BWX Technologies (NYSE:BWXT) Stock Rating Upgraded by Jefferies Financial Group

Key Points

• Jefferies upgraded BWX Technologies to “strong buy,” while broader analyst coverage remains positive with a consensus “moderate buy” rating and a $220.27 price target.
• BWXT reported quarterly EPS of $1.07, beating expectations of $1.04, while revenue rose 18% year over year to $901.62 million; management guided to fiscal 2026 EPS of $4.70–$4.80.
• The stock opened at $160.08, well below its 12-month high of $241.82, and institutional investors own 94.39% of outstanding shares; CEO Rex Geveden separately sold 10,000 shares under a pre-arranged trading plan.

BWX Technologies (NYSE:BWXT - Get Free Report) was upgraded by investment analysts at Jefferies Financial Group to a "strong-buy" rating in a report released on Thursday, Zacks reports.

A number of other research firms also recently issued reports on BWXT. Wall Street Zen downgraded BWX Technologies from a "buy" rating to a "hold" rating in a research report on Saturday, August 8th. Weiss Ratings cut BWX Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Wednesday, August 26th. Zacks Research downgraded BWX Technologies from a "strong-buy" rating to a "hold" rating in a research note on Monday, May 11th. BTIG Research reaffirmed a "buy" rating and set a $235.00 price target on shares of BWX Technologies in a research report on Tuesday, August 4th. Finally, Deutsche Bank Aktiengesellschaft upgraded BWX Technologies from a "hold" rating to a "buy" rating and upped their price objective for the stock from $205.00 to $255.00 in a research note on Friday, May 15th. Three research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, BWX Technologies has a consensus rating of "Moderate Buy" and a consensus price target of $220.27.

BWX Technologies Price Performance

NYSE BWXT opened at $160.08 on Thursday. The firm's 50 day moving average is $171.82 and its 200-day moving average is $194.58. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.51. The company has a market capitalization of $14.67 billion, a PE ratio of 41.47, a price-to-earnings-growth ratio of 2.44 and a beta of 0.75. BWX Technologies has a 12-month low of $147.74 and a 12-month high of $241.82.

BWX Technologies (NYSE:BWXT - Get Free Report) last announced its earnings results on Monday, August 3rd. The technology company reported $1.07 EPS for the quarter, topping the consensus estimate of $1.04 by $0.03. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The business had revenue of $901.62 million during the quarter, compared to analysts' expectations of $902.41 million. During the same quarter in the prior year, the company posted $1.02 earnings per share. The firm's revenue was up 18.0% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Equities research analysts anticipate that BWX Technologies will post 4.75 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction dated Wednesday, August 12th. The stock was 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 in the company, valued at approximately $33,204,697.50. This trade represents a 4.94% 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. Insiders own 0.60% of the company's stock.

Institutional Trading of BWX Technologies

Hedge funds have recently made changes to their positions in the business. California State Teachers Retirement System increased its holdings in shares of BWX Technologies by 19,438.2% during the 2nd quarter. California State Teachers Retirement System now owns 20,717,573 shares of the technology company's stock worth $4,032,676,000 after acquiring an additional 20,611,537 shares during the last quarter. BlackRock Inc. acquired a new stake in BWX Technologies during the 2nd quarter valued at $2,359,895,000. Bank of New York Mellon Corp bought a new position in BWX Technologies during the second quarter worth $222,587,000. Bank of America Corp DE bought a new position in BWX Technologies during the second quarter worth $202,020,000. Finally, Invesco Ltd. increased its holdings 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 valued at $469,987,000 after purchasing an additional 956,770 shares during the last quarter. 94.39% of the stock is owned by institutional investors and hedge funds.

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.

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