BWX Technologies (NYSE:BWXT) Research Coverage Started at TD Securities

TD Securities assumed coverage on shares of BWX Technologies (NYSE:BWXT) in a report issued on Thursday morning,Benzinga reports. The firm issued a buy rating and a $230.00 price objective on the technology company’s stock.

BWXT has been the topic of a number of other reports. Zacks Research raised shares of BWX Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 21st. Weiss Ratings upgraded BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 25th. Truist Financial set a $205.00 price target on BWX Technologies in a research report on Friday, January 9th. Bank of America boosted their price target on BWX Technologies from $220.00 to $230.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Finally, Wall Street Zen lowered BWX Technologies from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. Three equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, BWX Technologies currently has a consensus rating of “Moderate Buy” and an average target price of $206.36.

BWX Technologies Stock Down 1.8%

BWXT stock opened at $194.34 on Thursday. The firm has a 50 day moving average of $203.19 and a 200 day moving average of $189.75. The stock has a market capitalization of $17.77 billion, a PE ratio of 54.44, a price-to-earnings-growth ratio of 3.17 and a beta of 0.83. The company has a quick ratio of 2.25, a current ratio of 2.32 and a debt-to-equity ratio of 1.64. BWX Technologies has a 52 week low of $84.21 and a 52 week high of $220.57.

BWX Technologies (NYSE:BWXT) last released its earnings results 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 net margin of 10.28% and a return on equity of 30.94%. The company had revenue of $885.84 million for the quarter, compared to the consensus estimate of $837.47 million. During the same quarter in the previous year, the firm earned $0.92 EPS. BWX Technologies’s revenue 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. Sell-side analysts forecast that BWX Technologies will post 3.23 earnings per share for the current year.

BWX Technologies Increases Dividend

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

Insider Buying and Selling at BWX Technologies

In other BWX Technologies news, CAO Kevin James Gorman sold 1,344 shares of the company’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $214.71, for a total value of $288,570.24. Following the sale, the chief accounting officer directly owned 114 shares of the company’s stock, valued at approximately $24,476.94. This represents a 92.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Gerhard F. Burbach sold 1,983 shares of the stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total value of $413,673.63. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 13,327 shares of company stock valued at $2,734,844. 0.47% of the stock is owned by insiders.

Institutional Trading of BWX Technologies

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. ARP Global Capital Ltd purchased a new stake in BWX Technologies in the 4th quarter worth approximately $3,538,000. Corient Private Wealth LLC increased its holdings in shares of BWX Technologies by 28.5% during the 4th quarter. Corient Private Wealth LLC now owns 12,206 shares of the technology company’s stock valued at $2,110,000 after purchasing an additional 2,710 shares in the last quarter. Hsbc Holdings PLC increased its holdings in shares of BWX Technologies by 260.2% during the 4th quarter. Hsbc Holdings PLC now owns 7,770 shares of the technology company’s stock valued at $1,348,000 after purchasing an additional 5,613 shares in the last quarter. 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 valued at $140,000 after purchasing an additional 807 shares during the period. Finally, Virtu Financial LLC purchased a new stake in BWX Technologies during the fourth quarter worth $1,121,000. 94.39% of the stock is owned by institutional investors and hedge funds.

BWX Technologies News Roundup

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.

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.