Bank of America Cuts BWX Technologies (NYSE:BWXT) Price Target to $210.00

by · The Markets Daily

BWX Technologies (NYSE:BWXT – Free Report) had its price target decreased by Bank of America from $250.00 to $210.00 in a research report report published on Wednesday, MarketBeat reports. Bank of America currently has a buy rating on the technology company’s stock.

Several other brokerages also recently weighed in on BWXT. Jefferies Financial Group started coverage on shares of BWX Technologies in a report on Thursday, September 3rd. They issued a “buy” rating and a $181.00 price target on the stock. Wall Street Zen cut shares of BWX Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, August 8th. Citigroup reaffirmed an “outperform” rating on shares of BWX Technologies in a report on Wednesday. BNP Paribas Exane cut their price objective on shares of BWX Technologies from $190.00 to $165.00 and set a “neutral” rating on the stock in a research note on Thursday, September 24th. Finally, Weiss Ratings cut shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, August 26th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $210.00.

Read Our Latest Research Report on BWX Technologies

BWX Technologies Stock Down 1.2%

BWX Technologies stock opened at $135.11 on Wednesday. The company has a debt-to-equity ratio of 1.51, a quick ratio of 2.33 and a current ratio of 2.40. The business’s 50-day simple moving average is $156.20 and its two-hundred day simple moving average is $186.31. The company has a market cap of $12.38 billion, a PE ratio of 35.00, a PEG ratio of 2.09 and a beta of 0.74. BWX Technologies has a fifty-two week low of $131.86 and a fifty-two week high of $241.82.

BWX Technologies (NYSE:BWXT – Get Free Report) last announced its quarterly earnings data on Monday, August 3rd. The technology company reported $1.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.04 by $0.03. BWX Technologies had a return on equity of 30.83% and a net margin of 10.11%.The firm had revenue of $901.62 million during the quarter, compared to analysts’ expectations of $902.41 million. During the same period last year, the business posted $1.02 earnings per share. The company’s revenue for the quarter was up 18.0% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Equities analysts anticipate that BWX Technologies will post 4.75 EPS for the current year.

BWX Technologies Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Tuesday, August 18th were given a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 0.8%. The ex-dividend date was Tuesday, August 18th. BWX Technologies’s dividend payout ratio (DPR) is currently 27.98%.

Insider Transactions at BWX Technologies

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $172.50, for a total value of $1,725,000.00. Following the sale, the chief executive officer owned 192,491 shares in the company, valued at approximately $33,204,697.50. This represents a 4.94% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.60% of the company’s stock.

Institutional Investors Weigh In On BWX Technologies

A number of hedge funds and other institutional investors have recently made changes to their positions in BWXT. Stonebridge Financial Group LLC grew its position in BWX Technologies by 3.9% during the third quarter. Stonebridge Financial Group LLC now owns 43,904 shares of the technology company’s stock valued at $6,015,000 after buying an additional 1,636 shares during the period. QRG Capital Management Inc. raised its position in shares of BWX Technologies by 14.2% in the second quarter. QRG Capital Management Inc. now owns 2,807 shares of the technology company’s stock worth $546,000 after acquiring an additional 348 shares during the period. Envestnet Portfolio Solutions Inc. raised its position in shares of BWX Technologies by 3.9% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 6,935 shares of the technology company’s stock worth $1,350,000 after acquiring an additional 260 shares during the period. Security National Bank of SO Dak purchased a new stake in shares of BWX Technologies during the 2nd quarter worth about $29,000. Finally, Sequoia Financial Advisors LLC boosted its stake in shares of BWX Technologies by 18.3% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 60,999 shares of the technology company’s stock worth $11,873,000 after acquiring an additional 9,425 shares in the last quarter. Institutional investors and hedge funds own 94.39% of the company’s stock.

More BWX Technologies News

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

  • Positive Sentiment: BWXT won an approximately $189 million contract to manufacture naval nuclear reactor fuel for the U.S. Naval Nuclear Propulsion Program. The award reinforces its long-term relationship with the U.S. Navy and provides additional contracted revenue visibility. BWXT Awarded $189 Million Naval Nuclear Fuel Contract
  • Positive Sentiment: BTIG Research and Guggenheim both reaffirmed Buy ratings on BWXT, while separate analyst coverage identified the company as a leading industrial-goods pick. The endorsements may support investor confidence in BWXT’s nuclear and defense growth outlook. BTIG Buy Rating Guggenheim Buy Rating
  • Neutral Sentiment: GE Vernova’s BWRX-300 small modular reactor received its first U.S. construction permit, strengthening the broader nuclear-power investment theme. The development is a positive sector read-through for BWXT, although it also highlights increasing competition among reactor technology providers. GE Vernova BWRX-300 Construction Permit
  • Neutral Sentiment: BWXT will report third-quarter 2026 results after the market close on November 2. Investors may remain cautious ahead of the update, which could provide clarification on contract execution, earnings, and full-year guidance. BWXT Third-Quarter 2026 Results Announcement
  • Negative Sentiment: BofA Securities lowered its BWXT price target to $210, and Northland Securities reduced its 2027 earnings estimate to $5.02 per share from $5.17. Although Northland retained an Outperform rating and the target remains above the current trading level, the estimate and target reductions may weigh on sentiment. BofA Lowers BWXT Price Target

BWX Technologies Company Profile

(Get Free Report)

BWX Technologies, Inc (NYSE:BWXT) is a provider of nuclear components, systems and services for government and commercial customers. The company is best known for designing and manufacturing nuclear reactors and related components for the U.S. Navy’s nuclear-powered aircraft carriers and submarines. It also supports the nuclear fuel cycle and provides engineering, manufacturing, maintenance and technical services for nuclear facilities.

BWXT serves the U.S. government, commercial nuclear power producers, research institutions and customers in the healthcare and space industries.

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