintained an outperform rating while lowering its price target to $220.00 from $250.00. On the same day, B of A Securities kept a buy rating and lowered its target to $210.00 from $250.00, while Guggenheim reiterated a buy rating at $192.00. Truist Securities maintained a hold rating on October 6, 2026, cutting its target to $182.00 from $202.00. JP Morgan kept an overweight rating on October 13, 2026, with a target price of $190.00. Across 16 analyst opinions, the stock carries a consensus buy rating and a mean price target of $209.44.

About BWX Technologies

BWX Technologies, Inc. BWXT manufactures and sells specialized nuclear components for commercial and government customers, including operations in the aerospace and defense sector. Headquartered in Lynchburg, Virginia, the company employs 11,000 people across its government and commercial segments.

Bottom Line

Evergreen Capital Management's expanded position adds to institutional interest in BWX Technologies, Inc. BWXT. Investors will watch the upcoming earnings release on November 2, 2026, for further financial updates.