BWX Technologies, Inc. (NYSE:BWXT) Receives Average Recommendation of “Moderate Buy” from Analysts

BWX Technologies, Inc. (NYSE:BWXT) has earned an average rating of “Moderate Buy” from the fifteen analysts that are covering the firm, Marketbeat Ratings reports. One research analyst has rated the stock with a sell recommendation, four have given a hold recommendation, eight have issued a buy recommendation and two have given a strong buy recommendation to the company. The average 12-month price target among analysts that have issued a report on the stock in the last year is $228.00.

Several research firms recently weighed in on BWXT. TD Cowen began coverage on BWX Technologies in a research report on Thursday, March 12th. They set a “buy” rating and a $230.00 price objective for the company. BTIG Research boosted their price objective on BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. Bank of America boosted their price objective on BWX Technologies from $230.00 to $250.00 and gave the stock a “buy” rating in a research report on Wednesday, March 25th. Zacks Research cut BWX Technologies from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 11th. Finally, Truist Financial upped their price target on BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a report on Monday, May 11th.

Insider Buying and Selling at BWX Technologies

In other BWX Technologies news, CFO Michael Thomas Fitzgerald sold 2,417 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $209.25, for a total value of $505,757.25. Following the completion of the transaction, the chief financial officer owned 6,884 shares of the company’s stock, valued at $1,440,477. This represents a 25.99% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Kevin James Gorman sold 1,344 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $214.71, for a total value of $288,570.24. Following the completion of the transaction, the chief accounting officer directly owned 114 shares of the company’s stock, valued at approximately $24,476.94. This trade represents a 92.18% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 13,761 shares of company stock valued at $2,842,427 in the last quarter. Corporate insiders own 0.60% of the company’s stock.

Hedge Funds Weigh In On BWX Technologies

Several large investors have recently added to or reduced their stakes in the company. Invesco Ltd. raised its holdings in BWX Technologies by 0.7% in the 4th quarter. Invesco Ltd. now owns 2,568,117 shares of the technology company’s stock valued at $443,873,000 after acquiring an additional 18,967 shares in the last quarter. Franklin Resources Inc. grew its stake in shares of BWX Technologies by 2.4% in the 4th quarter. Franklin Resources Inc. now owns 2,258,282 shares of the technology company’s stock valued at $390,321,000 after purchasing an additional 53,594 shares during the period. Geode Capital Management LLC grew its stake in shares of BWX Technologies by 3.9% in the 4th quarter. Geode Capital Management LLC now owns 1,857,716 shares of the technology company’s stock valued at $321,176,000 after purchasing an additional 69,857 shares during the period. Alkeon Capital Management LLC grew its stake in shares of BWX Technologies by 163.0% in the 3rd quarter. Alkeon Capital Management LLC now owns 1,578,048 shares of the technology company’s stock valued at $290,945,000 after purchasing an additional 978,000 shares during the period. Finally, Blair William & Co. IL grew its stake in shares of BWX Technologies by 20.9% in the 4th quarter. Blair William & Co. IL now owns 1,439,666 shares of the technology company’s stock valued at $248,832,000 after purchasing an additional 248,598 shares during the period. Institutional investors and hedge funds own 94.39% of the company’s stock.

BWX Technologies Price Performance

NYSE BWXT opened at $195.65 on Monday. BWX Technologies has a twelve month low of $123.12 and a twelve month high of $241.82. The company has a debt-to-equity ratio of 1.58, a quick ratio of 2.33 and a current ratio of 2.40. The stock has a market capitalization of $17.92 billion, a PE ratio of 52.31, a P/E/G ratio of 3.28 and a beta of 0.78. The stock has a 50-day simple moving average of $212.98 and a 200 day simple moving average of $199.60.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings data on Monday, May 4th. The technology company reported $1.12 earnings per share for the quarter, topping the consensus estimate of $0.92 by $0.20. BWX Technologies had a return on equity of 31.33% and a net margin of 10.20%.The business had revenue of $860.22 million during the quarter, compared to analysts’ expectations of $837.47 million. During the same quarter in the previous year, the firm earned $0.91 EPS. The firm’s revenue was up 26.1% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. Research analysts anticipate that BWX Technologies will post 4.71 EPS for the current year.

BWX Technologies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Tuesday, May 19th will be issued a $0.27 dividend. The ex-dividend date of this dividend is Tuesday, May 19th. This represents a $1.08 annualized dividend and a yield of 0.6%. BWX Technologies’s dividend payout ratio is 28.88%.

BWX Technologies Company Profile

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.

Beyond propulsion and power systems, BWXT is a leading producer of medical radioisotopes used in diagnostic imaging and cancer treatment.