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 principally in the United States, Canada, and other regions.
Employees: 8,700
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
200% more funds holding in top 10
Funds holding in top 10: 5 [Q1] → 15 (+10) [Q2]
169% more call options, than puts
Call options by funds: $153M | Put options by funds: $57.1M
68% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 73
51% more capital invested
Capital invested by funds: $8.29B [Q1] → $12.5B (+$4.21B) [Q2]
7% more funds holding
Funds holding: 604 [Q1] → 644 (+40) [Q2]
0.89% more ownership
Funds ownership: 96.12% [Q1] → 97.0% (+0.89%) [Q2]
13% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 230
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
B of A Securities Ronald Epstein | 32%upside $220 | Buy Maintained | 13 Aug 2025 |
Truist Securities Michael Ciarmoli | 13%downside $145 | Hold Maintained | 5 Aug 2025 |
Deutsche Bank Scott Deuschle | 10%downside $150 | Hold Downgraded | 8 Jul 2025 |
CLSA Max Hopkins | 7%upside $178 | Outperform Maintained | 27 May 2025 |
Financial journalist opinion
Based on 14 articles about BWXT published over the past 30 days
