BWX Technologies, Inc. (NYSE:BWXT) Stock Now Rated “Moderate Buy” by Sell-Side Brokerages

by · The Markets Daily

BWX Technologies, Inc. (NYSE:BWXT – Get Free Report) has received a consensus recommendation of “Moderate Buy” from the sixteen analysts that are covering the stock, Marketbeat Ratings reports. Five research analysts have rated the stock with a hold rating, ten have given a buy rating and one has given a strong buy rating to the company. The average 12 month target price among brokers that have issued ratings on the stock in the last year is $210.00.

Several research firms recently commented on BWXT. Citigroup reiterated an “outperform” rating on shares of BWX Technologies in a research report on Wednesday. Jefferies Financial Group began coverage on BWX Technologies in a research report on Thursday, September 3rd. They set a “buy” rating and a $181.00 price objective on the stock. Bank of America dropped their target price on BWX Technologies from $250.00 to $210.00 and set a “buy” rating for the company in a report on Wednesday. BTIG Research reissued a “buy” rating and set a $235.00 target price on shares of BWX Technologies in a research report on Wednesday. Finally, JPMorgan Chase & Co. assumed coverage on BWX Technologies in a report on Monday, July 27th. They set an “overweight” rating and a $230.00 price target on the stock.

Get Our Latest Stock Analysis on BWX Technologies

BWX Technologies News Summary

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

  • Positive Sentiment: BWXT was awarded an approximately $189 million contract to manufacture naval nuclear reactor fuel for the U.S. Naval Nuclear Propulsion Program. The award reinforces BWXT’s role as a key supplier to the Navy’s submarine and aircraft-carrier fleets and provides additional backlog visibility. BWXT Awarded $189 Million Naval Nuclear Fuel Contract
  • Positive Sentiment: Guggenheim and BTIG reaffirmed buy ratings, with price targets of $192 and $235, respectively. Northland also maintained an Outperform rating and a $220 target, indicating that analysts continue to see meaningful long-term upside tied to naval nuclear demand and broader nuclear-power growth.
  • Neutral Sentiment: BWXT will report third-quarter 2026 results after the market closes on November 2, followed by a conference call. Investors may use the report to assess contract execution, margins, backlog and management’s full-year outlook. BWX Technologies to Announce Third Quarter 2026 Results
  • Neutral Sentiment: Recent nuclear-sector coverage presents BWXT as a more established, diversified nuclear investment than speculative reactor developers such as X-Energy, Oklo and NuScale. That framing supports BWXT’s strategic positioning, but it does not create a direct near-term earnings catalyst.
  • Negative Sentiment: Bank of America lowered its BWXT price target from $250 to $210, while keeping a buy rating. The cut signals reduced near-term expectations even though the revised target still implies substantial upside. BWXT Price Target Lowered by BofA Securities
  • Negative Sentiment: Northland reduced its FY2027 EPS forecast to $5.02 from $5.17. Although the firm remains bullish, the estimate reduction adds to concerns about earnings growth and helps explain why the stock has been under pressure despite favorable nuclear-industry headlines.

BWX Technologies Stock Down 0.2%

Shares of BWXT stock opened at $136.72 on Friday. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33. BWX Technologies has a one year low of $133.21 and a one year high of $241.82. The company’s fifty day moving average price is $156.98 and its 200-day moving average price is $186.67. The company has a market capitalization of $12.53 billion, a price-to-earnings ratio of 35.42, a PEG ratio of 2.14 and a beta of 0.74.

BWX Technologies (NYSE:BWXT – Get Free Report) last posted its quarterly earnings results on Monday, August 3rd. The technology company reported $1.07 EPS for the quarter, topping analysts’ consensus estimates of $1.04 by $0.03. The company had revenue of $901.62 million for the quarter, compared to analysts’ expectations of $902.41 million. BWX Technologies had a return on equity of 30.83% and a net margin of 10.11%.The firm’s revenue was up 18.0% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.02 EPS. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Sell-side analysts expect that BWX Technologies will post 4.75 EPS for the current fiscal year.

BWX Technologies Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Tuesday, August 18th were given a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Tuesday, August 18th. BWX Technologies’s dividend payout ratio is 27.98%.

Insider Buying and Selling

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total value of $1,725,000.00. Following the transaction, the chief executive officer directly owned 192,491 shares in the company, valued at $33,204,697.50. This represents a 4.94% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On BWX Technologies

Several hedge funds have recently modified their holdings of BWXT. BlackRock Inc. purchased a new position in BWX Technologies in the second quarter worth $2,359,895,000. Franklin Resources Inc. grew its stake in BWX Technologies by 2.4% during the 4th quarter. Franklin Resources Inc. now owns 2,258,282 shares of the technology company’s stock worth $390,321,000 after buying an additional 53,594 shares during the last quarter. Geode Capital Management LLC increased its position in BWX Technologies by 3.9% during the 4th quarter. Geode Capital Management LLC now owns 1,857,716 shares of the technology company’s stock valued at $321,176,000 after buying an additional 69,857 shares in the last quarter. First Trust Advisors LP increased its position in BWX Technologies by 12.2% during the 1st quarter. First Trust Advisors LP now owns 1,391,079 shares of the technology company’s stock valued at $284,462,000 after buying an additional 151,580 shares in the last quarter. Finally, Bank of New York Mellon Corp raised its stake in BWX Technologies by 8.4% in the first quarter. Bank of New York Mellon Corp now owns 1,283,997 shares of the technology company’s stock valued at $262,565,000 after buying an additional 99,053 shares during the last quarter. Hedge funds and other institutional investors own 94.39% of the company’s stock.

BWX Technologies Company Profile

(Get Free Report)

BWX Technologies, Inc (NYSE:BWXT) is a provider of nuclear components, systems and services for government and commercial customers. The company is best known for designing and manufacturing nuclear reactors and related components for the U.S. Navy’s nuclear-powered aircraft carriers and submarines. It also supports the nuclear fuel cycle and provides engineering, manufacturing, maintenance and technical services for nuclear facilities.

BWXT serves the U.S. government, commercial nuclear power producers, research institutions and customers in the healthcare and space industries.

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