BWX Technologies (NYSE:BWXT) Cut to “Hold” at Wall Street Zen

Wall Street Zen downgraded shares of BWX Technologies (NYSE:BWXT) from a buy rating to a hold rating in a research report report published on Saturday morning.

Several other research analysts also recently commented on the stock. BTIG Research boosted their price objective on shares of BWX Technologies from $225.00 to $235.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. BNP Paribas Exane started coverage on BWX Technologies in a report on Thursday, January 15th. They set a “neutral” rating and a $215.00 price target for the company. Bank of America upped their price objective on BWX Technologies from $220.00 to $230.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Northland Securities set a $225.00 target price on BWX Technologies in a research report on Tuesday, November 4th. Finally, CJS Securities raised shares of BWX Technologies to a “strong-buy” rating in a report on Friday, December 12th. Three analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $200.45.

BWX Technologies Stock Up 5.2%

BWXT stock opened at $216.61 on Friday. BWX Technologies has a 52 week low of $84.21 and a 52 week high of $220.57. The business has a 50-day simple moving average of $199.17 and a 200 day simple moving average of $187.88. 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 company has a market cap of $19.81 billion, a PE ratio of 60.68, a price-to-earnings-growth ratio of 3.37 and a beta of 0.83.

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 analysts’ consensus estimates of $0.91 by $0.17. The firm had revenue of $885.84 million for the quarter, compared to the consensus estimate 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 period 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. Sell-side analysts anticipate that BWX Technologies will post 3.23 EPS for the current fiscal year.

BWX Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Wednesday, March 11th will be given a $0.27 dividend. This is an increase 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 yield of 0.5%. BWX Technologies’s dividend payout ratio is currently 28.01%.

Insider Activity at BWX Technologies

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the company’s 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 directly owned 177,594 shares of the company’s stock, valued at $36,097,756.44. This represents a 5.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Gerhard F. Burbach sold 1,983 shares of BWX Technologies stock in a transaction dated Wednesday, February 25th. The stock was 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. 0.47% of the stock is currently owned by company insiders.

Institutional Trading of BWX Technologies

Several institutional investors and hedge funds have recently bought and sold shares of BWXT. Goldman Sachs Group Inc. increased its stake in shares of BWX Technologies by 0.3% in the first quarter. Goldman Sachs Group Inc. now owns 141,680 shares of the technology company’s stock worth $13,977,000 after buying an additional 371 shares during the period. Caxton Associates LLP bought a new position in shares of BWX Technologies during the first quarter valued at approximately $304,000. Hantz Financial Services Inc. lifted its stake in BWX Technologies by 861.9% in the second quarter. Hantz Financial Services Inc. now owns 202 shares of the technology company’s stock worth $29,000 after acquiring an additional 181 shares during the period. Retirement Systems of Alabama boosted its holdings in BWX Technologies by 0.3% in the second quarter. Retirement Systems of Alabama now owns 123,743 shares of the technology company’s stock valued at $17,826,000 after acquiring an additional 366 shares in the last quarter. Finally, Strs Ohio increased its position in BWX Technologies by 3.5% during the 2nd quarter. Strs Ohio now owns 32,181 shares of the technology company’s stock valued at $4,636,000 after purchasing an additional 1,081 shares during the period. 94.39% of the stock is currently owned by hedge funds and other institutional investors.

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.