BWX Technologies (NYSE:BWXT) Releases FY 2026 Earnings Guidance

BWX Technologies (NYSE:BWXT) updated its FY 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 4.550-4.700 for the period, compared to the consensus estimate of 4.100. The company issued revenue guidance of $3.8 billion-$3.8 billion, compared to the consensus revenue estimate of $3.5 billion.

Analysts Set New Price Targets

A number of equities research analysts recently commented on the stock. BTIG Research raised their price objective on shares of BWX Technologies from $200.00 to $225.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Truist Financial set a $205.00 target price on BWX Technologies in a research note on Friday, January 9th. Bank of America lifted their price target on BWX Technologies from $220.00 to $230.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Northland Securities set a $225.00 price objective on BWX Technologies in a research report on Tuesday, November 4th. Finally, Weiss Ratings downgraded BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, January 26th. Three research analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $199.20.

BWX Technologies Price Performance

Shares of BWXT traded down $7.38 on Monday, reaching $199.06. The stock had a trading volume of 971,235 shares, compared to its average volume of 1,035,049. BWX Technologies has a twelve month low of $84.21 and a twelve month high of $220.57. The firm has a market capitalization of $18.20 billion, a PE ratio of 59.78, a PEG ratio of 3.32 and a beta of 0.83. The firm has a 50-day moving average of $195.15 and a 200 day moving average of $186.65. The company has a quick ratio of 1.62, a current ratio of 1.71 and a debt-to-equity ratio of 1.21.

Insider Buying and Selling at BWX Technologies

In other news, CEO Rex D. Geveden sold 10,000 shares of the firm’s 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 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.47% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On BWX Technologies

Several hedge funds have recently added to or reduced their stakes in BWXT. WFA of San Diego LLC purchased a new stake in shares of BWX Technologies in the second quarter valued at about $29,000. Ancora Advisors LLC purchased a new stake in BWX Technologies in the 3rd quarter valued at approximately $49,000. Quarry LP grew its holdings in BWX Technologies by 158.3% during the 4th quarter. Quarry LP now owns 359 shares of the technology company’s stock valued at $62,000 after buying an additional 220 shares during the last quarter. Rakuten Securities Inc. increased its position in BWX Technologies by 309.7% during the second quarter. Rakuten Securities Inc. now owns 463 shares of the technology company’s stock worth $67,000 after buying an additional 350 shares in the last quarter. Finally, Greenline Wealth Management LLC purchased a new position in BWX Technologies during the fourth quarter worth $69,000. 94.39% of the stock is currently owned by hedge funds and other institutional investors.

BWX Technologies Company Profile

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.