FY2027 EPS Forecast for BWX Technologies Cut by Analyst

BWX Technologies, Inc. (NYSE:BWXT) – Northland Securities lowered their FY2027 EPS estimates for BWX Technologies in a note issued to investors on Tuesday, May 5th. Northland Securities analyst J. Grampp now anticipates that the technology company will post earnings per share of $5.11 for the year, down from their prior forecast of $5.16. The consensus estimate for BWX Technologies’ current full-year earnings is $4.66 per share.

A number of other brokerages have also issued reports on BWXT. BTIG Research lifted their price target on shares of BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a research note on Thursday, February 26th. TD Cowen initiated coverage on shares of BWX Technologies in a research note on Thursday, March 12th. They issued a “buy” rating and a $230.00 price target for the company. Wall Street Zen lowered shares of BWX Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. Truist Financial upgraded shares of BWX Technologies to a “hold” rating in a research note on Friday, May 1st. Finally, TD Securities initiated coverage on shares of BWX Technologies in a research note on Thursday, March 12th. They issued a “buy” rating and a $230.00 price target for the company. Three investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $209.87.

BWX Technologies Trading Up 4.5%

BWXT opened at $215.41 on Thursday. The firm has a market capitalization of $19.73 billion, a P/E ratio of 57.60, a P/E/G ratio of 3.51 and a beta of 0.78. The firm’s 50 day moving average is $212.73 and its 200-day moving average is $199.61. BWX Technologies has a 52-week low of $105.07 and a 52-week high of $241.82. The company has a quick ratio of 2.25, a current ratio of 2.40 and a debt-to-equity ratio of 1.58.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings data on Monday, May 4th. The technology company reported $1.12 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.92 by $0.20. The company had revenue of $860.22 million for the quarter, compared to analyst estimates of $837.47 million. BWX Technologies had a net margin of 10.20% and a return on equity of 31.33%. The business’s quarterly revenue was up 26.1% on a year-over-year basis. During the same quarter last year, the firm posted $0.91 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS.

Institutional Trading of BWX Technologies

Several hedge funds have recently bought and sold shares of BWXT. Aventura Private Wealth LLC bought a new stake in BWX Technologies in the 4th quarter valued at about $29,000. WFA of San Diego LLC bought a new stake in BWX Technologies in the 2nd quarter valued at about $29,000. Global Trust Asset Management LLC bought a new stake in BWX Technologies in the 3rd quarter valued at about $32,000. Strategic Advocates LLC bought a new stake in BWX Technologies in the 3rd quarter valued at about $32,000. Finally, MV Capital Management Inc. bought a new stake in BWX Technologies in the 4th quarter valued at about $32,000. 94.39% of the stock is currently owned by institutional investors.

Insider Buying and Selling at BWX Technologies

In other BWX Technologies news, CAO Kevin James Gorman sold 1,344 shares of the business’s stock in a transaction 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 owned 114 shares in the company, valued at $24,476.94. The trade was a 92.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Gerhard F. Burbach sold 1,983 shares of the business’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $208.61, for a total transaction of $413,673.63. The SEC filing for this sale provides additional information. Insiders sold a total of 13,327 shares of company stock worth $2,734,844 over the last 90 days. Insiders own 0.60% of the company’s stock.

BWX Technologies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Tuesday, May 19th will be paid a dividend of $0.27 per share. The ex-dividend date is Tuesday, May 19th. This represents a $1.08 annualized dividend and a yield of 0.5%. BWX Technologies’s payout ratio is presently 30.25%.

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.