BWX Technologies, Inc. (NYSE:BWXT) Stock Has Average Target Price of $213.75

Posted by George Bondi on Oct 4th, 2026

Shares of BWX Technologies, Inc. (NYSE:BWXT – Get Free Report) have received an average recommendation of “Moderate Buy” from the sixteen analysts that are covering the stock, MarketBeat reports. Five research analysts have rated the stock with a hold rating, ten have assigned a buy rating and one has issued a strong buy rating on the company. The average twelve-month price objective among brokers that have updated their coverage on the stock in the last year is $210.00.

A number of analysts recently commented on BWXT shares. Jefferies Financial Group assumed coverage on BWX Technologies in a research report on Thursday, September 3rd. They set a “buy” rating and a $181.00 price target for the company. Guggenheim reissued a “buy” rating and issued a $192.00 price objective on shares of BWX Technologies in a research report on Wednesday. BTIG Research restated a “buy” rating and issued a $235.00 price objective on shares of BWX Technologies in a research note on Wednesday. Truist Financial decreased their target price on BWX Technologies from $212.00 to $202.00 and set a “hold” rating for the company in a research report on Friday, August 14th. Finally, Wells Fargo & Company upgraded BWX Technologies from an “underweight” rating to an “equal weight” rating and lowered their target price for the stock from $200.00 to $170.00 in a research note on Thursday, August 27th.

Check Out Our Latest Research Report on BWXT

Insider Buying and Selling

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction dated Wednesday, August 12th. The shares were 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 of the company’s stock, valued at approximately $33,204,697.50. The trade was a 4.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.60% of the company’s stock.

Institutional Inflows and Outflows

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

Key Headlines Impacting BWX Technologies

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 Stock Down 1.2%

BWX Technologies stock opened at $135.11 on Friday. BWX Technologies has a fifty-two week low of $131.86 and a fifty-two week high of $241.82. 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 firm’s 50-day simple moving average is $156.20 and its 200 day simple moving average is $186.31. The stock has a market cap of $12.38 billion, a PE ratio of 35.00, a price-to-earnings-growth ratio of 2.06 and a beta of 0.74.

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

BWX Technologies Announces Dividend

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

About BWX Technologies

(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.