Research Analysts Set Expectations for BWXT Q3 Earnings

Key Points

• Northland Capital Markets estimates BWX Technologies will earn $0.85 per share in Q3 2025, with full-year guidance at $3.23 per share.
• Several firms raised their price targets for BWX Technologies, with Bank of America increasing it from $155 to $220 and Deutsche Bank from $119 to $150.
• BWX Technologies recently declared a quarterly dividend of $0.25 per share, with a dividend yield of 0.6%.

BWX Technologies, Inc. (NYSE:BWXT - Free Report) - Equities researchers at Northland Capmk issued their Q3 2025 earnings estimates for BWX Technologies in a research report issued to clients and investors on Tuesday, September 9th. Northland Capmk analyst J. Grampp forecasts that the technology company will post earnings of $0.85 per share for the quarter. Northland Capmk has a "Strong-Buy" rating on the stock. The consensus estimate for BWX Technologies' current full-year earnings is $3.23 per share. Northland Capmk also issued estimates for BWX Technologies' Q4 2025 earnings at $0.94 EPS, FY2025 earnings at $3.72 EPS, Q1 2026 earnings at $0.95 EPS, Q2 2026 earnings at $1.01 EPS, Q3 2026 earnings at $0.98 EPS, Q4 2026 earnings at $1.09 EPS and FY2026 earnings at $4.04 EPS.

BWXT has been the topic of several other reports. CLSA reiterated an "outperform" rating and issued a $177.60 price target (up from $153.00) on shares of BWX Technologies in a research report on Tuesday, May 27th. William Blair restated an "outperform" rating on shares of BWX Technologies in a report on Wednesday, June 18th. Wall Street Zen downgraded BWX Technologies from a "buy" rating to a "hold" rating in a report on Saturday, August 9th. Deutsche Bank Aktiengesellschaft restated a "hold" rating and set a $150.00 price objective (up previously from $119.00) on shares of BWX Technologies in a report on Tuesday, July 8th. Finally, Northland Securities initiated coverage on BWX Technologies in a report on Wednesday. They set an "outperform" rating and a $205.00 price objective on the stock. Two investment analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $160.83.

BWX Technologies Price Performance

BWX Technologies stock traded down $1.56 during midday trading on Friday, hitting $168.54. The company's stock had a trading volume of 688,838 shares, compared to its average volume of 1,045,166. The company has a quick ratio of 1.60, a current ratio of 1.69 and a debt-to-equity ratio of 1.28. The stock's 50-day moving average price is $158.26 and its 200-day moving average price is $129.39. BWX Technologies has a 12 month low of $84.21 and a 12 month high of $189.25. The company has a market capitalization of $15.40 billion, a PE ratio of 52.67, a price-to-earnings-growth ratio of 3.81 and a beta of 0.75.

BWX Technologies (NYSE:BWXT - Get Free Report) last issued its quarterly earnings results on Monday, August 4th. The technology company reported $1.02 EPS for the quarter, topping the consensus estimate 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 analysts' expectations of $708.00 million. During the same period in the previous year, the business earned $0.82 earnings per share. BWX Technologies's revenue for the quarter was up 12.1% compared to the same quarter last year. BWX Technologies has set its FY 2025 guidance at 3.650-3.750 EPS.

BWX Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, September 5th. Shareholders of record on Monday, August 18th were paid a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Monday, August 18th. BWX Technologies's payout ratio is 31.25%.

Insiders Place Their Bets

In other BWX Technologies news, CEO Rex D. Geveden sold 25,000 shares of BWX Technologies stock in a transaction dated Wednesday, August 6th. The stock was sold at an average price of $179.00, for a total transaction of $4,475,000.00. Following the transaction, the chief executive officer owned 197,594 shares of the company's stock, valued at $35,369,326. The trade was a 11.23% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, SVP Omar Fathi Meguid sold 2,261 shares of BWX Technologies stock in a transaction dated Wednesday, August 6th. The shares were sold at an average price of $179.84, for a total value of $406,618.24. Following the transaction, the senior vice president directly owned 2,361 shares in the company, valued at approximately $424,602.24. This trade represents a 48.92% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 29,953 shares of company stock worth $5,359,758. Insiders own 0.47% of the company's stock.

Hedge Funds Weigh In On BWX Technologies

Institutional investors and hedge funds have recently bought and sold shares of the business. Creative Financial Designs Inc. ADV grew its stake in shares of BWX Technologies by 250.0% in the 2nd quarter. Creative Financial Designs Inc. ADV now owns 175 shares of the technology company's stock valued at $25,000 after buying an additional 125 shares in the last quarter. Hantz Financial Services Inc. grew its stake in shares of BWX Technologies by 861.9% in the 2nd quarter. Hantz Financial Services Inc. now owns 202 shares of the technology company's stock valued at $29,000 after buying an additional 181 shares in the last quarter. WFA of San Diego LLC bought a new stake in shares of BWX Technologies in the 2nd quarter valued at approximately $29,000. Stone House Investment Management LLC bought a new stake in shares of BWX Technologies in the 1st quarter valued at approximately $31,000. Finally, Compass Financial Services Inc bought a new stake in shares of BWX Technologies in the 1st quarter valued at approximately $33,000. Hedge funds and other institutional investors own 94.39% of the company's stock.

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.