BWX Technologies (NYSE:BWXT) Posts Earnings Results, Beats Expectations By $0.20 EPS

BWX Technologies (NYSE:BWXT) posted its quarterly earnings data on Monday. The technology company reported $1.12 earnings per share for the quarter, topping analysts’ consensus estimates of $0.92 by $0.20, Zacks reports. The firm had revenue of $860.22 million during 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 updated its FY 2026 guidance to 4.600-4.750 EPS.

BWX Technologies Stock Performance

BWXT traded up $0.61 on Monday, reaching $216.92. 1,057,513 shares of the stock were exchanged, compared to its average volume of 1,029,301. The company’s 50-day moving average price is $212.42 and its 200 day moving average price is $199.55. BWX Technologies has a fifty-two week low of $102.42 and a fifty-two week high of $241.82. The company has a debt-to-equity ratio of 1.64, a current ratio of 2.32 and a quick ratio of 2.25. The firm has a market capitalization of $19.87 billion, a PE ratio of 60.76, a PEG ratio of 3.73 and a beta of 0.78.

BWX Technologies Increases Dividend

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

Insiders Place Their Bets

In other BWX Technologies news, CAO Kevin James Gorman sold 1,344 shares of BWX Technologies stock in a transaction dated Monday, March 2nd. The stock was 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 owned 114 shares of the company’s stock, valued at approximately $24,476.94. The trade was a 92.18% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction dated 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 directly owned 177,594 shares of the company’s stock, valued at approximately $36,097,756.44. This represents a 5.33% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 13,327 shares of company stock valued at $2,734,844. 0.60% of the stock is owned by company insiders.

Hedge Funds Weigh In On BWX Technologies

Several institutional investors and hedge funds have recently modified their holdings of the stock. Wedbush Securities Inc. lifted its holdings in shares of BWX Technologies by 4.3% in the 4th quarter. Wedbush Securities Inc. now owns 1,263 shares of the technology company’s stock valued at $218,000 after buying an additional 52 shares during the period. Guggenheim Capital LLC lifted its holdings in shares of BWX Technologies by 2.2% in the 4th quarter. Guggenheim Capital LLC now owns 2,598 shares of the technology company’s stock valued at $449,000 after buying an additional 55 shares during the period. Corient Private Wealth LLC lifted its holdings in shares of BWX Technologies by 1.2% in the 2nd quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company’s stock valued at $847,000 after buying an additional 69 shares during the period. Vanguard Personalized Indexing Management LLC lifted its holdings in shares of BWX Technologies by 1.0% in the 4th quarter. Vanguard Personalized Indexing Management LLC now owns 9,331 shares of the technology company’s stock valued at $1,613,000 after buying an additional 88 shares during the period. Finally, AlTi Global Inc. lifted its holdings in shares of BWX Technologies by 1.6% in the 4th quarter. AlTi Global Inc. now owns 5,884 shares of the technology company’s stock valued at $1,017,000 after buying an additional 90 shares during the period. Institutional investors and hedge funds own 94.39% of the company’s stock.

Analyst Upgrades and Downgrades

BWXT has been the subject of a number of recent analyst reports. TD Cowen initiated coverage on BWX Technologies in a research report on Thursday, March 12th. They issued a “buy” rating and a $230.00 price objective for the company. BNP Paribas Exane initiated coverage on BWX Technologies in a research report on Thursday, January 15th. They issued a “neutral” rating and a $215.00 price objective for the company. Wall Street Zen cut BWX Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, February 28th. Truist Financial raised BWX Technologies to a “hold” rating in a research report on Friday. Finally, Zacks Research raised BWX Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, January 21st. Three investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $207.60.

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.