BWX Technologies (NYSE:BWXT) Shares Gap Up Following Strong Earnings

Shares of BWX Technologies, Inc. (NYSE:BWXT) gapped up prior to trading on Tuesday following a stronger than expected earnings report. The stock had previously closed at $198.38, but opened at $211.48. BWX Technologies shares last traded at $202.4090, with a volume of 327,345 shares changing hands.

The technology company reported $1.08 earnings per share for the quarter, topping the consensus estimate of $0.91 by $0.17. The company had revenue of $885.84 million during the quarter, compared to the consensus estimate of $837.47 million. BWX Technologies had a return on equity of 31.32% and a net margin of 10.28%.BWX Technologies’s revenue was up 18.7% compared to the same quarter last year. During the same quarter last year, the business posted $0.92 earnings per share. 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 will be paid on Friday, March 27th. Shareholders of record on Wednesday, March 11th will be paid a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Wednesday, March 11th. This is an increase from BWX Technologies’s previous quarterly dividend of $0.25. BWX Technologies’s dividend payout ratio is presently 30.03%.

BWX Technologies News Roundup

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

• Positive Sentiment: Q4 results beat consensus — EPS $1.08 vs. ~$0.91 expected and revenue $885.8M, driven by government and commercial demand; market reacted to the upside. BWX Technologies (BWXT) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Company lifted FY‑2026 guidance to $4.55–$4.70 EPS and ~$3.8B revenue (above prior Street estimates), signaling stronger forward cash flow and growth visibility. BWX Technologies Reports Fourth Quarter and Full Year 2025 Results, Initiates 2026 Guidance
• Positive Sentiment: Backlog and commercial pipeline expansion — management noted backlog up ~50%, new pricing agreements for naval propulsion, initial scopes on uranium‑enrichment awards, SMR and CANDU life‑extension wins, and an AP1000 engineering award, supporting multi‑year revenue visibility. BWXT Q4 2025 Earnings Call Transcript
• Positive Sentiment: Dividend raised — quarterly payout increased 8% to $0.27 (ex‑dividend March 11), signaling confidence in cash generation and returning cash to shareholders. (Company announcement)
• Neutral Sentiment: Market commentary frames BWXT as a beneficiary of a renewed nuclear cycle; that narrative is propping up sentiment, but valuation metrics (elevated P/E) and execution on new large programs remain watch points. Why Is BWX Technologies Stock Soaring Tuesday?

Wall Street Analyst Weigh In

A number of research analysts have recently commented on BWXT shares. CJS Securities raised shares of BWX Technologies to a “strong-buy” rating in a research note on Friday, December 12th. Truist Financial set a $205.00 target price on shares of BWX Technologies in a report on Friday, January 9th. Bank of America upped their price target on shares of BWX Technologies from $220.00 to $230.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Weiss Ratings downgraded shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, January 26th. Finally, Zacks Research upgraded shares of BWX Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 21st. Three investment analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $199.20.

Insider Buying and Selling at BWX Technologies

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

Institutional Trading of BWX Technologies

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Massachusetts Financial Services Co. MA lifted its position in BWX Technologies by 26.0% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 1,159,033 shares of the technology company’s stock valued at $213,691,000 after purchasing an additional 239,292 shares during the last quarter. Eos Management L.P. increased its stake in shares of BWX Technologies by 27.9% in the third quarter. Eos Management L.P. now owns 25,894 shares of the technology company’s stock valued at $4,774,000 after purchasing an additional 5,644 shares during the period. Principal Financial Group Inc. increased its stake in shares of BWX Technologies by 51.1% in the third quarter. Principal Financial Group Inc. now owns 313,192 shares of the technology company’s stock valued at $57,743,000 after purchasing an additional 105,879 shares during the period. Police & Firemen s Retirement System of New Jersey raised its holdings in shares of BWX Technologies by 4.7% during the second quarter. Police & Firemen s Retirement System of New Jersey now owns 34,636 shares of the technology company’s stock valued at $4,990,000 after buying an additional 1,548 shares during the last quarter. Finally, Thrivent Financial for Lutherans boosted its position in shares of BWX Technologies by 7.3% during the third quarter. Thrivent Financial for Lutherans now owns 669,636 shares of the technology company’s stock worth $123,460,000 after buying an additional 45,667 shares during the period. 94.39% of the stock is owned by institutional investors.

BWX Technologies Stock Performance

The firm has a market capitalization of $18.70 billion, a price-to-earnings ratio of 57.28, a P/E/G ratio of 3.19 and a beta of 0.84. The company has a 50-day moving average price of $196.27 and a 200-day moving average price of $186.97. The company has a quick ratio of 1.62, a current ratio of 1.71 and a debt-to-equity ratio of 1.21.

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.