Seaport Res Ptn Issues Optimistic Outlook for BWXT Earnings

Key Points

• Seaport Res Ptn has raised its Q1 2026 earnings per share estimate for BWX Technologies from $0.65 to $0.72, indicating an optimistic outlook for the company.
• In its recent earnings report, BWX Technologies surpassed analysts' expectations with $1.02 earnings per share, beating the consensus estimate of $0.79 by $0.23.
• The company declared a quarterly dividend of $0.25 per share, with plans to distribute it to shareholders on September 5th, representing an annualized yield of 0.5%.

BWX Technologies, Inc. (NYSE:BWXT - Free Report) - Research analysts at Seaport Res Ptn raised their Q1 2026 EPS estimates for shares of BWX Technologies in a research report issued on Monday, August 11th. Seaport Res Ptn analyst J. Campbell now expects that the technology company will post earnings per share of $0.72 for the quarter, up from their prior forecast of $0.65. The consensus estimate for BWX Technologies' current full-year earnings is $3.23 per share. Seaport Res Ptn also issued estimates for BWX Technologies' Q2 2026 earnings at $0.96 EPS and FY2026 earnings at $4.22 EPS.

BWX Technologies (NYSE:BWXT - Get Free Report) last posted its quarterly earnings data on Monday, August 4th. The technology company reported $1.02 earnings per share for the quarter, beating analysts' consensus estimates of $0.79 by $0.23. BWX Technologies had a net margin of 10.28% and a return on equity of 30.61%. The firm had revenue of $764.00 million for the quarter, compared to analyst estimates of $708.00 million. During the same period last year, the firm posted $0.82 EPS. BWX Technologies's quarterly revenue was up 12.1% on a year-over-year basis.

A number of other equities research analysts also recently commented on BWXT. Wall Street Zen downgraded BWX Technologies from a "buy" rating to a "hold" rating in a report on Saturday. Maxim Group reaffirmed a "hold" rating on shares of BWX Technologies in a research note on Wednesday, August 6th. Deutsche Bank Aktiengesellschaft reaffirmed a "hold" rating and set a $150.00 price target (up previously from $119.00) on shares of BWX Technologies in a research note on Tuesday, July 8th. Truist Financial set a $145.00 price target on BWX Technologies and gave the stock a "hold" rating in a research note on Tuesday, August 5th. Finally, William Blair reiterated an "outperform" rating on shares of BWX Technologies in a research report on Wednesday, June 18th. One analyst has rated the stock with a sell rating, four have assigned a hold rating, four have assigned a buy rating and one has given a strong buy rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $142.37.

BWX Technologies Price Performance

BWX Technologies stock opened at $182.55 on Wednesday. BWX Technologies has a one year low of $84.21 and a one year high of $189.25. The company has a debt-to-equity ratio of 1.28, a quick ratio of 1.60 and a current ratio of 1.69. The business has a fifty day moving average of $145.83 and a two-hundred day moving average of $120.17. The company has a market cap of $16.68 billion, a P/E ratio of 57.47, a price-to-earnings-growth ratio of 4.16 and a beta of 0.73.

Institutional Investors Weigh In On BWX Technologies

A number of hedge funds have recently added to or reduced their stakes in BWXT. Advantage Alpha Capital Partners LP acquired a new position in shares of BWX Technologies during the second quarter valued at $2,369,000. Korea Investment CORP grew its holdings in BWX Technologies by 43.4% during the second quarter. Korea Investment CORP now owns 30,332 shares of the technology company's stock worth $4,370,000 after acquiring an additional 9,183 shares during the period. Atika Capital Management LLC grew its holdings in BWX Technologies by 95.9% during the second quarter. Atika Capital Management LLC now owns 210,400 shares of the technology company's stock worth $30,310,000 after acquiring an additional 103,000 shares during the period. Elevation Point Wealth Partners LLC acquired a new position in BWX Technologies during the second quarter worth about $93,000. Finally, SCP Investment LP acquired a new position in BWX Technologies during the second quarter worth about $259,000. 94.39% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other BWX Technologies news, CEO Rex D. Geveden sold 25,000 shares of the company's stock in a transaction that occurred on Wednesday, August 6th. The stock was sold at an average price of $179.00, for a total value of $4,475,000.00. Following the transaction, the chief executive officer directly owned 197,594 shares of the company's stock, valued at $35,369,326. This represents a 11.23% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Leland D. Melvin sold 600 shares of the company's stock in a transaction that occurred on Monday, August 11th. The shares were sold at an average price of $178.26, for a total value of $106,956.00. Following the completion of the transaction, the director directly owned 5,579 shares in the company, valued at approximately $994,512.54. The trade was a 9.71% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 29,953 shares of company stock worth $5,359,758 in the last 90 days. 0.47% of the stock is owned by insiders.

BWX Technologies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, September 5th. Shareholders of record on Monday, August 18th will be issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date is Monday, August 18th. BWX Technologies's dividend payout ratio is currently 31.25%.

About BWX Technologies

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.