BWX Technologies (NYSE:BWXT) Sets New 12-Month High on Analyst Upgrade

BWX Technologies, Inc. (NYSE:BWXT)’s stock price hit a new 52-week high during mid-day trading on Wednesday after Bank of America raised their price target on the stock from $230.00 to $250.00. Bank of America currently has a buy rating on the stock. BWX Technologies traded as high as $222.29 and last traded at $221.4840, with a volume of 1315741 shares changing hands. The stock had previously closed at $204.76.

Several other equities analysts have also recently weighed in on BWXT. BNP Paribas Exane began coverage on BWX Technologies in a research note on Thursday, January 15th. They set a “neutral” rating and a $215.00 price objective on the stock. BTIG Research increased their target price on shares of BWX Technologies from $225.00 to $235.00 and gave the company a “buy” rating in a report on Thursday, February 26th. CJS Securities raised shares of BWX Technologies to a “strong-buy” rating in a research report on Friday, December 12th. Zacks Research upgraded shares of BWX Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 21st. Finally, TD Cowen initiated coverage on shares of BWX Technologies in a research report on Thursday, March 12th. They issued a “buy” rating and a $230.00 price objective for the company. Three equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $208.36.

Insider Buying and Selling at BWX Technologies

In related news, CAO Kevin James Gorman sold 1,344 shares of the business’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $214.71, for a total value of $288,570.24. Following the transaction, the chief accounting officer directly owned 114 shares of the company’s stock, valued at approximately $24,476.94. The trade was a 92.18% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Gerhard F. Burbach sold 1,983 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total transaction of $413,673.63. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 13,327 shares of company stock worth $2,734,844 in the last quarter. 0.47% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the stock. Goldman Sachs Group Inc. lifted its stake in BWX Technologies by 0.3% in the first quarter. Goldman Sachs Group Inc. now owns 141,680 shares of the technology company’s stock valued at $13,977,000 after purchasing an additional 371 shares during the last quarter. Caxton Associates LLP purchased a new stake in BWX Technologies in the first quarter worth $304,000. Creative Planning increased its position in BWX Technologies by 49.7% in the second quarter. Creative Planning now owns 11,315 shares of the technology company’s stock worth $1,630,000 after buying an additional 3,758 shares during the last quarter. Cetera Investment Advisers raised its stake in shares of BWX Technologies by 0.5% in the second quarter. Cetera Investment Advisers now owns 21,756 shares of the technology company’s stock valued at $3,134,000 after buying an additional 115 shares during the period. Finally, MAI Capital Management raised its stake in shares of BWX Technologies by 5.4% in the second quarter. MAI Capital Management now owns 2,862 shares of the technology company’s stock valued at $412,000 after buying an additional 146 shares during the period. 94.39% of the stock is owned by institutional investors.

BWX Technologies Price Performance

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 stock has a market cap of $20.29 billion, a PE ratio of 62.04, a PEG ratio of 3.34 and a beta of 0.83. The business has a 50-day moving average price of $204.25 and a 200 day moving average price of $192.06.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings data on Monday, February 23rd. The technology company reported $1.08 earnings per share for the quarter, topping the consensus estimate of $0.91 by $0.17. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.The company had revenue of $885.84 million during the quarter, compared to analyst estimates of $837.47 million. During the same quarter last year, the firm posted $0.92 EPS. The firm’s revenue for the quarter was up 18.7% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. As a group, research analysts forecast that BWX Technologies, Inc. will post 3.23 earnings per share for the current fiscal year.

BWX Technologies Increases Dividend

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

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.