BWXT FY2026 EPS Forecast Increased by Northland Securities

BWX Technologies, Inc. (NYSE:BWXT) – Equities research analysts at Northland Securities lifted their FY2026 earnings per share (EPS) estimates for shares of BWX Technologies in a report issued on Tuesday, February 24th. Northland Securities analyst J. Grampp now anticipates that the technology company will post earnings of $4.61 per share for the year, up from their previous estimate of $4.13. The consensus estimate for BWX Technologies’ current full-year earnings is $3.23 per share. Northland Securities also issued estimates for BWX Technologies’ Q4 2026 earnings at $1.37 EPS.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings results on Monday, February 23rd. The technology company reported $1.08 EPS for the quarter, beating the consensus estimate of $0.91 by $0.17. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.The company had revenue of $885.84 million for the quarter, compared to the consensus estimate of $837.47 million. During the same quarter last year, the company posted $0.92 earnings per share. The company’s revenue for the quarter was up 18.7% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS.

BWXT has been the subject of a number of other reports. Truist Financial set a $205.00 price target on shares of BWX Technologies in a report on Friday, January 9th. Zacks Research raised BWX Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, January 21st. CJS Securities raised shares of BWX Technologies to a “strong-buy” rating in a research report on Friday, December 12th. Bank of America upped their target price on shares of BWX Technologies from $220.00 to $230.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Finally, Weiss Ratings upgraded shares of BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday. Three equities research analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $200.45.

BWX Technologies Price Performance

NYSE BWXT opened at $207.35 on Thursday. BWX Technologies has a 1 year low of $84.21 and a 1 year high of $220.57. The company has a fifty day simple moving average of $197.82 and a 200 day simple moving average of $187.26. The company has a current ratio of 2.32, a quick ratio of 1.62 and a debt-to-equity ratio of 1.64. The company has a market cap of $18.96 billion, a P/E ratio of 58.08, a P/E/G ratio of 3.09 and a beta of 0.84.

BWX Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Investors of record on Wednesday, March 11th will be given a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 0.5%. This is a boost from BWX Technologies’s previous quarterly dividend of $0.25. The ex-dividend date of this dividend is Wednesday, March 11th. BWX Technologies’s dividend payout ratio (DPR) is currently 30.03%.

Insider Activity

In related news, CEO Rex D. Geveden sold 10,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the completion of the transaction, the chief executive officer owned 177,594 shares in the company, valued at $36,097,756.44. This trade represents a 5.33% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.47% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of BWXT. Aventura Private Wealth LLC acquired a new stake in shares of BWX Technologies in the 4th quarter valued at $29,000. Strategic Advocates LLC bought a new stake in BWX Technologies during the 3rd quarter worth about $32,000. Creative Financial Designs Inc. ADV increased its position in BWX Technologies by 250.0% in the 2nd quarter. Creative Financial Designs Inc. ADV now owns 175 shares of the technology company’s stock valued at $25,000 after acquiring an additional 125 shares in the last quarter. Global Trust Asset Management LLC bought a new position in shares of BWX Technologies in the third quarter worth about $32,000. Finally, MV Capital Management Inc. bought a new position in shares of BWX Technologies in the fourth quarter worth about $32,000. 94.39% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting BWX Technologies

Here are the key news stories impacting BWX Technologies this week:

• Positive Sentiment: Q4 beat and stronger outlook: BWXT reported stronger-than-expected Q4 results, solid full‑year 2025 results and raised 2026 revenue/earnings visibility, underpinning the company’s growth narrative and multi‑year backlog. Stronger-Than-Expected 2025 Results
• Positive Sentiment: Analyst target-price bump: BTIG raised its price target to $235 and maintained a Buy rating, signaling ~13% upside from current levels and supporting constructive sentiment. BTIG Price Target Raise
• Positive Sentiment: Estimate upgrades from Northland: Northland Securities increased near‑term quarterly EPS forecasts and lifted FY2026 and FY2027 estimates (e.g., FY2026 to ~$4.61), reflecting stronger expected earnings trajectory. Northland Securities Estimates
• Positive Sentiment: Falling short interest: Short interest declined ~15% in February (now ~2.5% of float), reducing immediate bearish positioning and the risk of further downside from short-covering reversals.
• Neutral Sentiment: Media roundup: Coverage from Zacks and other outlets highlighted BWXT among top Q4 EPS beaters, increasing visibility but not adding new fundamental information. Zacks Coverage
• Negative Sentiment: Valuation concerns and downgrade to Hold: A Seeking Alpha note argues shares look overvalued after a >100% rally, cuts its rating to Hold with a DCF target near $206 — highlighting limited near‑term upside and anchoring bearish sentiment. Seeking Alpha Valuation Note

About BWX Technologies

BWX Technologies, Inc (NYSE: BWXT) is a specialized supplier of nuclear components and services, primarily serving the U.S. government and commercial markets. The company’s core expertise lies in the design, fabrication and servicing of nuclear propulsion systems for the U.S. Navy, where it supports the maintenance and overhaul of naval nuclear reactors. In addition to defense applications, BWXT develops small modular reactors (SMRs), nuclear fuel and related technologies for non‐defense power generation, offering scalable solutions to meet evolving energy and industrial demands.

Beyond propulsion and power systems, BWXT is a leading producer of medical radioisotopes used in diagnostic imaging and cancer treatment.