BWXT FY2026 EPS Estimate Increased by Northland Securities

BWX Technologies, Inc. (NYSE:BWXT) – Equities researchers at Northland Securities increased their FY2026 earnings per share (EPS) estimates for shares of BWX Technologies in a note issued to investors on Tuesday, February 24th. Northland Securities analyst J. Grampp now anticipates that the technology company will earn $4.61 per share for the year, up from their previous 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 issued its earnings results on Monday, February 23rd. The technology company reported $1.08 EPS for the quarter, beating 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 company had revenue of $885.84 million for the quarter, compared to the consensus estimate of $837.47 million. During the same quarter in the previous year, the company earned $0.92 EPS. The firm’s revenue for the quarter 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.

Other research analysts have also issued reports about 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 on the stock. Wall Street Zen upgraded BWX Technologies from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. CJS Securities raised BWX Technologies to a “strong-buy” rating in a 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. Finally, Bank of America increased their price objective on shares of BWX Technologies from $220.00 to $230.00 and gave the company a “buy” rating in a 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 given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $199.20.

BWX Technologies Price Performance

Shares of BWXT stock opened at $208.62 on Thursday. The company has a current ratio of 2.32, a quick ratio of 1.62 and a debt-to-equity ratio of 1.64. The firm has a market capitalization of $19.08 billion, a price-to-earnings ratio of 58.44, a PEG ratio of 3.05 and a beta of 0.84. The firm’s 50 day moving average is $197.09 and its 200-day moving average is $187.12. BWX Technologies has a 1 year low of $84.21 and a 1 year high of $220.57.

Hedge Funds Weigh In On BWX Technologies

Hedge funds have recently bought and sold shares of the business. Creative Financial Designs Inc. ADV lifted its position in shares of BWX Technologies by 250.0% during the 2nd quarter. Creative Financial Designs Inc. ADV now owns 175 shares of the technology company’s stock valued at $25,000 after acquiring an additional 125 shares during the period. Hantz Financial Services Inc. lifted its stake in BWX Technologies by 861.9% in the 2nd quarter. Hantz Financial Services Inc. now owns 202 shares of the technology company’s stock valued at $29,000 after purchasing an additional 181 shares during the last quarter. Aventura Private Wealth LLC bought a new stake in shares of BWX Technologies during the fourth quarter worth $29,000. WFA of San Diego LLC acquired a new position in shares of BWX Technologies during the second quarter worth $29,000. Finally, Global Trust Asset Management LLC acquired a new stake in shares of BWX Technologies during the 3rd quarter valued at $32,000. 94.39% of the stock is owned by institutional investors.

Insider Activity

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

BWX Technologies Increases Dividend

The firm 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 dividend of $0.27 per share. The ex-dividend date is Wednesday, March 11th. This is a positive change from BWX Technologies’s previous quarterly dividend of $0.25. This represents a $1.08 annualized dividend and a yield of 0.5%. BWX Technologies’s dividend payout ratio is currently 30.03%.

BWX Technologies News Roundup

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

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.