BWX Technologies (NYSE:BWXT) Issues Earnings Results, Beats Expectations By $0.03 EPS

BWX Technologies (NYSE:BWXT) announced its quarterly earnings data on Monday. The technology company reported $1.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.04 by $0.03, FiscalAI reports. BWX Technologies had a net margin of 10.20% and a return on equity of 31.33%. The business had revenue of $901.63 million during the quarter, compared to the consensus estimate of $902.80 million. BWX Technologies updated its FY 2026 guidance to 4.700-4.800 EPS.

BWX Technologies Stock Up 3.5%

Shares of BWXT stock traded up $5.94 during trading hours on Monday, reaching $174.64. 1,146,147 shares of the company’s stock were exchanged, compared to its average volume of 1,016,942. BWX Technologies has a 1 year low of $149.57 and a 1 year high of $241.82. The company has a current ratio of 2.40, a quick ratio of 2.33 and a debt-to-equity ratio of 1.58. The stock has a market cap of $16.00 billion, a PE ratio of 46.70, a PEG ratio of 2.87 and a beta of 0.76. The stock’s fifty day moving average price is $188.03 and its two-hundred day moving average price is $201.78.

Insiders Place Their Bets

In other news, CFO Michael Thomas Fitzgerald sold 2,417 shares of the company’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $209.25, for a total value of $505,757.25. Following the sale, the chief financial officer directly owned 6,884 shares of the company’s stock, valued at $1,440,477. This represents a 25.99% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $204.81, for a total value of $2,048,100.00. Following the sale, the chief executive officer directly owned 202,491 shares in the company, valued at $41,472,181.71. This represents a 4.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.60% of the company’s stock.

Hedge Funds Weigh In On BWX Technologies

Several institutional investors and hedge funds have recently modified their holdings of BWXT. WFA of San Diego LLC purchased a new stake in shares of BWX Technologies in the second quarter valued at approximately $29,000. Ancora Advisors LLC purchased a new position in shares of BWX Technologies during the 3rd quarter valued at approximately $49,000. Quarry LP lifted its position in shares of 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 in the last quarter. Rakuten Securities Inc. grew its position in shares of BWX Technologies by 309.7% in the second quarter. Rakuten Securities Inc. now owns 463 shares of the technology company’s stock valued at $67,000 after purchasing an additional 350 shares during the period. Finally, Greenline Wealth Management LLC acquired a new stake in BWX Technologies in the 4th quarter worth about $69,000. Hedge funds and other institutional investors own 94.39% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on BWXT shares. Deutsche Bank Aktiengesellschaft raised BWX Technologies from a “hold” rating to a “buy” rating and increased their price objective for the stock from $205.00 to $255.00 in a research note on Friday, May 15th. Truist Financial upped their target price on BWX Technologies from $205.00 to $212.00 and gave the stock a “hold” rating in a report on Monday, May 11th. Weiss Ratings lowered BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday. Wall Street Zen upgraded BWX Technologies from a “hold” rating to a “buy” rating in a report on Saturday, May 9th. Finally, Zacks Research lowered shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 11th. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $228.20.

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.