BWX Technologies (NYSE:BWXT) Upgraded to “Buy” at Wall Street Zen

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

BWXT has been the subject of several other research reports. BNP Paribas Exane began coverage on BWX Technologies in a research note on Thursday, January 15th. They set a “neutral” rating and a $215.00 target price for the company. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $205.00 target price on shares of BWX Technologies in a research note on Tuesday. Zacks Research upgraded BWX Technologies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, January 21st. Truist Financial upgraded BWX Technologies to a “hold” rating in a research note on Friday, May 1st. Finally, TD Cowen began coverage on BWX Technologies in a research note on Thursday, March 12th. They set a “buy” rating and a $230.00 target price for the company. Three investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $217.26.

BWX Technologies Stock Performance

BWXT opened at $205.14 on Friday. The company has a market cap of $18.79 billion, a PE ratio of 54.85, a price-to-earnings-growth ratio of 3.38 and a beta of 0.78. The stock has a 50-day moving average of $212.84 and a 200-day moving average of $199.66. BWX Technologies has a 52-week low of $105.07 and a 52-week high of $241.82. The company has a debt-to-equity ratio of 1.58, a quick ratio of 2.25 and a current ratio of 2.40.

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

BWX Technologies Dividend Announcement

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

Insider Buying and Selling at BWX Technologies

In other BWX Technologies news, CAO Kevin James Gorman sold 1,344 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $214.71, for a total value of $288,570.24. Following the completion of the transaction, the chief accounting officer owned 114 shares of the company’s stock, valued at $24,476.94. This represents a 92.18% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Gerhard F. Burbach sold 1,983 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $208.61, for a total value of $413,673.63. The SEC filing for this sale provides additional information. Insiders sold a total of 13,327 shares of company stock valued at $2,734,844 in the last quarter. Corporate insiders own 0.60% of the company’s stock.

Hedge Funds Weigh In On BWX Technologies

Several large investors have recently added to or reduced their stakes in the company. Wedbush Securities Inc. raised its holdings in BWX Technologies by 4.3% in the 4th quarter. Wedbush Securities Inc. now owns 1,263 shares of the technology company’s stock valued at $218,000 after acquiring an additional 52 shares in the last quarter. Oppenheimer Asset Management Inc. raised its holdings in BWX Technologies by 1.0% in the 4th quarter. Oppenheimer Asset Management Inc. now owns 5,448 shares of the technology company’s stock valued at $942,000 after acquiring an additional 54 shares in the last quarter. Guggenheim Capital LLC raised its holdings in BWX Technologies by 2.2% in the 4th quarter. Guggenheim Capital LLC now owns 2,598 shares of the technology company’s stock valued at $449,000 after acquiring an additional 55 shares in the last quarter. Stratos Wealth Partners LTD. raised its holdings in BWX Technologies by 3.5% in the 4th quarter. Stratos Wealth Partners LTD. now owns 1,979 shares of the technology company’s stock valued at $342,000 after acquiring an additional 67 shares in the last quarter. Finally, Private Advisor Group LLC raised its holdings in BWX Technologies by 2.4% in the 1st quarter. Private Advisor Group LLC now owns 2,847 shares of the technology company’s stock valued at $582,000 after acquiring an additional 67 shares in the last quarter. Institutional investors and hedge funds 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.