FY2027 EPS Estimate for BWX Technologies Lowered by Analyst

Key Points

• Northland Securities lowered BWX Technologies’ FY2027 EPS estimate to $5.02 from $5.17, while maintaining an “Outperform” rating and a $220 price target. The analyst forecast remains above the company’s FY2026 guidance of $4.70–$4.80 per share.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $210, despite several recent target reductions and a new 52-week low for the stock.
• BWXT reported quarterly EPS of $1.07, exceeding expectations, while revenue rose 18% year over year to $901.6 million. The company also pays a quarterly dividend of $0.27, yielding approximately 0.8% annually.

BWX Technologies, Inc. (NYSE:BWXT - Free Report) - Research analysts at Northland Securities reduced their FY2027 EPS estimates for BWX Technologies in a research note issued to investors on Wednesday, September 30th. Northland Securities analyst J. Grampp now expects that the technology company will post earnings of $5.02 per share for the year, down from their prior estimate of $5.17. Northland Securities currently has a "Outperform" rating and a $220.00 target price on the stock. The consensus estimate for BWX Technologies' current full-year earnings is $4.75 per share.

BWXT has been the subject of several other research reports. Bank of America cut their price objective on BWX Technologies from $250.00 to $210.00 and set a "buy" rating for the company in a research report on Wednesday. Wall Street Zen downgraded BWX Technologies from a "buy" rating to a "hold" rating in a research report on Saturday, August 8th. Seaport Research Partners upgraded BWX Technologies from a "neutral" rating to a "buy" rating and set a $245.00 price target for the company in a report on Monday, June 22nd. BNP Paribas Exane reduced their price objective on BWX Technologies from $190.00 to $165.00 and set a "neutral" rating for the company in a research report on Thursday, September 24th. Finally, Weiss Ratings cut BWX Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Wednesday, August 26th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, BWX Technologies presently has a consensus rating of "Moderate Buy" and an average target price of $210.00.

BWX Technologies Trading Down 0.4%

Shares of NYSE:BWXT opened at $137.48 on Thursday. 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 stock's 50-day moving average is $157.78 and its 200-day moving average is $187.08. The company has a market cap of $12.60 billion, a P/E ratio of 35.62, a P/E/G ratio of 2.16 and a beta of 0.75. BWX Technologies has a 52-week low of $133.21 and a 52-week high of $241.82.

BWX Technologies (NYSE:BWXT - Get Free Report) last posted its earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.04 by $0.03. The business had revenue of $901.62 million for the quarter, compared to analyst estimates of $902.41 million. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. BWX Technologies's revenue was up 18.0% compared to the same quarter last year. During the same period last year, the business posted $1.02 EPS. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS.

BWX Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Tuesday, August 18th were paid a $0.27 dividend. The ex-dividend date was Tuesday, August 18th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.8%. BWX Technologies's dividend payout ratio is currently 27.98%.

Insider Activity at BWX Technologies

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

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. BlackRock Inc. acquired a new position in shares of BWX Technologies in the 2nd quarter worth approximately $2,359,895,000. Franklin Resources Inc. grew its position in BWX Technologies by 2.4% in the fourth quarter. Franklin Resources Inc. now owns 2,258,282 shares of the technology company's stock valued at $390,321,000 after acquiring an additional 53,594 shares during the period. Blair William & Co. IL grew its position in BWX Technologies by 20.9% in the fourth quarter. Blair William & Co. IL now owns 1,439,666 shares of the technology company's stock valued at $248,832,000 after acquiring an additional 248,598 shares during the period. First Trust Advisors LP raised its stake in BWX Technologies by 12.2% during the first quarter. First Trust Advisors LP now owns 1,391,079 shares of the technology company's stock worth $284,462,000 after acquiring an additional 151,580 shares in the last quarter. Finally, Bank of New York Mellon Corp grew its holdings in shares of BWX Technologies by 8.4% in the 1st quarter. Bank of New York Mellon Corp now owns 1,283,997 shares of the technology company's stock worth $262,565,000 after purchasing an additional 99,053 shares during the last quarter. Institutional investors own 94.39% of the company's stock.

Key Headlines Impacting BWX Technologies

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

• Positive Sentiment: Bank of America lowered its price target to $210 from $250 but maintained a “buy” rating. The revised target still implies substantial upside from current levels, although the reduction may reflect more cautious assumptions about BWXT’s valuation or near-term outlook. Read More: Benzinga
• Positive Sentiment: Guggenheim reaffirmed its “buy” rating and set a $192 price target. BTIG Research also reaffirmed its “buy” rating, with a $235 target. The continued analyst support suggests confidence in BWXT’s nuclear-focused business and longer-term growth prospects. Read More: Benzinga
• Positive Sentiment: BWXT is investing in technical talent to support long-term nuclear demand. Training, mentoring and its Technical Fellows program are intended to build the specialized workforce needed to execute future nuclear projects. Can BWXT's Technical Talent Support Long-Term Nuclear Growth?
• Neutral Sentiment: Management updated its financial outlook at the company’s Investor Day. FY 2026 guidance calls for earnings per share of $4.70–$4.80 and revenue of approximately $3.8 billion, broadly in line with analyst expectations. The company also updated its FY 2030 targets, but the available reports do not provide enough detail to assess the changes. BWX Technologies Hosting Investor Day
• Negative Sentiment: BWXT recently touched a new 52-week low. The weakness indicates ongoing investor concerns about valuation, execution or the pace of nuclear-related growth, even as analysts continue to publish price targets well above the current trading level. BWXT Stock Hits 52-Week Low

BWX Technologies Company Profile

BWX Technologies, Inc NYSE: BWXT is a provider of nuclear components, systems and services for government and commercial customers. The company is best known for designing and manufacturing nuclear reactors and related components for the U.S. Navy's nuclear-powered aircraft carriers and submarines. It also supports the nuclear fuel cycle and provides engineering, manufacturing, maintenance and technical services for nuclear facilities.

BWXT serves the U.S. government, commercial nuclear power producers, research institutions and customers in the healthcare and space industries.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.