BWX Technologies (NYSE:BWXT) Upgraded to “Strong-Buy” at Jefferies Financial Group

BWX Technologies (NYSE:BWXT) was upgraded by analysts at Jefferies Financial Group to a “strong-buy” rating in a research note issued on Thursday, Zacks reports.

A number of other equities analysts have also commented on the stock. Truist Financial lowered their price target on shares of BWX Technologies from $212.00 to $202.00 and set a “hold” rating on the stock in a research report on Friday, August 14th. JPMorgan Chase & Co. began coverage on shares of BWX Technologies in a report on Monday, July 27th. They issued an “overweight” rating and a $230.00 price objective for the company. Deutsche Bank Aktiengesellschaft upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating and increased their target price for the stock from $205.00 to $255.00 in a research report on Friday, May 15th. BTIG Research reaffirmed a “buy” rating and set a $235.00 target price on shares of BWX Technologies in a report on Tuesday, August 4th. Finally, Seaport Research Partners upgraded shares of BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price target for the company in a research report on Monday, June 22nd. Three investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $220.27.

BWX Technologies Stock Performance

Shares of NYSE BWXT opened at $160.08 on Thursday. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33. The firm has a market cap of $14.67 billion, a price-to-earnings ratio of 41.47, a P/E/G ratio of 2.44 and a beta of 0.75. The stock’s fifty day moving average price is $171.82 and its two-hundred day moving average price is $194.58. BWX Technologies has a one year low of $147.74 and a one year high of $241.82.

BWX Technologies (NYSE:BWXT) last posted its earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share for the quarter, topping analysts’ consensus estimates of $1.04 by $0.03. The company had revenue of $901.62 million during the quarter, compared to the consensus estimate of $902.41 million. BWX Technologies had a return on equity of 30.83% and a net margin of 10.11%.The company’s revenue was up 18.0% on a year-over-year basis. During the same quarter last year, the firm earned $1.02 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. On average, equities analysts forecast that BWX Technologies will post 4.75 EPS for the current year.

Insiders Place Their Bets

In related news, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total transaction of $1,725,000.00. Following the completion of the sale, the chief executive officer owned 192,491 shares of the company’s stock, valued at $33,204,697.50. This represents a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On BWX Technologies

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Transamerica Financial Advisors LLC acquired a new stake in shares of BWX Technologies during the 2nd quarter worth approximately $26,000. MV Capital Management Inc. acquired a new position in BWX Technologies during the fourth quarter valued at approximately $32,000. WFA of San Diego LLC acquired a new position in BWX Technologies during the second quarter valued at approximately $29,000. Stonehage Fleming Financial Services Holdings Ltd acquired a new position in BWX Technologies during the second quarter valued at approximately $40,000. Finally, Tucker Asset Management LLC bought a new stake in BWX Technologies during the fourth quarter worth $36,000. 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.