BWX Technologies (NYSE:BWXT) Upgraded at Wells Fargo & Company

Wells Fargo & Company upgraded shares of BWX Technologies (NYSE:BWXT) to a strong sell rating in a research note released on Tuesday morning,Zacks.com reports.

Several other research analysts have also recently issued reports on BWXT. TD Cowen initiated coverage on shares of BWX Technologies in a report on Thursday, March 12th. They set a “buy” rating and a $230.00 target price for the company. CJS Securities upgraded shares of BWX Technologies to a “strong-buy” rating in a research report on Friday, December 12th. Weiss Ratings upgraded BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 25th. BNP Paribas Exane initiated coverage on BWX Technologies in a report on Thursday, January 15th. They issued a “neutral” rating and a $215.00 price target for the company. Finally, Truist Financial set a $205.00 target price on shares of BWX Technologies in a report on Friday, January 9th. Three investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $207.60.

BWX Technologies Trading Up 1.0%

BWXT opened at $214.86 on Tuesday. The company has a current ratio of 2.32, a quick ratio of 2.25 and a debt-to-equity ratio of 1.64. The firm has a market cap of $19.68 billion, a price-to-earnings ratio of 60.19, a PEG ratio of 3.67 and a beta of 0.80. BWX Technologies has a 12 month low of $84.21 and a 12 month high of $222.29. The stock has a fifty day moving average price of $203.83 and a 200-day moving average price of $193.72.

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

BWX Technologies Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Wednesday, March 11th were given a dividend of $0.27 per share. This is an increase from BWX Technologies’s previous quarterly dividend of $0.25. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Wednesday, March 11th. BWX Technologies’s dividend payout ratio is currently 30.25%.

Insider Activity

In related news, CAO Kevin James Gorman sold 1,344 shares of the firm’s stock in a transaction that occurred 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 sale, the chief accounting officer owned 114 shares of the company’s stock, valued at $24,476.94. This trade represents a 92.18% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Gerhard F. Burbach sold 1,983 shares of the firm’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $208.61, for a total transaction of $413,673.63. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 13,327 shares of company stock worth $2,734,844. 0.47% of the stock is currently owned by company insiders.

Institutional Trading of BWX Technologies

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Alkeon Capital Management LLC increased its position 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 period. Invesco Ltd. boosted its holdings in BWX Technologies by 60.1% in the 3rd quarter. Invesco Ltd. now owns 2,549,150 shares of the technology company’s stock valued at $469,987,000 after purchasing an additional 956,770 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new position in BWX Technologies during the third quarter worth $163,969,000. Select Equity Group L.P. acquired a new position in shares of BWX Technologies during the 2nd quarter worth $68,902,000. Finally, Federated Hermes Inc. increased its holdings in BWX Technologies by 477.3% in the second quarter. Federated Hermes Inc. now owns 450,907 shares of the technology company’s stock valued at $64,958,000 after buying an additional 372,800 shares in the last quarter. 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: Zacks and other bullish screeners include BWXT on lists of nuclear winners as AI-driven data-center buildouts boost long-term reactor and SMR demand — this reinforces growth narrative for BWXT’s reactor and services franchises. Buy 3 Nuclear Energy Stocks for 2026 Amid AI-Powered Data Center Boom
• Positive Sentiment: MarketBeat (originals) highlights a sector pullback as a potential buying opportunity given rising electricity demand and policy support for nuclear — a narrative that can lift valuation multiples for established nuclear contractors like BWXT. Nuclear’s Pullback: A Generational Buying Opportunity?
• Positive Sentiment: Morning-session market rebound headlines (e.g., Yahoo) show macro news driving short-term upside across cyclicals, including BWXT — helpful for intraday/near-term momentum. BWX, Tutor Perini, Graphic Packaging Holding, Lennar, and Visteon Shares Are Soaring
• Neutral Sentiment: Fool’s comparison piece on NuScale vs. BWXT frames the distinct opportunity sets: NuScale’s SMR IP vs. BWXT’s government-contracted reactor services and production — useful context for positioning but not an immediate catalyst. NuScale Power vs. BWX Technologies
• Negative Sentiment: Wells Fargo initiated coverage with an underweight/“underperform” stance and a $200 price target (~7% below the recent level). Multiple outlets carried the note — an analyst downgrade and a below-current PT can weigh on short-term investor sentiment and intra-sector relative performance. Wells Fargo initiates coverage of BWX Technologies

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.