TD Securities Begins Coverage on BWX Technologies (NYSE:BWXT)

Stock analysts at TD Securities initiated coverage on shares of BWX Technologies (NYSE:BWXT) in a report released on Thursday,Benzinga reports. The firm set a “buy” rating and a $230.00 price target on the technology company’s stock. TD Securities’ price target points to a potential upside of 18.35% from the stock’s current price.

Other research analysts have also recently issued reports about the stock. Wall Street Zen cut shares of BWX Technologies from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. TD Cowen initiated coverage on BWX Technologies in a research note on Thursday. They set a “buy” rating and a $230.00 target price on the stock. BNP Paribas Exane assumed coverage on BWX Technologies in a report on Thursday, January 15th. They set a “neutral” rating and a $215.00 price target for the company. CJS Securities upgraded BWX Technologies to a “strong-buy” rating in a research report on Friday, December 12th. Finally, BTIG Research lifted 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. Three equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $206.36.

BWX Technologies Stock Performance

Shares of BWXT opened at $194.34 on Thursday. The company has a market cap of $17.77 billion, a PE ratio of 54.44, a price-to-earnings-growth ratio of 3.23 and a beta of 0.83. The firm has a 50-day moving average of $203.19 and a 200-day moving average of $189.59. BWX Technologies has a one year low of $84.21 and a one year high of $220.57. The company has a debt-to-equity ratio of 1.64, a current ratio of 2.32 and a quick ratio of 2.25.

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 net margin of 10.28% and a return on equity of 30.94%. The business had revenue of $885.84 million during the quarter, compared to the consensus estimate of $837.47 million. During the same period last year, the business posted $0.92 EPS. BWX Technologies’s 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 analysts forecast that BWX Technologies will post 3.23 earnings per share for the current year.

Insider Buying and Selling

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

Institutional Trading of BWX Technologies

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. ARP Global Capital Ltd bought a new stake in BWX Technologies in the 4th quarter worth about $3,538,000. Corient Private Wealth LLC boosted its stake in shares of BWX Technologies by 28.5% in the 4th quarter. Corient Private Wealth LLC now owns 12,206 shares of the technology company’s stock worth $2,110,000 after buying an additional 2,710 shares during the last quarter. Hsbc Holdings PLC boosted its stake in shares of BWX Technologies by 260.2% in 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 last quarter. Caitong International Asset Management Co. Ltd increased its position in shares of BWX Technologies by 26,900.0% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 810 shares of the technology company’s stock valued at $140,000 after acquiring an additional 807 shares during the last quarter. Finally, Virtu Financial LLC purchased a new stake in shares of BWX Technologies during the fourth quarter valued at approximately $1,121,000. 94.39% of the stock is owned by institutional investors.

Trending Headlines about BWX Technologies

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

• Positive Sentiment: TD Securities initiated coverage with a Buy rating, signaling institutional interest and research support for BWXT’s growth profile. Read More.
• Positive Sentiment: TD Cowen also started coverage with a Buy and highlighted BWXT’s “unmatched nuclear heritage,” adding another independent bullish voice on the stock. Read More.
• Positive Sentiment: Analysts set a $230 price target (TD Securities / TD Cowen reporting), implying roughly double-digit upside from current levels — a clear near-term upside benchmark for investors to watch. Read More.
• Positive Sentiment: Operational tailwinds: BWXT reported quarterly revenue and backlog growth (backlog up ~50% to $7.3B) and is expanding into advanced nuclear programs (TRISO fuel, microreactors, Project Pele and modular BANR), which could broaden long‑term revenue beyond naval propulsion. Read More.
• Positive Sentiment: Coverage pieces note strong stock performance over the past year (shares up ~100% year-over-year in some reports), reinforcing momentum but also raising valuation questions. Read More.
• Neutral Sentiment: Sector context: broader defense and aerospace spending tailwinds (and peers like Teledyne gaining from defense and commercial aviation recovery) support a positive backdrop for BWXT but do not guarantee stock moves. Read More.
• Neutral Sentiment: Macro/structural piece: analysts point to a structural shift in national security spending that favors defense suppliers, providing a favorable demand environment for BWXT’s products and services over the medium term. Read More.

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.