BWX Technologies, Inc. (NYSE:BWXT) Given Average Recommendation of "Moderate Buy" by Brokerages

Key Points

• Sixteen analysts give BWX Technologies a consensus recommendation of “Moderate Buy” (1 sell, 4 hold, 8 buy, 3 strong buy) with an average 12‑month price target of $207.60.
• Insiders have been selling recently: CEO Rex D. Geveden sold 10,000 shares (~$203.26 each) and a total of 13,327 insider shares valued at $2.73M were sold in the last 90 days; insiders now own 0.60% of the stock.
• BWXT beat its latest quarter (EPS $1.08 vs. $0.91 est.; revenue $885.8M vs. $837.5M), set FY2026 guidance of $4.55–$4.70 EPS (street ~4.6), and raised its quarterly dividend to $0.27 (annualized $1.08, ~0.5% yield).

Shares of BWX Technologies, Inc. (NYSE:BWXT - Get Free Report) have been assigned a consensus recommendation of "Moderate Buy" from the sixteen analysts that are currently covering the firm, MarketBeat.com reports. One equities research analyst has rated the stock with a sell recommendation, four have given a hold recommendation, eight have given a buy recommendation and three have given a strong buy recommendation to the company. The average twelve-month price target among brokers that have covered the stock in the last year is $207.60.

Several analysts recently commented on BWXT shares. BNP Paribas Exane started coverage on BWX Technologies in a research note on Thursday, January 15th. They issued a "neutral" rating and a $215.00 price target on the stock. BTIG Research boosted their price target on BWX Technologies from $225.00 to $235.00 and gave the company a "buy" rating in a research note on Thursday, February 26th. TD Securities started coverage on BWX Technologies in a research note on Thursday, March 12th. They issued a "buy" rating and a $230.00 price target on the stock. Truist Financial set a $205.00 price target on BWX Technologies in a research note on Friday, January 9th. Finally, Bank of America boosted their price target on BWX Technologies from $230.00 to $250.00 and gave the company a "buy" rating in a research note on Wednesday, March 25th.

Insider Activity at BWX Technologies

In related news, CEO Rex D. Geveden sold 10,000 shares of the business's stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $203.26, for a total value of $2,032,600.00. Following the sale, the chief executive officer owned 177,594 shares of the company's stock, valued at $36,097,756.44. The trade was a 5.33% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Gerhard F. Burbach sold 1,983 shares of the business's stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $208.61, for a total value of $413,673.63. The SEC filing for this sale provides additional information. Insiders have sold a total of 13,327 shares of company stock valued at $2,734,844 in the last 90 days. 0.60% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On BWX Technologies

Institutional investors have recently bought and sold shares of the business. Massachusetts Financial Services Co. MA raised its position in 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 BWX Technologies by 27.9% in the 3rd quarter. Eos Management L.P. now owns 25,894 shares of the technology company's stock valued at $4,774,000 after purchasing an additional 5,644 shares during the last quarter. Principal Financial Group Inc. raised its position in BWX Technologies by 51.1% in the 3rd quarter. Principal Financial Group Inc. now owns 313,192 shares of the technology company's stock valued at $57,743,000 after purchasing an additional 105,879 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. bought a new position in BWX Technologies in the 4th quarter valued at $9,754,000. Finally, Thrivent Financial for Lutherans raised its position in BWX Technologies by 7.3% in the 3rd quarter. Thrivent Financial for Lutherans now owns 669,636 shares of the technology company's stock valued at $123,460,000 after purchasing an additional 45,667 shares during the last quarter. Institutional investors own 94.39% of the company's stock.

BWX Technologies Price Performance

Shares of NYSE:BWXT opened at $207.57 on Thursday. BWX Technologies has a 1-year low of $102.42 and a 1-year high of $241.82. The firm has a market capitalization of $19.02 billion, a PE ratio of 58.14, a PEG ratio of 3.84 and a beta of 0.80. The business's 50 day moving average is $212.26 and its 200-day moving average is $199.44. 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 (NYSE:BWXT - Get Free Report) last announced its quarterly earnings data on Monday, February 23rd. The technology company reported $1.08 earnings per share for the quarter, topping the consensus estimate of $0.91 by $0.17. The company had revenue of $885.84 million for the quarter, compared to analyst estimates of $837.47 million. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.BWX Technologies's revenue for the quarter was up 18.7% compared to the same quarter last year. During the same quarter last year, the firm earned $0.92 EPS. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. Sell-side analysts predict that BWX Technologies will post 4.6 earnings per share for the current year.

BWX Technologies Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Wednesday, March 11th were paid a $0.27 dividend. The ex-dividend date of this dividend was Wednesday, March 11th. This represents a $1.08 annualized dividend and a yield of 0.5%. This is a positive change from BWX Technologies's previous quarterly dividend of $0.25. BWX Technologies's payout ratio is presently 30.25%.

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.

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