Seaport Global Upgrades BWX Technologies to 'Buy'
Seaport Global raises BWX Technologies' rating to 'buy' with a $245 price target, a 16.73% upside from the current price.
Key Points
- Seaport Global upgraded BWX Technologies to 'buy' with a $245 target on June 22, 2026.
- Seaport Global's $245 price target implies 16.73% upside from BWX Technologies, Inc.'s ($BWXT) current $209.88 share price.
- BWX Technologies has a market cap of $18.8 billion and a P/E ratio of 54.6.
- Insiders recently bought shares, and analysts have set a mean price target of $238.27.
Important disclosure: Podchat is not a registered investment adviser, broker-dealer, or financial planner. This article is for informational and educational purposes only and is not a recommendation to buy, sell, or hold any security. Content may be generated by automated systems using public filings, market data, and third-party sources, and may contain errors or omissions. Investing involves risk, including possible loss of principal. Past performance, insider activity, analyst ratings, price targets, sentiment scores, and hypothetical or backtested results are not guarantees of future performance. Please do your own research and consult a qualified professional before making investment decisions.
Seaport Global has upgraded BWX Technologies, Inc. (NYSE:BWXT) to a 'buy' rating, setting a new price target of $245. This change was made on June 22, 2026, as shares traded near $205.4 on Monday.
Seaport Global vs. the S&P 500
Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.
Other Institutional Activity in BWX Technologies
Several other funds have also been active with BWX Technologies. BlackRock, Inc. increased its holdings by 247,420 shares, ending with 12,487,506 shares valued at about $2.55 billion. Vanguard Portfolio Management LLC opened a new position with 4,891,237 shares worth approximately $1 billion. Similarly, Vanguard Capital Management LLC also initiated a stake with 4,094,093 shares valued at $837.2 million. State Street Corp added 150,765 shares, bringing its total to 3,748,950 shares valued at $766.6 million, marking a 4.2% increase. Meanwhile, JPMorgan Chase & Co boosted its stake by 540,879 shares to 2,572,811 shares, valued at nearly $492.9 million, reflecting a 26.6% increase.
BWX Technologies, Inc. Stock Up 37.3%
Shares of NYSE:BWXT traded near $205.4 on Monday. BWX Technologies has a market cap of approximately $18.8 billion and a P/E ratio of 54.6. The stock's 52-week range is between $133.84 and $241.82, with a 50-day moving average of $208.22 and a 200-day moving average of $196.67. The company has a current ratio of 2.40 and a quick ratio of 2.24, with a debt-to-equity ratio of 157.62.
$BWXT price target
Past daily closes and this analyst's 12-month price target. Not investment advice.
Recent Earnings
BWX Technologies reported revenue of $3.38 billion, reflecting a growth rate of 26.1%. The company's net margin stands at 10.2%, and it has a return on equity of 29.0%. The next earnings report is scheduled for August 3, 2026.
Dividend
BWX Technologies pays an annual dividend rate of $1.04, yielding 0.51% with a payout ratio of 27.2%.
Insider Buying and Selling at BWX Technologies, Inc.
Recent insider activity includes purchases by several insiders on June 5, 2026. Melvin Leland bought 13 shares, Nicole Weyerhaeuser Piasecki acquired 7 shares, James Jaska purchased 24 shares, Jan Bertsch added 36 shares, Daniel Jablonsky bought 1 share, and Gerhard Burbach acquired 20 shares.
Analysts Set New Price Targets
On June 22, 2026, Seaport Global upgraded the stock to 'buy' with a $245 target. Earlier, on May 15, 2026, Deutsche Bank also upgraded BWX Technologies to 'buy' with a $255 target. Truist Securities maintained a 'hold' rating with a $212 target on May 11, 2026. The consensus among analysts is a 'buy' rating, with a mean price target of $238.27 based on 12 opinions.
About BWX Technologies
BWX Technologies, Inc. is a leading provider of nuclear components and fuel. Headquartered in Lynchburg, Virginia, the company operates through its Government and Commercial Operations segments, manufacturing precision naval nuclear components and reactors. It serves markets in the United States, Canada, and internationally, employing approximately 10,400 people under the leadership of CEO Rex D. Geveden.
Bottom Line
Seaport Global's upgrade to 'buy' reflects growing confidence in BWX Technologies' market position. The company's strong financial performance and strategic insider buying are key factors for investors to consider. As always, it's important to remember that these analyst ratings are based on past performance and projections, and actual results may vary.
Get BWX Technologies, Inc. alerts
New 13F filings, insider trades, and analyst moves on $BWXT, sent to your inbox. Free, and you can unsubscribe anytime.
This instant news alert was generated by automated narrative technology and financial data from Podchat and public regulatory filings. It is for informational purposes only and is not financial advice.