BWX Technologies (NYSE:BWXT) Price Target Raised to $235.00

BWX Technologies (NYSE:BWXT) had its price target increased by BTIG Research from $225.00 to $235.00 in a research note released on Thursday,Benzinga reports. They currently have a buy rating on the technology company’s stock.

Other analysts also recently issued reports about the company. BNP Paribas Exane assumed coverage on BWX Technologies in a research note on Thursday, January 15th. They set a “neutral” rating and a $215.00 target price on the stock. Bank of America increased their price objective on BWX Technologies from $220.00 to $230.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. Truist Financial set a $205.00 price objective on BWX Technologies in a report on Friday, January 9th. Zacks Research upgraded shares of BWX Technologies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, January 21st. Finally, Weiss Ratings downgraded shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, January 26th. Three analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $200.45.

BWX Technologies Stock Down 0.8%

NYSE:BWXT opened at $205.55 on Thursday. The company has a debt-to-equity ratio of 1.64, a quick ratio of 1.62 and a current ratio of 2.32. The firm has a market cap of $18.80 billion, a P/E ratio of 57.58, a P/E/G ratio of 3.37 and a beta of 0.84. BWX Technologies has a fifty-two week low of $84.21 and a fifty-two week high of $220.57. The firm has a 50-day simple moving average of $198.41 and a two-hundred day simple moving average of $187.51.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings results on Monday, February 23rd. The technology company reported $1.08 EPS for the quarter, beating analysts’ consensus estimates of $0.91 by $0.17. The firm had revenue of $885.84 million for the quarter, compared to analysts’ expectations of $837.47 million. BWX Technologies had a net margin of 10.28% and a return on equity of 30.94%. The business’s revenue for the quarter was up 18.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.92 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. Analysts predict that BWX Technologies will post 3.23 earnings per share for the current fiscal 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. This is a boost from BWX Technologies’s previous quarterly dividend of $0.25. The ex-dividend date is Wednesday, March 11th. This represents a $1.08 annualized dividend and a dividend yield of 0.5%. BWX Technologies’s dividend payout ratio (DPR) is currently 28.01%.

Insider Activity at BWX Technologies

In other news, Director Gerhard F. Burbach sold 1,983 shares of the company’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total value of $413,673.63. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Rex D. Geveden sold 10,000 shares of the firm’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $203.26, for a total value of $2,032,600.00. Following the completion of the transaction, the chief executive officer directly owned 177,594 shares in the company, valued at approximately $36,097,756.44. This represents a 5.33% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.47% of the company’s stock.

Institutional Trading of BWX Technologies

Several hedge funds have recently bought and sold shares of the stock. Wedbush Securities Inc. lifted its position in shares of BWX Technologies by 4.3% during the 4th quarter. Wedbush Securities Inc. now owns 1,263 shares of the technology company’s stock valued at $218,000 after buying an additional 52 shares in the last quarter. Oppenheimer Asset Management Inc. raised its stake in BWX Technologies by 1.0% during the 4th quarter. Oppenheimer Asset Management Inc. now owns 5,448 shares of the technology company’s stock worth $942,000 after acquiring an additional 54 shares during the period. Guggenheim Capital LLC raised its stake in BWX Technologies by 2.2% during the 4th quarter. Guggenheim Capital LLC now owns 2,598 shares of the technology company’s stock worth $449,000 after acquiring an additional 55 shares during the period. Stratos Wealth Partners LTD. lifted its holdings in BWX Technologies by 3.5% during the fourth quarter. Stratos Wealth Partners LTD. now owns 1,979 shares of the technology company’s stock valued at $342,000 after purchasing an additional 67 shares in the last quarter. Finally, Corient Private Wealth LLC boosted its position in shares of BWX Technologies by 1.2% in the second quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company’s stock worth $847,000 after purchasing an additional 69 shares during the period. Institutional investors own 94.39% of the company’s stock.

More BWX Technologies News

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

• Positive Sentiment: Q4 results and FY‑2026 guidance beat/raised — BWXT reported revenue and EPS ahead of expectations and set FY‑2026 guidance at $4.55–$4.70, supporting a bullish medium‑term earnings narrative. Read More.
• Positive Sentiment: Northland lifts FY‑2026 EPS forecast — Northland upgraded its FY outlook for BWXT, reflecting confidence in the company’s multi‑year cash flow and defense/nuclear backlog. Read More.
• Positive Sentiment: Dividend increase — Management raised the quarterly dividend to $0.27 (annualized $1.08), signaling cash‑flow strength and capital return to shareholders. Read More.
• Positive Sentiment: Technical interest — BWXT was included on a watchlist of stocks near buy points (IBD/Investors’ Business Daily coverage), which can attract momentum traders. Read More.
• Neutral Sentiment: Sector context — Broader interest in nuclear and SMR technologies (e.g., coverage of SMR startups) supports long‑term demand tailwinds but does not change BWXT’s current profit trajectory. Read More.
• Neutral Sentiment: Mixed analyst landscape and institutional positioning — Analysts’ ratings and targets are varied and institutional ownership is high; this can amplify moves but leaves valuation views mixed. Read More.
• Negative Sentiment: Insider director sale — Director Gerhard F. Burbach sold 1,983 shares (~$413k), a disclosure investors often view cautiously even if sales are routine. Read More.
• Negative Sentiment: Wall Street Zen cut to Hold — A downgrade to Hold removes some buy‑side conviction and may pressure short‑term flows. Read More.
• Negative Sentiment: Q1 estimate cut by Northland — Near‑term Q1 EPS estimates were trimmed, introducing short‑term execution risk despite stronger full‑year guidance. Read More.

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.