Key Points
- BWX Technologies CEO Rex Geveden sold 10,000 shares on May 12 for about $2.05 million, leaving him with 202,491 shares. The sale was made under a pre-arranged Rule 10b5-1 trading plan.
- BWXT beat quarterly expectations, reporting EPS of $1.12 versus the $0.92 consensus and revenue of $860.22 million, up 26.1% year over year. The company also reiterated strong outlook metrics, including FY 2026 EPS guidance of 4.60 to 4.75.
- Analyst sentiment remains positive, with an average “Moderate Buy” rating and a consensus target price of $217.96. Recent commentary also highlighted bullish nuclear-sector catalysts, including a possible $1.4 billion naval nuclear propulsion contract win and broader demand for nuclear supply-chain components.
BWX Technologies, Inc. (NYSE:BWXT - Get Free Report) CFO Michael Thomas Fitzgerald sold 2,417 shares of the firm's stock in a transaction on Monday, May 11th. The stock was sold at an average price of $209.25, for a total value of $505,757.25. Following the completion of the transaction, the chief financial officer owned 6,884 shares in the company, valued at approximately $1,440,477. This trade represents a 25.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website.
BWX Technologies Stock Performance
BWXT stock opened at $206.45 on Wednesday. The company has a market cap of $18.91 billion, a P/E ratio of 55.20, a price-to-earnings-growth ratio of 3.47 and a beta of 0.78. BWX Technologies, Inc. has a 1 year low of $106.22 and a 1 year high of $241.82. The company has a debt-to-equity ratio of 1.58, a current ratio of 2.40 and a quick ratio of 2.33. The stock's fifty day moving average price is $212.87 and its 200-day moving average price is $199.79.
BWX Technologies (NYSE:BWXT - Get Free Report) last released its quarterly earnings results on Monday, May 4th. The technology company reported $1.12 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.92 by $0.20. The firm had revenue of $860.22 million for 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 company's revenue for the quarter was up 26.1% on a year-over-year basis. During the same period last year, the business posted $0.91 EPS. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. On average, equities analysts forecast that BWX Technologies, Inc. will post 4.71 earnings per share for the current year.
BWX Technologies Dividend Announcement
The company also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Tuesday, May 19th will be paid a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Tuesday, May 19th. BWX Technologies's dividend payout ratio (DPR) is 28.88%.
Key BWX Technologies News
Here are the key news stories impacting BWX Technologies this week:
- Positive Sentiment: Activist investor Ananym Capital said BWXT could be worth much more if it commercializes its mothballed reactor design, arguing the stock could potentially double as energy demand grows. Reuters: Ananym urges BWX Technologies to commercialize reactor design, says shares could double
- Positive Sentiment: The U.S. Department of Energy is reportedly considering financing billions of dollars in long-lead-time nuclear plant components, which could support future demand across the nuclear supply chain, including BWXT. Reuters: US considering financing billions of dollars in long-lead time parts of nuclear plants, NEI says
- Positive Sentiment: Defense Daily reported BWXT won $1.4 billion in naval nuclear propulsion contracts, reinforcing its core defense nuclear business and highlighting strong backlog potential. Defense Daily: BWXT Wins $1.4 billion In Naval Nuclear Propulsion Contracts
- Positive Sentiment: Truist raised its price target on BWXT to $212 from $205, signaling continued analyst confidence even though the firm kept a hold rating. American Banking News: BWX Technologies Given New $212.00 Price Target at Truist Financial
- Neutral Sentiment: BWXT’s CFO and CEO both disclosed stock sales this week. The CEO said the sale was made under a pre-arranged 10b5-1 plan, which reduces the negative signal somewhat, but insider selling can still weigh on sentiment. SEC filing: CEO stock sale
- Neutral Sentiment: Industry commentary continues to frame BWXT as a major nuclear power play, with optimism around small modular reactors and its large North American nuclear manufacturing footprint. InsiderMonkey: BWX Technologies touted as a big nuclear play
Analyst Ratings Changes
BWXT has been the topic of a number of research reports. Deutsche Bank Aktiengesellschaft restated a "hold" rating and issued a $205.00 price target on shares of BWX Technologies in a research note on Tuesday, May 5th. Weiss Ratings upgraded BWX Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Wednesday, February 25th. Bank of America lifted their target price on BWX Technologies from $230.00 to $250.00 and gave the company a "buy" rating in a research report on Wednesday, March 25th. TD Cowen began coverage on BWX Technologies in a research report on Thursday, March 12th. They set a "buy" rating and a $230.00 target price on the stock. Finally, Wells Fargo & Company began coverage on BWX Technologies in a research report on Wednesday, April 1st. They set an "underweight" rating and a $200.00 target price on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $217.96.
Check Out Our Latest Report on BWX Technologies
Hedge Funds Weigh In On BWX Technologies
Several institutional investors and hedge funds have recently bought and sold shares of the stock. Invesco Ltd. lifted its position in BWX Technologies by 0.7% during the fourth quarter. Invesco Ltd. now owns 2,568,117 shares of the technology company's stock valued at $443,873,000 after purchasing an additional 18,967 shares in the last quarter. Franklin Resources Inc. raised its holdings in BWX Technologies by 2.4% during the fourth quarter. Franklin Resources Inc. now owns 2,258,282 shares of the technology company's stock valued at $390,321,000 after acquiring an additional 53,594 shares during the period. Geode Capital Management LLC raised its holdings in BWX Technologies by 3.9% during the fourth quarter. Geode Capital Management LLC now owns 1,857,716 shares of the technology company's stock valued at $321,176,000 after acquiring an additional 69,857 shares during the period. Alkeon Capital Management LLC raised its holdings in BWX Technologies by 163.0% during the third quarter. Alkeon Capital Management LLC now owns 1,578,048 shares of the technology company's stock valued at $290,945,000 after acquiring an additional 978,000 shares during the period. Finally, Blair William & Co. IL raised its holdings in BWX Technologies by 20.9% during the fourth quarter. Blair William & Co. IL now owns 1,439,666 shares of the technology company's stock valued at $248,832,000 after acquiring an additional 248,598 shares during the period. 94.39% of the stock is currently 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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