Q1 EPS Estimates for BWXT Decreased by Northland Securities

BWX Technologies, Inc. (NYSE:BWXT) – Stock analysts at Northland Securities cut their Q1 2026 earnings per share estimates for BWX Technologies in a report released on Tuesday, February 24th. Northland Securities analyst J. Grampp now forecasts that the technology company will earn $0.91 per share for the quarter, down from their previous estimate of $0.95. The consensus estimate for BWX Technologies’ current full-year earnings is $3.23 per share. Northland Securities also issued estimates for BWX Technologies’ Q2 2026 earnings at $1.10 EPS, Q3 2026 earnings at $1.24 EPS and FY2027 earnings at $5.11 EPS.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings results on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, topping 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 business 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 business posted $0.92 EPS. The business’s 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.

Several other equities research analysts also recently weighed in on the stock. Bank of America upped their price objective on shares of BWX Technologies from $220.00 to $230.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. BTIG Research upped their price target on BWX Technologies from $200.00 to $225.00 and gave the company a “buy” rating in a report on Friday, November 7th. Zacks Research upgraded BWX Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, January 21st. Wall Street Zen upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Finally, BNP Paribas Exane started coverage on BWX Technologies in a report on Thursday, January 15th. They set a “neutral” rating and a $215.00 price target on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, BWX Technologies has an average rating of “Moderate Buy” and a consensus price target of $199.20.

BWX Technologies Stock Performance

BWXT opened at $208.62 on Wednesday. The company has a current ratio of 2.32, a quick ratio of 1.62 and a debt-to-equity ratio of 1.64. BWX Technologies has a twelve month low of $84.21 and a twelve month high of $220.57. The business’s 50 day moving average is $197.09 and its 200-day moving average is $187.12. The stock has a market cap of $19.08 billion, a PE ratio of 58.44, a price-to-earnings-growth ratio of 3.05 and a beta of 0.84.

BWX Technologies Increases Dividend

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

Insider Buying and Selling

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the firm’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 177,594 shares in the company, valued at $36,097,756.44. This trade represents a 5.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 0.47% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in BWXT. Artisan Partners Limited Partnership acquired a new position in BWX Technologies during the 2nd quarter worth $183,859,000. Alkeon Capital Management LLC grew its position in shares of BWX Technologies by 163.0% in the third quarter. Alkeon Capital Management LLC now owns 1,578,048 shares of the technology company’s stock valued at $290,945,000 after purchasing an additional 978,000 shares during the last quarter. Invesco Ltd. increased its stake in shares of BWX Technologies by 60.1% in the third quarter. Invesco Ltd. now owns 2,549,150 shares of the technology company’s stock worth $469,987,000 after purchasing an additional 956,770 shares during the period. Massachusetts Financial Services Co. MA acquired a new position in shares of BWX Technologies during the 2nd quarter worth about $132,498,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new position in shares of BWX Technologies during the 3rd quarter worth about $163,969,000. Institutional investors and hedge funds own 94.39% of the company’s stock.

Key BWX Technologies News

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

• Positive Sentiment: Q4 results and outlook beat expectations: BWXT reported stronger-than-expected Q4 sales and EPS, raised 2026 revenue/outlook commentary and highlighted a record backlog that supports multi-year growth — a clear driver for investor demand. BWX Technologies (BWXT) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Backlog and nuclear/defense tailwinds: Management cited a growing $7.3B backlog, wins on naval propulsion, defense enrichment work and expanding commercial nuclear projects (SMRs, CANDU, AP1000) that underpin revenue visibility. BWX Technologies’ Stock Jumps. Its Nuclear Business Is Growing.
• Positive Sentiment: Dividend raised: BWXT announced a quarterly dividend of $0.27 (an ~8% increase), which may attract income-oriented holders and signals confidence in cash flow. (Company release)
• Positive Sentiment: Short interest fell materially: Short interest declined ~15.2% in February to ~2.29M shares (about 2.5% of float), reducing short pressure and the risk of short-driven volatility. (Data report)
• Neutral Sentiment: Analyst estimate revisions mixed but generally supportive: Northland Securities lowered its Q1 estimate slightly but raised Q2/Q3 and issued a FY2027 view of $5.11 EPS — suggesting analysts are modeling continued growth but with timing nuance. BWXT analyst note (MarketBeat)
• Negative Sentiment: Valuation concerns: A Seeking Alpha write-up argues BWXT is now richly valued after a large run-up (cites >100% sector-premium on EV/EBITDA and P/E) and lowers the rating to Hold with a DCF target near current levels — a reason some investors may take profits. BWX Technologies: Time To Wait, Not To Buy

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.