Key Points
- Insider sale: CAO Kevin James Gorman sold 1,344 shares at an average price of $214.71 for a total of $288,570, leaving him with 114 shares — a 92.18% reduction in his position.
- Strong quarter and guidance: BWX beat Q results with $1.08 EPS and $885.8M revenue (revenue +18.7% YoY) and set FY2026 guidance of $4.55–$4.70 EPS, while also raising the quarterly dividend to $0.27 ($1.08 annual, ~0.5% yield).
- Market and sentiment: Shares traded around $202.39 (down ~1.5%), the stock has a market cap of $18.5B, and analysts view the name as a "Moderate Buy" with a consensus target near $200.45 amid several recent upgrades.
BWX Technologies, Inc. (NYSE:BWXT - Get Free Report) CAO Kevin James Gorman sold 1,344 shares of the stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $214.71, for a total transaction of $288,570.24. Following the transaction, the chief accounting officer directly owned 114 shares of the company's stock, valued at approximately $24,476.94. This trade represents a 92.18% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.
BWX Technologies Trading Down 1.5%
Shares of BWX Technologies stock traded down $3.18 on Thursday, reaching $202.39. The company had a trading volume of 98,193 shares, compared to its average volume of 1,016,484. The firm's 50 day moving average price is $200.29 and its two-hundred day moving average price is $188.23. The company has a debt-to-equity ratio of 1.64, a quick ratio of 2.25 and a current ratio of 2.32. BWX Technologies, Inc. has a 52-week low of $84.21 and a 52-week high of $220.57. The firm has a market cap of $18.51 billion, a PE ratio of 56.69, a PEG ratio of 3.36 and a beta of 0.83.
BWX Technologies (NYSE:BWXT - Get Free Report) last posted its quarterly earnings data on Monday, February 23rd. The technology company reported $1.08 earnings per share 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 analysts' expectations of $837.47 million. BWX Technologies had a net margin of 10.28% and a return on equity of 30.94%. The firm's quarterly revenue was up 18.7% on a year-over-year basis. During the same quarter last year, the company posted $0.92 EPS. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. Sell-side analysts predict that BWX Technologies, Inc. will post 3.23 earnings per share for the current fiscal year.
BWX Technologies Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Investors of record on Wednesday, March 11th will be issued a dividend of $0.27 per share. This is a positive change from BWX Technologies's previous quarterly dividend of $0.25. The ex-dividend date is Wednesday, March 11th. This represents a $1.08 dividend on an annualized basis and a yield of 0.5%. BWX Technologies's dividend payout ratio (DPR) is 30.25%.
Analyst Ratings Changes
Several analysts have recently issued reports on BWXT shares. Weiss Ratings raised shares of BWX Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Wednesday, February 25th. Zacks Research upgraded shares of BWX Technologies from a "hold" rating to a "strong-buy" rating in a report on Wednesday, January 21st. Truist Financial set a $205.00 price target on shares of BWX Technologies in a research report on Friday, January 9th. BTIG Research boosted their price target on shares of BWX Technologies from $225.00 to $235.00 and gave the stock a "buy" rating in a research note on Thursday, February 26th. Finally, Bank of America increased their price objective on BWX Technologies from $220.00 to $230.00 and gave the company a "buy" rating in a research note on Thursday, November 13th. Three research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, BWX Technologies has an average rating of "Moderate Buy" and a consensus price target of $200.45.
Read Our Latest Research Report on BWX Technologies
Institutional Trading of BWX Technologies
A number of institutional investors have recently bought and sold shares of the business. Goldman Sachs Group Inc. increased its holdings in shares of BWX Technologies by 0.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 141,680 shares of the technology company's stock valued at $13,977,000 after acquiring an additional 371 shares during the last quarter. Caxton Associates LLP acquired a new position in BWX Technologies in the first quarter valued at approximately $304,000. Hantz Financial Services Inc. boosted its holdings in BWX Technologies by 861.9% in the second quarter. Hantz Financial Services Inc. now owns 202 shares of the technology company's stock valued at $29,000 after purchasing an additional 181 shares in the last quarter. Creative Financial Designs Inc. ADV increased its stake in BWX Technologies by 250.0% in the second quarter. Creative Financial Designs Inc. ADV now owns 175 shares of the technology company's stock valued at $25,000 after purchasing an additional 125 shares during the last quarter. Finally, State of Michigan Retirement System raised its holdings in BWX Technologies by 0.5% during the second quarter. State of Michigan Retirement System now owns 22,000 shares of the technology company's stock worth $3,169,000 after purchasing an additional 100 shares in the last quarter. 94.39% of the stock is owned by hedge funds and other institutional investors.
About BWX Technologies
(
Get Free Report)
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.
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