BWX Technologies (NYSE:BWXT) Releases FY 2026 Earnings Guidance

BWX Technologies (NYSE:BWXT) 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.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on the company. Wells Fargo & Company assumed coverage on BWX Technologies in a report on Wednesday, April 1st. They set an “underweight” rating and a $200.00 target price for the company. Weiss Ratings raised BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 25th. TD Securities assumed coverage on BWX Technologies in a report on Thursday, March 12th. They set a “buy” rating and a $230.00 target price for the company. BTIG Research lifted their target price on BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Finally, Bank of America raised their price target on BWX Technologies from $230.00 to $250.00 and gave the stock a “buy” rating in a research report on Wednesday, March 25th. Three equities research 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 company has a consensus rating of “Moderate Buy” and a consensus price target of $207.60.

BWX Technologies Price Performance

Shares of NYSE BWXT traded up $0.61 during mid-day trading on Monday, reaching $216.92. The company had a trading volume of 1,054,800 shares, compared to its average volume of 1,028,485. The company has a debt-to-equity ratio of 1.64, a quick ratio of 2.25 and a current ratio of 2.32. BWX Technologies has a one year low of $102.42 and a one year high of $241.82. The firm has a market cap of $19.87 billion, a price-to-earnings ratio of 60.76, a PEG ratio of 3.73 and a beta of 0.78. The business’s 50-day simple moving average is $212.42 and its 200 day simple moving average is $199.55.

BWX Technologies (NYSE:BWXT) last issued its quarterly earnings results on Monday, May 4th. The technology company reported $999.00 EPS for the quarter, topping analysts’ consensus estimates of $0.92 by $998.08. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. On average, research analysts predict that BWX Technologies will post 4.61 earnings per share for the current fiscal year.

BWX Technologies Increases Dividend

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

Insider Buying and Selling

In other BWX Technologies news, 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 transaction, the chief executive officer owned 177,594 shares in the company, valued at $36,097,756.44. The trade was a 5.33% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Gerhard F. Burbach sold 1,983 shares of BWX Technologies stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $208.61, for a total value of $413,673.63. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 13,327 shares of company stock worth $2,734,844. Company insiders own 0.60% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Wedbush Securities Inc. grew its position in BWX Technologies by 4.3% in the fourth quarter. Wedbush Securities Inc. now owns 1,263 shares of the technology company’s stock valued at $218,000 after acquiring an additional 52 shares during the last quarter. Guggenheim Capital LLC grew its position in BWX Technologies by 2.2% in the fourth quarter. Guggenheim Capital LLC now owns 2,598 shares of the technology company’s stock valued at $449,000 after acquiring an additional 55 shares during the last quarter. Corient Private Wealth LLC grew its position in BWX Technologies by 1.2% in the second quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company’s stock valued at $847,000 after acquiring an additional 69 shares during the last quarter. Vanguard Personalized Indexing Management LLC grew its position in BWX Technologies by 1.0% in the fourth quarter. Vanguard Personalized Indexing Management LLC now owns 9,331 shares of the technology company’s stock valued at $1,613,000 after acquiring an additional 88 shares during the last quarter. Finally, AlTi Global Inc. grew its position in BWX Technologies by 1.6% in the fourth quarter. AlTi Global Inc. now owns 5,884 shares of the technology company’s stock valued at $1,017,000 after acquiring an additional 90 shares during the last quarter. Institutional investors own 94.39% of the company’s stock.

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.