BWX Technologies (NYSE:BWXT) Downgraded by Zacks Research to Hold

Zacks Research lowered shares of BWX Technologies (NYSE:BWXT) from a strong-buy rating to a hold rating in a research report report published on Monday,Zacks.com reports.

A number of other analysts also recently issued reports on BWXT. BNP Paribas Exane initiated coverage on shares of BWX Technologies in a report on Thursday, January 15th. They set a “neutral” rating and a $215.00 price objective for the company. Wells Fargo & Company initiated coverage on shares of BWX Technologies in a report on Wednesday, April 1st. They set an “underweight” rating and a $200.00 price objective for the company. BTIG Research raised their price objective on shares of BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Weiss Ratings upgraded shares of BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 25th. Finally, TD Cowen initiated coverage on shares of BWX Technologies in a report on Thursday, March 12th. They set a “buy” rating and a $230.00 price objective for the company. Two analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $217.96.

BWX Technologies Stock Performance

Shares of BWXT stock opened at $206.45 on Monday. The firm has a 50-day moving average of $212.87 and a 200-day moving average of $199.79. The company has a market cap of $18.91 billion, a P/E ratio of 55.20, a P/E/G ratio of 3.47 and a beta of 0.78. The company has a debt-to-equity ratio of 1.58, a current ratio of 2.40 and a quick ratio of 2.33. BWX Technologies has a one year low of $106.22 and a one year high of $241.82.

BWX Technologies (NYSE:BWXT) last announced its earnings results on Monday, May 4th. The technology company reported $1.12 EPS for the quarter, beating the consensus estimate of $0.92 by $0.20. The company had revenue of $860.22 million during the quarter, compared to the consensus estimate of $837.47 million. BWX Technologies had a net margin of 10.20% and a return on equity of 31.33%. The firm’s revenue for the quarter was up 26.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.91 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. Equities research analysts forecast that BWX Technologies will post 4.71 EPS for the current fiscal year.

BWX Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Tuesday, May 19th will be paid a $0.27 dividend. The ex-dividend date is Tuesday, May 19th. This represents a $1.08 annualized dividend and a dividend yield of 0.5%. BWX Technologies’s dividend payout ratio (DPR) is presently 28.88%.

Insider Buying and Selling at BWX Technologies

In other news, CFO Michael Thomas Fitzgerald sold 2,417 shares of BWX Technologies stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $209.25, for a total value of $505,757.25. Following the completion of the transaction, the chief financial officer owned 6,884 shares in the company, valued at $1,440,477. This trade represents a 25.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Kevin James Gorman sold 1,344 shares of BWX Technologies stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $214.71, for a total transaction of $288,570.24. Following the completion of the transaction, the chief accounting officer owned 114 shares of the company’s stock, valued at $24,476.94. The trade was a 92.18% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 25,744 shares of company stock worth $5,288,701 over the last three months. Company insiders own 0.60% of the company’s stock.

Hedge Funds Weigh In On BWX Technologies

Large investors have recently modified their holdings of the business. Aventura Private Wealth LLC purchased a new position in shares of BWX Technologies in the fourth quarter worth about $29,000. WFA of San Diego LLC purchased a new position in shares of BWX Technologies in the second quarter worth about $29,000. Global Trust Asset Management LLC purchased a new position in shares of BWX Technologies in the third quarter worth about $32,000. Strategic Advocates LLC purchased a new position in shares of BWX Technologies in the third quarter worth about $32,000. Finally, MV Capital Management Inc. bought a new position in shares of BWX Technologies in the fourth quarter valued at approximately $32,000. Hedge funds and other institutional investors 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: Activist investor Ananym Capital said BWXT could be worth much more if it commercializes its mothballed reactor design, arguing the stock could potentially double as energy demand grows. Reuters: Ananym urges BWX Technologies to commercialize reactor design, says shares could double
• Positive Sentiment: The U.S. Department of Energy is reportedly considering financing billions of dollars in long-lead-time nuclear plant components, which could support future demand across the nuclear supply chain, including BWXT. Reuters: US considering financing billions of dollars in long-lead time parts of nuclear plants, NEI says
• Positive Sentiment: Defense Daily reported BWXT won $1.4 billion in naval nuclear propulsion contracts, reinforcing its core defense nuclear business and highlighting strong backlog potential. Defense Daily: BWXT Wins $1.4 billion In Naval Nuclear Propulsion Contracts
• Positive Sentiment: Truist raised its price target on BWXT to $212 from $205, signaling continued analyst confidence even though the firm kept a hold rating. American Banking News: BWX Technologies Given New $212.00 Price Target at Truist Financial
• Neutral Sentiment: BWXT’s CFO and CEO both disclosed stock sales this week. The CEO said the sale was made under a pre-arranged 10b5-1 plan, which reduces the negative signal somewhat, but insider selling can still weigh on sentiment. SEC filing: CEO stock sale
• Neutral Sentiment: Industry commentary continues to frame BWXT as a major nuclear power play, with optimism around small modular reactors and its large North American nuclear manufacturing footprint. InsiderMonkey: BWX Technologies touted as a big nuclear play

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.