Northland Securities Forecasts BWXT FY2026 Earnings

BWX Technologies, Inc. (NYSE:BWXT) – Analysts at Northland Securities lifted their FY2026 earnings per share estimates for shares of BWX Technologies in a research report issued on Tuesday, November 3rd. Northland Securities analyst J. Grampp now anticipates that the technology company will post earnings per share of $4.74 for the year, up from their previous forecast of $4.71. Northland Securities has an “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. Northland Securities also issued estimates for BWX Technologies’ Q4 2026 earnings at $1.29 EPS, Q1 2027 earnings at $1.17 EPS, Q2 2027 earnings at $1.22 EPS, Q3 2027 earnings at $1.33 EPS and Q4 2027 earnings at $1.45 EPS.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings results on Monday, November 2nd. The technology company reported $1.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.19 by $0.07. BWX Technologies had a return on equity of 32.48% and a net margin of 10.41%. The company had revenue of $952.97 million during the quarter, compared to analyst estimates of $970.52 million. During the same quarter in the previous year, the firm posted $1.00 EPS. The firm’s quarterly revenue was up 10.0% on a year-over-year basis.

Several other research firms also recently weighed in on BWXT. BTIG Research reaffirmed a “buy” rating and issued a $235.00 price objective on shares of BWX Technologies in a report on Wednesday, September 30th. Wall Street Zen cut shares of BWX Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, August 8th. BNP Paribas Exane dropped their price target on shares of BWX Technologies from $190.00 to $165.00 and set a “neutral” rating on the stock in a research report on Thursday, September 24th. JPMorgan Chase & Co. reduced their price target on shares of BWX Technologies from $230.00 to $190.00 and set an “overweight” rating for the company in a research note on Tuesday, October 13th. Finally, Bank of America decreased their price objective on shares of BWX Technologies from $250.00 to $210.00 and set a “buy” rating for the company in a report on Wednesday, September 30th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $205.00.

BWX Technologies Price Performance

Shares of BWXT opened at $131.93 on Wednesday. BWX Technologies has a one year low of $123.05 and a one year high of $241.82. The stock’s fifty day moving average is $142.64 and its 200-day moving average is $184.04. The company has a debt-to-equity ratio of 1.51, a quick ratio of 2.33 and a current ratio of 2.40. The firm has a market capitalization of $12.09 billion, a price-to-earnings ratio of 32.33, a price-to-earnings-growth ratio of 1.84 and a beta of 0.75.

BWX Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be paid a dividend of $0.27 per share. The ex-dividend date of this dividend is Thursday, November 19th. This represents a $1.08 annualized dividend and a yield of 0.8%. BWX Technologies’s dividend payout ratio (DPR) is currently 27.98%.

Insiders Place Their Bets

In related news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $172.50, for a total transaction of $1,725,000.00. Following the transaction, the chief executive officer directly owned 192,491 shares of the company’s stock, valued at $33,204,697.50. The trade was a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On BWX Technologies

Several large investors have recently made changes to their positions in the business. Kornitzer Capital Management Inc. KS lifted its stake in BWX Technologies by 0.3% during the third quarter. Kornitzer Capital Management Inc. KS now owns 33,236 shares of the technology company’s stock valued at $4,553,000 after purchasing an additional 96 shares during the last quarter. Pegasus Asset Management Inc. boosted its holdings in BWX Technologies by 36.0% during the third quarter. Pegasus Asset Management Inc. now owns 30,030 shares of the technology company’s stock worth $4,114,000 after buying an additional 7,945 shares in the last quarter. CenterBook Partners LP acquired a new position in BWX Technologies in the third quarter worth approximately $230,000. Heritage Family Offices LLP acquired a new position in BWX Technologies in the third quarter worth approximately $40,000. Finally, Kestra Advisory Services LLC grew its position in BWX Technologies by 14.4% in the third quarter. Kestra Advisory Services LLC now owns 4,804 shares of the technology company’s stock worth $658,000 after buying an additional 606 shares during the last quarter. Institutional investors own 94.39% of the company’s stock.

Key Stories Impacting BWX Technologies

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

• Positive Sentiment: Adjusted earnings were $1.26 per share, above the $1.19 analyst consensus and up from $1.00 a year earlier. Management cited strong earnings performance, operational execution and cash generation. BWX Technologies Reports Third Quarter 2026 Results
• Positive Sentiment: Management sees stronger earnings growth in 2027, citing improving margins in government work and expanding nuclear demand—potential support for future earnings. BWXT Q3 Earnings Call Highlights 2027 Growth and Nuclear Demand
• Neutral Sentiment: BWXT declared a quarterly dividend of $0.27 per share, or $1.08 annualized (about a 0.8% yield). The payment is scheduled for December 10 to shareholders of record November 19. BWX Technologies dividend information
• Negative Sentiment: Revenue of $952.97 million missed analysts’ $970.52 million estimate, despite rising 10% year over year. Reports also flagged slowing revenue momentum and a delayed new-build order, which could weigh on near-term expectations and help explain why the stock remains near its lows. BWXT Beats On Margins and Sets a Firmer 2027 Outlook

BWX Technologies Company Profile

BWX Technologies, Inc (NYSE: BWXT) is a specialty manufacturer and services provider focused on nuclear technology. The company designs and manufactures nuclear reactors, reactor components, nuclear fuel and related equipment, with a major emphasis on highly engineered systems used in naval and commercial applications.

BWXT is a key supplier to the U.S. government, supporting the U.S. Navy’s nuclear-powered aircraft carriers and submarines through reactor design, component manufacturing, fuel production, maintenance and life-cycle services.