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

BWX Technologies, Inc. (NYSE:BWXT) has earned an average rating of “Moderate Buy” from the sixteen analysts that are currently covering the stock, Marketbeat.com reports. One analyst has rated the stock with a sell recommendation, four have given a hold recommendation, eight have assigned a buy recommendation and three have assigned a strong buy recommendation to the company. The average 12-month target price among brokers that have covered the stock in the last year is $207.60.

Several analysts have weighed in on BWXT shares. Truist Financial set a $205.00 target price on BWX Technologies in a research note on Friday, January 9th. Zacks Research raised BWX Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 21st. TD Cowen started coverage on shares of BWX Technologies in a research note on Thursday, March 12th. They set a “buy” rating and a $230.00 price objective on the stock. TD Securities began coverage on shares of BWX Technologies in a report on Thursday, March 12th. They issued a “buy” rating and a $230.00 price objective for the company. Finally, BNP Paribas Exane began coverage on shares of BWX Technologies in a research report on Thursday, January 15th. They issued a “neutral” rating and a $215.00 target price for the company.

BWX Technologies Stock Performance

BWXT opened at $214.86 on Friday. 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 business’s 50 day moving average is $203.98 and its 200-day moving average is $194.12. The stock has a market cap of $19.68 billion, a PE ratio of 60.19, a price-to-earnings-growth ratio of 3.71 and a beta of 0.80. BWX Technologies has a twelve month low of $84.21 and a twelve month high of $222.29.

BWX Technologies (NYSE:BWXT) last issued its quarterly earnings data on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, topping 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 business had revenue of $885.84 million during the quarter, compared to analyst estimates of $837.47 million. During the same period in the prior year, the company posted $0.92 EPS. The business’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. On average, analysts predict that BWX Technologies will post 3.23 earnings per share for the current year.

BWX Technologies Increases Dividend

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

More BWX Technologies News

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

Insider Activity

In related news, Director Gerhard F. Burbach sold 1,983 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total transaction of $413,673.63. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CAO Kevin James Gorman sold 1,344 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $214.71, for a total value of $288,570.24. Following the completion of 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 disclosure for this sale is available in the SEC filing. Insiders sold 13,327 shares of company stock worth $2,734,844 over the last three months. Corporate insiders own 0.47% of the company’s stock.

Hedge Funds Weigh In On BWX Technologies

Several hedge funds have recently modified their holdings of BWXT. Goldman Sachs Group Inc. boosted its stake in BWX Technologies by 0.3% during the first quarter. Goldman Sachs Group Inc. now owns 141,680 shares of the technology company’s stock valued at $13,977,000 after buying an additional 371 shares in the last quarter. Caxton Associates LLP bought a new stake in BWX Technologies in the first quarter worth about $304,000. Choreo LLC bought a new stake in BWX Technologies in the second quarter worth about $216,000. Panagora Asset Management Inc. acquired a new stake in BWX Technologies in the 2nd quarter valued at about $298,000. Finally, CW Advisors LLC lifted its holdings in BWX Technologies by 169.5% in the 2nd quarter. CW Advisors LLC now owns 5,940 shares of the technology company’s stock valued at $856,000 after acquiring an additional 3,736 shares during the last quarter. 94.39% of the stock is currently owned by institutional investors and hedge funds.

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.