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

BWX Technologies (NYSE:BWXT) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided earnings per share guidance of 4.600-4.750 for the period, compared to the consensus earnings per share estimate of 4.610. The company issued revenue guidance of $3.8 billion-$3.8 billion, compared to the consensus revenue estimate of $3.8 billion.

BWX Technologies Stock Performance

Shares of BWXT traded up $0.61 on Monday, reaching $216.92. 1,057,513 shares of the company’s stock traded hands, compared to its average volume of 1,029,301. The stock’s 50 day simple moving average is $212.42 and its two-hundred day simple moving average is $199.55. The stock has a market cap of $19.87 billion, a PE ratio of 60.76, a PEG ratio of 3.73 and a beta of 0.78. BWX Technologies has a 52-week low of $102.42 and a 52-week high of $241.82. The company has a current ratio of 2.32, a quick ratio of 2.25 and a debt-to-equity ratio of 1.64.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings data on Monday, May 4th. The technology company reported $1.12 earnings per share for the quarter, topping the consensus estimate of $0.92 by $0.20. The business had revenue of $860.22 million for the quarter, compared to analysts’ expectations of $837.47 million. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. On average, analysts forecast that BWX Technologies will post 4.61 earnings per share for the current fiscal year.

BWX Technologies Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Wednesday, March 11th were issued a $0.27 dividend. This is an increase from BWX Technologies’s previous quarterly dividend of $0.25. The ex-dividend date of this dividend was Wednesday, March 11th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.5%. BWX Technologies’s payout ratio is presently 30.25%.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on BWXT shares. Zacks Research upgraded shares of BWX Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, January 21st. Truist Financial raised shares of BWX Technologies to a “hold” rating in a research report on Friday. TD Securities began coverage on shares of BWX Technologies in a research note on Thursday, March 12th. They issued a “buy” rating and a $230.00 target price on the stock. TD Cowen initiated coverage on shares of BWX Technologies in a research note on Thursday, March 12th. They set a “buy” rating and a $230.00 price target for the company. Finally, Wells Fargo & Company initiated coverage on shares of BWX Technologies in a report on Wednesday, April 1st. They issued an “underweight” rating and a $200.00 price target on the stock. Three analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, BWX Technologies currently has a consensus rating of “Moderate Buy” and a consensus target price of $207.60.

Insider Activity at BWX Technologies

In other news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction dated Thursday, February 12th. The shares were 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Kevin James Gorman sold 1,344 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $214.71, for a total transaction of $288,570.24. Following the completion of the sale, the chief accounting officer directly owned 114 shares in the company, valued at approximately $24,476.94. This trade represents a 92.18% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 13,327 shares of company stock worth $2,734,844. Company insiders own 0.60% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the business. WFA of San Diego LLC purchased a new stake in shares of BWX Technologies during the second quarter worth $29,000. Ancora Advisors LLC purchased a new position in shares of BWX Technologies in the third quarter valued at $49,000. Quarry LP raised its stake 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 purchasing an additional 220 shares during the period. Greenline Wealth Management LLC bought a new stake in shares of BWX Technologies during the 4th quarter valued at $69,000. Finally, Rakuten Securities Inc. lifted its holdings in BWX Technologies by 309.7% during the 2nd quarter. Rakuten Securities Inc. now owns 463 shares of the technology company’s stock worth $67,000 after purchasing an additional 350 shares in the last quarter. 94.39% of the stock is currently owned by hedge funds and other institutional investors.

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.