BWX Technologies, Inc. (NYSE:BWXT) Stock Now Rated "Moderate Buy" by Wall Street Analysts

Key Points

• Analysts rate BWX Technologies a “Moderate Buy”: Of 15 covering brokerages, eight recommend buying, two recommend strong buying, and five rate the stock a hold. The average 12-month price target is $213.75.
• Recent quarterly results exceeded expectations: BWXT reported adjusted EPS of $1.07 versus the $1.04 consensus estimate, while revenue rose 18% year over year to $901.62 million. Management’s FY 2026 EPS guidance is $4.70–$4.80.
• The stock has pulled back significantly: Shares opened at $138.37, near their 52-week low of $136.50 and well below the 52-week high of $241.82. The company also pays a $0.27 quarterly dividend, equivalent to a 0.8% annual yield.

BWX Technologies, Inc. (NYSE:BWXT - Get Free Report) has earned a consensus recommendation of "Moderate Buy" from the fifteen brokerages that are currently covering the stock, MarketBeat reports. Five equities research analysts have rated the stock with a hold rating, eight have issued a buy rating and two have issued a strong buy rating on the company. The average 1 year target price among brokers that have updated their coverage on the stock in the last year is $213.75.

Several research analysts have weighed in on BWXT shares. Truist Financial lowered their price target on BWX Technologies from $212.00 to $202.00 and set a "hold" rating on the stock in a research report on Friday, August 14th. Jefferies Financial Group initiated coverage on shares of BWX Technologies in a research note on Thursday, September 3rd. They issued a "buy" rating and a $181.00 target price for the company. BTIG Research restated a "buy" rating and set a $235.00 target price on shares of BWX Technologies in a report on Tuesday, August 4th. JPMorgan Chase & Co. started coverage on shares of BWX Technologies in a report on Monday, July 27th. They set an "overweight" rating and a $230.00 target price on the stock. Finally, Wells Fargo & Company raised shares of BWX Technologies from an "underweight" rating to an "equal weight" rating and dropped their price target for the stock from $200.00 to $170.00 in a research report on Thursday, August 27th.

Insider Activity

In other news, CEO Rex D. Geveden sold 10,000 shares of the company's stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total value of $1,725,000.00. Following the sale, the chief executive officer directly owned 192,491 shares of the company's stock, valued at approximately $33,204,697.50. This represents a 4.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.60% of the company's stock.

Hedge Funds Weigh In On BWX Technologies

Institutional investors have recently bought and sold shares of the business. Transamerica Financial Advisors LLC acquired a new stake in shares of BWX Technologies in the second quarter valued at approximately $26,000. Security National Bank of SO Dak bought a new position in shares of BWX Technologies during the 2nd quarter worth approximately $29,000. MV Capital Management Inc. acquired a new position in shares of BWX Technologies during the 4th quarter worth approximately $32,000. Stonehage Fleming Financial Services Holdings Ltd acquired a new position in shares of BWX Technologies during the 2nd quarter worth approximately $40,000. Finally, Vermillion Wealth Management Inc. raised its stake in BWX Technologies by 71.7% in the 4th quarter. Vermillion Wealth Management Inc. now owns 237 shares of the technology company's stock valued at $41,000 after acquiring an additional 99 shares during the period. Institutional investors and hedge funds own 94.39% of the company's stock.

BWX Technologies Price Performance

Shares of NYSE BWXT opened at $138.37 on Friday. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33. The business has a 50-day moving average of $159.93 and a 200-day moving average of $188.43. The stock has a market capitalization of $12.68 billion, a price-to-earnings ratio of 35.85, a PEG ratio of 2.17 and a beta of 0.75. BWX Technologies has a fifty-two week low of $136.50 and a fifty-two week high of $241.82.

BWX Technologies (NYSE:BWXT - Get Free Report) last released its earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.04 by $0.03. BWX Technologies had a return on equity of 30.83% and a net margin of 10.11%.The business had revenue of $901.62 million for the quarter, compared to analyst estimates of $902.41 million. During the same quarter in the prior year, the company posted $1.02 earnings per share. BWX Technologies'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. As a group, sell-side analysts predict that BWX Technologies will post 4.75 earnings per share for the current fiscal year.

BWX Technologies Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Tuesday, August 18th were paid a dividend of $0.27 per share. The ex-dividend date was Tuesday, August 18th. This represents a $1.08 annualized dividend and a dividend yield of 0.8%. BWX Technologies's payout ratio is currently 27.98%.

BWX Technologies Company Profile

BWX Technologies, Inc NYSE: BWXT is a technology and manufacturing company that specializes in nuclear components, systems and services. The company primarily serves government and commercial customers in the nuclear energy, national security and medical markets.

BWXT is a major supplier to the U.S. government and supports the U.S. Navy's nuclear propulsion program by designing and manufacturing nuclear reactors and related components for naval vessels. Its offerings also include nuclear fuel, reactor components, engineering and maintenance services, and technologies intended for advanced and small modular reactors.

Through its commercial and medical businesses, BWXT provides nuclear equipment and services for civilian power generation, produces medical radioisotopes and related technologies, and supports research and other specialized applications.

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