BWX Technologies (NYSE:BWXT) Now Covered by Analysts at TD Securities

TD Securities assumed coverage on shares of BWX Technologies (NYSE:BWXT) in a research note issued to investors on Thursday morning,Benzinga reports. The brokerage issued a buy rating and a $230.00 target price on the technology company’s stock.

Several other research firms have also issued reports on BWXT. CJS Securities upgraded shares of BWX Technologies to a “strong-buy” rating in a research report on Friday, December 12th. TD Cowen began coverage on shares of BWX Technologies in a research report on Thursday. They set a “buy” rating and a $230.00 price objective for the company. Zacks Research upgraded shares of BWX Technologies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, January 21st. BNP Paribas Exane began coverage on BWX Technologies in a research report on Thursday, January 15th. They set a “neutral” rating and a $215.00 target price on the stock. Finally, Weiss Ratings upgraded BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 25th. Three research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $206.36.

BWX Technologies Stock Up 1.2%

Shares of BWXT stock opened at $198.27 on Thursday. BWX Technologies has a 12 month low of $84.21 and a 12 month high of $220.57. The company has a quick ratio of 2.25, a current ratio of 2.32 and a debt-to-equity ratio of 1.64. The firm has a market cap of $18.13 billion, a PE ratio of 55.54, a price-to-earnings-growth ratio of 3.20 and a beta of 0.83. The stock has a 50 day moving average of $202.95 and a 200-day moving average of $189.37.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings data on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to the consensus estimate of $837.47 million. During the same quarter last year, the company posted $0.92 earnings per share. BWX Technologies’s quarterly 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. On average, equities analysts predict that BWX Technologies will post 3.23 EPS for the current year.

BWX Technologies Increases Dividend

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

Insider Transactions at BWX Technologies

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 transaction of $288,570.24. Following the completion of the transaction, the chief accounting officer directly owned 114 shares of the company’s stock, valued at approximately $24,476.94. This trade represents a 92.18% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible 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 sale, the chief executive officer owned 177,594 shares in the company, valued at approximately $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. In the last three months, insiders sold 13,327 shares of company stock valued at $2,734,844. Company insiders own 0.47% of the company’s stock.

Institutional Investors Weigh In On BWX Technologies

Several large investors have recently modified their holdings of the stock. Aventura Private Wealth LLC bought a new position in shares of BWX Technologies during the 4th quarter worth approximately $29,000. WFA of San Diego LLC acquired a new position in BWX Technologies during the second quarter worth $29,000. Global Trust Asset Management LLC acquired a new position in BWX Technologies during the third quarter worth $32,000. Strategic Advocates LLC bought a new position in shares of BWX Technologies during the third quarter valued at $32,000. Finally, MV Capital Management Inc. bought a new position in shares of BWX Technologies during the fourth quarter valued at $32,000. 94.39% of the stock is currently owned by institutional investors.

Key Stories Impacting BWX Technologies

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

• Positive Sentiment: TD Securities initiated coverage with a “buy” rating and $230 price target (about a mid-teens upside vs. the recent price), signaling institutional conviction that drives short-term buying. Article Title
• Positive Sentiment: TD Cowen (via TickerReport) also set a “buy” and $230 target, reinforcing the bullish analyst narrative and adding momentum to the stock. Article Title
• Positive Sentiment: Zacks highlights BWXT’s strong 1-year performance (roughly +100%), earnings beats and rising estimates, underscoring that recent operational results and guidance are supporting higher valuation multiples. Article Title
• Positive Sentiment: Coverage (Yahoo/Zacks) emphasizing BWXT as a cornerstone of U.S. naval nuclear propulsion reinforces the company’s durable revenue visibility from defense contracts and its strategic role in the supply chain — a structural positive for long-term cash flow and multiples. Article Title
• Positive Sentiment: Macro/sector tailwind: 247WallSt highlights a structural shift toward higher national-security spending globally, which benefits defense-focused suppliers like BWXT through sustained government contracting. Article Title
• Neutral Sentiment: Analyst consensus remains constructive (published “Moderate Buy” aggregate rating), which supports continued interest but suggests room for differing analyst views on valuation. Article Title
• Neutral Sentiment: Industry noise: NuScale Power (SMR provider) plunged after weaker results — a reminder SMR commercialization faces execution risk; this is a mixed signal for nuclear-adjacent suppliers like BWXT but does not directly alter BWXT’s naval-contracted revenue base. Article Title

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.