BWX Technologies (NYSE:BWXT) Downgraded by Wall Street Zen to Hold

Key Points

• Wall Street Zen downgraded BWX Technologies from “Buy” to “Hold,” though the broader analyst consensus remains “Moderate Buy” with an average price target of $228.20.
• BWXT reported quarterly EPS of $1.07, beating estimates of $1.04, while revenue rose 18% year over year to $901.62 million. The company maintained fiscal 2026 EPS guidance of $4.70–$4.80.
• The stock opened at $169.77, well below its 12-month high of $241.82, while institutional investors own 94.39% of shares. CEO Rex Geveden and CFO Michael Fitzgerald recently sold shares under disclosed transactions.

BWX Technologies (NYSE:BWXT - Get Free Report) was downgraded by equities research analysts at Wall Street Zen from a "buy" rating to a "hold" rating in a research report issued to clients and investors on Saturday.

A number of other research firms have also weighed in on BWXT. JPMorgan Chase & Co. assumed coverage on shares of BWX Technologies in a report on Monday, July 27th. They issued an "overweight" rating and a $230.00 target price on the stock. Deutsche Bank Aktiengesellschaft upgraded BWX Technologies from a "hold" rating to a "buy" rating and lifted their price target for the company from $205.00 to $255.00 in a research note on Friday, May 15th. Weiss Ratings lowered BWX Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a report on Wednesday, July 29th. BTIG Research restated a "buy" rating and issued a $235.00 target price on shares of BWX Technologies in a report on Tuesday. Finally, Truist Financial lifted their target price on BWX Technologies from $205.00 to $212.00 and gave the company a "hold" rating in a research report on Monday, May 11th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, BWX Technologies presently has a consensus rating of "Moderate Buy" and an average price target of $228.20.

BWX Technologies Stock Performance

NYSE BWXT opened at $169.77 on Friday. The company has a market cap of $15.55 billion, a P/E ratio of 43.98, a PEG ratio of 2.60 and a beta of 0.76. The company has a fifty day simple moving average of $185.04 and a 200 day simple moving average of $200.41. The company has a current ratio of 2.40, a quick ratio of 2.33 and a debt-to-equity ratio of 1.51. BWX Technologies has a 12-month low of $157.10 and a 12-month high of $241.82.

BWX Technologies (NYSE:BWXT - Get Free Report) last released its quarterly earnings data on Monday, August 3rd. The technology company reported $1.07 earnings per share 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 firm had revenue of $901.62 million for the quarter, compared to the consensus estimate of $902.41 million. During the same quarter in the prior year, the company posted $1.02 earnings per share. The business'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. Sell-side analysts predict that BWX Technologies will post 4.75 earnings per share for the current fiscal year.

Insider Transactions at BWX Technologies

In related news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $204.81, for a total value of $2,048,100.00. Following the sale, the chief executive officer owned 202,491 shares of the company's stock, valued at approximately $41,472,181.71. The trade was a 4.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed 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 company's stock in a transaction that occurred on 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 approximately $1,440,477. The trade was a 25.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.60% of the stock is owned by insiders.

Institutional Trading of BWX Technologies

Hedge funds have recently made changes to their positions in the company. BlackRock Inc. bought a new position in shares of BWX Technologies during the 2nd quarter worth $2,359,895,000. Invesco Ltd. lifted its holdings in BWX Technologies by 0.7% during the fourth quarter. Invesco Ltd. now owns 2,568,117 shares of the technology company's stock valued at $443,873,000 after purchasing an additional 18,967 shares during the last quarter. Franklin Resources Inc. boosted its position in BWX Technologies by 2.4% during the fourth quarter. Franklin Resources Inc. now owns 2,258,282 shares of the technology company's stock worth $390,321,000 after purchasing an additional 53,594 shares during the period. Geode Capital Management LLC boosted its position in BWX Technologies by 3.9% during the fourth quarter. Geode Capital Management LLC now owns 1,857,716 shares of the technology company's stock worth $321,176,000 after purchasing an additional 69,857 shares during the period. Finally, Blair William & Co. IL boosted its position in BWX Technologies by 20.9% during the fourth quarter. Blair William & Co. IL now owns 1,439,666 shares of the technology company's stock worth $248,832,000 after purchasing an additional 248,598 shares during the period. 94.39% of the stock is currently owned by institutional investors.

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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