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

BTIG Research reiterated their buy rating on shares of BWX Technologies (NYSE:BWXT) in a research note issued to investors on Tuesday morning,Benzinga reports. They currently have a $235.00 target price on the technology company’s stock.

A number of other research firms have also recently weighed in on BWXT. JPMorgan Chase & Co. initiated coverage on BWX Technologies in a report on Monday, July 27th. They issued an “overweight” rating and a $230.00 price target for the company. Truist Financial lifted their price target on shares of BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a research note on Monday, May 11th. Zacks Research cut shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 11th. Deutsche Bank Aktiengesellschaft raised shares of BWX Technologies from a “hold” rating to a “buy” rating and increased their price objective for the company from $205.00 to $255.00 in a report on Friday, May 15th. Finally, Seaport Research Partners upgraded BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price objective on the stock in a report on Monday, June 22nd. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $228.20.

BWX Technologies Stock Performance

Shares of NYSE BWXT opened at $166.64 on Tuesday. The company’s fifty day moving average price is $185.56 and its 200 day moving average price is $200.63. BWX Technologies has a 1 year low of $157.10 and a 1 year high of $241.82. The company has a market capitalization of $15.27 billion, a PE ratio of 43.17, a price-to-earnings-growth ratio of 2.78 and a beta of 0.76. The company has a debt-to-equity ratio of 1.51, a quick ratio of 2.33 and a current ratio of 2.40.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings results on Monday, August 3rd. The technology company reported $1.07 EPS for the quarter, beating the consensus estimate of $1.04 by $0.03. The company had revenue of $901.62 million for the quarter, compared to analyst estimates of $902.41 million. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The firm’s revenue was up 18.0% on a year-over-year basis. During the same quarter last year, the business earned $1.02 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. On average, research analysts predict that BWX Technologies will post 4.75 earnings per share for the current year.

BWX Technologies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Tuesday, August 18th will be paid a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Tuesday, August 18th. BWX Technologies’s dividend payout ratio is 27.98%.

Insider Activity

In related news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction on 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 transaction, the chief executive officer directly owned 202,491 shares in the company, valued at approximately $41,472,181.71. This trade represents a 4.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Michael Thomas Fitzgerald sold 2,417 shares of the business’s stock in a transaction that occurred on 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 of the company’s stock, valued at $1,440,477. This trade represents a 25.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 0.60% of the company’s stock.

Institutional Investors Weigh In On BWX Technologies

Large investors have recently modified their holdings of the company. Bank of New York Mellon Corp purchased a new stake in BWX Technologies during the second quarter valued at about $222,587,000. Invesco Ltd. lifted its stake in shares of BWX Technologies by 60.1% in the third 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 in the last quarter. Select Equity Group L.P. acquired a new stake in shares of BWX Technologies during the second quarter worth approximately $68,902,000. Orion Porfolio Solutions LLC lifted its position in shares of BWX Technologies by 1,353.1% during the second quarter. Orion Porfolio Solutions LLC now owns 363,757 shares of the technology company’s stock worth $52,403,000 after purchasing an additional 338,723 shares during the last quarter. Finally, Orbis Allan Gray Ltd bought a new position in BWX Technologies during the 2nd quarter worth approximately $42,504,000. 94.39% of the stock is owned by institutional investors and hedge funds.

BWX Technologies News Summary

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

• Positive Sentiment: BTIG maintained its Buy rating on BWXT, reinforcing confidence in the company’s growth outlook and nuclear-focused strategy. BTIG Research Reiterates Buy Rating for BWX Technologies
• Positive Sentiment: BWXT is positioning itself as a nuclear-power supplier for rising electricity demand from artificial intelligence and data centers. The planned sale of its medical isotopes unit to Nordic Capital could generate up to $800 million, while allowing the company to concentrate on nuclear energy and defense. Its reported $8.39 billion backlog and raised 2026 guidance provide visibility into future revenue. BWX Technologies Is Turning the AI Power Problem Into a Nuclear Growth Story
• Positive Sentiment: Northland Securities raised its BWXT FY2026 EPS forecast to $4.71 from $4.68 and FY2027 forecast to $5.17 from $5.11. The higher projections suggest analysts expect continued earnings growth from the company’s nuclear and defense businesses. Northland Securities Earnings Estimate Revisions
• Neutral Sentiment: Recent analyst commentary describes BWXT’s operating performance as solid and highlights potentially meaningful mergers-and-acquisitions activity, but investors may remain focused on execution, integration risk, and the timing of proceeds from the medical isotopes divestiture. BWX Technologies: Solid Performance, Interesting M&A Efforts
• Negative Sentiment: Northland trimmed its Q3 2026 EPS estimate to $1.18 from $1.22. Although it raised full-year forecasts, the lower near-term estimate could weigh on sentiment. BWXT also trades at a premium earnings valuation, leaving the stock more sensitive to estimate changes and profit-taking. Northland Securities Quarterly Earnings Estimate Revision

BWX Technologies Company Profile

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.