BWX TechnologiesBWXT
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
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
4 analyst ratings
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









