Optiver Holding B.V. 13F: New $180K Stake in BWXT

Optiver Holding B.V. has taken a new position in BWX Technologies, Inc. (NYSE:BWXT), according to its latest 13F filing with the SEC, reflecting holdings as of the reporting period. Optiver added 856 shares of BWX Technologies, valued at approximately $179,144.

What Changed in Optiver Holding B.V.'s BWX Technologies Position

Optiver Holding B.V. initiated a new stake in BWX Technologies, acquiring 856 shares. This marks a fresh investment valued at about $179,144, as the fund did not hold any shares prior to this filing.

Other Institutional Activity in BWX Technologies

Several other institutional investors also made moves in BWX Technologies. BlackRock, Inc. increased its holdings by 247,420 shares, bringing its total to 12,487,506 shares worth about $2.55 billion. Vanguard Portfolio Management LLC opened a new position with 4,891,237 shares valued at approximately $1 billion. Similarly, Vanguard Capital Management LLC also initiated a new stake with 4,094,093 shares, valued at about $837.2 million. State Street Corp added 150,765 shares, increasing its total by 4.2% to 3,748,950 shares, valued at $766.6 million. On the other hand, Invesco Ltd. trimmed its holdings by 45,585 shares, now holding 2,522,532 shares worth $515.8 million.

BWX Technologies, Inc. Stock Up 52.9%

Shares of NYSE:BWXT traded near $209.28 on Tuesday. BWX Technologies boasts a market cap of approximately $19.2 billion. The stock has a P/E ratio of 55.9 and a forward P/E of 40.4, with a beta of 0.734, indicating lower volatility compared to the market. BWXT's 52-week range is between $133.84 and $241.82, with a 50-day moving average of $208.22 and a 200-day moving average of $196.67. The company maintains a current ratio of 2.397 and a quick ratio of 2.241, alongside a debt-to-equity ratio of 157.623.

Recent Earnings

BWX Technologies reported revenue of approximately $3.38 billion, with a growth rate of 26.1%. The company achieved an EPS of $3.76, with a net margin of 10.2% and a return on equity of 29%. The next earnings report is anticipated on August 3, 2026.

Dividend

BWX Technologies offers an annual dividend rate of $1.04, yielding 0.51%. The dividend payout ratio stands at 27.2%.

Insider Buying and Selling at BWX Technologies, Inc.

Recent insider activity at BWX Technologies includes several purchases on June 5, 2026. Melvin Leland acquired 13 shares, Nicole Weyerhaeuser Piasecki purchased 7 shares, James Jaska bought 24 shares, Jan Bertsch added 36 shares, Daniel Jablonsky acquired 1 share, and Gerhard Burbach purchased 20 shares. These transactions were not under any pre-arranged trading plan.

Analysts Set New Price Targets

On June 22, 2026, Seaport Global upgraded BWX Technologies to a 'buy' rating, setting a price target of $245. Deutsche Bank also upgraded the stock to 'buy' with a target of $255 on May 15, 2026. Truist Securities maintained a 'hold' rating with a $212 target on May 11, 2026. The consensus among 12 analysts is a 'buy' rating, with a mean target price of $238.27.

About BWX Technologies

BWX Technologies, Inc., headquartered in Lynchburg, Virginia, operates in the Aerospace & Defense industry. It manufactures and sells nuclear components, including naval nuclear components, reactors, and nuclear fuel. The company serves both government and commercial sectors, providing critical nuclear components and engineering services. Led by CEO Rex D. Geveden, BWX Technologies employs around 10,400 people.

Bottom Line

Optiver Holding B.V.'s new position in BWX Technologies shows a fresh interest from institutional investors. BWX Technologies, with its strong presence in the nuclear components sector, continues to attract attention from various funds and analysts. This 13F filing gives a snapshot of past holdings and may not reflect the current position.