Oppenheimer & Co. Inc. Cuts Holdings in BWX Technologies, Inc. $BWXT

Oppenheimer & Co. Inc. decreased its stake in shares of BWX Technologies, Inc. (NYSE:BWXT) by 61.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,147 shares of the technology company’s stock after selling 6,514 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in BWX Technologies were worth $717,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of the stock. Oppenheimer Asset Management Inc. increased its holdings 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 purchasing an additional 54 shares during the period. Stratos Wealth Partners LTD. increased its holdings in BWX Technologies by 3.5% during the 4th quarter. Stratos Wealth Partners LTD. now owns 1,979 shares of the technology company’s stock worth $342,000 after purchasing an additional 67 shares during the period. Corient Private Wealth LLC increased its holdings in BWX Technologies by 1.2% during the 2nd 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. Barnes Dennig Private Wealth Management LLC increased its holdings in BWX Technologies by 10.1% during the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 783 shares of the technology company’s stock worth $135,000 after purchasing an additional 72 shares during the period. Finally, Cascade Investment Advisors Inc. increased its holdings in BWX Technologies by 1.0% during the 4th quarter. Cascade Investment Advisors Inc. now owns 8,884 shares of the technology company’s stock worth $1,536,000 after purchasing an additional 87 shares during the period. Hedge funds and other institutional investors own 94.39% of the company’s stock.

Trending Headlines about BWX Technologies

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

• Positive Sentiment: BWXT announced awards totaling more than $1.4 billion for the U.S. Naval Nuclear Propulsion Program — a material contract influx that strengthens near? and mid?term backlog and cash visibility for its naval reactor business. BWXT Announces $1.4 Billion in Contracts for Naval Nuclear Propulsion Program
• Positive Sentiment: Q1 2026 results beat estimates — revenue $860.2M (up ~26% YoY) and EPS topped consensus; management set FY2026 EPS guidance of $4.60–$4.75, supporting growth expectations and validating the company’s positioning in defense/nuclear markets. BWX Technologies, Inc. (BWXT) Reports Q1 2026 Results
• Positive Sentiment: Northland raised its FY2026 EPS estimate modestly (from $4.61 to $4.68), signaling some analyst confidence in the company’s full?year outlook despite mixed quarterly tweaks. MarketBeat BWXT Coverage
• Neutral Sentiment: Press coverage and investor calls highlighted “surging nuclear momentum,” a positive narrative that can support multiple multiple expansion over time but is commentary rather than new financial data. BWX Technologies’ Call Highlights Surging Nuclear Momentum
• Negative Sentiment: Northland Securities trimmed several near?term quarterly EPS forecasts (Q2, Q3, Q4 2026) and slightly cut FY2027 EPS (from $5.16 to $5.11). Those downward estimate revisions, while modest, likely contributed to today’s selling pressure as investors digest pacing and timing risk. MarketBeat BWXT Coverage

Analyst Upgrades and Downgrades

BWXT has been the topic of several recent research reports. BNP Paribas Exane initiated coverage on BWX Technologies in a report on Thursday, January 15th. They set a “neutral” rating and a $215.00 price target on the stock. BTIG Research upped their price target on BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Wall Street Zen downgraded BWX Technologies from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. Bank of America increased their price objective on BWX Technologies from $230.00 to $250.00 and gave the company a “buy” rating in a report on Wednesday, March 25th. Finally, Wells Fargo & Company initiated coverage on BWX Technologies in a report on Wednesday, April 1st. They issued an “underweight” rating and a $200.00 price objective on the stock. Three research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, BWX Technologies currently has an average rating of “Moderate Buy” and an average price target of $217.26.

BWX Technologies Trading Down 2.5%

BWXT opened at $209.87 on Friday. BWX Technologies, Inc. has a one year low of $105.07 and a one year high of $241.82. The company has a market cap of $19.23 billion, a P/E ratio of 56.12, a PEG ratio of 3.55 and a beta of 0.78. The company has a debt-to-equity ratio of 1.58, a quick ratio of 2.25 and a current ratio of 2.40. The business’s 50-day simple moving average is $212.84 and its 200-day simple moving average is $199.66.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings data on Monday, May 4th. The technology company reported $1.12 EPS for the quarter, beating analysts’ consensus estimates of $0.92 by $0.20. BWX Technologies had a return on equity of 31.33% and a net margin of 10.20%.The business had revenue of $860.22 million for the quarter, compared to the consensus estimate of $837.47 million. During the same quarter in the prior year, the business posted $0.91 EPS. The business’s revenue for the quarter was up 26.1% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. As a group, equities research analysts expect that BWX Technologies, Inc. will post 4.71 EPS for the current fiscal year.

BWX Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Tuesday, May 19th will be issued a $0.27 dividend. The ex-dividend date is Tuesday, May 19th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.5%. BWX Technologies’s dividend payout ratio is presently 28.88%.

Insider Activity

In related news, CEO Rex D. Geveden sold 10,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the transaction, the chief executive officer owned 177,594 shares in the company, valued at $36,097,756.44. This trade represents a 5.33% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Gerhard F. Burbach sold 1,983 shares of the firm’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 value of $413,673.63. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 13,327 shares of company stock worth $2,734,844. 0.60% of the stock is currently owned by insiders.

BWX Technologies 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.