Seaport Res Ptn Upgrades BWX Technologies (NYSE:BWXT) to Strong-Buy

BWX Technologies (NYSE:BWXT) was upgraded by Seaport Res Ptn to a “strong-buy” rating in a note issued to investors on Tuesday,Zacks.com reports. Seaport Res Ptn also issued estimates for BWX Technologies’ Q2 2025 earnings at $0.75 EPS, Q3 2025 earnings at $0.99 EPS, FY2025 earnings at $3.48 EPS, Q1 2026 earnings at $0.77 EPS, Q2 2026 earnings at $0.94 EPS, Q3 2026 earnings at $1.07 EPS and FY2026 earnings at $4.04 EPS.

BWXT has been the subject of several other reports. Barclays lifted their price objective on BWX Technologies from $90.00 to $105.00 and gave the company an “underweight” rating in a report on Monday, December 16th. Bank of America reduced their price target on shares of BWX Technologies from $160.00 to $135.00 and set a “buy” rating for the company in a report on Wednesday, March 26th. Truist Financial increased their price objective on shares of BWX Technologies from $106.00 to $114.00 and gave the company a “hold” rating in a research note on Tuesday, January 14th. Finally, Maxim Group boosted their price objective on shares of BWX Technologies from $138.00 to $140.00 and gave the stock a “buy” rating in a research note on Friday, January 10th. One research analyst has rated the stock with a sell rating, two have issued a hold rating, seven have issued a buy rating and one has issued a strong buy rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $124.38.

BWX Technologies Price Performance

BWX Technologies stock opened at $100.54 on Tuesday. The stock has a market cap of $9.19 billion, a price-to-earnings ratio of 33.29, a price-to-earnings-growth ratio of 3.20 and a beta of 0.69. The firm has a 50-day moving average of $106.26 and a two-hundred day moving average of $114.55. BWX Technologies has a 1 year low of $86.70 and a 1 year high of $136.31. The company has a debt-to-equity ratio of 1.15, a current ratio of 2.25 and a quick ratio of 2.25.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings results on Monday, February 24th. The technology company reported $0.92 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.80 by $0.12. The firm had revenue of $746.27 million during the quarter, compared to analyst estimates of $653.16 million. BWX Technologies had a return on equity of 31.95% and a net margin of 10.32%. On average, research analysts forecast that BWX Technologies will post 3.23 earnings per share for the current year.

Insider Transactions at BWX Technologies

In other BWX Technologies news, SVP Ronald Owen Whitford, Jr. sold 2,000 shares of the business’s stock in a transaction that occurred on Thursday, February 27th. The shares were sold at an average price of $104.92, for a total transaction of $209,840.00. Following the sale, the senior vice president now owns 9,904 shares of the company’s stock, valued at approximately $1,039,127.68. The trade was a 16.80 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Rex D. Geveden sold 45,625 shares of the firm’s stock in a transaction on Wednesday, February 26th. The stock was sold at an average price of $107.40, for a total transaction of $4,900,125.00. Following the completion of the transaction, the chief executive officer now directly owns 218,218 shares of the company’s stock, valued at approximately $23,436,613.20. This represents a 17.29 % decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 53,625 shares of company stock valued at $5,734,145. Corporate insiders own 0.47% of the company’s stock.

Institutional Investors Weigh In On BWX Technologies

A number of large investors have recently made changes to their positions in the stock. HHM Wealth Advisors LLC raised its stake in BWX Technologies by 45.0% in the 4th quarter. HHM Wealth Advisors LLC now owns 290 shares of the technology company’s stock worth $32,000 after acquiring an additional 90 shares during the last quarter. Principal Securities Inc. increased its holdings in shares of BWX Technologies by 40.4% in the fourth quarter. Principal Securities Inc. now owns 316 shares of the technology company’s stock valued at $35,000 after purchasing an additional 91 shares during the period. Louisiana State Employees Retirement System raised its stake in shares of BWX Technologies by 0.4% in the fourth quarter. Louisiana State Employees Retirement System now owns 25,400 shares of the technology company’s stock worth $2,829,000 after purchasing an additional 100 shares during the last quarter. Utah Retirement Systems lifted its holdings in shares of BWX Technologies by 2.1% during the fourth quarter. Utah Retirement Systems now owns 4,900 shares of the technology company’s stock worth $546,000 after purchasing an additional 100 shares during the period. Finally, AdvisorNet Financial Inc boosted its position in BWX Technologies by 15.4% in the fourth quarter. AdvisorNet Financial Inc now owns 779 shares of the technology company’s stock valued at $87,000 after buying an additional 104 shares during the last quarter. 94.39% of the stock is owned by hedge funds and other institutional investors.

About BWX Technologies

BWX Technologies, Inc, together with its subsidiaries, manufactures and sells nuclear components in the United States, Canada, and internationally. It operates through two segments, Government Operations and Commercial Operations. The Government Operations segment designs and manufactures naval nuclear components, reactors, and nuclear fuel; fabrication activities; and supplies proprietary and sole-source valves, manifolds, and fittings to naval and commercial shipping customers.