BWXT

BWX Technologies, Inc.

NYSE · Engines & Turbines · Inc. DE · CIK 0001486957
$193.45 -0.63% $17.7B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)30 New Institutional Positions17 Institutional Exits
Vol
Market Cap$17.7B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (73%)
Inst. Holders50 funds
Inst. Value$11.5B
Inst. Activity30 buys / 17 sells
Insider Activity0B / 3S
Insider Net $-$1.6M
Reddit Sentiment78° Bullish
SEC Reports2
Exchange NYSE·Sector Engines & Turbines·Inc. DE·CIK 0001486957·Prev Close $194.68

Recent Activity

Jun 5, 2026 Insider
JABLONSKY DANIEL L was granted 1.29 shares
Director
Jun 5, 2026 Insider
Burbach Gerhard F was granted 19.62 shares
Director
Jun 5, 2026 Insider
Bertsch Jan was granted 35.47 shares
Director
May 25, 2026 dark_pool
Dark Pool: BWXT — 0.9M shares, 34,750 trades
Week starting 2026-05-25. Total ATS volume: 912,413 shares across 34,750 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.
MIRAE ASSET GLOBAL ETFS — ADD
1,288,028 shares ($263.4M)
Inst.
Select Equity Group, L.P. — ADD
726,424 shares ($148.5M)

Price Targets

$238.27 +23.2% upside Strong Buy
Current $193.45 Low $200.00 Median $232.50 High $290.00 12 analysts
$200.00 $290.00

Analyst Ratings

Buy73% buy · 22 analysts
7Strong Buy
9Buy
5Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
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

PeriodEPS Est.RangeGrowth#
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

Top Institutional Holders

FundValueMove
BlackRock, Inc.$2.6B
VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B
VANGUARD CAPITAL MANAGEMENT LLC$837.2M
STATE STREET CORP$766.6M
Invesco Ltd.$515.8M

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026JABLONSKY DANIELA$0.00
Jun 5, 2026Burbach GerhardA$0.00
Jun 5, 2026Bertsch JanA$0.00
Jun 5, 2026JASKA JAMESA$0.00
Jun 5, 2026Richardson JohnA$0.00

Reddit Sentiment

78°
Bullish
Bearish Neutral Bullish
14 mentions 10 bullish 0 bearish
50 institutional holders with $11.5B total value (56,366,469 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 30 institutions added/increased vs 17 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.12,487,506$2.6B22.2%
2VANGUARD PORTFOLIO MANAGEMENT LLC4,891,237$1.0B8.7%
3VANGUARD CAPITAL MANAGEMENT LLC4,094,093$837.2M7.3%
4STATE STREET CORP3,748,950$766.6M6.7%
5Invesco Ltd.2,522,532$515.8M4.5%
6FRANKLIN RESOURCES INC1,901,316$388.8M3.4%
7ALKEON CAPITAL MANAGEMENT LLC1,739,348$355.7M3.1%
8BLAIR WILLIAM & CO/IL1,438,125$294.1M2.6%
9FIRST TRUST ADVISORS LP1,391,079$284.5M2.5%
10MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,288,028$263.4M2.3%ADD +45.6%
11MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,286,257$263.2M2.3%
12Artisan Partners Limited Partnership1,059,209$216.6M1.9%
13BANK OF AMERICA CORP /DE/1,005,621$205.6M1.8%
14WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC981,782$200.8M1.7%
15MORGAN STANLEY977,834$200.0M1.7%
16Clearbridge Investments, LLC827,836$169.3M1.5%
17FMR LLC820,494$167.8M1.5%
18TORONTO DOMINION BANK810,000$165.6M1.4%
19Mawer Investment Management Ltd.734,162$150.1M1.3%
20Select Equity Group, L.P.726,424$148.5M1.3%ADD +68.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.ADD884,4301,288,028+45.6%$263.4M2026-Q1
Select Equity Group, L.P.ADD430,113726,424+68.9%$148.5M2026-Q1
Capital World InvestorsNEW569,415$116.4M2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.NEW182,135$37.2M2026-Q1
CI INVESTMENTS INC.NEW128,648$26.3M2026-Q1
JENNISON ASSOCIATES LLCTRIM272,132118,701-56.4%$24.3M2026-Q1
NATIONAL BANK OF CANADA /FI/DOUBLED2,324104,809+4409.9%$21.4M2026-Q1
TD ASSET MANAGEMENT INCTRIM129,40092,991-28.1%$19.0M2026-Q1
Holocene Advisors, LPNEW90,721$18.6M2026-Q1
Russell Investments Group, Ltd.TRIM103,79074,756-28.0%$15.3M2026-Q1
Mirae Asset Global Investments Co., Ltd.ADD56,43271,613+26.9%$14.6M2026-Q1
JANUS HENDERSON GROUP PLCTRIM146,91469,794-52.5%$14.3M2026-Q1
Baird Financial Group, Inc.NEAR_EXIT209,34649,426-76.4%$10.1M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THETRIM66,53047,543-28.5%$9.7M2026-Q1
Brevan Howard Capital Management LPDOUBLED4,92347,453+863.9%$9.7M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCDOUBLED7,36842,527+477.2%$9.1M2026-Q1
COMMONWEALTH EQUITY SERVICES, LLCADD29,43937,803+28.4%$7.7M2026-Q1
ROYCE & ASSOCIATES LPTRIM40,82729,827-26.9%$6.1M2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd.ADD21,59829,583+37.0%$6.0M2026-Q1
FIFTH THIRD BANCORPDOUBLED75029,571+3842.8%$6.0M2026-Q1
Cerity Partners LLCDOUBLED9,49828,861+203.9%$5.9M2026-Q1
MEITAV INVESTMENT HOUSE LTDDOUBLED4,00023,205+480.1%$4.7M2026-Q1
Mariner, LLCDOUBLED1,65520,753+1154.0%$4.2M2026-Q1
MARSHALL WACE, LLPTRIM53,24418,782-64.7%$3.8M2026-Q1
CAPITAL FUND MANAGEMENT S.A.TRIM24,09416,564-31.3%$3.4M2026-Q1
15 unique insiders with 50 transactions. Net insider value: -$1.6M ($0.00 bought, $1.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026JABLONSKY DANIEL LDirectorAWARD1.29
Jun 5, 2026Burbach Gerhard FDirectorAWARD19.62
Jun 5, 2026Bertsch JanDirectorAWARD35.47
Jun 5, 2026JASKA JAMES MDirectorAWARD23.95
Jun 5, 2026Richardson John MDirectorAWARD13.91
Jun 5, 2026PIASECKI NICOLE WEYERHAEUSERDirectorAWARD6.6
Jun 5, 2026Krieg Kenneth JDirectorAWARD30.59
Jun 5, 2026Melvin Leland DDirectorAWARD13.06
May 12, 2026Geveden Rex DPresident and CEOSELL3,710$203.78$756.0K
May 11, 2026Fitzgerald Michael ThomasSVP & Chief Financial OfficerEXERCISE1,520$100.83$153.3K
May 11, 2026Fitzgerald Michael ThomasSVP & Chief Financial OfficerSELL2,417$209.25$505.8K
May 6, 2026Fitzgerald Michael ThomasSVP & Chief Financial OfficerTAX W/H1,618$215.20$348.2K
May 6, 2026Fitzgerald Michael ThomasSVP & Chief Financial OfficerEXERCISE2,826$61.70$174.4K
Apr 30, 2026PIASECKI NICOLE WEYERHAEUSERDirectorAWARD762
Apr 30, 2026NILAND BARBARA ADirectorEXERCISE762
Apr 30, 2026NILAND BARBARA ADirectorAWARD762
Apr 30, 2026Melvin Leland DDirectorAWARD762
Apr 30, 2026Krieg Kenneth JDirectorEXERCISE762
Apr 30, 2026Krieg Kenneth JDirectorAWARD762
Apr 30, 2026JASKA JAMES MDirectorAWARD762
Apr 30, 2026Burbach Gerhard FDirectorAWARD762
Apr 30, 2026Bertsch JanDirectorAWARD762
Mar 27, 2026JABLONSKY DANIEL LDirectorAWARD0.16
Mar 27, 2026Burbach Gerhard FDirectorAWARD16.96
Mar 27, 2026PIASECKI NICOLE WEYERHAEUSERDirectorAWARD5.03
Mar 27, 2026JASKA JAMES MDirectorAWARD20.91
Mar 27, 2026Krieg Kenneth JDirectorAWARD28.02
Mar 27, 2026Bertsch JanDirectorAWARD31.5
Mar 27, 2026Melvin Leland DDirectorAWARD10.95
Mar 27, 2026Richardson John MDirectorAWARD11.73
Mar 2, 2026Gorman Kevin JamesVP & Chief Accounting OfficerSELL1,344$214.71$288.6K
Mar 2, 2026JABLONSKY DANIEL LDirectorAWARD123
Mar 2, 2026MacQuarrie John R.Pres., Commercial OperationsEXERCISE2,302$61.70$142.0K
Feb 28, 2026Gorman Kevin JamesVP & Chief Accounting OfficerEXERCISE159
Feb 28, 2026Geveden Rex DPresident and CEOEXERCISE3,174
Feb 28, 2026MacQuarrie John R.Pres., Commercial OperationsEXERCISE468
Feb 28, 2026Fitzgerald Michael ThomasVP & Chief Accounting OfficerEXERCISE215
Feb 27, 2026Gorman Kevin JamesVP & Chief Accounting OfficerEXERCISE259
Feb 27, 2026Geveden Rex DPresident and CEOEXERCISE4,169
Feb 27, 2026Geveden Rex DPresident and CEOEXERCISE56,120
Feb 27, 2026Gorman Kevin JamesVP & Chief Accounting OfficerAWARD1,742
Feb 27, 2026Fitzgerald Michael ThomasVP & Chief Accounting OfficerEXERCISE3,026
Feb 27, 2026Fitzgerald Michael ThomasVP & Chief Accounting OfficerEXERCISE243
Feb 27, 2026MacQuarrie John R.Pres., Commercial OperationsEXERCISE603
Feb 26, 2026Geveden Rex DPresident and CEOEXERCISE3,718
Feb 26, 2026Gorman Kevin JamesVP & Chief Accounting OfficerEXERCISE150
Feb 26, 2026Fitzgerald Michael ThomasVP & Chief Accounting OfficerEXERCISE234
Feb 26, 2026Bender Kurt A.SVP & Chief Digital OfficerEXERCISE100
Feb 26, 2026Miller Joseph KirwanPres., Government OperationsEXERCISE156
Feb 26, 2026MacQuarrie John R.Pres., Commercial OperationsEXERCISE503

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 +23.2% upside Strong Buy (1.93)
$200.00 Low $290.00 High
MetricValue
Current Price$193.45
Target Low$200.00
Target Mean$238.27
Target Median$232.50
Target High$290.00
# Analysts12
RecommendationStrong Buy (1.93)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
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

TimepointEPS EstimateChange
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

DateAnalyst FirmActionPrevious RatingNew 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

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20267951073%
May 1, 20267761067%
Apr 1, 20267761067%
Mar 1, 20266660067%
Feb 1, 20266660067%
Jan 1, 20266740076%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

78°
Bullish
Bearish Neutral Bullish
14 mentions 10 bullish 0 bearish 13 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 10, 2026160° Warm101
Jun 10, 2026267° Warm202
May 19, 2026160° Warm101
May 19, 2026160° Warm101
May 10, 2026160° Warm101
May 10, 2026160° Warm101
May 9, 2026150° Neutral001
May 9, 2026150° Neutral001
Apr 9, 2026160° Warm101
Apr 9, 2026160° Warm101
Mar 19, 2026144° Neutral001
Mar 19, 2026144° Neutral001
Feb 26, 2026160° Warm101

Recent Reddit Threads

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Defence Contractor Research — BAH, LDOS, BWXT, PSN, AVAV
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r/stocks Bullish 4d 14h ago
BAH, LDOS, BWXT, PSN, AVAV - Defence contractor research.
▲ 1 💬 0 ⚡ 0.5
r/investing Bullish 26d 15h ago
The best stock to buy: $BWXT
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 1mo ago
Tracked my buys this year. Am I setting up for underperformance?
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 2mo ago
Nuclear Stocks- what’s your pick?
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 3mo ago
Best nuclear energy stocks that have great future ?
▲ 36 💬 81 ⚡ 4.2
May 25, 2026
dark_pool
Dark Pool: BWXT — 0.9M shares, 34,750 trades
Week starting 2026-05-25. Total ATS volume: 912,413 shares across 34,750 trades.
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)