BWXT icon

BWX Technologies

138.07 USD
+0.29
0.21%
At close Jun 13, 4:00 PM EDT
After hours
136.61
-1.46
1.06%
1 day
0.21%
5 days
4.42%
1 month
28.81%
3 months
42.24%
6 months
14.19%
Year to date
23.85%
1 year
55.10%
5 years
132.68%
10 years
312.03%
 

About: BWX Technologies Inc is a specialty manufacturer and service provider of nuclear components, operating in two segments: Government Operations and Commercial Operations. The Government Operations segment produces naval nuclear reactors and fuel for the U.S. Naval Nuclear Propulsion Program, while the Commercial Operations segment designs and manufactures commercial nuclear steam generators, heat exchangers, pressure vessels, reactor components, and other auxiliary equipment, including containers for the storage of spent nuclear fuel and other high-level nuclear waste. The majority of the company's revenue comes from Government Operations, with sales primarily in the United States, Canada, and other regions.

Employees: 8,700

0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 4 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

140% more call options, than puts

Call options by funds: $83.5M | Put options by funds: $34.7M

31% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 70

31% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 185

2% more funds holding

Funds holding: 591 [Q4 2024] → 603 (+12) [Q1 2025]

0.78% less ownership

Funds ownership: 96.5% [Q4 2024] → 95.72% (-0.78%) [Q1 2025]

12% less capital invested

Capital invested by funds: $9.37B [Q4 2024] → $8.25B (-$1.12B) [Q1 2025]

17% less funds holding in top 10

Funds holding in top 10: 6 [Q4 2024] → 5 (-1) [Q1 2025]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$135
2%
downside
Avg. target
$148
7%
upside
High target
$178
29%
upside

4 analyst ratings

positive
100%
neutral
0%
negative
0%
CLSA
Max Hopkins
29%upside
$178
Outperform
Maintained
27 May 2025
Maxim Group
Tate Sullivan
2%downside
$136
Buy
Maintained
8 May 2025
Seaport Global
Jeff Campbell
5%upside
$145
Buy
Initiated
1 Apr 2025
B of A Securities
Ronald Epstein
2%downside
$135
Buy
Maintained
26 Mar 2025

Financial journalist opinion

Based on 8 articles about BWXT published over the past 30 days

Positive
Market Watch
1 day ago
These defense stocks offer the best growth prospects, as the Israel-Iran conflict fuels new interest in the sector
RTX's stock gains 1.3% on top of a 22% year-to-date rise, but other sector stocks offer stronger revenue-growth prospects.
These defense stocks offer the best growth prospects, as the Israel-Iran conflict fuels new interest in the sector
Neutral
Business Wire
2 days ago
BWXT-Led Team Awarded Canadian Nuclear Laboratories Contract from Atomic Energy of Canada Limited
LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today an Atomic Energy of Canada Limited award for the management and operation of Canadian Nuclear Laboratories Ltd. (CNL). Nuclear Laboratory Partners of Canada Inc. (NLPC) is a Canadian joint venture that has been selected as the preferred bidder for managing CNL after a competitive procurement process that began in 2023. The NLPC team is led by three primary joint venture partners, BWXT, Kinectrics, and Amentum,.
BWXT-Led Team Awarded Canadian Nuclear Laboratories Contract from Atomic Energy of Canada Limited
Positive
Zacks Investment Research
5 days ago
Watch 5 Nuclear Energy Stocks Set to Surge on Huge Data Center Growth
Surging data center power demand and fresh U.S. nuclear policies put CEG, VST, MIR, BWXT, and CCJ in sharp investor focus.
Watch 5 Nuclear Energy Stocks Set to Surge on Huge Data Center Growth
Neutral
Schaeffers Research
2 weeks ago
Aerospace Stock with Support in Place
Subscribers to Schaeffer's Weekend Trader options recommendation service received this BWXT commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.
Aerospace Stock with Support in Place
Positive
MarketBeat
2 weeks ago
Trump Orders Nuclear Overhaul: These 3 Stocks Stand to Benefit
Nuclear stocks erupted higher last Friday after President Donald Trump signed new executive orders aimed at hastening the development of nuclear energy sites. The orders contain decrees to reduce the licensing approval process to 18 months and allow new construction on federal land.
Trump Orders Nuclear Overhaul: These 3 Stocks Stand to Benefit
Positive
Investors Business Daily
2 weeks ago
Trump's 'Consequential Shift In Energy Policy' Fuels Upgrades For These Nuclear Stocks
President Donald Trump signed executive orders to support the nuclear industry last week.
Trump's 'Consequential Shift In Energy Policy' Fuels Upgrades For These Nuclear Stocks
Positive
Finbold
2 weeks ago
Investment strategist picks 5 nuclear energy stocks to watch after Trump's order
After President Donald Trump signed an executive order on nuclear energy, investment strategist Shay Boloor outlined a roadmap for capitalizing on what he called the “energy rails of the Fourth Industrial Revolution.”
Investment strategist picks 5 nuclear energy stocks to watch after Trump's order
Neutral
Business Wire
3 weeks ago
BWXT Closes Acquisition of Kinectrics
LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced that it has successfully completed its acquisition of Kinectrics, Inc. as of May 20, 2025. “Since we announced our intention to acquire Kinectrics in January, we have been looking forward to this day, when the complementary nature of our organizations begins to take shape,” said John MacQuarrie, BWXT president of Commercial Operations. “From the commercial nuclear power market to medical isotopes, we are enhancing ou.
BWXT Closes Acquisition of Kinectrics
Neutral
Business Wire
1 month ago
BWXT Announces Chief Financial Officer Transition
LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) today announced that Robb A. LeMasters has stepped down from his position as executive vice president and chief financial officer. The company has named Mike T. Fitzgerald, current chief accounting officer, as the interim chief financial officer. Mr. Fitzgerald joined BWXT in 2022 as vice president, finance and chief accounting officer, responsible for overseeing and reporting on the company's day-to-day financial operations.
BWXT Announces Chief Financial Officer Transition
Neutral
Seeking Alpha
1 month ago
BWX Technologies, Inc. (BWXT) Q1 2025 Earnings Call Transcript
Start Time: 17:00 January 1, 0000 5:47 PM ET BWX Technologies, Inc. (NYSE:BWXT ) Q1 2025 Earnings Conference Call May 05, 2025, 17:00 PM ET Company Participants Rex Geveden - President and CEO Robb LeMasters - SVP and CFO Chase Jacobson - VP, IR Conference Call Participants Scott Deuschle - Deutsche Bank Pete Skibitski - Alembic Global Bob Labick - CJS Securities Thomas Meric - Janney Montgomery Michael Ciarmoli - Truist Peter Arment - Baird Andre Madrid - BTIG Jeffrey Campbell - Seaport Research Partners Operator Ladies and gentlemen, welcome to BWX Technologies First Quarter 2025 Earnings Conference Call. At this time, all the participants are in a listen-only mode.
BWX Technologies, Inc. (BWXT) Q1 2025 Earnings Call Transcript
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