BWX Technologies (NYSE:BWXT) Now Covered by TD Cowen

TD Cowen began coverage on shares of BWX Technologies (NYSE:BWXT) in a research report issued on Thursday. The firm set a “buy” rating and a $230.00 price target on the technology company’s stock. TD Cowen’s price target suggests a potential upside of 17.32% from the stock’s current price.

Several other equities analysts have also weighed in on BWXT. Bank of America lifted their target price on shares of BWX Technologies from $220.00 to $230.00 and gave the company a “buy” rating in a report on Thursday, November 13th. BNP Paribas Exane began coverage on BWX Technologies in a research report on Thursday, January 15th. They issued a “neutral” rating and a $215.00 price objective on the stock. Zacks Research raised BWX Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, January 21st. Wall Street Zen lowered BWX Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. Finally, Truist Financial set a $205.00 price target on BWX Technologies in a research report on Friday, January 9th. Three equities research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $203.73.

BWX Technologies Stock Performance

NYSE BWXT opened at $196.05 on Thursday. The company has a debt-to-equity ratio of 1.64, a current ratio of 2.32 and a quick ratio of 2.25. BWX Technologies has a 1-year low of $84.21 and a 1-year high of $220.57. The firm has a market capitalization of $17.93 billion, a P/E ratio of 54.92, a P/E/G ratio of 3.20 and a beta of 0.83. The business’s 50-day simple moving average is $202.44 and its 200-day simple moving average is $189.31.

BWX Technologies (NYSE:BWXT) last posted its earnings results 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 during 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 company’s revenue was up 18.7% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.92 EPS. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. Equities analysts predict that BWX Technologies will post 3.23 EPS for the current year.

Insider Transactions at BWX Technologies

In related news, CAO Kevin James Gorman sold 1,344 shares of the business’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $214.71, for a total value of $288,570.24. Following the transaction, the chief accounting officer owned 114 shares in the company, valued at approximately $24,476.94. The trade was a 92.18% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Gerhard F. Burbach sold 1,983 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $208.61, for a total value of $413,673.63. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 13,327 shares of company stock valued at $2,734,844. 0.47% of the stock is currently owned by insiders.

Institutional Trading of BWX Technologies

A number of hedge funds and other institutional investors have recently made changes to their positions in BWXT. Corient Private Wealth LLC raised its holdings in BWX Technologies by 28.5% in the fourth quarter. Corient Private Wealth LLC now owns 12,206 shares of the technology company’s stock valued at $2,110,000 after acquiring an additional 2,710 shares in the last quarter. Hsbc Holdings PLC increased its position in shares of BWX Technologies by 260.2% in the 4th quarter. Hsbc Holdings PLC now owns 7,770 shares of the technology company’s stock worth $1,348,000 after purchasing an additional 5,613 shares during the last quarter. Caitong International Asset Management Co. Ltd raised its stake in shares of BWX Technologies by 26,900.0% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 810 shares of the technology company’s stock valued at $140,000 after purchasing an additional 807 shares in the last quarter. Virtu Financial LLC bought a new position in shares of BWX Technologies during the fourth quarter worth about $1,121,000. Finally, MV Capital Management Inc. bought a new position in shares of BWX Technologies during the fourth quarter worth about $32,000. Institutional investors own 94.39% of the company’s stock.

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.