BWX Technologies (NYSE:BWXT) Issues Earnings Results, Beats Expectations By $998.08 EPS

Key Points

• Massive earnings surprise: BWX reported $999.00 EPS for the quarter versus analysts' consensus of $0.92, beating by $998.08, and updated FY2026 guidance to 4.60–4.75 EPS.
• Muted market reaction but rich valuation: Shares rose only 0.3% to $216.92 midday despite the beat; the company has a market cap of about $19.9 billion and a trailing P/E of 60.8.
• Dividend increase, analyst upgrades and insider selling: BWX raised its quarterly dividend to $0.27 (annualized $1.08, ~0.5% yield), several firms lifted price targets producing a consensus "Moderate Buy" (avg PT $207.60), while insiders sold roughly 13,327 shares (~$2.73M) in the past 90 days.

BWX Technologies (NYSE:BWXT - Get Free Report) released its quarterly earnings results on Monday. The technology company reported $999.00 earnings per share for the quarter, beating analysts' consensus estimates of $0.92 by $998.08, reports. BWX Technologies had a net margin of 10.28% and a return on equity of 30.94%. BWX Technologies updated its FY 2026 guidance to 4.600-4.750 EPS.

BWX Technologies Stock Up 0.3%

BWXT stock traded up $0.61 during mid-day trading on Monday, hitting $216.92. 1,056,836 shares of the company were exchanged, compared to its average volume of 1,029,269. The company has a market capitalization of $19.87 billion, a PE ratio of 60.76, a price-to-earnings-growth ratio of 3.73 and a beta of 0.78. The company has a current ratio of 2.32, a quick ratio of 2.25 and a debt-to-equity ratio of 1.64. BWX Technologies has a twelve month low of $102.42 and a twelve month high of $241.82. The firm has a fifty day simple moving average of $212.42 and a 200 day simple moving average of $199.55.

BWX Technologies Increases Dividend

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

Analyst Ratings Changes

BWXT has been the subject of a number of recent analyst reports. Bank of America raised their price target on shares of BWX Technologies from $230.00 to $250.00 and gave the company a "buy" rating in a report on Wednesday, March 25th. Weiss Ratings raised shares of BWX Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a report on Wednesday, February 25th. BTIG Research raised their price target on shares of BWX Technologies from $225.00 to $235.00 and gave the company a "buy" rating in a report on Thursday, February 26th. Truist Financial raised shares of BWX Technologies to a "hold" rating in a report on Friday. Finally, Zacks Research raised shares of BWX Technologies from a "hold" rating to a "strong-buy" rating in a report on Wednesday, January 21st. Three investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $207.60.

Insiders Place Their Bets

In other BWX Technologies news, Director Gerhard F. Burbach sold 1,983 shares of the firm's stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $208.61, for a total transaction of $413,673.63. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Rex D. Geveden sold 10,000 shares of the firm's stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the transaction, the chief executive officer directly owned 177,594 shares of the company's stock, valued at approximately $36,097,756.44. This represents a 5.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 13,327 shares of company stock valued at $2,734,844 in the last ninety days. Corporate insiders own 0.60% of the company's stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the business. WFA of San Diego LLC acquired a new position in shares of BWX Technologies in the 2nd quarter valued at about $29,000. Ancora Advisors LLC acquired a new position in shares of BWX Technologies in the 3rd quarter valued at about $49,000. Quarry LP boosted its holdings in shares of BWX Technologies by 158.3% in the 4th quarter. Quarry LP now owns 359 shares of the technology company's stock valued at $62,000 after buying an additional 220 shares during the period. Greenline Wealth Management LLC acquired a new position in shares of BWX Technologies in the 4th quarter valued at about $69,000. Finally, Rakuten Securities Inc. boosted its holdings in shares of BWX Technologies by 309.7% in the 2nd quarter. Rakuten Securities Inc. now owns 463 shares of the technology company's stock valued at $67,000 after buying an additional 350 shares during the period. 94.39% of the stock is owned by institutional investors and hedge funds.

About BWX Technologies

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.

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