What is Northland Securities’ Forecast for BWXT Q1 Earnings?

BWX Technologies, Inc. (NYSE:BWXT) – Northland Securities cut their Q1 2026 earnings per share (EPS) estimates for BWX Technologies in a report issued on Tuesday, February 24th. Northland Securities analyst J. Grampp now expects that the technology company will post earnings per share of $0.91 for the quarter, down from their prior 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.

BWXT has been the topic of several other reports. Zacks Research upgraded shares of BWX Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 21st. BNP Paribas Exane assumed coverage on shares of BWX Technologies in a research report on Thursday, January 15th. They set a “neutral” rating and a $215.00 price target on the stock. Weiss Ratings cut BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, January 26th. BTIG Research increased their price objective on BWX Technologies from $200.00 to $225.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Finally, Bank of America lifted their target price on BWX Technologies from $220.00 to $230.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. Three investment analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $199.20.

BWX Technologies Trading Up 3.1%

Shares of BWXT opened at $204.49 on Wednesday. BWX Technologies has a 12-month low of $84.21 and a 12-month high of $220.57. The firm has a market capitalization of $18.70 billion, a P/E ratio of 57.28, a P/E/G ratio of 3.19 and a beta of 0.84. The firm has a 50-day moving average price of $196.27 and a 200 day moving average price of $186.97. The company has a current ratio of 1.71, a quick ratio of 1.62 and a debt-to-equity ratio of 1.21.

BWX Technologies (NYSE:BWXT) last issued its earnings results on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.91 by $0.17. BWX Technologies had a return on equity of 31.32% and a net margin of 10.28%.The business had revenue of $885.84 million during the quarter, compared to the consensus estimate of $837.47 million. During the same period last year, the company earned $0.92 EPS. The company’s revenue for the quarter was up 18.7% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS.

Institutional Investors Weigh In On BWX Technologies

Institutional investors and hedge funds have recently modified their holdings of the company. Invesco Ltd. boosted its holdings in BWX Technologies by 0.7% during the 4th quarter. Invesco Ltd. now owns 2,568,117 shares of the technology company’s stock valued at $443,873,000 after acquiring an additional 18,967 shares during the period. Franklin Resources Inc. increased its stake in BWX Technologies by 2.4% during the fourth quarter. Franklin Resources Inc. now owns 2,258,282 shares of the technology company’s stock worth $390,321,000 after purchasing an additional 53,594 shares during the period. Geode Capital Management LLC lifted its position in shares of BWX Technologies by 3.9% during the fourth quarter. Geode Capital Management LLC now owns 1,857,716 shares of the technology company’s stock worth $321,176,000 after purchasing an additional 69,857 shares in the last quarter. Alkeon Capital Management LLC boosted its stake 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 period. Finally, Blair William & Co. IL boosted its stake in shares of BWX Technologies by 20.9% in the fourth quarter. Blair William & Co. IL now owns 1,439,666 shares of the technology company’s stock valued at $248,832,000 after purchasing an additional 248,598 shares during the period. Hedge funds and other institutional investors own 94.39% of the company’s stock.

Insider Transactions at BWX Technologies

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction that occurred 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 sale, the chief executive officer owned 177,594 shares of the company’s stock, valued at $36,097,756.44. The trade was a 5.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.47% of the stock is currently owned by insiders.

BWX Technologies Increases Dividend

The business also recently announced 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. The ex-dividend date is Wednesday, March 11th. This represents a $1.08 annualized dividend and a yield of 0.5%. BWX Technologies’s payout ratio is 30.03%.

More BWX Technologies News

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?

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.