BWX Technologies (NYSE:BWXT) Earns Underweight Rating from Analysts at Wells Fargo & Company

Wells Fargo & Company initiated coverage on shares of BWX Technologies (NYSE:BWXT) in a report published on Wednesday, MarketBeat reports. The firm issued an underweight rating and a $200.00 price target on the technology company’s stock.

BWXT has been the topic of several other research reports. CJS Securities raised BWX Technologies to a “strong-buy” rating in a report on Friday, December 12th. TD Cowen started coverage on BWX Technologies in a research report on Thursday, March 12th. They issued a “buy” rating and a $230.00 target price for the company. BNP Paribas Exane initiated coverage on BWX Technologies in a research note on Thursday, January 15th. They set a “neutral” rating and a $215.00 price target on the stock. BTIG Research lifted their price target on BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. Finally, Zacks Research raised BWX Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, January 21st. Three research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $207.60.

BWX Technologies Stock Down 0.1%

Shares of NYSE:BWXT opened at $214.86 on Wednesday. The firm has a 50 day simple moving average of $203.98 and a 200-day simple moving average of $194.00. BWX Technologies has a twelve month low of $84.21 and a twelve month high of $222.29. The company has a current ratio of 2.32, a quick ratio of 2.25 and a debt-to-equity ratio of 1.64. The company has a market capitalization of $19.68 billion, a PE ratio of 60.19, a P/E/G ratio of 3.71 and a beta of 0.80.

BWX Technologies (NYSE:BWXT) last posted its earnings results on Monday, February 23rd. The technology company reported $1.08 EPS for the quarter, beating analysts’ consensus estimates of $0.91 by $0.17. BWX Technologies had a net margin of 10.28% and a return on equity of 30.94%. The firm had revenue of $885.84 million for the quarter, compared to the consensus estimate of $837.47 million. During the same period last year, the firm posted $0.92 EPS. The company’s revenue was up 18.7% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. On average, equities analysts predict that BWX Technologies will post 3.23 EPS for the current fiscal year.

BWX Technologies Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Wednesday, March 11th were issued a $0.27 dividend. The ex-dividend date of this dividend was Wednesday, March 11th. This is a positive change from BWX Technologies’s previous quarterly dividend of $0.25. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.5%. BWX Technologies’s dividend payout ratio is currently 30.25%.

Insider Transactions at BWX Technologies

In related news, CAO Kevin James Gorman sold 1,344 shares of the firm’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $214.71, for a total transaction of $288,570.24. Following the transaction, the chief accounting officer owned 114 shares of the company’s stock, valued at $24,476.94. This trade represents a 92.18% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $203.26, for a total value of $2,032,600.00. Following the completion of the transaction, the chief executive officer owned 177,594 shares in the company, valued at $36,097,756.44. This trade represents a 5.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 13,327 shares of company stock worth $2,734,844. Company insiders own 0.47% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Hsbc Holdings PLC lifted its holdings in shares of BWX Technologies by 260.2% during the fourth quarter. Hsbc Holdings PLC now owns 7,770 shares of the technology company’s stock worth $1,348,000 after purchasing an additional 5,613 shares during the period. Rockefeller Capital Management L.P. increased its stake in BWX Technologies by 3.4% in the 4th quarter. Rockefeller Capital Management L.P. now owns 28,172 shares of the technology company’s stock valued at $4,869,000 after buying an additional 926 shares during the period. ARP Global Capital Ltd purchased a new position in BWX Technologies during the 4th quarter worth $3,538,000. Corient Private Wealth LLC lifted its stake in shares of BWX Technologies by 28.5% in the 4th quarter. Corient Private Wealth LLC now owns 12,206 shares of the technology company’s stock worth $2,110,000 after acquiring an additional 2,710 shares during the period. Finally, Caitong International Asset Management Co. Ltd lifted its stake in shares of BWX Technologies by 26,900.0% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 810 shares of the technology company’s stock worth $140,000 after acquiring an additional 807 shares during the period. Institutional investors and hedge funds own 94.39% of the company’s stock.

Key Headlines Impacting BWX Technologies

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

• Positive Sentiment: Won a major U.S. naval nuclear fuel contract and announced a partnership with Liburdi GAPCO to advance welding technology — both expand BWXT’s role in the Navy supply chain and support longer-term, higher-margin backlog and cash flow visibility. BWX Technologies Extends Naval Nuclear Role And Reshapes Cash Flow Story
• Positive Sentiment: Reported a beat on earnings and revenue, raised FY‑2026 guidance and increased the dividend — these items support earnings momentum and shareholder returns that typically attract institutional buyers. BWX Technologies Extends Naval Nuclear Role And Reshapes Cash Flow Story
• Positive Sentiment: Sector narratives are favorable: analysts and thematic pieces highlight nuclear and SMR exposure as beneficiaries of rising power demand (data centers, policy support), helping investor interest in BWXT. Buy 3 Nuclear Energy Stocks for 2026 Amid AI-Powered Data Center Boom
• Neutral Sentiment: Valuation and momentum questions: the stock has jumped materially over the past year (~127% 1‑yr gain) — some investors see entrenched growth, others see rich multiples that temper upside from here. Is It Too Late To Consider BWX Technologies (BWXT) After Its 1-Year 126.8% Surge?
• Neutral Sentiment: Comparisons within the nuclear universe (e.g., NuScale) highlight different risk/reward profiles — BWXT is more established in defense fuel and services vs. SMR pure-plays, which matters for portfolio fit rather than immediate price direction. NuScale Power vs. BWX Technologies: Which Nuclear Energy Stock Belongs in Your Portfolio?
• Negative Sentiment: Wells Fargo initiated coverage with an underweight/negative stance — fresh sell-side caution provides ammunition for profit-taking and can pressure the stock despite operational wins. Wells Fargo initiates coverage of BWX Technologies (BWXT) with underweight recommendation

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.