BWX Technologies (NYSE:BWXT) Reaches New 52-Week Low – Here’s What Happened

BWX Technologies, Inc. (NYSE:BWXT)’s share price reached a new 52-week low on Wednesday. The company traded as low as $122.10 and last traded at $122.1710, with a volume of 384,811 shares. The stock had previously closed at $131.82.

BWX Technologies News Summary

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

• Positive Sentiment: BWXT earned $1.26 per share in Q3, above the $1.19 consensus and up from $1.00 a year earlier. Management highlighted operational performance and cash generation, while its earnings call pointed to stronger 2027 growth as government margins improve and nuclear demand expands. BWXT Q3 Earnings Call Highlights 2027 Growth and Nuclear Demand
• Positive Sentiment: Northland Securities maintained its Outperform rating and $220 price target, nudging its 2026 EPS estimate up to $4.74 from $4.71. Its forecasts also imply earnings growth into 2027, although it trimmed its Q4 2026 estimate. Northland Securities estimates
• Neutral Sentiment: BWXT proposed issuing $500 million of senior notes due 2034 and launched cash tender offers and consent solicitations for its 2028 and 2029 notes. The transactions appear aimed at managing existing debt, but the provided announcements do not specify the new notes’ interest rate or intended use of proceeds. Proposed Senior Notes Offering
• Negative Sentiment: Q3 revenue of about $953 million missed analysts’ roughly $971 million estimate, despite growing 10% year over year. Reports also pointed to slowing revenue and a delayed new-build order, tempering the positive earnings and demand outlook. BWXT Beats on Margins, but Slowing Revenue and Delayed Order Weigh

Wall Street Analysts Forecast Growth

Several analysts have weighed in on BWXT shares. Weiss Ratings cut BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, August 26th. BTIG Research reissued a “buy” rating and issued a $235.00 price target on shares of BWX Technologies in a research note on Wednesday, September 30th. Wells Fargo & Company upgraded shares of BWX Technologies from an “underweight” rating to an “equal weight” rating and lowered their price objective for the company from $200.00 to $170.00 in a research report on Thursday, August 27th. JPMorgan Chase & Co. dropped their price objective on shares of BWX Technologies from $230.00 to $190.00 and set an “overweight” rating for the company in a report on Tuesday, October 13th. Finally, BNP Paribas Exane dropped their price objective on shares of BWX Technologies from $190.00 to $165.00 and set a “neutral” rating for the company in a report on Thursday, September 24th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $205.00.

BWX Technologies Trading Down 7.8%

The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.51. The firm’s fifty day moving average is $142.64 and its two-hundred day moving average is $184.04. The firm has a market cap of $11.13 billion, a P/E ratio of 29.72, a PEG ratio of 1.84 and a beta of 0.75.

BWX Technologies (NYSE:BWXT) last issued its quarterly earnings results on Monday, November 2nd. The technology company reported $1.26 earnings per share for the quarter, topping the consensus estimate of $1.19 by $0.07. BWX Technologies had a return on equity of 32.48% and a net margin of 10.41%. The company had revenue of $952.97 million for the quarter, compared to analysts’ expectations of $970.52 million. During the same period in the prior year, the firm earned $1.00 earnings per share. The firm’s revenue for the quarter was up 10.0% on a year-over-year basis. Analysts predict that BWX Technologies, Inc. will post 4.75 earnings per share for the current fiscal year.

BWX Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be paid a $0.27 dividend. The ex-dividend date is Thursday, November 19th. This represents a $1.08 annualized dividend and a dividend yield of 0.9%. BWX Technologies’s payout ratio is currently 27.98%.

Insider Transactions at BWX Technologies

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction that occurred on 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 completion of 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 position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.60% of the company’s stock.

Hedge Funds Weigh In On BWX Technologies

A number of institutional investors have recently bought and sold shares of BWXT. Cannell & Spears LLC increased its stake in shares of BWX Technologies by 4.0% in the first quarter. Cannell & Spears LLC now owns 1,312 shares of the technology company’s stock worth $251,000 after purchasing an additional 50 shares in the last quarter. Private Advisor Group LLC raised its holdings in BWX Technologies by 2.4% during the first quarter. Private Advisor Group LLC now owns 2,847 shares of the technology company’s stock valued at $582,000 after acquiring an additional 67 shares during the period. Modera Wealth Management LLC lifted its position in shares of BWX Technologies by 4.6% in the first quarter. Modera Wealth Management LLC now owns 1,757 shares of the technology company’s stock valued at $359,000 after acquiring an additional 77 shares in the last quarter. IFP Advisors Inc raised its stake in BWX Technologies by 3.3% during the 2nd quarter. IFP Advisors Inc now owns 2,442 shares of the technology company’s stock valued at $475,000 after purchasing an additional 79 shares during the period. Finally, Chicago Partners Investment Group LLC boosted its stake in BWX Technologies by 7.2% in the 1st quarter. Chicago Partners Investment Group LLC now owns 1,244 shares of the technology company’s stock worth $273,000 after purchasing an additional 84 shares during the period. 94.39% of the stock is owned by institutional investors.

About BWX Technologies

BWX Technologies, Inc (NYSE: BWXT) is a specialty manufacturer and services provider focused on nuclear technology. The company designs and manufactures nuclear reactors, reactor components, nuclear fuel and related equipment, with a major emphasis on highly engineered systems used in naval and commercial applications.

BWXT is a key supplier to the U.S. government, supporting the U.S. Navy’s nuclear-powered aircraft carriers and submarines through reactor design, component manufacturing, fuel production, maintenance and life-cycle services.