BWXT Stock Earnings Estimates Cut by Northland Securities

BWX Technologies, Inc. (NYSE:BWXT) – Investment analysts at Northland Securities decreased their FY2027 earnings estimates for BWX Technologies in a research note issued to investors on Wednesday, September 30th. Northland Securities analyst J. Grampp now expects that the technology company will post earnings per share of $5.02 for the year, down from their prior estimate of $5.17. Northland Securities has a “Outperform” rating and a $220.00 price target on the stock. The consensus estimate for BWX Technologies’ current full-year earnings is $4.75 per share.

A number of other equities analysts have also weighed in on the company. Jefferies Financial Group started coverage on BWX Technologies in a research report on Thursday, September 3rd. They issued a “buy” rating and a $181.00 price target for the company. Truist Financial cut their price objective on BWX Technologies from $212.00 to $202.00 and set a “hold” rating on the stock in a report on Friday, August 14th. Bank of America reduced their price objective on shares of BWX Technologies from $250.00 to $210.00 and set a “buy” rating for the company in a research note on Wednesday. Wells Fargo & Company upgraded shares of BWX Technologies from an “underweight” rating to an “equal weight” rating and decreased their target price for the stock from $200.00 to $170.00 in a report on Thursday, August 27th. Finally, Seaport Research Partners raised shares of BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 target price on the stock in a research report on Monday, June 22nd. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $210.00.

BWX Technologies Stock Performance

Shares of NYSE BWXT opened at $135.11 on Thursday. The stock’s fifty day simple moving average is $156.20 and its 200 day simple moving average is $186.31. The stock has a market capitalization of $12.38 billion, a price-to-earnings ratio of 35.00, a PEG ratio of 2.09 and a beta of 0.74. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.51. BWX Technologies has a 52-week low of $131.86 and a 52-week high of $241.82.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.04 by $0.03. BWX Technologies had a return on equity of 30.83% and a net margin of 10.11%.The company had revenue of $901.62 million for the quarter, compared to analysts’ expectations of $902.41 million. During the same quarter in the prior year, the company earned $1.02 earnings per share. The firm’s revenue was up 18.0% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS.

Hedge Funds Weigh In On BWX Technologies

Institutional investors and hedge funds have recently bought and sold shares of the business. BlackRock Inc. bought a new stake in shares of BWX Technologies during the 2nd quarter worth $2,359,895,000. Franklin Resources Inc. raised its holdings in BWX Technologies by 2.4% in the 4th quarter. Franklin Resources Inc. now owns 2,258,282 shares of the technology company’s stock worth $390,321,000 after acquiring an additional 53,594 shares during the period. Blair William & Co. IL lifted its position in BWX Technologies by 20.9% during the 4th quarter. Blair William & Co. IL now owns 1,439,666 shares of the technology company’s stock worth $248,832,000 after acquiring an additional 248,598 shares during the last quarter. First Trust Advisors LP lifted its position in BWX Technologies by 12.2% during the 1st quarter. First Trust Advisors LP now owns 1,391,079 shares of the technology company’s stock worth $284,462,000 after acquiring an additional 151,580 shares during the last quarter. Finally, Bank of New York Mellon Corp boosted its holdings in BWX Technologies by 8.4% during the first quarter. Bank of New York Mellon Corp now owns 1,283,997 shares of the technology company’s stock valued at $262,565,000 after acquiring an additional 99,053 shares during the period. Hedge funds and other institutional investors own 94.39% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $172.50, for a total value of $1,725,000.00. Following the completion of the sale, the chief executive officer directly owned 192,491 shares of the company’s stock, valued at approximately $33,204,697.50. This represents a 4.94% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.60% of the company’s stock.

BWX Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Tuesday, August 18th were given a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Tuesday, August 18th. BWX Technologies’s payout ratio is presently 27.98%.

Key Stories Impacting BWX Technologies

Here are the key news stories impacting BWX Technologies this week:

• Positive Sentiment: BWXT won an approximately $189 million contract to manufacture naval nuclear reactor fuel for the U.S. Naval Nuclear Propulsion Program. The award reinforces its long-term relationship with the U.S. Navy and provides additional contracted revenue visibility. BWXT Awarded $189 Million Naval Nuclear Fuel Contract
• Positive Sentiment: BTIG Research and Guggenheim both reaffirmed Buy ratings on BWXT, while separate analyst coverage identified the company as a leading industrial-goods pick. The endorsements may support investor confidence in BWXT’s nuclear and defense growth outlook. BTIG Buy Rating Guggenheim Buy Rating
• Neutral Sentiment: GE Vernova’s BWRX-300 small modular reactor received its first U.S. construction permit, strengthening the broader nuclear-power investment theme. The development is a positive sector read-through for BWXT, although it also highlights increasing competition among reactor technology providers. GE Vernova BWRX-300 Construction Permit
• Neutral Sentiment: BWXT will report third-quarter 2026 results after the market close on November 2. Investors may remain cautious ahead of the update, which could provide clarification on contract execution, earnings, and full-year guidance. BWXT Third-Quarter 2026 Results Announcement
• Negative Sentiment: BofA Securities lowered its BWXT price target to $210, and Northland Securities reduced its 2027 earnings estimate to $5.02 per share from $5.17. Although Northland retained an Outperform rating and the target remains above the current trading level, the estimate and target reductions may weigh on sentiment. BofA Lowers BWXT Price Target

BWX Technologies Company Profile

BWX Technologies, Inc (NYSE:BWXT) is a provider of nuclear components, systems and services for government and commercial customers. The company is best known for designing and manufacturing nuclear reactors and related components for the U.S. Navy’s nuclear-powered aircraft carriers and submarines. It also supports the nuclear fuel cycle and provides engineering, manufacturing, maintenance and technical services for nuclear facilities.

BWXT serves the U.S. government, commercial nuclear power producers, research institutions and customers in the healthcare and space industries.