FY2026 EPS Estimate for BWX Technologies Boosted by Analyst

BWX Technologies, Inc. (NYSE:BWXT) – Equities researchers at Northland Securities increased their FY2026 EPS estimates for BWX Technologies in a report issued on Tuesday, February 24th. Northland Securities analyst J. Grampp now forecasts that the technology company will earn $4.61 per share for the year, up from their prior 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 released its earnings results on Monday, February 23rd. The technology company reported $1.08 earnings per share for the quarter, topping the consensus estimate of $0.91 by $0.17. BWX Technologies had a net margin of 10.28% and a return on equity of 30.94%. The business had revenue of $885.84 million for the quarter, compared to the consensus estimate of $837.47 million. During the same period last year, the firm posted $0.92 earnings per share. The firm’s quarterly revenue 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.

A number of other equities research analysts have also commented on the company. Bank of America raised their price objective on BWX Technologies from $220.00 to $230.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. CJS Securities raised shares of BWX Technologies to a “strong-buy” rating in a research report on Friday, December 12th. Zacks Research raised shares of BWX Technologies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, January 21st. BNP Paribas Exane started coverage on shares of BWX Technologies in a research note on Thursday, January 15th. They issued a “neutral” rating and a $215.00 price target on the stock. Finally, Wall Street Zen upgraded BWX Technologies from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Three 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.com, BWX Technologies presently has an average rating of “Moderate Buy” and an average price target of $199.20.

BWX Technologies Price Performance

Shares of NYSE:BWXT opened at $208.62 on Thursday. The company’s fifty day moving average is $197.09 and its two-hundred day moving average is $187.12. The company has a market cap of $19.08 billion, a P/E ratio of 58.44, a price-to-earnings-growth ratio of 3.05 and a beta of 0.84. BWX Technologies has a 12-month low of $84.21 and a 12-month high of $220.57. The company has a quick ratio of 1.62, a current ratio of 2.32 and a debt-to-equity ratio of 1.64.

BWX Technologies Increases Dividend

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

Insider Transactions at BWX Technologies

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $203.26, for a total transaction 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 $36,097,756.44. This represents a 5.33% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.47% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. Artisan Partners Limited Partnership bought a new position in BWX Technologies during the second quarter worth $183,859,000. Alkeon Capital Management LLC increased its holdings in shares of BWX Technologies by 163.0% during the 3rd quarter. Alkeon Capital Management LLC now owns 1,578,048 shares of the technology company’s stock worth $290,945,000 after purchasing an additional 978,000 shares during the period. Invesco Ltd. raised its position in shares of BWX Technologies by 60.1% during the third quarter. Invesco Ltd. now owns 2,549,150 shares of the technology company’s stock valued at $469,987,000 after buying an additional 956,770 shares during the last quarter. Massachusetts Financial Services Co. MA bought a new stake in shares of BWX Technologies in the second quarter valued at about $132,498,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. bought a new position in BWX Technologies during the third quarter valued at about $163,969,000. 94.39% of the stock is owned by institutional investors.

Key Stories Impacting BWX Technologies

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.