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 report report published on Wednesday morning,Benzinga reports. The firm currently has a $235.00 price objective on the technology company’s stock.

Several other research analysts have also recently commented on BWXT. Truist Financial cut their price target on BWX Technologies from $212.00 to $202.00 and set a “hold” rating on the stock in a research note on Friday, August 14th. Wells Fargo & Company upgraded BWX Technologies from an “underweight” rating to an “equal weight” rating and lowered their price objective for the company from $200.00 to $170.00 in a research note on Thursday, August 27th. JPMorgan Chase & Co. assumed coverage on BWX Technologies in a report on Monday, July 27th. They set an “overweight” rating and a $230.00 price objective on the stock. Jefferies Financial Group started coverage on BWX Technologies in a research report on Thursday, September 3rd. They issued a “buy” rating and a $181.00 target price on the stock. Finally, BNP Paribas Exane reduced their target price on BWX Technologies from $190.00 to $165.00 and set a “neutral” rating for the company in a research note on Thursday, September 24th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, BWX Technologies presently has an average rating of “Moderate Buy” and a consensus price target of $210.00.

BWX Technologies Stock Performance

BWX Technologies stock opened at $135.11 on Wednesday. BWX Technologies has a 12-month low of $131.86 and a 12-month high of $241.82. The company has a market capitalization of $12.38 billion, a price-to-earnings ratio of 35.00, a price-to-earnings-growth ratio of 2.09 and a beta of 0.74. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33. The firm’s fifty day moving average price is $156.20 and its 200 day moving average price is $186.31.

BWX Technologies (NYSE:BWXT) last issued its quarterly earnings data on Monday, August 3rd. The technology company reported $1.07 EPS for the quarter, topping analysts’ consensus estimates of $1.04 by $0.03. The firm 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% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.02 EPS. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. On average, research analysts forecast that BWX Technologies will post 4.75 EPS for the current fiscal year.

BWX Technologies Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Tuesday, August 18th were paid a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Tuesday, August 18th. BWX Technologies’s dividend payout ratio (DPR) is presently 27.98%.

Insider Activity

In other news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total transaction of $1,725,000.00. Following the completion of the transaction, the chief executive officer owned 192,491 shares of the company’s stock, valued at approximately $33,204,697.50. The trade was a 4.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.60% of the company’s stock.

Institutional Trading of BWX Technologies

A number of large investors have recently modified their holdings of BWXT. M.D. Sass LLC bought a new stake in shares of BWX Technologies during the second quarter valued at approximately $2,619,000. Ranger Investment Management L.P. acquired a new position in shares of BWX Technologies during the first quarter worth approximately $11,991,000. Silvant Capital Management LLC bought a new position in BWX Technologies in the 2nd quarter worth approximately $6,574,000. Insight Wealth Strategies LLC bought a new position in BWX Technologies in the 2nd quarter worth approximately $5,949,000. Finally, Public Employees Retirement System of Ohio increased its position in BWX Technologies by 67.2% in the 1st quarter. Public Employees Retirement System of Ohio now owns 49,816 shares of the technology company’s stock valued at $10,187,000 after acquiring an additional 20,025 shares during the period. Institutional investors and hedge funds own 94.39% of the company’s stock.

Key BWX Technologies News

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

• Positive Sentiment: BWXT won an approximately $189 million contract to manufacture naval nuclear reactor fuel for the U.S. Naval Nuclear Propulsion Program. The award reinforces its long-term relationship with the U.S. Navy and provides additional contracted revenue visibility. BWXT Awarded $189 Million Naval Nuclear Fuel Contract
• Positive Sentiment: BTIG Research and Guggenheim both reaffirmed Buy ratings on BWXT, while separate analyst coverage identified the company as a leading industrial-goods pick. The endorsements may support investor confidence in BWXT’s nuclear and defense growth outlook. BTIG Buy Rating Guggenheim Buy Rating
• Neutral Sentiment: GE Vernova’s BWRX-300 small modular reactor received its first U.S. construction permit, strengthening the broader nuclear-power investment theme. The development is a positive sector read-through for BWXT, although it also highlights increasing competition among reactor technology providers. GE Vernova BWRX-300 Construction Permit
• Neutral Sentiment: BWXT will report third-quarter 2026 results after the market close on November 2. Investors may remain cautious ahead of the update, which could provide clarification on contract execution, earnings, and full-year guidance. BWXT Third-Quarter 2026 Results Announcement
• Negative Sentiment: BofA Securities lowered its BWXT price target to $210, and Northland Securities reduced its 2027 earnings estimate to $5.02 per share from $5.17. Although Northland retained an Outperform rating and the target remains above the current trading level, the estimate and target reductions may weigh on sentiment. BofA Lowers BWXT Price Target

BWX Technologies Company Profile

BWX Technologies, Inc (NYSE:BWXT) is a provider of nuclear components, systems and services for government and commercial customers. The company is best known for designing and manufacturing nuclear reactors and related components for the U.S. Navy’s nuclear-powered aircraft carriers and submarines. It also supports the nuclear fuel cycle and provides engineering, manufacturing, maintenance and technical services for nuclear facilities.

BWXT serves the U.S. government, commercial nuclear power producers, research institutions and customers in the healthcare and space industries.