BWX Technologies, Inc. (NYSE:BWXT) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Shares of BWX Technologies, Inc. (NYSE:BWXT) have been given an average recommendation of “Moderate Buy” by the sixteen ratings firms that are currently covering the stock, Marketbeat.com reports. One investment analyst has rated the stock with a sell rating, four have issued a hold rating, eight have assigned a buy rating and three have issued a strong buy rating on the company. The average 1 year price target among brokers that have updated their coverage on the stock in the last year is $207.60.

A number of research firms recently commented on BWXT. Wells Fargo & Company began coverage on BWX Technologies in a research note on Wednesday. They issued an “underweight” rating and a $200.00 price target for the company. BTIG Research increased their target price on BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Weiss Ratings upgraded BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, February 25th. Zacks Research upgraded BWX Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 21st. Finally, TD Securities assumed coverage on BWX Technologies in a research report on Thursday, March 12th. They set a “buy” rating and a $230.00 price target on the stock.

Insiders Place Their Bets

In other news, CAO Kevin James Gorman sold 1,344 shares of the firm’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 trade represents a 92.18% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the completion of the transaction, the chief executive officer directly owned 177,594 shares of the company’s stock, valued at $36,097,756.44. This trade represents a 5.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 13,327 shares of company stock valued at $2,734,844. Company insiders own 0.47% of the company’s stock.

Hedge Funds Weigh In On BWX Technologies

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Massachusetts Financial Services Co. MA lifted its stake in BWX Technologies by 26.0% in the third quarter. Massachusetts Financial Services Co. MA now owns 1,159,033 shares of the technology company’s stock valued at $213,691,000 after buying an additional 239,292 shares during the last quarter. Eos Management L.P. grew its position in shares of BWX Technologies by 27.9% during the third quarter. Eos Management L.P. now owns 25,894 shares of the technology company’s stock worth $4,774,000 after acquiring an additional 5,644 shares during the last quarter. Principal Financial Group Inc. grew its position in shares of BWX Technologies by 51.1% during the third quarter. Principal Financial Group Inc. now owns 313,192 shares of the technology company’s stock worth $57,743,000 after acquiring an additional 105,879 shares during the last quarter. Thrivent Financial for Lutherans increased its holdings in shares of BWX Technologies by 7.3% in the 3rd quarter. Thrivent Financial for Lutherans now owns 669,636 shares of the technology company’s stock worth $123,460,000 after acquiring an additional 45,667 shares during the period. Finally, AGF Management Ltd. increased its holdings in shares of BWX Technologies by 82.9% in the 3rd quarter. AGF Management Ltd. now owns 70,544 shares of the technology company’s stock worth $13,006,000 after acquiring an additional 31,980 shares during the period. 94.39% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting BWX Technologies

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

• Positive Sentiment: Won a major U.S. naval nuclear fuel contract and announced a partnership with Liburdi GAPCO to advance welding technology — both expand BWXT’s role in the Navy supply chain and support longer-term, higher-margin backlog and cash flow visibility. BWX Technologies Extends Naval Nuclear Role And Reshapes Cash Flow Story
• Positive Sentiment: Reported a beat on earnings and revenue, raised FY‑2026 guidance and increased the dividend — these items support earnings momentum and shareholder returns that typically attract institutional buyers. BWX Technologies Extends Naval Nuclear Role And Reshapes Cash Flow Story
• Positive Sentiment: Sector narratives are favorable: analysts and thematic pieces highlight nuclear and SMR exposure as beneficiaries of rising power demand (data centers, policy support), helping investor interest in BWXT. Buy 3 Nuclear Energy Stocks for 2026 Amid AI-Powered Data Center Boom
• Neutral Sentiment: Valuation and momentum questions: the stock has jumped materially over the past year (~127% 1‑yr gain) — some investors see entrenched growth, others see rich multiples that temper upside from here. Is It Too Late To Consider BWX Technologies (BWXT) After Its 1-Year 126.8% Surge?
• Neutral Sentiment: Comparisons within the nuclear universe (e.g., NuScale) highlight different risk/reward profiles — BWXT is more established in defense fuel and services vs. SMR pure-plays, which matters for portfolio fit rather than immediate price direction. NuScale Power vs. BWX Technologies: Which Nuclear Energy Stock Belongs in Your Portfolio?
• Negative Sentiment: Wells Fargo initiated coverage with an underweight/negative stance — fresh sell-side caution provides ammunition for profit-taking and can pressure the stock despite operational wins. Wells Fargo initiates coverage of BWX Technologies (BWXT) with underweight recommendation

BWX Technologies Trading Down 0.1%

BWXT opened at $214.86 on Friday. BWX Technologies has a 12-month low of $84.21 and a 12-month high of $222.29. The company has a debt-to-equity ratio of 1.64, a current ratio of 2.32 and a quick ratio of 2.25. The stock has a market capitalization of $19.68 billion, a PE ratio of 60.19, a P/E/G ratio of 3.71 and a beta of 0.80. The firm’s fifty day moving average price is $203.98 and its 200 day moving average price is $194.12.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings data on Monday, February 23rd. The technology company reported $1.08 earnings per share for the quarter, topping the consensus estimate 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 firm’s revenue for the quarter was up 18.7% compared to the same quarter last year. During the same period last year, the business earned $0.92 EPS. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. As a group, research analysts expect that BWX Technologies will post 3.23 EPS for the current fiscal year.

BWX Technologies Increases Dividend

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

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.