BWXT
BWX Technologies, Inc.
$187.46
+0.81%
$17.3B
No data for this timeframe.
Vol
Market Cap$17.3B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (73%)
Inst. Holders8 funds
Inst. Value$2.4B
Inst. Activity1 buys / 0 sells
Insider Activity0B / 3S
Insider Net $-$1.6M
Reddit Sentiment73° Bullish
SEC Reports2
Recent Activity
Jun 5, 2026
Insider
JABLONSKY DANIEL L sold 1.29 shares
Director @ $0.00 ($0.00)
Jun 5, 2026
Insider
Burbach Gerhard F sold 19.62 shares
Director @ $0.00 ($0.00)
Jun 5, 2026
Insider
Bertsch Jan sold 35.47 shares
Director @ $0.00 ($0.00)
May 18, 2026
dark_pool
Dark Pool: BWXT — 1.1M shares, 38,832 trades
Week starting 2026-05-18. Total ATS volume: 1,086,062 shares across 38,832 trades.
May 4, 2026
SEC
BWXT reported Q1 2026 revenue of $860.2M (+26% YoY) and non-GAAP EPS of $1.12 (+22% YoY), both beating consensus estimat
8-K — Impact 7/10
Mar 18, 2026
SEC
Analysis based on filing metadata only — document content was unavailable. This is a definitive proxy statement (DEFA14A
DEFA14A — Impact 2/10
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
402,171 shares ($69.5M)
Inst.
CHARLES SCHWAB INVESTMENT MANAGEMENT — TRIM
686,934 shares ($126.7M)
Price Targets
$238.27
+26.1% upside
Strong Buy
Current $188.96
Low $200.00
Median $232.50
High $290.00
12 analysts
$200.00
$290.00
Analyst Ratings
7Strong Buy
9Buy
5Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 15, 2026 | Deutsche Bank | UPGRADE | Hold → Buy |
| May 11, 2026 | Truist Securities | MAINTAIN | Hold → Hold |
| Apr 1, 2026 | Wells Fargo | INITIATE | Underweight |
| Mar 25, 2026 | B of A Securities | MAINTAIN | Buy → Buy |
| Mar 12, 2026 | TD Securities | INITIATE | Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.04 ▼ -0.6% | $0.90 — $1.13 | 2% YoY | 9 |
| Next Q | $1.23 | $1.14 — $1.29 | 23% YoY | 9 |
| Current FY | $4.71 ▲ +0.7% | $4.65 — $4.80 | 18% YoY | 13 |
| Next FY | $5.19 | $5.05 — $5.42 | 10% YoY | 14 |
Latest Reports
BULLISH
8-K
7/10
BWXT reported Q1 2026 revenue of $860.2M (+26% YoY) and non-GAAP EPS of $1.12 (+22% YoY), both beating consensus estimat
May 4, 2026
NEUTRAL
DEFA14A
2/10
Analysis based on filing metadata only — document content was unavailable. This is a definitive proxy statement (DEFA14A
Mar 18, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.6B | — |
| MORGAN STANLEY | $171.5M | — |
| BANK OF AMERICA CORP | $164.8M | — |
| FMR LLC | $150.5M | — |
| Mawer Investment Management Ltd. | $133.6M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | JABLONSKY DANIEL | A | $0.00 |
| Jun 5, 2026 | Burbach Gerhard | A | $0.00 |
| Jun 5, 2026 | Bertsch Jan | A | $0.00 |
| Jun 5, 2026 | JASKA JAMES | A | $0.00 |
| Jun 5, 2026 | Richardson John | A | $0.00 |
Reddit Sentiment
73°▲
Bullish
Bearish
Neutral
Bullish
8 institutional holders with $2.4B total value (13,888,964 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, BANK. Net buying activity: 1 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 9,013,925 | $1.6B | 64.9% | — |
| 2 | MORGAN STANLEY | 992,387 | $171.5M | 7.1% | — |
| 3 | BANK OF AMERICA CORP /DE/ | 953,208 | $164.8M | 6.9% | — |
| 4 | FMR LLC | 870,960 | $150.5M | 6.3% | — |
| 5 | Mawer Investment Management Ltd. | 772,693 | $133.6M | 5.6% | — |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 670,767 | $115.9M | 4.8% | TRIM -31.6% |
| 7 | TWO SIGMA INVESTMENTS, LP | 402,171 | $69.5M | 2.9% | DOUBLED +1687.8% |
| 8 | WELLS FARGO & COMPANY/MN | 212,853 | $36.8M | 1.5% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 22,495 | 402,171 | +1687.8% | $69.5M | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | 1,003,926 | 686,934 | -31.6% | $126.7M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 63,600 | 0 | -100.0% | $0.00 | 2025-Q3 |
| Duquesne Family Office LLC | EXIT | 76,475 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | ADD | 426,604 | 847,646 | +98.7% | $122.1M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 295,100 | 63,600 | -78.4% | $9.2M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 138,274 | 19,934 | -85.6% | $2.9M | 2025-Q2 |
| Duquesne Family Office LLC | NEW | — | 76,475 | — | $11.0K | 2025-Q2 |
| CITADEL ADVISORS LLC | ADD | 388,684 | 769,245 | +97.9% | $75.9M | 2025-Q1 |
| UBS Group AG | TRIM | 724,627 | 426,604 | -41.1% | $42.1M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 187,900 | 295,100 | +57.1% | $29.1M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 55,848 | 138,274 | +147.6% | $13.6M | 2025-Q1 |
| Duquesne Family Office LLC | EXIT | 299,171 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 81,635 | 724,627 | +787.6% | $80.7M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 587,387 | 388,684 | -33.8% | $43.3M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 133,200 | 187,900 | +41.1% | $20.9M | 2024-Q4 |
| Duquesne Family Office LLC | NEW | — | 299,171 | — | $33.3K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,061,503 | — | $115.4M | 2024-Q3 |
13 unique insiders with 3 transactions. Net insider value: -$1.6M ($0.00 bought, $1.6M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | JABLONSKY DANIEL L | Director | A | 1.29 | $0.00 | $0.00 |
| Jun 5, 2026 | Burbach Gerhard F | Director | A | 19.62 | $0.00 | $0.00 |
| Jun 5, 2026 | Bertsch Jan | Director | A | 35.47 | $0.00 | $0.00 |
| Jun 5, 2026 | JASKA JAMES M | Director | A | 23.95 | $0.00 | $0.00 |
| Jun 5, 2026 | Richardson John M | Director | A | 13.91 | $0.00 | $0.00 |
| Jun 5, 2026 | PIASECKI NICOLE WEYERHAEUSER | Director | A | 6.6 | $0.00 | $0.00 |
| Jun 5, 2026 | Krieg Kenneth J | Director | A | 30.59 | $0.00 | $0.00 |
| Jun 5, 2026 | Melvin Leland D | Director | A | 13.06 | $0.00 | $0.00 |
| May 12, 2026 | Geveden Rex D | President and CEO | SELL | 3,710 | $203.78 | $756.0K |
| May 11, 2026 | Fitzgerald Michael Thomas | SVP & Chief Financial Officer | M | 1,520 | $100.83 | $153.3K |
| May 11, 2026 | Fitzgerald Michael Thomas | SVP & Chief Financial Officer | SELL | 2,417 | $209.25 | $505.8K |
| May 11, 2026 | Fitzgerald Michael Thomas | SVP & Chief Financial Officer | M | 1,520 | $0.00 | $0.00 |
| May 6, 2026 | Fitzgerald Michael Thomas | SVP & Chief Financial Officer | M | 2,826 | $0.00 | $0.00 |
| May 6, 2026 | Fitzgerald Michael Thomas | SVP & Chief Financial Officer | F | 1,618 | $215.20 | $348.2K |
| May 6, 2026 | Fitzgerald Michael Thomas | SVP & Chief Financial Officer | M | 2,826 | $61.70 | $174.4K |
| Apr 30, 2026 | PIASECKI NICOLE WEYERHAEUSER | Director | A | 762 | $0.00 | $0.00 |
| Apr 30, 2026 | NILAND BARBARA A | Director | M | 762 | $0.00 | $0.00 |
| Apr 30, 2026 | NILAND BARBARA A | Director | A | 762 | $0.00 | $0.00 |
| Apr 30, 2026 | NILAND BARBARA A | Director | M | 762 | $0.00 | $0.00 |
| Apr 30, 2026 | Melvin Leland D | Director | A | 762 | $0.00 | $0.00 |
| Apr 30, 2026 | Krieg Kenneth J | Director | M | 762 | $0.00 | $0.00 |
| Apr 30, 2026 | Krieg Kenneth J | Director | M | 762 | $0.00 | $0.00 |
| Apr 30, 2026 | Krieg Kenneth J | Director | A | 762 | $0.00 | $0.00 |
| Apr 30, 2026 | JASKA JAMES M | Director | A | 762 | $0.00 | $0.00 |
| Apr 30, 2026 | Burbach Gerhard F | Director | A | 762 | $0.00 | $0.00 |
| Apr 30, 2026 | Bertsch Jan | Director | A | 762 | $0.00 | $0.00 |
| Mar 27, 2026 | JABLONSKY DANIEL L | Director | A | 0.16 | $0.00 | $0.00 |
| Mar 27, 2026 | Burbach Gerhard F | Director | A | 16.96 | $0.00 | $0.00 |
| Mar 27, 2026 | PIASECKI NICOLE WEYERHAEUSER | Director | A | 5.03 | $0.00 | $0.00 |
| Mar 27, 2026 | JASKA JAMES M | Director | A | 20.91 | $0.00 | $0.00 |
| Mar 27, 2026 | Krieg Kenneth J | Director | A | 28.02 | $0.00 | $0.00 |
| Mar 27, 2026 | Bertsch Jan | Director | A | 31.5 | $0.00 | $0.00 |
| Mar 27, 2026 | Melvin Leland D | Director | A | 10.95 | $0.00 | $0.00 |
| Mar 27, 2026 | Richardson John M | Director | A | 11.73 | $0.00 | $0.00 |
| Mar 2, 2026 | Gorman Kevin James | VP & Chief Accounting Officer | SELL | 1,344 | $214.71 | $288.6K |
| Mar 2, 2026 | JABLONSKY DANIEL L | Director | A | 123 | $0.00 | $0.00 |
| Mar 2, 2026 | MacQuarrie John R. | Pres., Commercial Operations | M | 2,302 | $61.70 | $142.0K |
| Mar 2, 2026 | MacQuarrie John R. | Pres., Commercial Operations | M | 2,302 | $0.00 | $0.00 |
| Feb 28, 2026 | Fitzgerald Michael Thomas | VP & Chief Accounting Officer | M | 215 | $0.00 | $0.00 |
| Feb 28, 2026 | Gorman Kevin James | VP & Chief Accounting Officer | M | 159 | $0.00 | $0.00 |
| Feb 28, 2026 | Gorman Kevin James | VP & Chief Accounting Officer | M | 159 | $0.00 | $0.00 |
| Feb 28, 2026 | Geveden Rex D | President and CEO | M | 3,174 | $0.00 | $0.00 |
| Feb 28, 2026 | Geveden Rex D | President and CEO | M | 3,174 | $0.00 | $0.00 |
| Feb 28, 2026 | MacQuarrie John R. | Pres., Commercial Operations | M | 468 | $0.00 | $0.00 |
| Feb 28, 2026 | MacQuarrie John R. | Pres., Commercial Operations | M | 468 | $0.00 | $0.00 |
| Feb 28, 2026 | Fitzgerald Michael Thomas | VP & Chief Accounting Officer | M | 215 | $0.00 | $0.00 |
| Feb 27, 2026 | Gorman Kevin James | VP & Chief Accounting Officer | M | 259 | $0.00 | $0.00 |
| Feb 27, 2026 | Geveden Rex D | President and CEO | M | 4,169 | $0.00 | $0.00 |
| Feb 27, 2026 | Geveden Rex D | President and CEO | M | 56,120 | $0.00 | $0.00 |
| Feb 27, 2026 | Gorman Kevin James | VP & Chief Accounting Officer | A | 1,742 | $0.00 | $0.00 |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 4.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (73% buy). Based on 22 analysts: 7 strong buy, 9 buy, 5 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$238.27 mean target
+26.1% upside
Strong Buy (1.93)
$200.00 Low
$290.00 High
| Metric | Value |
|---|---|
| Current Price | $188.96 |
| Target Low | $200.00 |
| Target Mean | $238.27 |
| Target Median | $232.50 |
| Target High | $290.00 |
| # Analysts | 12 |
| Recommendation | Strong Buy (1.93) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.04 | $0.90 | $1.13 | 2.4% | -0.6% | 1↑ 8↓ | $0.9B | 18.6% | 9 |
| Next Q 2026-09-30 |
$1.23 | $1.14 | $1.29 | 22.5% | -0.3% | 0↑ 8↓ | $1.0B | 12.8% | 9 |
| Current FY 2026-12-31 |
$4.71 | $4.65 | $4.80 | 17.5% | +0.7% | 9↑ 1↓ | $3.8B | 18.4% | 13 |
| Next FY 2027-12-31 |
$5.19 | $5.05 | $5.42 | 10.2% | +0.0% | 5↑ 2↓ | $4.2B | 10.1% | 14 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.044 | |
| 7d ago | $1.044 | |
| 30d ago | $1.051 | -0.007 |
| 60d ago | $1.103 | -0.059 |
| 90d ago | $1.093 | -0.048 |
7 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 15, 2026 | Deutsche Bank | UPGRADE | Hold | Buy |
| May 11, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| Apr 1, 2026 | Wells Fargo | INITIATE | — | Underweight |
| Mar 25, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
| Mar 12, 2026 | TD Securities | INITIATE | — | Buy |
| Feb 26, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Jan 20, 2026 | Seaport Global | DOWNGRADE | Buy | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 6 | 7 | 4 | 0 | 0 | 76% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
73°
Bullish
Bearish
Neutral
Bullish
11 mentions
7 bullish
0 bearish
11 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 19, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 19, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 10, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 10, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 9, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 9, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 9, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 9, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 19, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Mar 19, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Feb 26, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
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BWXT just may be the most overlooked Ai infrastructure play with a steady stream of defense contracts and an unmatched moat.
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May 18, 2026
dark_pool
Dark Pool: BWXT — 1.1M shares, 38,832 trades
Week starting 2026-05-18. Total ATS volume: 1,086,062 shares across 38,832 trades.
May 14, 2026
short_volume
Short Volume: BWXT — 69.1% short (0.4M / 0.6M)
Short: 395,818 | Exempt: 0 | TRF Vol: 572,500 | Short Ratio: 69.1% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: BWXT — 1.6M shares, 43,183 trades
Week starting 2026-05-11. Total ATS volume: 1,594,010 shares across 43,183 trades.
May 5, 2026
short_volume
Short Volume: BWXT — 61.1% short (0.5M / 0.8M)
Short: 503,867 | Exempt: 32 | TRF Vol: 824,513 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: BWXT — 1.9M shares, 52,243 trades
Week starting 2026-05-04. Total ATS volume: 1,913,565 shares across 52,243 trades.
May 4, 2026
earnings_calendar
BWXT Q1 2026 Earnings After Market Close — 2026-05-04
May 1, 2026
short_interest
FTD: BWXT — 12,990 shares ($2.8M) failed to deliver
Settlement: 20260501, Price: $216.39, FTD Value: $2,810,906.1, BWX TECHNOLOGIES INC COM STK (
Apr 27, 2026
dark_pool
Dark Pool: BWXT — 1.2M shares, 42,741 trades
Week starting 2026-04-27. Total ATS volume: 1,189,879 shares across 42,741 trades.
Apr 23, 2026
short_volume
Short Volume: BWXT — 69.6% short (0.4M / 0.5M)
Short: 361,528 | Exempt: 0 | TRF Vol: 519,480 | Short Ratio: 69.6% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: BWXT — 1.5M shares, 45,912 trades
Week starting 2026-04-20. Total ATS volume: 1,503,822 shares across 45,912 trades.
Apr 20, 2026
short_interest
FTD: BWXT — 4,501 shares ($1.1M) failed to deliver
Settlement: 20260420, Price: $235.78, FTD Value: $1,061,245.78, BWX TECHNOLOGIES INC COM STK (
Apr 14, 2026
short_interest
FTD: BWXT — 4,139 shares ($1.0M) failed to deliver
Settlement: 20260414, Price: $232.83, FTD Value: $963,683.37, BWX TECHNOLOGIES INC COM STK (
Apr 13, 2026
dark_pool
Dark Pool: BWXT — 1.1M shares, 41,637 trades
Week starting 2026-04-13. Total ATS volume: 1,131,550 shares across 41,637 trades.
Apr 8, 2026
short_volume
Short Volume: BWXT — 75.6% short (0.4M / 0.6M)
Short: 416,721 | Exempt: 0 | TRF Vol: 550,968 | Short Ratio: 75.6% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: BWXT — 1.2M shares, 44,045 trades
Week starting 2026-04-06. Total ATS volume: 1,211,708 shares across 44,045 trades.