Oppenheimer 13F: Adds $4.1M to BWX Technologies (BWXT) Stake

Oppenheimer boosted its stake in BWX Technologies, Inc. (BWXT) by 29,984 shares, increasing its total position to 37,955 shares. This move, disclosed in a filing on October 26, 2026, represents an investment increase valued at about $5.2 million.

BWXT BWX Technologies, Inc.

$133.18 ▼ -26.45% year to date

1M 3M YTD

Daily close · Oct 27, 2026

What Changed in Oppenheimer's BWX Technologies Position

Oppenheimer's reported value in BWX Technologies now totals approximately $5.2 million, with this recent addition accounting for a 376.2% increase in its position. The firm ranks 44th among its 1,752 reported holdings, representing 0.19% of its overall portfolio.

Where BWX Technologies Fits in Oppenheimer's Portfolio

The increase in shares indicates a significant boost in their investment in BWX Technologies, which now comprises a small part of Oppenheimer's overall portfolio. The estimated gain for this position compared to its cost basis was not reported, but the current market conditions suggest it is a notable addition.

Other Institutional Activity in BWX Technologies

Evergreen Capital Management significantly increased its holdings in BWX Technologies by 22,983 shares, bringing its total to 25,028 shares worth about $3.4 million. Meanwhile, Tema Etfs and Forbes J M completely exited their positions, while AllianceBernstein L.P. added 15,931 shares, totaling 580,229 shares valued at approximately $123.3 million.

BWX Technologies, Inc. Stock Up 2.2%

The stock of BWX Technologies closed at $131.20 on October 26, 2026, and has recently traded around $134.07 as of October 28, 2026. This recent price is approximately 2.2% above the closing price on the filing date, but the stock remains about 44.6% below its 52-week high of $241.82.

Recent Earnings

BWX Technologies reported trailing twelve-month revenue of about $3.51 billion and earnings per share (EPS) of $3.86. The next earnings report is expected on November 2, 2026.

Dividend

BWX Technologies pays an annual dividend rate of $1.06 per share, resulting in a dividend yield of 0.79% based on recent trading prices.

Insider Buying and Selling at BWX Technologies, Inc.

Several insiders have sold shares of BWX Technologies recently. On March 2, 2026, Kevin James Gorman, an officer, sold 1,344 shares at an average price of $214.71. Chief Financial Officer Michael Thomas Fitzgerald sold 2,417 shares on May 11, 2026, at an average price of $209.25, while CEO Rex D. Geveden sold 10,000 shares on May 12, 2026, and again on August 12, 2026, totaling 20,000 shares sold.

Analysts Set New Price Targets

On September 30, 2026, several analysts maintained their ratings for BWX Technologies. Northland Capital Markets maintained an "Outperform" rating with a target of $220.00, while B of A Securities and Guggenheim both maintained "Buy" ratings with targets of $210.00 and $192.00, respectively. The consensus among analysts is a buy rating with a mean price target of approximately $209.44.

About BWX Technologies

BWX Technologies, Inc. manufactures and sells nuclear components across the U.S., Canada, and internationally. The company operates in two segments: Government Operations and Commercial Operations. Oppenheimer's increased stake reflects growing confidence in BWX's potential in the aerospace and defense sector.

Bottom Line

Investors will want to keep an eye on BWX Technologies as it approaches its next earnings date on November 2, 2026. The recent filing from Oppenheimer suggests continued interest in the stock, and analysts remain optimistic about its future performance.