BWX Technologies’ (BWXT) “Buy” Rating Reiterated at BTIG Research

BWX Technologies (NYSE:BWXT)‘s stock had its “buy” rating reaffirmed by equities research analysts at BTIG Research in a report released on Tuesday,Benzinga reports. They currently have a $235.00 price objective on the technology company’s stock. BTIG Research’s price target suggests a potential upside of 34.56% from the stock’s previous close.

Several other research firms also recently weighed in on BWXT. Weiss Ratings downgraded BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, July 29th. Truist Financial increased their price objective on shares of BWX Technologies from $205.00 to $212.00 and gave the stock a “hold” rating in a report on Monday, May 11th. Wall Street Zen upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating in a report on Saturday, May 9th. JPMorgan Chase & Co. started coverage on shares of BWX Technologies in a research report on Monday, July 27th. They set an “overweight” rating and a $230.00 price target for the company. Finally, Deutsche Bank Aktiengesellschaft upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating and lifted their price target for the company from $205.00 to $255.00 in a report on Friday, May 15th. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, BWX Technologies currently has an average rating of “Moderate Buy” and an average target price of $228.20.

BWX Technologies Stock Performance

NYSE:BWXT opened at $174.64 on Tuesday. The company has a debt-to-equity ratio of 1.58, a current ratio of 2.40 and a quick ratio of 2.33. The firm has a market cap of $16.00 billion, a PE ratio of 46.70, a P/E/G ratio of 2.87 and a beta of 0.76. The firm has a 50 day simple moving average of $187.47 and a 200-day simple moving average of $201.53. BWX Technologies has a 1-year low of $149.57 and a 1-year high of $241.82.

BWX Technologies (NYSE:BWXT) last released its earnings results on Monday, August 3rd. The technology company reported $1.07 EPS for the quarter, topping the consensus estimate of $1.04 by $0.03. BWX Technologies had a net margin of 10.20% and a return on equity of 31.33%. The firm had revenue of $901.62 million during the quarter, compared to analysts’ expectations of $902.80 million. During the same period in the previous year, the company earned $1.02 EPS. BWX Technologies’s revenue for the quarter was up 18.0% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. On average, equities analysts expect that BWX Technologies will post 4.61 EPS for the current year.

Insider Buying and Selling at BWX Technologies

In other BWX Technologies news, CFO Michael Thomas Fitzgerald sold 2,417 shares of the business’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $209.25, for a total transaction of $505,757.25. Following the transaction, the chief financial officer owned 6,884 shares in the company, valued at $1,440,477. The trade was a 25.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $204.81, for a total value of $2,048,100.00. Following the completion of the sale, the chief executive officer directly owned 202,491 shares of the company’s stock, valued at $41,472,181.71. The trade was a 4.71% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On BWX Technologies

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. WFA of San Diego LLC purchased a new position in BWX Technologies in the 2nd quarter worth approximately $29,000. MV Capital Management Inc. purchased a new stake in shares of BWX Technologies during the fourth quarter valued at approximately $32,000. Tucker Asset Management LLC acquired a new position in shares of BWX Technologies during the fourth quarter worth $36,000. Vermillion Wealth Management Inc. lifted its position in shares of BWX Technologies by 71.7% during the fourth quarter. Vermillion Wealth Management Inc. now owns 237 shares of the technology company’s stock worth $41,000 after purchasing an additional 99 shares in the last quarter. Finally, Smithfield Trust Co lifted its position in shares of BWX Technologies by 52.1% during the fourth quarter. Smithfield Trust Co now owns 251 shares of the technology company’s stock worth $44,000 after purchasing an additional 86 shares in the last quarter. 94.39% of the stock is owned by institutional investors and hedge funds.

More BWX Technologies News

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

• Positive Sentiment: BWXT reported second-quarter adjusted earnings of $1.07 per share, exceeding the $1.04 analyst consensus and rising from $1.02 a year earlier. Revenue increased 18% year over year to approximately $901.6 million, while management cited strong execution, commercial growth and solid free-cash-flow generation. BWX Technologies Reports Second Quarter 2026 Results
• Positive Sentiment: The company maintained or updated fiscal 2026 EPS guidance to $4.70–$4.80, above the roughly $4.69 consensus estimate. Revenue guidance of about $3.8 billion was in line with expectations, reducing the risk of a near-term outlook cut.
• Positive Sentiment: BWXT agreed to sell BWXT Medical and Kinectrics’ stable medical-isotopes business to Nordic Capital in a transaction valued at up to $800 million. The deal should provide capital for the company’s core nuclear and defense operations, while BWXT will retain a minority interest in the new company. BWXT Selling Medical Business to Nordic Capital
• Neutral Sentiment: BWXT declared a quarterly dividend of $0.27 per share, or $1.08 annualized, representing a yield of approximately 0.6%. Investors on record August 18 will receive payment September 4; the ex-dividend date is August 18.
• Negative Sentiment: Quarterly revenue of approximately $901.6 million was modestly below the $902.8 million consensus estimate. In addition, selling the medical business may reduce near-term revenue diversification, even though the transaction supports BWXT’s strategic focus and balance-sheet flexibility.

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.