Seaport Res Ptn Has Positive Outlook for BWXT Q1 Earnings

BWX Technologies, Inc. (NYSE:BWXT) – Equities research analysts at Seaport Res Ptn boosted their Q1 2026 earnings per share (EPS) estimates for BWX Technologies in a report released on Friday, November 21st. Seaport Res Ptn analyst J. Campbell now expects that the technology company will post earnings per share of $0.75 for the quarter, up from their previous forecast of $0.72. The consensus estimate for BWX Technologies’ current full-year earnings is $3.23 per share.

A number of other analysts have also commented on the stock. Deutsche Bank Aktiengesellschaft set a $180.00 target price on shares of BWX Technologies and gave the stock a “hold” rating in a report on Wednesday, October 8th. Zacks Research raised BWX Technologies from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, October 7th. William Blair reiterated an “outperform” rating on shares of BWX Technologies in a report on Wednesday, September 17th. Northland Capmk raised BWX Technologies to a “strong-buy” rating in a research note on Tuesday, September 9th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of BWX Technologies in a research report on Wednesday. Three equities research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $184.83.

BWX Technologies Trading Down 3.1%

BWXT opened at $169.76 on Monday. The firm has a 50 day simple moving average of $191.03 and a 200 day simple moving average of $160.89. BWX Technologies has a fifty-two week low of $84.21 and a fifty-two week high of $218.50. The company has a market cap of $15.52 billion, a price-to-earnings ratio of 53.05, a price-to-earnings-growth ratio of 4.24 and a beta of 0.78. The company has a debt-to-equity ratio of 1.28, a current ratio of 1.69 and a quick ratio of 1.60.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings data on Monday, November 3rd. The technology company reported $1.00 earnings per share for the quarter, topping the consensus estimate of $0.85 by $0.15. The firm had revenue of $866.29 million during the quarter, compared to analysts’ expectations of $795.48 million. BWX Technologies had a return on equity of 30.61% and a net margin of 10.28%.The company’s quarterly revenue was up 28.9% compared to the same quarter last year. During the same period in the previous year, the business posted $0.83 EPS. BWX Technologies has set its FY 2025 guidance at 3.750-3.800 EPS.

Hedge Funds Weigh In On BWX Technologies

Institutional investors and hedge funds have recently modified their holdings of the business. Valeo Financial Advisors LLC raised its holdings in BWX Technologies by 33,572.0% during the 2nd quarter. Valeo Financial Advisors LLC now owns 1,517,599 shares of the technology company’s stock worth $2,228,000 after buying an additional 1,513,092 shares during the period. Artisan Partners Limited Partnership acquired a new stake in shares of BWX Technologies during the second quarter worth $183,859,000. William Blair Investment Management LLC raised its holdings in shares of BWX Technologies by 523.2% during the second quarter. William Blair Investment Management LLC now owns 1,517,356 shares of the technology company’s stock worth $218,590,000 after acquiring an additional 1,273,895 shares during the period. Alkeon Capital Management LLC boosted its stake in BWX Technologies by 163.0% in the 3rd quarter. Alkeon Capital Management LLC now owns 1,578,048 shares of the technology company’s stock worth $290,945,000 after purchasing an additional 978,000 shares during the period. Finally, Invesco Ltd. boosted its stake in BWX Technologies by 60.1% in the 3rd quarter. Invesco Ltd. now owns 2,549,150 shares of the technology company’s stock worth $469,987,000 after purchasing an additional 956,770 shares during the period. 94.39% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $197.90, for a total value of $1,979,000.00. Following the completion of the sale, the chief executive officer directly owned 187,594 shares in the company, valued at $37,124,852.60. This represents a 5.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.47% of the stock is owned by company insiders.

BWX Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, December 10th. Shareholders of record on Wednesday, November 19th will be paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Wednesday, November 19th. BWX Technologies’s payout ratio is presently 30.03%.

BWX Technologies Company Profile

BWX Technologies, Inc, together with its subsidiaries, manufactures and sells nuclear components in the United States, Canada, and internationally. It operates through two segments, Government Operations and Commercial Operations. The Government Operations segment designs and manufactures naval nuclear components, reactors, and nuclear fuel; fabrication activities; and supplies proprietary and sole-source valves, manifolds, and fittings to naval and commercial shipping customers.