Why BWX Technologies Shares Fell 4.6%

BWX Technologies (BWXT) is down 4.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely explanation is a mix of continued pressure after BWXT’s early-August earnings update and a recent analyst price-target cut, rather than a clearly identifiable new company-specific event today. This could be because investors are still digesting a quarter that included a small revenue shortfall versus expectations, even though profitability and full-year guidance improved.

Details:

BWXT reported second-quarter 2026 revenue of $901.6 million, with adjusted EPS of $1.07 and raised its full-year 2026 guidance for revenue, adjusted EBITDA, non-GAAP EPS, and free cash flow.

The same earnings update also highlighted the planned sale of BWXT’s medical business, a strategic shift that sharpens focus on defense and commercial nuclear markets but may have added near-term uncertainty around the business mix.

A recent analyst note lowered the stock’s price target to $202 from $212 while keeping a Hold rating, suggesting a more cautious stance after the quarter.

BWXT also filed a 10-Q amendment in August, but the filing stated it was only to add omitted inline XBRL data and did not change the underlying financial disclosures.

Sources:

BWX Technologies, SEC, TipRanks

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$BWXT Insider Trading Activity

$BWXT insiders have traded $BWXT stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.

Here’s a breakdown of recent trading of $BWXT stock by insiders over the last 6 months:

REX D GEVEDEN (President and CEO) has made 0 purchases and 4 sales selling 10,000 shares for an estimated $1,725,006.
GERHARD F BURBACH sold 1,983 shares for an estimated $413,676
KEVIN JAMES GORMAN (VP & Chief Accounting Officer) sold 1,344 shares for an estimated $288,574

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$BWXT Hedge Fund Activity

We have seen 437 institutional investors add shares of $BWXT stock to their portfolio, and 429 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added 20,611,537 shares (+19438.2%) to their portfolio in Q2 2026, for an estimated $4,012,035,677
JPMORGAN CHASE & CO added 2,654,239 shares (+inf%) to their portfolio in Q2 2026, for an estimated $516,647,621
SELECT EQUITY GROUP, L.P. added 977,584 shares (+134.6%) to their portfolio in Q2 2026, for an estimated $190,286,725
INVESCO LTD. removed 687,204 shares (-27.2%) from their portfolio in Q2 2026, for an estimated $133,764,258
FIRST TRUST ADVISORS LP added 684,471 shares (+49.2%) to their portfolio in Q2 2026, for an estimated $133,232,280
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 682,918 shares (+inf%) to their portfolio in Q2 2026, for an estimated $132,929,988
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 491,360 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $95,643,224

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$BWXT Government Contracts

We have seen $132,268,823 of award payments to $BWXT over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

ENRICHED URANIUM CONVERSION AND PURIFICATION SERVICES: $131,302,465

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$BWXT Congressional Stock Trading

Members of Congress have traded $BWXT stock 7 times in the past 6 months. Of those trades, 7 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $BWXT stock by members of Congress over the last 6 months:

REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 7 times. They made 7 purchases worth up to $210,000 on 07/30, 07/27, 07/24, 05/15, 05/14, 05/08, 05/07 and 0 sales.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$BWXT Analyst Ratings

Wall Street analysts have issued reports on $BWXT in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Deutsche Bank issued a "Buy" rating on 05/15/2026

To track analyst ratings and price targets for $BWXT, check out Quiver Quantitative's $BWXT forecast page.

$BWXT Price Targets

Multiple analysts have issued price targets for $BWXT recently. We have seen 6 analysts offer price targets for $BWXT in the last 6 months, with a median target of $232.5.

Here are some recent targets:

Scott Deuschle from Deutsche Bank set a target price of $255.0 on 05/15/2026
Alexandra Mandery from Truist Securities set a target price of $212.0 on 05/11/2026
David Strauss from Wells Fargo set a target price of $200.0 on 04/01/2026
Ronald Epstein from B of A Securities set a target price of $250.0 on 03/25/2026
Marc Bianchi from TD Securities set a target price of $230.0 on 03/12/2026
Andre Madrid from BTIG set a target price of $235.0 on 02/26/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.