BWX Technologies (NYSE:BWXT) Hits New 52-Week High - Should You Buy?

Key Points

• New 52-week high: BWX Technologies shares traded as high as $239.64 (last at $238.82) on Tuesday, signaling strong buying interest.
• Earnings beat and guidance: BWXT beat Q4 estimates with $1.08 EPS and $885.8M revenue, reported double‑digit revenue growth and set FY2026 guidance of $4.55–$4.70 EPS.
• Analyst view vs. valuation: The consensus is a "Moderate Buy" with an average target of $207.60—well below the current share price—and the stock trades at a high P/E of about 66.9.

BWX Technologies, Inc. (NYSE:BWXT - Get Free Report)'s stock price reached a new 52-week high during trading on Tuesday . The stock traded as high as $239.64 and last traded at $238.8240, with a volume of 224500 shares trading hands. The stock had previously closed at $232.83.

Wall Street Analyst Weigh In

Several research firms have commented on BWXT. BNP Paribas Exane began coverage on shares of BWX Technologies in a research report on Thursday, January 15th. They set a "neutral" rating and a $215.00 target price on the stock. BTIG Research lifted their target price on shares of BWX Technologies from $225.00 to $235.00 and gave the stock a "buy" rating in a research report on Thursday, February 26th. Truist Financial set a $205.00 target price on shares of BWX Technologies in a research report on Friday, January 9th. Zacks Research raised shares of BWX Technologies from a "hold" rating to a "strong-buy" rating in a research report on Wednesday, January 21st. Finally, Wells Fargo & Company began coverage on shares of BWX Technologies in a research report on Wednesday, April 1st. They set an "underweight" rating and a $200.00 target price on the stock. Three research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $207.60.

BWX Technologies Stock Performance

The company has a market cap of $21.90 billion, a P/E ratio of 66.91, a price-to-earnings-growth ratio of 3.96 and a beta of 0.80. The company's 50-day moving average is $205.97 and its two-hundred day moving average is $196.41. The company has a quick ratio of 2.25, a current ratio of 2.32 and a debt-to-equity ratio of 1.64.

BWX Technologies (NYSE:BWXT - Get Free Report) last posted its quarterly earnings results on Monday, February 23rd. The technology company reported $1.08 earnings per share for the quarter, beating the consensus estimate of $0.91 by $0.17. The company had revenue of $885.84 million during the quarter, compared to analyst estimates of $837.47 million. BWX Technologies had a net margin of 10.28% and a return on equity of 30.94%. The firm's revenue for the quarter was up 18.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.92 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. Equities analysts predict that BWX Technologies, Inc. will post 3.23 EPS 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 given a dividend of $0.27 per share. The ex-dividend date was Wednesday, March 11th. This is an increase from BWX Technologies's previous quarterly dividend of $0.25. This represents a $1.08 annualized dividend and a yield of 0.5%. BWX Technologies's dividend payout ratio (DPR) is currently 30.25%.

Insider Activity at BWX Technologies

In related news, Director Gerhard F. Burbach sold 1,983 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $208.61, for a total transaction of $413,673.63. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Kevin James Gorman sold 1,344 shares of the stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $214.71, for a total transaction of $288,570.24. Following the transaction, the chief accounting officer owned 114 shares of the company's stock, valued at approximately $24,476.94. The trade was a 92.18% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 13,327 shares of company stock worth $2,734,844. 0.60% of the stock is owned by company insiders.

Hedge Funds Weigh In On BWX Technologies

Several institutional investors have recently added to or reduced their stakes in BWXT. Alkeon Capital Management LLC boosted its position in BWX Technologies by 163.0% during the third quarter. Alkeon Capital Management LLC now owns 1,578,048 shares of the technology company's stock worth $290,945,000 after purchasing an additional 978,000 shares during the period. Invesco Ltd. boosted its position in BWX Technologies by 60.1% during the third quarter. Invesco Ltd. now owns 2,549,150 shares of the technology company's stock worth $469,987,000 after purchasing an additional 956,770 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. bought a new position in BWX Technologies during the third quarter worth about $163,969,000. Select Equity Group L.P. bought a new position in BWX Technologies during the second quarter worth about $68,902,000. Finally, Orion Porfolio Solutions LLC boosted its position in BWX Technologies by 1,353.1% during the second quarter. Orion Porfolio Solutions LLC now owns 363,757 shares of the technology company's stock worth $52,403,000 after purchasing an additional 338,723 shares during the period. Institutional investors own 94.39% of the company's stock.

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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