William Blair Issues Pessimistic Estimate for BWXT Earnings

Key Points

• William Blair has revised its Q3 2025 earnings estimate for BWX Technologies down from $0.96 to $0.83 per share, while maintaining an "Outperform" rating on the stock.
• In the last quarter, BWX Technologies reported earnings of $1.02 per share, exceeding analyst expectations of $0.79 by $0.23.
• The company announced a quarterly dividend of $0.25 per share, set to be paid on September 5th, representing an annualized yield of 0.6%.

BWX Technologies, Inc. (NYSE:BWXT - Free Report) - Analysts at William Blair decreased their Q3 2025 EPS estimates for BWX Technologies in a research note issued on Tuesday, August 5th. William Blair analyst J. Dorsheimer now expects that the technology company will post earnings per share of $0.83 for the quarter, down from their prior estimate of $0.96. William Blair has a "Outperform" rating on the stock. The consensus estimate for BWX Technologies' current full-year earnings is $3.23 per share. William Blair also issued estimates for BWX Technologies' Q4 2025 earnings at $0.94 EPS, FY2025 earnings at $3.70 EPS, Q1 2026 earnings at $0.84 EPS, Q2 2026 earnings at $0.93 EPS, Q3 2026 earnings at $1.04 EPS, Q4 2026 earnings at $1.17 EPS and FY2026 earnings at $3.98 EPS.

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

A number of other brokerages have also recently issued reports on BWXT. Maxim Group cut shares of BWX Technologies from a "strong-buy" rating to a "hold" rating in a report on Wednesday. CLSA reissued an "outperform" rating and issued a $177.60 price objective (up from $153.00) on shares of BWX Technologies in a research note on Tuesday, May 27th. Deutsche Bank Aktiengesellschaft reaffirmed a "hold" rating and set a $150.00 target price (up previously from $119.00) on shares of BWX Technologies in a research report on Tuesday, July 8th. Wall Street Zen upgraded shares of BWX Technologies from a "hold" rating to a "buy" rating in a report on Saturday, July 12th. Finally, Truist Financial set a $145.00 price target on BWX Technologies and gave the stock a "hold" rating in a report on Tuesday. One investment analyst has rated the stock with a sell rating, three have issued a hold rating, five have issued a buy rating and one has given a strong buy rating to the company's stock. According to MarketBeat.com, BWX Technologies currently has an average rating of "Moderate Buy" and a consensus target price of $142.37.

BWX Technologies Stock Down 0.2%

NYSE BWXT traded down $0.29 during mid-day trading on Wednesday, hitting $179.24. The company's stock had a trading volume of 1,043,586 shares, compared to its average volume of 1,252,827. The firm has a market capitalization of $16.38 billion, a price-to-earnings ratio of 56.01, a PEG ratio of 4.20 and a beta of 0.73. The company's 50 day simple moving average is $143.78 and its 200 day simple moving average is $119.53. The company has a current ratio of 1.69, a quick ratio of 1.91 and a debt-to-equity ratio of 1.28. BWX Technologies has a twelve month low of $84.21 and a twelve month high of $189.25.

Institutional Trading of BWX Technologies

A number of large investors have recently modified their holdings of the business. Creative Financial Designs Inc. ADV raised its stake in shares of BWX Technologies by 250.0% during the second quarter. Creative Financial Designs Inc. ADV now owns 175 shares of the technology company's stock worth $25,000 after acquiring an additional 125 shares in the last quarter. Hantz Financial Services Inc. lifted its stake in BWX Technologies by 861.9% in the second quarter. Hantz Financial Services Inc. now owns 202 shares of the technology company's stock worth $29,000 after purchasing an additional 181 shares during the last quarter. Ameriflex Group Inc. bought a new position in shares of BWX Technologies during the fourth quarter valued at about $34,000. Stone House Investment Management LLC purchased a new position in BWX Technologies in the 1st quarter worth approximately $31,000. Finally, Compass Financial Services Inc bought a new stake in BWX Technologies during the 1st quarter valued at $33,000. Institutional investors own 94.39% of the company's stock.

Insider Transactions at BWX Technologies

In related news, SVP Omar Fathi Meguid sold 2,261 shares of the company's stock in a transaction that occurred on Wednesday, August 6th. The shares were sold at an average price of $179.84, for a total transaction of $406,618.24. Following the sale, the senior vice president directly owned 2,361 shares in the company, valued at approximately $424,602.24. This represents a 48.92% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Rex D. Geveden sold 25,000 shares of the business's stock in a transaction on Wednesday, August 6th. The shares were sold at an average price of $179.00, for a total transaction of $4,475,000.00. Following the sale, the chief executive officer directly owned 197,594 shares in the company, valued at $35,369,326. The trade was a 11.23% decrease in their position. The disclosure for this sale can be found here. 0.47% of the stock is owned by company insiders.

BWX Technologies Announces Dividend

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