BWX Technologies (NYSE:BWXT) Rating Lowered to “Hold” at Wall Street Zen

BWX Technologies (NYSE:BWXT) was downgraded by equities research analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research report issued on Saturday.

Several other research firms have also weighed in on BWXT. Zacks Research upgraded BWX Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, January 21st. Northland Securities set a $225.00 price objective on shares of BWX Technologies in a research note on Tuesday, November 4th. Weiss Ratings upgraded shares of BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday. Truist Financial set a $205.00 target price on shares of BWX Technologies in a research report on Friday, January 9th. Finally, CJS Securities raised shares of BWX Technologies to a “strong-buy” rating in a report on Friday, December 12th. Three analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $200.45.

BWX Technologies Price Performance

BWXT stock opened at $205.55 on Friday. The firm has a 50 day moving average of $198.41 and a 200-day moving average of $187.58. The company has a market cap of $18.80 billion, a price-to-earnings ratio of 57.58, a PEG ratio of 3.37 and a beta of 0.83. The company has a current ratio of 2.32, a quick ratio of 2.25 and a debt-to-equity ratio of 1.64. BWX Technologies has a 12-month low of $84.21 and a 12-month high of $220.57.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings results on Monday, February 23rd. The technology company reported $1.08 earnings per share for the quarter, topping analysts’ consensus estimates of $0.91 by $0.17. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.The business had revenue of $885.84 million for the quarter, compared to analysts’ expectations of $837.47 million. During the same quarter in the prior year, the firm posted $0.92 EPS. The company’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. As a group, equities analysts expect that BWX Technologies will post 3.23 EPS for the current fiscal year.

Insider Transactions at BWX Technologies

In related news, CEO Rex D. Geveden sold 10,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the sale, the chief executive officer owned 177,594 shares in the company, valued at approximately $36,097,756.44. This trade represents a 5.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Gerhard F. Burbach sold 1,983 shares of BWX Technologies stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total transaction of $413,673.63. The SEC filing for this sale provides additional information. Insiders own 0.47% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the business. Massachusetts Financial Services Co. MA boosted its holdings in shares of BWX Technologies by 26.0% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 1,159,033 shares of the technology company’s stock valued at $213,691,000 after purchasing an additional 239,292 shares during the last quarter. Eos Management L.P. raised its position in shares of BWX Technologies by 27.9% in the 3rd quarter. Eos Management L.P. now owns 25,894 shares of the technology company’s stock worth $4,774,000 after buying an additional 5,644 shares during the period. Principal Financial Group Inc. boosted its holdings in BWX Technologies by 51.1% in the third quarter. Principal Financial Group Inc. now owns 313,192 shares of the technology company’s stock valued at $57,743,000 after acquiring an additional 105,879 shares during the last quarter. Thrivent Financial for Lutherans grew its position in BWX Technologies by 7.3% during the third quarter. Thrivent Financial for Lutherans now owns 669,636 shares of the technology company’s stock valued at $123,460,000 after acquiring an additional 45,667 shares during the period. Finally, Police & Firemen s Retirement System of New Jersey increased its stake in BWX Technologies by 4.7% during the second quarter. Police & Firemen s Retirement System of New Jersey now owns 34,636 shares of the technology company’s stock worth $4,990,000 after acquiring an additional 1,548 shares during the last quarter. Hedge funds and other institutional investors own 94.39% of the company’s stock.

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.