BWX Technologies, Inc. $BWXT Shares Sold by Oppenheimer & Co. Inc.

Key Points

• Oppenheimer & Co. reduced its BWX Technologies stake by 61.1% in Q4, selling 6,514 shares and leaving 4,147 shares valued at about $717,000, while institutional investors own roughly 94.39% of the stock.
• BWXT beat Q1 FY2026 estimates with revenue of $860.2M (≈26% YoY) and EPS of $1.12, announced over $1.4 billion in U.S. Naval Nuclear Propulsion Program awards, and set FY2026 EPS guidance of $4.60–$4.75.
• Insiders sold 13,327 shares (~$2.73M) in the past 90 days, while analysts show a consensus "Moderate Buy" with a target around $217.26.

Oppenheimer & Co. Inc. lowered its stake in shares of BWX Technologies, Inc. (NYSE:BWXT - Free Report) by 61.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 4,147 shares of the technology company's stock after selling 6,514 shares during the period. Oppenheimer & Co. Inc.'s holdings in BWX Technologies were worth $717,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Invesco Ltd. boosted its stake 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 buying an additional 956,770 shares during the last quarter. Alkeon Capital Management LLC boosted its stake 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 buying an additional 978,000 shares during the last quarter. Massachusetts Financial Services Co. MA boosted its stake in BWX Technologies by 18.7% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 1,375,740 shares of the technology company's stock worth $237,783,000 after buying an additional 216,707 shares during the last quarter. First Trust Advisors LP raised its position in BWX Technologies by 31.3% in the third quarter. First Trust Advisors LP now owns 1,254,779 shares of the technology company's stock valued at $231,343,000 after purchasing an additional 299,375 shares during the period. Finally, Blair William & Co. IL raised its position in BWX Technologies by 18.7% in the third quarter. Blair William & Co. IL now owns 1,191,068 shares of the technology company's stock valued at $219,597,000 after purchasing an additional 187,461 shares during the period. Institutional investors and hedge funds own 94.39% of the company's stock.

BWX Technologies News Summary

Here are the key news stories impacting BWX Technologies this week:

• Positive Sentiment: BWXT announced awards totaling more than $1.4 billion for the U.S. Naval Nuclear Propulsion Program — a material contract influx that strengthens near‑ and mid‑term backlog and cash visibility for its naval reactor business. BWXT Announces $1.4 Billion in Contracts for Naval Nuclear Propulsion Program
• Positive Sentiment: Q1 2026 results beat estimates — revenue $860.2M (up ~26% YoY) and EPS topped consensus; management set FY2026 EPS guidance of $4.60–$4.75, supporting growth expectations and validating the company’s positioning in defense/nuclear markets. BWX Technologies, Inc. (BWXT) Reports Q1 2026 Results
• Positive Sentiment: Northland raised its FY2026 EPS estimate modestly (from $4.61 to $4.68), signaling some analyst confidence in the company’s full‑year outlook despite mixed quarterly tweaks. MarketBeat BWXT Coverage
• Neutral Sentiment: Press coverage and investor calls highlighted “surging nuclear momentum,” a positive narrative that can support multiple multiple expansion over time but is commentary rather than new financial data. BWX Technologies’ Call Highlights Surging Nuclear Momentum
• Negative Sentiment: Northland Securities trimmed several near‑term quarterly EPS forecasts (Q2, Q3, Q4 2026) and slightly cut FY2027 EPS (from $5.16 to $5.11). Those downward estimate revisions, while modest, likely contributed to today’s selling pressure as investors digest pacing and timing risk. MarketBeat BWXT Coverage

BWX Technologies Price Performance

BWXT stock opened at $209.87 on Friday. The company has a current ratio of 2.40, a quick ratio of 2.25 and a debt-to-equity ratio of 1.58. The company has a market capitalization of $19.23 billion, a PE ratio of 56.12, a P/E/G ratio of 3.55 and a beta of 0.78. BWX Technologies, Inc. has a 12-month low of $105.07 and a 12-month high of $241.82. The business's fifty day moving average price is $212.84 and its 200 day moving average price is $199.66.

BWX Technologies (NYSE:BWXT - Get Free Report) last posted its quarterly earnings data on Monday, May 4th. The technology company reported $1.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.92 by $0.20. The firm had revenue of $860.22 million for the quarter, compared to the consensus estimate of $837.47 million. BWX Technologies had a return on equity of 31.33% and a net margin of 10.20%.The company's quarterly revenue was up 26.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.91 EPS. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. On average, sell-side analysts anticipate that BWX Technologies, Inc. will post 4.71 EPS for the current year.

BWX Technologies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 5th. Investors of record on Tuesday, May 19th will be issued a $0.27 dividend. This represents a $1.08 annualized dividend and a dividend yield of 0.5%. The ex-dividend date is Tuesday, May 19th. BWX Technologies's payout ratio is currently 28.88%.

Insider Activity at BWX Technologies

In related news, Director Gerhard F. Burbach sold 1,983 shares of the business's stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total value of $413,673.63. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CAO Kevin James Gorman sold 1,344 shares of the business's stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $214.71, for a total value of $288,570.24. Following the completion of the sale, the chief accounting officer owned 114 shares in the company, valued at $24,476.94. This represents a 92.18% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 13,327 shares of company stock worth $2,734,844. 0.60% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

BWXT has been the topic of a number of research analyst reports. Deutsche Bank Aktiengesellschaft restated a "hold" rating and issued a $205.00 target price on shares of BWX Technologies in a research report on Tuesday. TD Securities initiated coverage on BWX Technologies in a research report on Thursday, March 12th. They issued a "buy" rating and a $230.00 target price on the stock. BTIG Research lifted their target price on BWX Technologies from $225.00 to $235.00 and gave the company a "buy" rating in a research report on Thursday, February 26th. Wells Fargo & Company initiated coverage on BWX Technologies in a research report on Wednesday, April 1st. They issued an "underweight" rating and a $200.00 target price on the stock. Finally, Zacks Research upgraded BWX Technologies from a "hold" rating to a "strong-buy" rating in a research report on Wednesday, January 21st. Three investment 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 assigned a Sell rating to the stock. Based on data from MarketBeat, BWX Technologies currently has a consensus rating of "Moderate Buy" and a consensus target price of $217.26.

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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