Market Cap
$12.6B
BWXT
BWX Technologies, Inc.
$134.86 ▼ -1.41%
Prev close $136.79Market cap$12.6B
ConsensusBuy
12-mo target$217.69 (+61.4%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)28 New Institutional Positions22 Institutional ExitsCongressional Activity (5) Defense TechNuclear & Fusion
Snapshot
The big-picture read on BWXT right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (78%)
Inst. Holders
50 funds
Inst. Value
$12.6B
Inst. Activity
28 buys / 22 sells
Insider Activity
$0.00 buy / $4.3M sell
Insider Net $
-$4.3M
Social Sentiment
83° Bullish
SEC Reports
4
Press Releases
1
Congressional
5 trades
Price chart 30d -15.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: BWXT — 0.9M shares, 36,668 trades
Week starting 2026-09-07. Total ATS volume: 912,326 shares across 36,668 trades.
Sep 4, 2026 Insider
Richardson John M was granted 16.44 shares
Director
Sep 4, 2026 Insider
Krieg Kenneth J was granted 36.14 shares
Director
Sep 4, 2026 Insider
JASKA JAMES M was granted 28.29 shares
Director
Aug 25, 2026 Congress
Aug 15, 2026 SEC April McClain Delaney sell
$100,001 - $250,000 — House
BWXT's 2026-Q2 institutional cluster shows a mixed picture: 13 buyers added $40.2M in net new holdings, while 11 sellers
INST-CLUSTER — Impact 5/10
Rex D. Geveden, an officer and director of BWX Technologies, filed a Form 144 notice of intent to sell 10,000 shares of
144 — Impact 2/10
BWX Technologies has agreed to sell its medical business to Nordic Capital for up to $800 million, retaining a minority
Impact 6/10
Analyst ratings buy % +2.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
78% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Northland Capital Markets | MAINTAIN | Outperform | 51% |
| Sep 30, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Sep 30, 2026 | Guggenheim | REITERATE | Buy | 52% |
| Sep 30, 2026 | BTIG | REITERATE | Buy | 53% |
| Sep 24, 2026 | BNP Paribas | MAINTAIN | Neutral | — |
| Sep 15, 2026 | Guggenheim | INITIATE | Buy | 52% |
| Sep 3, 2026 | Jefferies | INITIATE | Buy | 53% |
| Aug 27, 2026 | Wells Fargo | UPGRADE | Equal-Weight | 54% |
| Aug 14, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 4, 2026 | BTIG | REITERATE | Buy | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 11 | 5 | 0 | 0 | 78% | |
| Aug 1, 2026 | 7 | 11 | 4 | 1 | 0 | 78% | |
| Jul 1, 2026 | 7 | 10 | 4 | 1 | 0 | 77% | |
| Jun 1, 2026 | 7 | 9 | 5 | 1 | 0 | 73% | |
| May 1, 2026 | 7 | 7 | 6 | 1 | 0 | 67% | |
| Apr 1, 2026 | 7 | 7 | 6 | 1 | 0 | 67% | |
| Mar 1, 2026 | 6 | 6 | 6 | 0 | 0 | 67% | |
| Feb 1, 2026 | 6 | 6 | 6 | 0 | 0 | 67% |
Price targets
Where 16 covering analysts think BWXT trades over the next 12 months.
$217.69 +61.4% upside Strong Buy
Current$134.86 Low$165.00 Median$225.00 High$290.00 16 analysts
$165.00$290.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
83°
Bullish
BearishNeutralBullish
Recent posts
Thoughts on BWXT bottoming out soon?
▲ 1 · 💬 3· ⚡ 0.5
BWX Technologies Inc. Upgraded To 'BB+' Following Strategic Expansion, Outlook Stable, commercial side benefits from reactor life-extension
▲ 1 · 💬 3· ⚡ 0.5
BWX Agrees to License Nuclear Reactor Design After Activist Push
▲ 1 · 💬 0· ⚡ 0.5
Defence Contractor Research — BAH, LDOS, BWXT, PSN, AVAV
▲ 1 · 💬 0· ⚡ 0.5
BAH, LDOS, BWXT, PSN, AVAV - Defence contractor research.
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 1 bullish, 1 bearish, 0 mixed, 2 neutral · avg impact 4.0/10.Plus 1 press releases.
BEARISHINST-CLUSTER5/10
BWXT's 2026-Q2 institutional cluster shows a mixed picture: 13 buyers added $40.2M in net new holdin
Aug 15, 2026
NEUTRAL1442/10
Rex D. Geveden, an officer and director of BWX Technologies, filed a Form 144 notice of intent to se
Aug 12, 2026
BULLISH8-K7/10
BWXT reported Q1 2026 revenue of $860.2M (+26% YoY) and non-GAAP EPS of $1.12 (+22% YoY), both beati
May 4, 2026
NEUTRALDEFA14A2/10
Analysis based on filing metadata only — document content was unavailable. This is a definitive prox
Mar 18, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: BWXT — 0.9M shares, 36,668 trades
Week starting 2026-09-07. Total ATS volume: 912,326 shares across 36,668 trades.
Sep 3, 2026
short_volume
Short Volume: BWXT — 58.5% short (0.3M / 0.5M)
Short: 309,950 | Exempt: 0 | TRF Vol: 529,873 | Short Ratio: 58.5% | Off-exchange volume (dark pool + OTC)
Sep 1, 2026
short_volume
Short Volume: BWXT — 58.7% short (0.6M / 1.0M)
Short: 558,384 | Exempt: 155 | TRF Vol: 951,138 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
Aug 31, 2026
dark_pool
Dark Pool: BWXT — 1.8M shares, 50,691 trades
Week starting 2026-08-31. Total ATS volume: 1,754,166 shares across 50,691 trades.
Aug 24, 2026
dark_pool
Dark Pool: BWXT — 2.0M shares, 48,459 trades
Week starting 2026-08-24. Total ATS volume: 1,957,574 shares across 48,459 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.19 | $1.12–$1.30 | 19.2% | -0.8% | 2↑ 6↓ | $1.0B | 13 |
| Next Q | $1.36 | $1.26–$1.44 | 26.1% | +0.8% | 6↑ 3↓ | $1.1B | 13 |
| Current FY | $4.74 | $4.70–$4.80 | 18.3% | +0.1% | 8↑ 0↓ | $3.8B | 17 |
| Next FY | $5.24 | $5.02–$5.65 | 10.4% | -0.3% | 8↑ 3↓ | $4.2B | 17 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.192 | — |
| 7d ago | $1.195 | -0.003 |
| 30d ago | $1.201 | -0.009 |
| 60d ago | $1.226 | -0.034 |
| 90d ago | $1.225 | -0.033 |
Institutional ownership
Which big funds own BWXT (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $12.6B total value (64,810,074 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 28 institutions added/increased vs 22 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 12,123,786 | $2.4B | 18.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,755,063 | $925.6M | 7.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,140,330 | $805.9M | 6.4% | — |
| STATE STREET CORP | 3,799,375 | $739.5M | 5.9% | — |
| JPMORGAN CHASE & CO | 2,654,239 | $503.1M | 4.0% | — |
| FIRST TRUST ADVISORS LP | 2,075,550 | $404.0M | 3.2% | ADD +49.2% |
| ALKEON CAPITAL MANAGEMENT LLC | 2,022,748 | $393.7M | 3.1% | — |
| FRANKLIN RESOURCES INC | 1,930,298 | $375.7M | 3.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,860,802 | $362.3M | 2.9% | — |
| Invesco Ltd. | 1,835,328 | $357.2M | 2.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | ADD | 1,391,079 | 2,075,550 | +49.2% | $404.0M |
| Select Equity Group, L.P. | DOUBLED | 726,424 | 1,704,008 | +134.6% | $331.7M |
| GOLDMAN SACHS GROUP INC | ADD | 397,789 | 512,319 | +28.8% | $99.7M |
| Fiera Capital Corp | TRIM | 729,269 | 413,978 | -43.2% | $80.6M |
| Alyeska Investment Group, L.P. | NEW | — | 255,328 | — | $49.7M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | ADD | 182,135 | 255,110 | +40.1% | $49.7M |
| Tidal Investments LLC | ADD | 142,426 | 208,149 | +46.1% | $40.5M |
| PRINCIPAL FINANCIAL GROUP INC | TRIM | 325,952 | 207,072 | -36.5% | $40.3M |
| AMERIPRISE FINANCIAL INC | TRIM | 264,231 | 174,018 | -34.1% | $33.9M |
| Neuberger Berman Group LLC | DOUBLED | 14,277 | 139,879 | +879.8% | $27.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 50 transactions. Net -$4.3M — $0.00 bought, $4.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 4, 2026 | Richardson John M | Director | AWARD | 16.44 | — | — |
| Sep 4, 2026 | Krieg Kenneth J | Director | AWARD | 36.14 | — | — |
| Sep 4, 2026 | JASKA JAMES M | Director | AWARD | 28.29 | — | — |
| Sep 4, 2026 | Bertsch Jan | Director | AWARD | 41.93 | — | — |
| Sep 4, 2026 | PIASECKI NICOLE WEYERHAEUSER | Director | AWARD | 7.8 | — | — |
| Sep 4, 2026 | JABLONSKY DANIEL L | Director | AWARD | 1.52 | — | — |
| Sep 4, 2026 | Burbach Gerhard F | Director | AWARD | 23.19 | — | — |
| Sep 4, 2026 | Melvin Leland D | Director | AWARD | 15.43 | — | — |
| Sep 1, 2026 | Maddux Suzanne | SVP, Operations | AWARD | 1,257 | — | — |
| Sep 1, 2026 | Maddux Suzanne | SVP, Operations | AWARD | 5,727 | — | — |
Congressional trades
BWXT trades disclosed by members of Congress, with disclosure delay.
1 members · 4 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 25, 2026 | April McClain Delaney | D | HOUSE | SELL | $100,001 - $250,000 | BWX Technologies Inc | Sep 10, 2026(17d) |
| Aug 3, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | BWX Technologies Inc | Sep 10, 2026(39d) |
| Jul 30, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | BWX Technologies Inc | Aug 4, 2026(6d) |
| Jul 27, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | BWX Technologies Inc | Aug 4, 2026(9d) |
| Jul 24, 2026 | April McClain Delaney | D | HOUSE | BUY | $15,001 - $50,000 | BWX Technologies Inc | Aug 4, 2026(12d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BWXT.
Shares short
3,209,858
Settlement Sep 15, 2026
Change vs prior
+7.9%
Semi-monthly cycle
Days to cover
3.2
At avg daily volume
Of shares outstanding
≈3.5%
Estimate — not % of float
All BWXT filing & press-release reports (5)
- INST-CLUSTER reportAug 15, 2026
- 144 reportAug 12, 2026
- PRESS-RELEASE reportAug 3, 2026
- 8-K reportMay 4, 2026
- DEFA14A reportMar 18, 2026