Bank of America Issues Positive Forecast for BWX Technologies (NYSE:BWXT) Stock Price

BWX Technologies (NYSE:BWXT) had its price objective hoisted by Bank of America from $230.00 to $250.00 in a report released on Wednesday morning,Benzinga reports. The brokerage currently has a buy rating on the technology company’s stock.

BWXT has been the subject of a number of other reports. BTIG Research upped their target price on BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. Zacks Research upgraded BWX Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, January 21st. CJS Securities raised BWX Technologies to a “strong-buy” rating in a research note on Friday, December 12th. Wall Street Zen lowered BWX Technologies from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. Finally, TD Securities began coverage on BWX Technologies in a research note on Thursday, March 12th. They set a “buy” rating and a $230.00 target price for the company. Three investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $208.36.

BWX Technologies Stock Up 8.2%

BWX Technologies stock opened at $221.48 on Wednesday. BWX Technologies has a 52 week low of $84.21 and a 52 week high of $222.29. The stock has a market cap of $20.29 billion, a price-to-earnings ratio of 62.04, a PEG ratio of 3.34 and a beta of 0.83. The company’s 50-day moving average price is $204.60 and its two-hundred day moving average price is $192.26. The company has a current ratio of 2.32, a quick ratio of 2.25 and a debt-to-equity ratio of 1.64.

BWX Technologies (NYSE:BWXT) last issued its quarterly earnings results on Monday, February 23rd. The technology company reported $1.08 earnings per share for the quarter, topping analysts’ consensus estimates 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 business’s revenue for the quarter was up 18.7% compared to the same quarter last year. During the same period in the prior year, the business posted $0.92 EPS. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. On average, analysts expect that BWX Technologies will post 3.23 EPS for the current fiscal year.

BWX Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Wednesday, March 11th will be given a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 0.5%. This is a positive change from BWX Technologies’s previous quarterly dividend of $0.25. The ex-dividend date is Wednesday, March 11th. BWX Technologies’s dividend payout ratio (DPR) is presently 30.25%.

Insider Buying and Selling at BWX Technologies

In other news, CAO Kevin James Gorman sold 1,344 shares of the firm’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $214.71, for a total transaction of $288,570.24. Following the completion of the sale, the chief accounting officer directly owned 114 shares of the company’s stock, valued at $24,476.94. This trade represents a 92.18% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $203.26, for a total value of $2,032,600.00. Following the completion of the transaction, the chief executive officer owned 177,594 shares in the company, valued at $36,097,756.44. The trade was a 5.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 13,327 shares of company stock valued at $2,734,844. Corporate insiders own 0.47% of the company’s stock.

Institutional Investors Weigh In On BWX Technologies

Several hedge funds have recently modified their holdings of the stock. Hsbc Holdings PLC raised its holdings in BWX Technologies by 260.2% during the 4th quarter. Hsbc Holdings PLC now owns 7,770 shares of the technology company’s stock worth $1,348,000 after buying an additional 5,613 shares during the period. Rockefeller Capital Management L.P. boosted its holdings in shares of BWX Technologies by 3.4% in the fourth quarter. Rockefeller Capital Management L.P. now owns 28,172 shares of the technology company’s stock worth $4,869,000 after buying an additional 926 shares during the period. ARP Global Capital Ltd acquired a new position in shares of BWX Technologies in the fourth quarter worth about $3,538,000. Corient Private Wealth LLC increased its position in shares of BWX Technologies by 28.5% in the fourth quarter. Corient Private Wealth LLC now owns 12,206 shares of the technology company’s stock worth $2,110,000 after acquiring an additional 2,710 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd increased its position in shares of BWX Technologies by 26,900.0% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 810 shares of the technology company’s stock worth $140,000 after acquiring an additional 807 shares in the last quarter. 94.39% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting BWX Technologies

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

• Positive Sentiment: Local rezoning approved, enabling BWXT to expand facilities — this directly supports capacity growth and long‑term revenue opportunities. Commission approves BWXT rezoning request
• Positive Sentiment: Bank of America raised its price target to $250 and maintains a Buy rating, signaling incremental analyst conviction and providing a visible upside benchmark for investors. Bank of America raises price target to $250
• Positive Sentiment: TD Securities initiated coverage with a Buy and $230 target, citing BWXT’s nuclear heritage and services model — more institutional coverage can lift investor interest and liquidity. TD Securities Initiates Coverage of BWX Technologies (BWXT) with a Buy Rating
• Positive Sentiment: Zacks added BWXT to its Rank #1 (Strong Buy) momentum list — a short‑term catalyst that can attract momentum and retail flows. Best Momentum Stocks to Buy for March 25th
• Positive Sentiment: Coverage and analyst pieces highlight BWXT’s expansion into nuclear services and fuel capabilities — strategic diversification beyond defense that supports longer‑term growth expectations. Can BWX Technologies’ Nuclear Services Expansion Drive Future Growth?
• Neutral Sentiment: Recent earnings (Feb. 23) beat estimates and FY2026 EPS guidance was set (4.55–4.70), providing fundamental support — already baked into some analyst upgrades but worth watching vs. future quarters for execution. (Company earnings release)
• Neutral Sentiment: Explainer pieces summarizing the day’s move consolidate the above drivers for retail investors — useful for sentiment tracking but not a fresh fundamental catalyst. Why is BWX (BWXT) stock rocketing higher today
• Negative Sentiment: Short interest rose ~20.5% in March (3.1% of float, ~2.8 days to cover) — rising shorts can add volatility and downside pressure if sentiment reverses. (Short interest report)
• Neutral Sentiment: Coverage of resident and commissioner reactions highlights local opposition and reputational risk; rezoning passed but community relations and permitting remain items to monitor. Residents, commissioners respond to BWXT rezoning vote

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.