BWX Technologies (NYSE:BWXT) Releases FY 2026 Earnings Guidance
by Scott Moore · The Cerbat GemBWX Technologies (NYSE:BWXT – Get Free Report) updated its FY 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 4.600-4.750 for the period, compared to the consensus 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.
Analysts Set New Price Targets
A number of brokerages have recently weighed in on BWXT. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $205.00 target price on shares of BWX Technologies in a research note on Tuesday. TD Securities started coverage on shares of BWX Technologies in a research note on Thursday, March 12th. They set a “buy” rating and a $230.00 target price on the stock. TD Cowen started coverage on shares of BWX Technologies in a research report on Thursday, March 12th. They set a “buy” rating and a $230.00 price target for the company. BTIG Research lifted their price target on shares of BWX Technologies from $225.00 to $235.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. Finally, BNP Paribas Exane started 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 for the company. Three investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $209.87.
Get Our Latest Analysis on BWX Technologies
BWX Technologies Stock Up 1.6%
BWX Technologies stock traded up $3.28 during trading hours on Wednesday, hitting $209.43. The stock had a trading volume of 110,629 shares, compared to its average volume of 1,026,302. The company has a quick ratio of 2.25, a current ratio of 2.32 and a debt-to-equity ratio of 1.64. The stock has a market capitalization of $19.19 billion, a P/E ratio of 55.91, a price-to-earnings-growth ratio of 3.74 and a beta of 0.78. BWX Technologies has a 12-month low of $105.07 and a 12-month high of $241.82. The stock’s 50-day moving average price is $212.41 and its 200-day moving average price is $199.56.
BWX Technologies (NYSE:BWXT – Get Free Report) last issued its earnings results on Monday, May 4th. The technology company reported $1.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.92 by $0.20. BWX Technologies had a net margin of 10.20% and a return on equity of 31.72%. The business had revenue of $860.22 million during the quarter, compared to analysts’ expectations of $837.47 million. During the same period in the previous year, the company earned $0.91 earnings per share. The business’s revenue for the quarter was up 26.1% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. Equities research analysts anticipate that BWX Technologies will post 4.6 EPS for the current fiscal year.
BWX Technologies Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Tuesday, May 19th will be issued a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend is Tuesday, May 19th. BWX Technologies’s payout ratio is presently 30.25%.
Insider Activity
In other news, 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 transaction, the chief accounting officer directly owned 114 shares of the company’s stock, 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 the SEC website. Also, Director Gerhard F. Burbach sold 1,983 shares of the business’s stock in a transaction that occurred 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 13,327 shares of company stock valued at $2,734,844 over the last three months. Insiders own 0.60% of the company’s stock.
Institutional Inflows and Outflows
Hedge funds have recently made changes to their positions in the stock. Invesco Ltd. grew its position in BWX Technologies by 0.7% during the fourth quarter. Invesco Ltd. now owns 2,568,117 shares of the technology company’s stock valued at $443,873,000 after buying an additional 18,967 shares during the period. Morgan Stanley grew its position in BWX Technologies by 9.1% during the fourth quarter. Morgan Stanley now owns 992,387 shares of the technology company’s stock valued at $171,525,000 after buying an additional 82,468 shares during the period. Bank of America Corp DE grew its position in BWX Technologies by 2.4% during the third quarter. Bank of America Corp DE now owns 966,713 shares of the technology company’s stock valued at $178,233,000 after buying an additional 22,699 shares during the period. Raymond James Financial Inc. grew its position in BWX Technologies by 7.9% during the second quarter. Raymond James Financial Inc. now owns 707,602 shares of the technology company’s stock valued at $101,937,000 after buying an additional 51,998 shares during the period. Finally, Ameriprise Financial Inc. grew its position in BWX Technologies by 26.1% during the second quarter. Ameriprise Financial Inc. now owns 531,623 shares of the technology company’s stock valued at $76,586,000 after buying an additional 109,977 shares during the period. 94.39% of the stock is 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.