BWX Technologies (NYSE:BWXT) Reaches New 1-Year Low – Time to Sell?

BWX Technologies, Inc. (NYSE:BWXT) shares hit a new 52-week low during mid-day trading on Thursday . The stock traded as low as $156.18 and last traded at $156.74, with a volume of 306961 shares trading hands. The stock had previously closed at $162.26.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the company. Zacks Research lowered BWX Technologies from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 11th. JPMorgan Chase & Co. assumed coverage on BWX Technologies in a research note on Monday, July 27th. They issued an “overweight” rating and a $230.00 target price for the company. Truist Financial cut their price target on BWX Technologies from $212.00 to $202.00 and set a “hold” rating for the company in a report on Friday, August 14th. BTIG Research reiterated a “buy” rating and set a $235.00 price target on shares of BWX Technologies in a research report on Tuesday, August 4th. Finally, Seaport Research Partners raised shares of BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price objective on the stock in a report on Monday, June 22nd. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, BWX Technologies presently has a consensus rating of “Moderate Buy” and a consensus price target of $227.20.

BWX Technologies Trading Up 0.3%

The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.51. The business’s fifty day moving average is $180.70 and its two-hundred day moving average is $197.41. The firm has a market cap of $14.38 billion, a price-to-earnings ratio of 40.66, a price-to-earnings-growth ratio of 2.45 and a beta of 0.76.

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

BWX Technologies Announces Dividend

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

Insider Activity

In related news, CEO Rex D. Geveden sold 10,000 shares of the firm’s stock in a transaction dated 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 transaction, the chief executive officer 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 Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by company insiders.

Institutional Trading of BWX Technologies

Several institutional investors and hedge funds have recently added to or reduced their stakes in BWXT. AXQ Capital LP bought a new position in shares of BWX Technologies in the 2nd quarter valued at about $1,858,000. Symphony Financial Ltd. Co. bought a new stake in shares of BWX Technologies during the second quarter worth approximately $211,000. Camelot Portfolios LLC bought a new stake in shares of BWX Technologies during the second quarter worth approximately $779,000. Susquehanna Fundamental Investments LLC raised its stake in shares of BWX Technologies by 200.2% during the second quarter. Susquehanna Fundamental Investments LLC now owns 68,388 shares of the technology company’s stock worth $13,312,000 after buying an additional 45,605 shares during the last quarter. Finally, Moore Capital Management LP lifted its holdings in BWX Technologies by 100.4% in the second quarter. Moore Capital Management LP now owns 62,977 shares of the technology company’s stock valued at $12,258,000 after buying an additional 31,553 shares during the period. 94.39% of the stock is owned by institutional investors.

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.