BWX TECHNOLOGIES, INC.
At today's price, BWX TECHNOLOGIES, INC. (BWXT) is priced for today's economics sustained for ~7.2 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• BWXT holds a near-uncrossable moat as a sole-source manufacturer of classified naval nuclear components, and Q1 2026 showed both the franchise and a fast-accelerating commercial business, with total revenue up 26% and commercial revenue up 121%. • The central risk is the price, not the moat: at roughly 45 times operating income the stock requires growth at the self-funding ceiling for nearly seven years, a pace only about a quarter of comparable fast-growers have sustained. • Watch backlog con
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805 institutional managers reported holding BWXT in 13F filings for the quarter ended 2026-03-31. Together they hold about 90% of the company; the top 10 hold 42%. 144 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 2.9M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
BWXT has cut its share count 3.9% over the past five years, spending $336.87M on repurchases. It pays a dividend, and has for 13 years running, raised 10 years straight; the current rate is $0.96 a share annually. Cash returned over the past three years: $248.84M in dividends and $99.06M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at BWXT over the trailing three years: 2023: 1 buy totaling $142k. 20 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
BWXT's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | +7.2% | +0.3% |
| 2023-11-02 | +3.4% | -1.3% |
| 2024-02-28 | +12.1% | -4.9% |
| 2024-05-07 | -10.6% | +8.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BWXT's latest 8-K filings: 2026-05-05 (items 5.07); 2026-05-04 (items 2.02, 9.01); 2026-02-23 (items 2.02, 9.01); 2026-02-20 (items 5.02, 9.01); 2025-11-10 (items 1.01, 2.03, 3.02, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 14, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.