BWX Technologies’ (BWXT) Buy Rating Reiterated at Guggenheim

Guggenheim reissued their buy rating on shares of BWX Technologies (NYSE:BWXT) in a research note released on Wednesday morning,Benzinga reports. The firm currently has a $192.00 target price on the technology company’s stock.

Several other research analysts have also recently weighed in on the company. BNP Paribas Exane decreased their price target on BWX Technologies from $190.00 to $165.00 and set a “neutral” rating for the company in a research note on Thursday, September 24th. JPMorgan Chase & Co. began coverage on BWX Technologies in a research report on Monday, July 27th. They set an “overweight” rating and a $230.00 price objective on the stock. Weiss Ratings downgraded BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, August 26th. Truist Financial decreased their target price on BWX Technologies from $212.00 to $202.00 and set a “hold” rating for the company in a research report on Friday, August 14th. Finally, BTIG Research restated a “buy” rating and set a $235.00 target price on shares of BWX Technologies in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $210.00.

BWX Technologies Price Performance

Shares of BWXT opened at $135.11 on Wednesday. BWX Technologies has a twelve month low of $131.86 and a twelve month high of $241.82. The company has a market capitalization of $12.38 billion, a P/E ratio of 35.00, a price-to-earnings-growth ratio of 2.09 and a beta of 0.74. The firm has a 50 day moving average of $156.20 and a 200 day moving average of $186.31. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.51.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings data on Monday, August 3rd. The technology company reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.04 by $0.03. BWX Technologies had a return on equity of 30.83% and a net margin of 10.11%.The business had revenue of $901.62 million for the quarter, compared to analysts’ expectations of $902.41 million. During the same period in the prior year, the firm posted $1.02 EPS. The firm’s quarterly 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, equities research analysts anticipate that BWX Technologies will post 4.75 earnings per share for the current fiscal year.

BWX Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Tuesday, August 18th were paid a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Tuesday, August 18th. BWX Technologies’s dividend payout ratio (DPR) is 27.98%.

Insider Activity at BWX Technologies

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

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of BWXT. Cannell & Spears LLC raised its holdings in BWX Technologies by 4.0% in the 1st quarter. Cannell & Spears LLC now owns 1,312 shares of the technology company’s stock worth $251,000 after purchasing an additional 50 shares during the period. Private Advisor Group LLC grew its holdings in BWX Technologies by 2.4% during the first quarter. Private Advisor Group LLC now owns 2,847 shares of the technology company’s stock valued at $582,000 after purchasing an additional 67 shares during the period. Beck Capital Management LLC grew its holdings in BWX Technologies by 0.3% during the fourth quarter. Beck Capital Management LLC now owns 25,032 shares of the technology company’s stock valued at $4,327,000 after purchasing an additional 72 shares during the period. Modera Wealth Management LLC increased its position in BWX Technologies by 4.6% in the first quarter. Modera Wealth Management LLC now owns 1,757 shares of the technology company’s stock worth $359,000 after buying an additional 77 shares in the last quarter. Finally, IFP Advisors Inc increased its position in BWX Technologies by 3.3% in the second quarter. IFP Advisors Inc now owns 2,442 shares of the technology company’s stock worth $475,000 after buying an additional 79 shares in the last quarter. Institutional investors own 94.39% of the company’s stock.

Trending Headlines about BWX Technologies

Here are the key news stories impacting BWX Technologies this week:

• Positive Sentiment: BWXT won an approximately $189 million contract to manufacture naval nuclear reactor fuel for the U.S. Naval Nuclear Propulsion Program. The award reinforces its long-term relationship with the U.S. Navy and provides additional contracted revenue visibility. BWXT Awarded $189 Million Naval Nuclear Fuel Contract
• Positive Sentiment: BTIG Research and Guggenheim both reaffirmed Buy ratings on BWXT, while separate analyst coverage identified the company as a leading industrial-goods pick. The endorsements may support investor confidence in BWXT’s nuclear and defense growth outlook. BTIG Buy Rating Guggenheim Buy Rating
• Neutral Sentiment: GE Vernova’s BWRX-300 small modular reactor received its first U.S. construction permit, strengthening the broader nuclear-power investment theme. The development is a positive sector read-through for BWXT, although it also highlights increasing competition among reactor technology providers. GE Vernova BWRX-300 Construction Permit
• Neutral Sentiment: BWXT will report third-quarter 2026 results after the market close on November 2. Investors may remain cautious ahead of the update, which could provide clarification on contract execution, earnings, and full-year guidance. BWXT Third-Quarter 2026 Results Announcement
• Negative Sentiment: BofA Securities lowered its BWXT price target to $210, and Northland Securities reduced its 2027 earnings estimate to $5.02 per share from $5.17. Although Northland retained an Outperform rating and the target remains above the current trading level, the estimate and target reductions may weigh on sentiment. BofA Lowers BWXT Price Target

About BWX Technologies

BWX Technologies, Inc (NYSE:BWXT) is a provider of nuclear components, systems and services for government and commercial customers. The company is best known for designing and manufacturing nuclear reactors and related components for the U.S. Navy’s nuclear-powered aircraft carriers and submarines. It also supports the nuclear fuel cycle and provides engineering, manufacturing, maintenance and technical services for nuclear facilities.

BWXT serves the U.S. government, commercial nuclear power producers, research institutions and customers in the healthcare and space industries.