BWX Technologies (NYSE:BWXT) Upgraded to “Strong-Buy” at Jefferies Financial Group

Jefferies Financial Group upgraded shares of BWX Technologies (NYSE:BWXT) to a strong-buy rating in a report published on Thursday, MarketBeat.com reports.

A number of other equities analysts also recently commented on BWXT. Weiss Ratings downgraded shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, August 26th. Zacks Research cut shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a report on Monday, May 11th. BTIG Research restated a “buy” rating and issued a $235.00 price target on shares of BWX Technologies in a research report on Tuesday, August 4th. Deutsche Bank Aktiengesellschaft raised shares of BWX Technologies from a “hold” rating to a “buy” rating and lifted their price target for the company from $205.00 to $255.00 in a report on Friday, May 15th. Finally, JPMorgan Chase & Co. began coverage on shares of BWX Technologies in a research report on Monday, July 27th. They set an “overweight” rating and a $230.00 price objective for the company. Three investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $220.27.

BWX Technologies Price Performance

Shares of BWXT stock opened at $160.08 on Thursday. The firm has a market cap of $14.67 billion, a P/E ratio of 41.47, a P/E/G ratio of 2.44 and a beta of 0.75. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33. BWX Technologies has a 1-year low of $147.74 and a 1-year high of $241.82. The firm has a fifty day moving average of $171.82 and a two-hundred day moving average of $194.58.

BWX Technologies (NYSE:BWXT) last released its earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share for the quarter, topping the consensus estimate of $1.04 by $0.03. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The company had revenue of $901.62 million during the quarter, compared to the consensus estimate of $902.41 million. During the same quarter in the previous year, the firm earned $1.02 EPS. The company’s revenue was up 18.0% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. As a group, research analysts anticipate that BWX Technologies will post 4.75 earnings per share for the current fiscal year.

BWX Technologies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Tuesday, August 18th will be given a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Tuesday, August 18th. BWX Technologies’s payout ratio is 27.98%.

Insider Activity

In other news, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total value of $1,725,000.00. Following the completion of the transaction, the chief executive officer directly owned 192,491 shares in the company, valued at $33,204,697.50. This trade represents a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by company insiders.

Hedge Funds Weigh In On BWX Technologies

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Transamerica Financial Advisors LLC bought a new stake in shares of BWX Technologies in the 2nd quarter worth $26,000. WFA of San Diego LLC bought a new position in BWX Technologies during the second quarter valued at about $29,000. MV Capital Management Inc. bought a new position in BWX Technologies during the fourth quarter valued at about $32,000. Tucker Asset Management LLC acquired a new position in BWX Technologies during the fourth quarter worth about $36,000. Finally, Stonehage Fleming Financial Services Holdings Ltd acquired a new position in BWX Technologies during the second quarter worth about $40,000. 94.39% of the stock is owned by institutional investors.

About BWX Technologies

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.