BWX Technologies, Inc. (NYSE:BWXT) Receives Average Rating of “Moderate Buy” from Brokerages

Shares of BWX Technologies, Inc. (NYSE:BWXT) have earned an average rating of “Moderate Buy” from the fifteen research firms that are currently covering the firm, MarketBeat Ratings reports. Four research analysts have rated the stock with a hold rating, eight have issued a buy rating and three have given a strong buy rating to the company. The average 12-month target price among analysts that have issued ratings on the stock in the last year is $206.36.

A number of research analysts have issued reports on the company. Zacks Research upgraded BWX Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, January 21st. TD Securities began coverage on shares of BWX Technologies in a report on Thursday. They issued a “buy” rating and a $230.00 target price for the company. TD Cowen started coverage on shares of BWX Technologies in a research note on Thursday. They issued a “buy” rating and a $230.00 price target on the stock. CJS Securities raised shares of BWX Technologies to a “strong-buy” rating in a report on Friday, December 12th. Finally, Wall Street Zen lowered shares of BWX Technologies from a “buy” rating to a “hold” rating in a report on Saturday, February 28th.

BWX Technologies Stock Down 1.8%

NYSE BWXT opened at $194.34 on Wednesday. The business has a fifty day moving average price of $203.19 and a two-hundred day moving average price of $189.92. The stock has a market capitalization of $17.77 billion, a PE ratio of 54.44, a PEG ratio of 3.17 and a beta of 0.83. BWX Technologies has a fifty-two week low of $84.21 and a fifty-two week high of $220.57. The company has a debt-to-equity ratio of 1.64, a current ratio of 2.32 and a quick ratio of 2.25.

BWX Technologies (NYSE:BWXT) last issued its quarterly earnings results on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to analyst estimates of $837.47 million. During the same quarter last year, the company posted $0.92 EPS. The company’s revenue for the quarter was up 18.7% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. Equities analysts expect that BWX Technologies will post 3.23 earnings per share for the current fiscal year.

BWX Technologies Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Wednesday, March 11th will be paid a dividend of $0.27 per share. The ex-dividend date of this dividend is Wednesday, March 11th. This is a boost 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 0.6%. BWX Technologies’s payout ratio is presently 30.25%.

BWX Technologies News Summary

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

• Positive Sentiment: TD Securities initiated coverage with a Buy rating, signaling institutional interest and research support for BWXT’s growth profile. Read More.
• Positive Sentiment: TD Cowen also started coverage with a Buy and highlighted BWXT’s “unmatched nuclear heritage,” adding another independent bullish voice on the stock. Read More.
• Positive Sentiment: Analysts set a $230 price target (TD Securities / TD Cowen reporting), implying roughly double-digit upside from current levels — a clear near-term upside benchmark for investors to watch. Read More.
• Positive Sentiment: Operational tailwinds: BWXT reported quarterly revenue and backlog growth (backlog up ~50% to $7.3B) and is expanding into advanced nuclear programs (TRISO fuel, microreactors, Project Pele and modular BANR), which could broaden long‑term revenue beyond naval propulsion. Read More.
• Positive Sentiment: Coverage pieces note strong stock performance over the past year (shares up ~100% year-over-year in some reports), reinforcing momentum but also raising valuation questions. Read More.
• Neutral Sentiment: Sector context: broader defense and aerospace spending tailwinds (and peers like Teledyne gaining from defense and commercial aviation recovery) support a positive backdrop for BWXT but do not guarantee stock moves. Read More.
• Neutral Sentiment: Macro/structural piece: analysts point to a structural shift in national security spending that favors defense suppliers, providing a favorable demand environment for BWXT’s products and services over the medium term. Read More.

Insider Transactions at BWX Technologies

In related news, Director Gerhard F. Burbach sold 1,983 shares of the firm’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total transaction of $413,673.63. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CAO Kevin James Gorman sold 1,344 shares of the company’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $214.71, for a total value of $288,570.24. Following the completion of 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 disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 13,327 shares of company stock worth $2,734,844. Corporate insiders own 0.47% of the company’s stock.

Institutional Trading of BWX Technologies

A number of hedge funds have recently made changes to their positions in the company. Artisan Partners Limited Partnership bought a new position in BWX Technologies in the 2nd quarter valued at approximately $183,859,000. Alkeon Capital Management LLC boosted its position in BWX Technologies by 163.0% during the 3rd quarter. Alkeon Capital Management LLC now owns 1,578,048 shares of the technology company’s stock worth $290,945,000 after buying an additional 978,000 shares during the period. Invesco Ltd. grew its holdings in BWX Technologies by 60.1% during the 3rd quarter. Invesco Ltd. now owns 2,549,150 shares of the technology company’s stock worth $469,987,000 after acquiring an additional 956,770 shares during the last quarter. Massachusetts Financial Services Co. MA acquired a new position in BWX Technologies in the 2nd quarter valued at approximately $132,498,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new position in BWX Technologies in the 3rd quarter valued at approximately $163,969,000. 94.39% of the stock is owned by institutional investors and hedge funds.

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.