Pinnbrook Capital Management LP Sells 24,514 Shares of BWX Technologies, Inc. $BWXT
Pinnbrook Capital Management LP reduced its stake in BWX Technologies, Inc. by 59.3% in the fourth quarter, selling 24,514 shares and holding 16,828 shares valued at approximately $2.9 million. Despite this sale, analyst sentiment remains positive with a "Moderate Buy" rating and an average price target of $222.96. BWX Technologies recently reported strong quarterly results, surpassing EPS and revenue estimates, and declared a quarterly dividend of $0.27 per share.
How Major U.S. Naval Nuclear Contracts Could Impact BWX Technologies’ (BWXT) Revenue Visibility and Risk Profile
BWX Technologies recently secured over US$1.40 billion in U.S. Naval Nuclear Propulsion Program contracts, reinforcing its role as a key nuclear supplier to the government. These contracts are expected to enhance revenue visibility by translating backlog into predictable income, while also underscoring the company's reliance on long-duration defense contracts. BWXT is also expanding into commercial nuclear production to diversify its growth pillars.
Sapient Capital LLC Sells 7,187 Shares of BWX Technologies, Inc. $BWXT
Sapient Capital LLC reduced its stake in BWX Technologies, Inc. (NYSE:BWXT) by 2.5% in the fourth quarter, selling 7,187 shares and now owning 282,311 shares valued at approximately $49.2 million. Insider selling has also occurred, with CEO Rex D. Geveden selling 10,000 shares and Director Gerhard F. Burbach selling 1,983 shares earlier. Despite these sales, analysts maintain a "Moderate Buy" rating for BWXT with an average price target of $222.96, while the stock trades around $204.48.
Bessemer Group Inc. Sells 158,274 Shares of BWX Technologies, Inc. $BWXT
Bessemer Group Inc. reduced its stake in BWX Technologies by 20.5% in Q4, selling 158,274 shares. Despite this sale, analysts maintain a "Moderate Buy" rating for BWXT with an average target price of $222.96, following strong quarterly earnings and a declared dividend. The company reported EPS of $1.12 and revenue of $860.2 million, surpassing analyst estimates.
BWXT - BWX Technologies Inc Stock Price and Quote
This article provides comprehensive financial data, stock performance metrics, and recent news for BWX Technologies Inc. (BWXT). It includes insider trading information, analyst ratings, and a detailed company description, highlighting its segments in government and commercial nuclear operations.
This BWX Technologies Analyst Turns Bullish; Here Are Top 3 Upgrades For Friday
Deutsche Bank analyst Scott Deuschle upgraded BWX Technologies Inc (NYSE: BWXT) from Hold to Buy, raising the price target to $255. Stifel analyst J. Bruce Chan also upgraded RXO Inc (NYSE: RXO) from Hold to Buy with a $22 price target. Additionally, JP Morgan analyst Tomohiko Sano upgraded Timken Co (NYSE: TKR) from Underweight to Neutral, increasing its price target from $110 to $130.
Activist investor sees BWX Technologies stock doubling on nuclear revival bet
The article discusses an activist investor's belief that BWX Technologies (BWXT) stock could double due to the ongoing revival in the nuclear industry. BWXT is a key player in nuclear energy, supplying components and fuel for naval reactors and commercial nuclear power, positioning it favorably to benefit from increased demand for nuclear power.
Deutsche Bank Upgrades BWX Technologies to Buy From Hold, Adjusts Price Target to $255 From $205
Deutsche Bank has upgraded BWX Technologies (BWXT) from Hold to Buy and increased its price target to $255 from $205. The article mentions recent news about BWX Technologies including a large contract for the US Naval Nuclear Propulsion Program and a strong performance in Q1 2026 earnings. The company is a specialty manufacturer of nuclear components and a developer of nuclear technologies for government and commercial operations.
Thrivent Financial for Lutherans Sells 23,102 Shares of BWX Technologies, Inc. $BWXT
Thrivent Financial for Lutherans reduced its stake in BWX Technologies (NYSE:BWXT) by 3.4% in the fourth quarter, selling 23,102 shares and retaining 646,534 shares valued at $111.8 million. Insider selling also occurred, with CEO Rex D. Geveden selling 10,000 shares for over $2 million. Despite this, analysts largely maintain a "Moderate Buy" rating with a consensus price target of $217.96, and BWX Technologies recently exceeded earnings estimates with strong revenue growth.
Bank Julius Baer & Co. Ltd Zurich Lowers Stock Position in BWX Technologies, Inc. $BWXT
Bank Julius Baer & Co. Ltd Zurich reduced its stake in BWX Technologies (NYSE:BWXT) by 24.7% in the fourth quarter, selling over 38,000 shares. Despite this, BWX Technologies reported strong quarterly earnings, surpassing analyst expectations with $1.12 EPS and $860.22 million in revenue, a 26.1% year-over-year increase. Analysts generally maintain a "Moderate Buy" consensus for BWXT, with an average price target of $217.96.
BWX Technologies (BWXT) Earnings Expected to Grow: Should You Buy?
BWX Technologies (BWXT) is anticipated to report a year-over-year increase in earnings and higher revenues for the quarter ended March 2026. With a Zacks Rank #1 (Strong Buy) and a positive Earnings ESP of +2.96%, the company is likely to beat the consensus EPS estimate of $0.92 per share. Investors are advised to consider these factors, along with past earnings beats, when evaluating the stock ahead of its May 4th earnings release.
BWX Technologies (BWXT) CFO sells 2,417 shares, exercises options
BWX Technologies' CFO, Michael Thomas Fitzgerald, sold 2,417 shares of common stock at $209.25 per share and exercised employee stock options for an equivalent number of shares. Following these transactions, he directly holds 6,884 common shares and retains unexercised options expiring in 2034 and 2035 with staggered vesting schedules. The activity, reported in a Form 4 filing, signals option-related share divestment and equity compensation conversion.
BWX Technologies (NYSE:BWXT) Rating Lowered to Hold at Zacks Research
Zacks Research has downgraded BWX Technologies (NYSE:BWXT) from "strong-buy" to "hold" despite the company reporting strong quarterly results with EPS and revenue beating estimates, and raised FY 2026 guidance. While insider selling by company executives has been noted, the broader analyst sentiment remains a "Moderate Buy" with an average price target of $217.96, supported by positive news regarding nuclear demand and major Navy contracts.
Activist investor sees BWX Technologies stock doubling on nuclear revival bet (BWXT:NYSE)
Ananym Capital Management, an activist investment firm, believes BWX Technologies (BWXT) could see its share price double due to a revived interest in nuclear energy, particularly its small modular reactor design. The firm suggests that even with its current supplier focus, BWXT could gain 45%, with even greater upside if it develops its own reactor technology. Supportive U.S. policies aiming to expand nuclear capacity are also expected to boost the company's growth potential.
BWX Technologies president and CEO Geveden sells $2.05m in stock
Rex D. Geveden, President and CEO of BWX Technologies, Inc., sold 10,000 shares of common stock totaling approximately $2.05 million on May 12, 2026, as part of a Rule 10b5-1 trading plan. This insider sale follows strong first-quarter 2026 financial results, significant U.S. Naval Nuclear Propulsion Program contracts, and an increased price target from Truist Securities, reflecting positive momentum for the company. The stock has delivered a 98% return over the past year.
Insider Sell: Rex Geveden Sells 10,000 Shares of BWX Technologie
Rex Geveden, President and CEO of BWX Technologies Inc (BWXT), sold 10,000 shares of the company on May 12, 2026, bringing his total ownership to 202,491 shares. Over the past year, Geveden has sold 55,000 shares, with no insider buys recorded, while nine insider sells have occurred for BWXT. The stock, trading at $204.81, is considered significantly overvalued with a price-to-GF-Value ratio of 1.48 and a P/E ratio of 55.30, exceeding both the industry median and its historical median.
Ananym urges BWX Technologies to commercialize reactor design, says shares could double
Activist investor Ananym Capital Management believes BWX Technologies (BWXT) shares could double if the company commercializes its previously shelved pressurized water reactor small modular reactor design. Ananym argues that the rising demand for clean energy, particularly from data centers, creates a strong market opportunity for BWXT's mPower technology, which could be developed independently or via a joint venture. The firm highlights that BWXT currently supplies nuclear reactors to the U.S. Navy and sees multiple paths to increased shareholder value by leveraging its nuclear expertise in the commercial energy sector.
Ananym urges BWX Technologies to commercialize reactor design, says shares could double
Activist investor Ananym Capital Management believes BWX Technologies' stock could double if it commercializes its previously archived mPower nuclear reactor design. With soaring demand for clean energy, especially from data centers, Ananym argues that BWX Technologies could either be a supplier, increasing share value by 45%, or lead the market in pressurized water small modular reactors, doubling its value. The investment firm's co-founders, Alex Silver and Charlie Penner, have a history of successful activist campaigns.
[Form 4] BWX Technologies, Inc. Insider Trading Activity
This article reports on insider trading activity at BWX Technologies, Inc. (BWXT), detailing that President and CEO Rex D. Geveden sold 10,000 shares for a total of $2.05 million. The sales were conducted on May 12, 2026, as part of a Rule 10b5-1 trading plan adopted in August 2025. The filing indicates a negative sentiment due to the significant insider sale.
Rex Geveden sells 10,000 BWXT shares (BWXT) via Schwab
Rex D. Geveden, an insider at BWX Technologies, Inc. (BWXT), reported the sale of 10,000 shares of common stock on February 12, 2026. The transaction was routed through Charles Schwab & Co., Inc. and noted in a Rule 144 filing, which also stated that shares outstanding were 91,614,649 as of May 12, 2026.
Versor Investments LP Has $1.80 Million Stake in BWX Technologies, Inc. $BWXT
Versor Investments LP significantly increased its stake in BWX Technologies, Inc. by 130.1% in the fourth quarter, now holding 10,426 shares valued at $1.8 million. This comes as BWX Technologies reported strong quarterly earnings, beating analyst estimates for both EPS and revenue, with revenue rising 26.1% year-over-year. Despite a "Moderate Buy" consensus rating from analysts, some insiders, including the CEO and CAO, have recently sold shares.
(BWXT) as a Liquidity Pulse for Institutional Tactics
The article provides a detailed stock analysis for BWX Technologies Inc. (NASDAQ: BWXT), highlighting weak near and mid-term sentiment despite a long-term positive outlook. It presents AI-generated trading strategies including position, momentum breakout, and risk hedging, along with multi-timeframe signal analysis to guide institutional tactics. Key findings include a 39.4:1 risk-reward setup targeting an 11.3% gain with minimal risk.
[144] BWX Technologies, Inc. SEC Filing
This article announces a Form 144 SEC filing by BWX Technologies, Inc. (BWXT) on May 11, 2026. The filing details the proposed sale of 2,417 Common shares with an aggregate market value of $505,757.00, acquired through an Employee Stock Option Exercise. It includes Filer, Issuer, and Securities information as required by Rule 144 under the Securities Act of 1933.
Truist raises BWX Technologies stock price target on solid results
Truist Securities has increased its price target for BWX Technologies (NYSE: BWXT) to $212 from $205, maintaining a Hold rating. This adjustment follows stronger-than-expected first-quarter 2026 results and an upward revision in full-year 2026 guidance by management. Despite these positive updates, InvestingPro analysis suggests the stock might be overvalued at its current trading price of $208.55.
Truist raises BWX Technologies stock price target on solid results
Truist Securities has raised its price target for BWX Technologies (NYSE:BWXT) stock to $212 from $205, maintaining a Hold rating after the company's strong first-quarter 2026 results. The company exceeded expectations across all metrics, leading management to raise its full-year 2026 guidance, and secured over $1.4 billion in naval propulsion contracts. Despite the positive performance and significant contract wins, InvestingPro analysis suggests BWXT may be overvalued at its current trading price of $208.55.
BWX Technologies (BWXT) Touted As A Big Nuclear Play
BWX Technologies, Inc. (BWXT) is highlighted as a significant player in the nuclear power industry, particularly in small and medium reactors (SMRs). The company controls the supply of SMR nuclear reactors in North America and is expanding its production by 50% due to high demand. BWXT's shares have seen substantial growth, and the firm recently reported strong earnings and acquired PCG, further solidifying its position in the market.
BWX Technologies, Inc. $BWXT Shares Bought by MGO One Seven LLC
MGO One Seven LLC significantly increased its stake in BWX Technologies (NYSE:BWXT) by 354.7% in the fourth quarter, now holding 17,695 shares valued at $3.06 million. The company recently reported strong quarterly results, with EPS of $1.12 against an expected $0.92 and a 26.1% year-over-year revenue increase to $860.22 million, leading to raised FY 2026 guidance. Wall Street analysts maintain a "Moderate Buy" consensus with an average price target of $217.26.
Horizon Investments LLC Trims Holdings in BWX Technologies, Inc. $BWXT
Horizon Investments LLC significantly reduced its stake in BWX Technologies, Inc. ($BWXT) by 91.5% in the fourth quarter, selling over 25,000 shares. Despite this reduction, BWX Technologies reported strong quarterly earnings, beating expectations with an EPS of $1.12 and revenue of $860.22 million, representing a 26.1% year-over-year increase. Analysts maintain a "Moderate Buy" rating for the stock, with an average price target of $217.26, and the company has declared a quarterly dividend of $0.27 per share.
Bensler LLC Buys Shares of 40,545 BWX Technologies, Inc. $BWXT
Bensler LLC has acquired a new stake of 40,545 shares in BWX Technologies, Inc., valued at approximately $7.0 million. This comes after BWX Technologies reported stronger-than-expected quarterly earnings and revenue, and announced a quarterly dividend of $0.27 per share. Analysts generally hold a "Moderate Buy" consensus for the stock with an average price target of $217.26.
Gateway Investment Advisers LLC Raises Stake in BWX Technologies, Inc. $BWXT
Gateway Investment Advisers LLC significantly increased its stake in BWX Technologies (NYSE:BWXT) by 345.1% in Q4, now holding 9,588 shares valued at $1.66 million. This comes after BWX Technologies reported strong quarterly earnings, beating estimates with $1.12 EPS on $860.2 million revenue, and raising its FY 2026 guidance. Analysts maintain a "Moderate Buy" rating with an average target price of $217.26, supported by recent analyst upgrades.
Principal Financial Group Inc. Sells 34,223 Shares of BWX Technologies, Inc. $BWXT
Principal Financial Group Inc. has reduced its stake in BWX Technologies, selling 34,223 shares in the fourth quarter and now owning 278,969 shares valued at $48.2 million. This comes as BWX Technologies reported strong quarterly earnings, surpassing revenue and EPS estimates. Analysts maintain a "Moderate Buy" rating for the stock, with an average price target of $217.26.
BWXT SEC Filings - Bwx Technologies Inc 10-K, 10-Q, 8-K Forms
This page provides access to BWX Technologies (BWXT) SEC filings, including annual 10-K reports, quarterly 10-Q reports, and 8-K material event filings, offering insights into the company's financial performance, capital structure, and governance. It highlights recent filings detailing executive changes, financial results, and convertible senior notes. The platform also offers AI-powered summaries and sentiment analysis for these documents, alongside recent insider trading activities from August 2025.
Pier Capital LLC Trims Stake in BWX Technologies, Inc. $BWXT
Pier Capital LLC reduced its holdings in BWX Technologies (NYSE:BWXT) by 30.6% in the fourth quarter, selling 13,275 shares and retaining 30,062 shares valued at $5.196 million. Despite this trimming, BWXT exceeded Q1 estimates with $860.2 million in revenue and $1.12 EPS, and announced over $1.4 billion in new contracts for the U.S. Naval Nuclear Propulsion Program. Several other institutional investors increased their stakes in BWXT during the same period, indicating varied sentiment among investors.
BWX Technologies, Inc. $BWXT Shares Sold by Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. significantly reduced its stake in BWX Technologies (NYSE:BWXT) in the fourth quarter, selling 6,514 shares. Despite this, BWX Technologies reported strong Q1 FY2026 results, beating revenue and EPS estimates, and announced over $1.4 billion in new naval nuclear propulsion contracts. Analyst consensus remains a "Moderate Buy" with an average target price of $217.26, although some analysts have made minor adjustments to future EPS forecasts.
BWXT Announces $1.4Bn in Contracts for Naval Nuclear Propuls
BWX Technologies, Inc. (BWXT) has secured two U.S. Naval Nuclear Propulsion Program contracts valued at over $1.4 billion. The first contract, worth $1.285 billion, is for long-lead material procurement for fiscal year 2026, with potential for annual renewals through 2030. The second contract, totaling $165 million, focuses on procuring long-lead time reactor system components and manufacturing for the Ford-class aircraft carrier.
How BWX Technologies’ Raised Outlook and Nuclear Acquisition Plans Will Impact BWX Technologies (BWXT) Investors
BWX Technologies (BWXT) reported strong Q1 2026 results with raised full-year revenue guidance above US$3.75 billion and plans to acquire Precision Components Group to boost its commercial nuclear manufacturing capacity. This strategic move aims to capitalize on growing nuclear power and medical demand, potentially solidifying BWXT's backlog-driven growth while highlighting the company's reliance on capital-intensive expansions and government contracts. Investors are encouraged to review the full narrative, considering both the growth prospects and inherent risks associated with its premium valuation and debt.
BWX Technologies’ Call Highlights Surging Nuclear Momentum
BWX Technologies (BWXT) reported strong Q1 earnings, with revenue jumping 26% and adjusted EPS up 22%, driven by significant commercial nuclear demand and a record $8.7 billion backlog. The company raised its full-year guidance for 2026, anticipating continued growth in both government and commercial operations, despite acknowledging execution risks in fuel and large reactor projects. Strategic acquisitions and capacity expansions are underway to support multi-year growth in the nuclear markets.
[Form 4] BWX Technologies, Inc. Insider Trading Activity
BWX Technologies, Inc.'s SVP & Chief Financial Officer, Michael Thomas Fitzgerald, exercised employee stock options for 2,826 shares at $61.70 per share. To cover tax obligations, 1,618 shares were withheld at $215.20 per share. Following these transactions, Fitzgerald directly holds 6,884 shares of BWX Technologies common stock.
BWX Technologies Wins $1.4 Billion US Naval Nuclear Propulsion Program Contracts
BWX Technologies (BWXT) has secured $1.4 billion in contracts for the US Naval Nuclear Propulsion Program. The company specializes in manufacturing nuclear components and developing nuclear technologies for defense and commercial applications. BWXT provides naval nuclear reactors and related fuel for submarines and aircraft carriers.
BWXT Announces $1.4 Billion in Contracts for Naval Nuclear Propulsion Program
BWX Technologies, Inc. (BWXT) has secured over $1.4 billion in contracts for the U.S. Naval Nuclear Propulsion Program. The awards include a $1.285 billion contract for long-lead material procurement, with options extending to 2030, and a $165 million contract for Ford-class aircraft carrier reactor system components. These contracts underscore BWXT's ongoing role in supplying critical nuclear reactor systems for the U.S. Navy's submarines and aircraft carriers.
BWX Technologies (NYSE:BWXT) Stock Forecast & Analyst Predictions
BWX Technologies (NYSE:BWXT) is projected to grow earnings by 13.1% and revenue by 9.3% annually. The company recently reported strong Q1 2026 results, exceeding analyst expectations, and raised its full-year earnings guidance. BWXT is expanding its nuclear business through acquisitions and investments, securing a strong backlog in government and commercial nuclear work, though some analysts are cautious about its valuation.
BWX Technologies, Inc. (NYSE:BWXT) Q1 2026 Earnings Call Transcript
BWX Technologies, Inc. reported strong first-quarter 2026 results, with revenue up 26% and adjusted EPS up 22%, driven by organic growth and operational execution. The company is strategically expanding its U.S. commercial nuclear manufacturing footprint, including the acquisition of Precision Components Group and plans for a new greenfield plant, to meet the accelerating demand for commercial nuclear power components. BWXT also highlighted robust growth in its Government Operations and Commercial Operations segments, while providing an increased full-year guidance for revenue and adjusted EBITDA.
Analysts Offer Insights on Industrial Goods Companies: BWX Technologies (BWXT), Cintas (CTAS) and Casella Waste (CWST)
Analysts from Truist Financial and Goldman Sachs have provided insights on leading industrial goods companies. BWX Technologies received a "Hold" rating with a target implying a 4.9% upside, while Cintas was assigned a "Buy" rating. Casella Waste also received a "Buy" rating with a significant 31.6% upside from current levels.
BWX Technologies, Inc. (BWXT) Reports Q1 2026 Results
BWX Technologies, Inc. (BWXT) announced strong financial results for Q1 2026, exceeding Wall Street expectations with revenue of $860.2 million and EPS of $1.12. The company raised its full-year guidance and plans to acquire Precision Components Group, LLC to strengthen manufacturing capabilities. Additionally, BWXT is seeking a uranium enrichment license for a new facility.
Shareholders at BWX Technologies (NYSE: BWXT) back board, pay and auditor
BWX Technologies, Inc. shareholders approved all proposals at their annual meeting on April 30, 2026. They re-elected ten directors to one-year terms, supported the 2025 executive compensation in an advisory vote, and ratified Deloitte & Touche LLP as the independent auditor for 2026. The filing details the vote counts for each proposal, including significant support for all board nominees and the executive pay plan.
BWX Technologies Beats Earnings Estimates. The Stock Is Down.
BWX Technologies reported better-than-expected quarterly results, but its stock initially dropped, reflecting current negative sentiment toward defense stocks. The company, known for providing nuclear reactors for ships like the USS Gerald R. Ford, saw this reaction despite strong earnings.
UBS Group AG Has $70.28 Million Holdings in BWX Technologies, Inc. $BWXT
UBS Group AG significantly reduced its stake in BWX Technologies by 39.3% in Q4, now holding 406,602 shares valued at approximately $70.28 million. Despite this, BWX Technologies reported strong Q1 results, beating EPS and revenue estimates, and provided solid FY-2026 guidance, supported by increasing demand in the nuclear sector. However, the stock trades at a high P/E ratio, suggesting that continued strong execution will be necessary to justify its valuation.
BWX Technologies, Inc. 2026 Q1 - Results - Earnings Call Presentation (NYSE:BWXT) 2026-05-05
This article provides the earnings call presentation from BWX Technologies, Inc. (NYSE:BWXT) for their 2026 Q1 results. The company reported an EPS of $1.12, beating estimates by $0.19, and revenue of $860.22M, which was up 26.08% year-over-year and beat estimates by $21.56M. The slide deck was published in conjunction with their earnings call.
Earnings call transcript: BWX Technologies Q1 2026 beats expectations, stock rises
BWX Technologies reported strong Q1 2026 results, surpassing EPS and revenue forecasts, leading to a 0.78% stock increase in after-hours trading. The company achieved 26% year-over-year revenue growth, driven by operational efficiencies and strategic acquisitions like Precision Components Group, which enhances its commercial nuclear manufacturing capacity. BWXT also provided a positive full-year 2026 outlook, projecting at least $3.75 billion in revenue and continued growth across its government and commercial operations.
BWX Technologies (NYSE:BWXT) Releases FY 2026 Earnings Guidance
BWX Technologies (NYSE:BWXT) has released its FY 2026 earnings guidance, projecting an EPS of $4.60-$4.75 and revenue of $3.8 billion, aligning with Street estimates. The company also announced an increase in its quarterly dividend to $0.27, resulting in an annualized yield of approximately 0.5%. Shares currently trade around $216.92, maintaining a "Moderate Buy" consensus rating from analysts with an average price target of $207.60.
