What is Northland Capmk’s Estimate for BWXT Q3 Earnings?

BWX Technologies, Inc. (NYSE:BWXT) – Investment analysts at Northland Capmk issued their Q3 2025 EPS estimates for BWX Technologies in a research report issued to clients and investors on Tuesday, September 9th. Northland Capmk analyst J. Grampp forecasts that the technology company will earn $0.85 per share for the quarter. Northland Capmk currently has a “Strong-Buy” rating on the stock. The consensus estimate for BWX Technologies’ current full-year earnings is $3.23 per share. Northland Capmk also issued estimates for BWX Technologies’ Q4 2025 earnings at $0.94 EPS, FY2025 earnings at $3.72 EPS, Q1 2026 earnings at $0.95 EPS, Q2 2026 earnings at $1.01 EPS, Q3 2026 earnings at $0.98 EPS, Q4 2026 earnings at $1.09 EPS and FY2026 earnings at $4.04 EPS.

Several other analysts also recently issued reports on BWXT. Maxim Group reaffirmed a “hold” rating on shares of BWX Technologies in a report on Wednesday, August 6th. Wall Street Zen downgraded shares of BWX Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, August 9th. CLSA reissued an “outperform” rating and set a $177.60 price objective (up previously from $153.00) on shares of BWX Technologies in a research note on Tuesday, May 27th. Northland Securities assumed coverage on shares of BWX Technologies in a research note on Wednesday. They set an “outperform” rating and a $205.00 price objective on the stock. Finally, Truist Financial set a $145.00 price objective on shares of BWX Technologies and gave the company a “hold” rating in a research note on Tuesday, August 5th. Two investment analysts have rated the stock with a Strong Buy rating, five have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, BWX Technologies has an average rating of “Moderate Buy” and an average price target of $160.83.

BWX Technologies Stock Down 0.9%

Shares of NYSE BWXT opened at $168.54 on Friday. BWX Technologies has a 12-month low of $84.21 and a 12-month high of $189.25. The company has a market capitalization of $15.40 billion, a PE ratio of 52.67, a price-to-earnings-growth ratio of 3.85 and a beta of 0.75. The company has a debt-to-equity ratio of 1.28, a current ratio of 1.69 and a quick ratio of 1.60. The firm’s 50-day moving average is $158.26 and its two-hundred day moving average is $129.05.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings results on Monday, August 4th. The technology company reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.79 by $0.23. BWX Technologies had a net margin of 10.28% and a return on equity of 30.61%. The company had revenue of $764.00 million for the quarter, compared to the consensus estimate of $708.00 million. During the same quarter in the prior year, the firm earned $0.82 earnings per share. The company’s revenue for the quarter was up 12.1% compared to the same quarter last year. BWX Technologies has set its FY 2025 guidance at 3.650-3.750 EPS.

BWX Technologies Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, September 5th. Investors of record on Monday, August 18th were issued a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Monday, August 18th. BWX Technologies’s dividend payout ratio (DPR) is presently 31.25%.

Insider Activity

In related news, SVP Omar Fathi Meguid sold 2,261 shares of the firm’s stock in a transaction on Wednesday, August 6th. The shares were sold at an average price of $179.84, for a total transaction of $406,618.24. Following the completion of the sale, the senior vice president directly owned 2,361 shares of the company’s stock, valued at approximately $424,602.24. This trade represents a 48.92% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Rex D. Geveden sold 25,000 shares of the firm’s stock in a transaction on Wednesday, August 6th. The shares were sold at an average price of $179.00, for a total transaction of $4,475,000.00. Following the sale, the chief executive officer directly owned 197,594 shares of the company’s stock, valued at approximately $35,369,326. The trade was a 11.23% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 29,953 shares of company stock valued at $5,359,758 in the last 90 days. Company insiders own 0.47% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the stock. Corient Private Wealth LLC grew its holdings in BWX Technologies by 1.2% during the 2nd quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company’s stock worth $847,000 after acquiring an additional 69 shares in the last quarter. HHM Wealth Advisors LLC grew its holdings in BWX Technologies by 17.9% during the 2nd quarter. HHM Wealth Advisors LLC now owns 460 shares of the technology company’s stock worth $66,000 after acquiring an additional 70 shares in the last quarter. JT Stratford LLC boosted its holdings in shares of BWX Technologies by 2.5% in the 2nd quarter. JT Stratford LLC now owns 2,927 shares of the technology company’s stock valued at $422,000 after buying an additional 72 shares during the period. Intrua Financial LLC grew its position in shares of BWX Technologies by 3.9% during the 1st quarter. Intrua Financial LLC now owns 2,625 shares of the technology company’s stock valued at $259,000 after buying an additional 99 shares during the last quarter. Finally, Oakworth Capital Inc. lifted its holdings in BWX Technologies by 10.0% in the second quarter. Oakworth Capital Inc. now owns 1,105 shares of the technology company’s stock worth $159,000 after acquiring an additional 100 shares during the last quarter. 94.39% of the stock is owned by institutional investors and hedge funds.

About BWX Technologies

BWX Technologies, Inc, together with its subsidiaries, manufactures and sells nuclear components in the United States, Canada, and internationally. It operates through two segments, Government Operations and Commercial Operations. The Government Operations segment designs and manufactures naval nuclear components, reactors, and nuclear fuel; fabrication activities; and supplies proprietary and sole-source valves, manifolds, and fittings to naval and commercial shipping customers.