BTIG Research Issues Positive Forecast for BWX Technologies (NYSE:BWXT) Stock Price

BWX Technologies (NYSE:BWXT) had its price objective increased by BTIG Research from $225.00 to $235.00 in a report published on Thursday,Benzinga reports. The firm currently has a buy rating on the technology company’s stock.

A number of other equities analysts have also weighed in on BWXT. Weiss Ratings lowered shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, January 26th. Northland Securities set a $225.00 price objective on shares of BWX Technologies in a report on Tuesday, November 4th. Bank of America raised their price objective on BWX Technologies from $220.00 to $230.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. BNP Paribas Exane initiated coverage on BWX Technologies in a research report on Thursday, January 15th. They issued a “neutral” rating and a $215.00 target price on the stock. Finally, Truist Financial set a $205.00 price target on BWX Technologies in a report on Friday, January 9th. Three investment analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $200.45.

BWX Technologies Stock Performance

NYSE BWXT opened at $207.35 on Thursday. The company has a quick ratio of 1.62, a current ratio of 2.32 and a debt-to-equity ratio of 1.64. BWX Technologies has a twelve month low of $84.21 and a twelve month high of $220.57. The business has a 50-day moving average price of $197.82 and a 200-day moving average price of $187.26. The firm has a market cap of $18.96 billion, a price-to-earnings ratio of 58.08, a price-to-earnings-growth ratio of 3.09 and a beta of 0.84.

BWX Technologies (NYSE:BWXT) last issued its earnings results on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.91 by $0.17. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.The company had revenue of $885.84 million for the quarter, compared to the consensus estimate of $837.47 million. During the same quarter last year, the company earned $0.92 EPS. The firm’s quarterly revenue was up 18.7% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. As a group, equities research analysts predict that BWX Technologies will post 3.23 EPS for the current fiscal year.

BWX Technologies Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Wednesday, March 11th will be paid a $0.27 dividend. This represents a $1.08 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend is Wednesday, March 11th. This is a positive change from BWX Technologies’s previous quarterly dividend of $0.25. BWX Technologies’s dividend payout ratio is 30.03%.

Insider Buying and Selling at BWX Technologies

In related news, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the sale, the chief executive officer owned 177,594 shares in the company, valued at approximately $36,097,756.44. This represents a 5.33% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.47% of the company’s stock.

Institutional Investors Weigh In On BWX Technologies

Several hedge funds and other institutional investors have recently made changes to their positions in BWXT. Creative Financial Designs Inc. ADV boosted its stake in shares of BWX Technologies by 250.0% during the 2nd quarter. Creative Financial Designs Inc. ADV now owns 175 shares of the technology company’s stock worth $25,000 after purchasing an additional 125 shares during the period. Hantz Financial Services Inc. grew its stake in shares of BWX Technologies by 861.9% during the second quarter. Hantz Financial Services Inc. now owns 202 shares of the technology company’s stock valued at $29,000 after buying an additional 181 shares during the last quarter. Aventura Private Wealth LLC purchased a new stake in shares of BWX Technologies in the fourth quarter worth approximately $29,000. WFA of San Diego LLC bought a new stake in shares of BWX Technologies during the 2nd quarter worth approximately $29,000. Finally, Global Trust Asset Management LLC purchased a new position in BWX Technologies during the 3rd quarter valued at $32,000. Hedge funds and other institutional investors 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: Q4 beat and stronger outlook: BWXT reported stronger-than-expected Q4 results, solid full‑year 2025 results and raised 2026 revenue/earnings visibility, underpinning the company’s growth narrative and multi‑year backlog. Stronger-Than-Expected 2025 Results
• Positive Sentiment: Analyst target-price bump: BTIG raised its price target to $235 and maintained a Buy rating, signaling ~13% upside from current levels and supporting constructive sentiment. BTIG Price Target Raise
• Positive Sentiment: Estimate upgrades from Northland: Northland Securities increased near‑term quarterly EPS forecasts and lifted FY2026 and FY2027 estimates (e.g., FY2026 to ~$4.61), reflecting stronger expected earnings trajectory. Northland Securities Estimates
• Positive Sentiment: Falling short interest: Short interest declined ~15% in February (now ~2.5% of float), reducing immediate bearish positioning and the risk of further downside from short-covering reversals.
• Neutral Sentiment: Media roundup: Coverage from Zacks and other outlets highlighted BWXT among top Q4 EPS beaters, increasing visibility but not adding new fundamental information. Zacks Coverage
• Negative Sentiment: Valuation concerns and downgrade to Hold: A Seeking Alpha note argues shares look overvalued after a >100% rally, cuts its rating to Hold with a DCF target near $206 — highlighting limited near‑term upside and anchoring bearish sentiment. Seeking Alpha Valuation Note

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.