BWXT FY2027 EPS Estimate Increased by Northland Securities

BWX Technologies, Inc. (NYSE:BWXT) – Research analysts at Northland Securities upped their FY2027 earnings per share (EPS) estimates for shares of BWX Technologies in a note issued to investors on Tuesday, April 21st. Northland Securities analyst J. Grampp now forecasts that the technology company will post earnings per share of $5.16 for the year, up from their prior forecast of $5.11. The consensus estimate for BWX Technologies’ current full-year earnings is $4.60 per share.

Other equities research analysts have also issued research reports about the company. TD Cowen started coverage on BWX Technologies in a research note on Thursday, March 12th. They set a “buy” rating and a $230.00 price objective for the company. BNP Paribas Exane initiated coverage on BWX Technologies in a report on Thursday, January 15th. They set a “neutral” rating and a $215.00 target price on the stock. TD Securities initiated coverage on BWX Technologies in a report on Thursday, March 12th. They set a “buy” rating and a $230.00 target price on the stock. Truist Financial set a $205.00 target price on BWX Technologies in a report on Friday, January 9th. Finally, BTIG Research increased their target price on BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Three analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $207.60.

BWX Technologies Price Performance

Shares of NYSE BWXT opened at $218.82 on Wednesday. BWX Technologies has a fifty-two week low of $102.42 and a fifty-two week high of $241.82. The business has a 50 day moving average price of $210.39 and a two-hundred day moving average price of $198.53. The company has a quick ratio of 2.25, a current ratio of 2.32 and a debt-to-equity ratio of 1.64. The firm has a market cap of $20.05 billion, a PE ratio of 61.29, a price-to-earnings-growth ratio of 3.74 and a beta of 0.80.

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

BWX Technologies Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Wednesday, March 11th were issued a dividend of $0.27 per share. The ex-dividend date of this dividend was Wednesday, March 11th. This represents a $1.08 dividend on an annualized basis and a yield of 0.5%. This is a boost from BWX Technologies’s previous quarterly dividend of $0.25. BWX Technologies’s dividend payout ratio (DPR) is 30.25%.

Insiders Place Their Bets

In other BWX Technologies news, Director Gerhard F. Burbach sold 1,983 shares of the stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total transaction of $413,673.63. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CAO Kevin James Gorman sold 1,344 shares of the stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $214.71, for a total value of $288,570.24. Following the transaction, the chief accounting officer directly owned 114 shares in the company, valued at approximately $24,476.94. This represents a 92.18% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 13,327 shares of company stock valued at $2,734,844 in the last quarter. Insiders own 0.60% of the company’s stock.

Institutional Trading of BWX Technologies

Hedge funds have recently made changes to their positions in the stock. Aventura Private Wealth LLC bought a new stake in shares of BWX Technologies in the 4th quarter worth approximately $29,000. WFA of San Diego LLC bought a new stake in shares of BWX Technologies in the 2nd quarter worth approximately $29,000. Global Trust Asset Management LLC bought a new stake in shares of BWX Technologies in the 3rd quarter worth approximately $32,000. Strategic Advocates LLC bought a new stake in shares of BWX Technologies in the 3rd quarter worth approximately $32,000. Finally, MV Capital Management Inc. bought a new stake in shares of BWX Technologies in the 4th quarter worth approximately $32,000. Institutional investors own 94.39% of the company’s stock.

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.