Q3 Earnings Forecast for BWXT Issued By Northland Securities

BWX Technologies, Inc. (NYSE:BWXT) – Investment analysts at Northland Securities decreased their Q3 2026 earnings estimates for BWX Technologies in a research note issued to investors on Tuesday, August 4th. Northland Securities analyst J. Grampp now forecasts that the technology company will earn $1.18 per share for the quarter, down from their previous forecast of $1.22. The consensus estimate for BWX Technologies’ current full-year earnings is $4.61 per share. Northland Securities also issued estimates for BWX Technologies’ Q4 2026 earnings at $1.34 EPS, FY2026 earnings at $4.71 EPS and FY2027 earnings at $5.17 EPS.

Several other equities research analysts also recently weighed in on BWXT. Zacks Research downgraded BWX Technologies from a “strong-buy” rating to a “hold” rating in a report on Monday, May 11th. Weiss Ratings cut shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, July 29th. BTIG Research reiterated a “buy” rating and issued a $235.00 price target on shares of BWX Technologies in a research report on Tuesday. JPMorgan Chase & Co. started coverage on shares of BWX Technologies in a research report on Monday, July 27th. They issued an “overweight” rating and a $230.00 price target for the company. Finally, Seaport Research Partners upgraded shares of BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price target for the company in a research note on Monday, June 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $228.20.

BWX Technologies Trading Down 0.9%

BWXT opened at $172.19 on Wednesday. The firm has a market cap of $15.77 billion, a price-to-earnings ratio of 46.04, a price-to-earnings-growth ratio of 2.96 and a beta of 0.76. BWX Technologies has a 52 week low of $157.10 and a 52 week high of $241.82. The business’s 50 day moving average is $186.82 and its two-hundred day moving average is $201.30. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.58.

BWX Technologies (NYSE:BWXT) last posted its earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share for the quarter, beating the consensus estimate of $1.04 by $0.03. The business had revenue of $901.62 million during the quarter, compared to the consensus estimate of $902.41 million. BWX Technologies had a return on equity of 31.34% and a net margin of 10.11%.The business’s quarterly revenue was up 18.0% on a year-over-year basis. During the same period in the previous year, the business earned $1.02 EPS. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS.

BWX Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Tuesday, August 18th will be given a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Tuesday, August 18th. BWX Technologies’s dividend payout ratio (DPR) is presently 28.88%.

Insider Buying and Selling

In other news, CFO Michael Thomas Fitzgerald sold 2,417 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $209.25, for a total transaction of $505,757.25. Following the completion of the sale, the chief financial officer owned 6,884 shares in the company, valued at $1,440,477. This represents a 25.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $204.81, for a total value of $2,048,100.00. Following the sale, the chief executive officer owned 202,491 shares of the company’s stock, valued at $41,472,181.71. This trade represents a 4.71% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On BWX Technologies

Several institutional investors have recently bought and sold shares of BWXT. MV Capital Management Inc. acquired a new stake in shares of BWX Technologies in the 4th quarter worth $32,000. WFA of San Diego LLC purchased a new stake in shares of BWX Technologies in the second quarter valued at about $29,000. Tucker Asset Management LLC acquired a new position in shares of BWX Technologies during the fourth quarter worth about $36,000. Vermillion Wealth Management Inc. increased its stake in shares of BWX Technologies by 71.7% during the fourth quarter. Vermillion Wealth Management Inc. now owns 237 shares of the technology company’s stock worth $41,000 after acquiring an additional 99 shares during the period. Finally, Smithfield Trust Co raised its holdings in BWX Technologies by 52.1% during the fourth quarter. Smithfield Trust Co now owns 251 shares of the technology company’s stock worth $44,000 after purchasing an additional 86 shares in the last quarter. 94.39% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting BWX Technologies

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

• Positive Sentiment: BWXT agreed to sell its medical business, including BWXT Medical and Kinectrics’ stable medical isotopes unit, to Nordic Capital for up to $800 million. The company will retain a minority stake, while the transaction should provide capital to expand its nuclear, naval propulsion and commercial reactor businesses. BWXT sells medical business for USD800 million
• Positive Sentiment: Second-quarter adjusted EPS was $1.07, above the approximately $1.04 consensus estimate and up from $1.02 a year earlier. Revenue increased 18% year over year to about $901.6 million, although it was slightly below expectations. BWX Technologies Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its 2026 adjusted EPS outlook to $4.70-$4.80 and increased free-cash-flow guidance to $345 million-$360 million. Strong execution, commercial nuclear growth and the Precision Components Group acquisition support the higher outlook. BWXT raises EPS and free cash flow outlook
• Positive Sentiment: BTIG reaffirmed a Buy rating and set a $235 price target, implying substantial upside from the referenced share price. BTIG reiterates BWXT Buy rating
• Neutral Sentiment: BWXT maintained its quarterly dividend at $0.27 per share, payable September 4, with a yield of roughly 0.6%. BWXT dividend announcement
• Negative Sentiment: The medical-business sale removes a profitable growth unit and remains subject to closing conditions. In addition, BWXT’s shares have undergone a recent pullback amid market rotation and profit-taking, while a price-to-earnings ratio near 46 leaves the stock vulnerable if nuclear growth or acquisition integration disappoints.

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.