BWX Technologies (NYSE:BWXT) Upgraded to "Hold" at Truist Financial

Key Points

• BWX Technologies was upgraded to a "Hold" by Truist, while the broader analyst consensus remains a Moderate Buy with an average price target of $207.60 and a mix of 3 Strong Buy, 8 Buy, 4 Hold and 1 Sell ratings.
• Strong quarterly results and guidance: BWXT reported $1.08 EPS vs. $0.91 expected and $885.8M revenue (+18.7% YoY), and set FY2026 guidance of $4.55–$4.70 EPS (analysts forecast ~4.6 EPS).
• Valuation and insider activity: the stock opened at $216.37 (12‑month range $102.42–$241.82) with a $19.82B market cap and P/E of 60.6, while insiders sold about 13,327 shares (~$2.73M) in the last 90 days and now own 0.60% of the company.

BWX Technologies (NYSE:BWXT - Get Free Report) was upgraded by investment analysts at Truist Financial to a "hold" rating in a report issued on Friday,Zacks.com reports.

Other equities research analysts have also issued reports about the stock. BTIG Research boosted their price objective 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. Weiss Ratings upgraded shares of BWX Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Wednesday, February 25th. Bank of America boosted their price objective on shares of BWX Technologies from $230.00 to $250.00 and gave the stock a "buy" rating in a research report on Wednesday, March 25th. Wells Fargo & Company began coverage on shares of BWX Technologies in a research report on Wednesday, April 1st. They issued an "underweight" rating and a $200.00 price objective on the stock. Finally, TD Securities assumed coverage on shares of BWX Technologies in a research report on Thursday, March 12th. They issued a "buy" rating and a $230.00 price objective on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $207.60.

BWX Technologies Price Performance

Shares of NYSE:BWXT opened at $216.37 on Friday. The business's 50 day simple moving average is $212.42 and its 200-day simple moving average is $199.56. The firm has a market capitalization of $19.82 billion, a price-to-earnings ratio of 60.61, a price-to-earnings-growth ratio of 3.74 and a beta of 0.80. The company has a debt-to-equity ratio of 1.64, a current ratio of 2.32 and a quick ratio of 2.25. BWX Technologies has a 12 month low of $102.42 and a 12 month high of $241.82.

BWX Technologies (NYSE:BWXT - Get Free Report) last announced its quarterly earnings results on Monday, February 23rd. The technology company reported $1.08 EPS for the quarter, topping the consensus estimate of $0.91 by $0.17. The business 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%.The company's quarterly revenue was up 18.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.92 EPS. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. As a group, equities analysts forecast that BWX Technologies will post 4.6 earnings per share for the current fiscal year.

Insider Buying and Selling at BWX Technologies

In other BWX Technologies news, CAO Kevin James Gorman sold 1,344 shares of the company's stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $214.71, for a total value of $288,570.24. Following the transaction, the chief accounting officer directly owned 114 shares in the company, valued at approximately $24,476.94. This represents a 92.18% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Gerhard F. Burbach sold 1,983 shares of the company's 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 disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 13,327 shares of company stock worth $2,734,844. Corporate insiders own 0.60% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Aventura Private Wealth LLC purchased a new position in shares of BWX Technologies during the 4th quarter worth $29,000. WFA of San Diego LLC purchased a new position in shares of BWX Technologies during the 2nd quarter worth $29,000. Global Trust Asset Management LLC purchased a new position in shares of BWX Technologies during the 3rd quarter worth $32,000. Strategic Advocates LLC purchased a new position in shares of BWX Technologies during the 3rd quarter worth $32,000. Finally, MV Capital Management Inc. purchased a new position in shares of BWX Technologies during the 4th quarter worth $32,000. 94.39% of the stock is currently owned by hedge funds and other institutional investors.

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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