BWX Technologies (NYSE:BWXT) Shares Gap Up After Earnings Beat

BWX Technologies, Inc. (NYSE:BWXT) shares gapped up prior to trading on Tuesday following a stronger than expected earnings report. The stock had previously closed at $198.38, but opened at $211.48. BWX Technologies shares last traded at $202.4090, with a volume of 327,345 shares.

The technology company reported $1.08 earnings per share for the quarter, topping analysts’ consensus estimates of $0.91 by $0.17. BWX Technologies had a net margin of 10.04% and a return on equity of 30.70%. The business had revenue of $885.84 million for the quarter, compared to analysts’ expectations of $837.47 million. During the same quarter in the prior year, the company earned $0.92 earnings per share. The business’s revenue was up 18.7% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS.

BWX Technologies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Wednesday, March 11th will be given a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Wednesday, March 11th. This is a positive change from BWX Technologies’s previous quarterly dividend of $0.25. BWX Technologies’s payout ratio is presently 30.03%.

More BWX Technologies News

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

• Positive Sentiment: Q4 beats — BWXT delivered $1.08 EPS vs. $0.91 expected and revenue of $885.8M (vs. ~ $837M consensus), showing ~19% revenue growth year-over-year, which demonstrates operational momentum. BWX Technologies (BWXT) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Raised 2026 guidance — Management initiated FY‑2026 EPS guidance of $4.55–$4.70 and revenue guidance around $3.8B, both above Street expectations, which improves forward earnings visibility and supports valuation. BWX Technologies Reports Fourth Quarter and Full Year 2025 Results, Initiates 2026 Guidance
• Positive Sentiment: Stronger backlog and contract wins — Backlog rose ~50% with new government awards (naval propulsion pricing agreements, initial scopes on U.S. defense uranium enrichment) and commercial bookings (CANDU life‑extensions, SMR projects, AP1000 engineering) that support multi‑year revenue visibility. BWXT (BWXT) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Dividend bump — Board raised the quarterly dividend to $0.27 (8% increase), a small yield (~0.5%) that is supportive but unlikely to materially change investor positioning.
• Negative Sentiment: Valuation and profit‑taking risk — BWXT trades at a rich P/E (~60) after a strong run (12‑month high ~ $220). Some investors may be locking gains or rotating out despite beat/guidance, which can pressure the stock in the short term.
• Negative Sentiment: Execution and funding uncertainty — Although backlog and awards are positive, the business is exposed to long contract timelines and government funding cycles; any execution delays or budget risks could temper enthusiasm. Why Is BWX Technologies Stock Soaring Tuesday?

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on BWXT shares. Northland Securities set a $225.00 price objective on shares of BWX Technologies in a report on Tuesday, November 4th. Zacks Research upgraded shares of BWX Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 21st. Bank of America upped their price target on shares of BWX Technologies from $220.00 to $230.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. CJS Securities raised BWX Technologies to a “strong-buy” rating in a research report on Friday, December 12th. Finally, Wall Street Zen raised shares of BWX Technologies from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. Three research analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $199.20.

Insider Activity

In other news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the transaction, the chief executive officer owned 177,594 shares of the company’s stock, valued at approximately $36,097,756.44. The trade was a 5.33% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.47% of the stock is owned by company insiders.

Institutional Trading of BWX Technologies

Institutional investors have recently modified their holdings of the stock. Wedbush Securities Inc. lifted its position in BWX Technologies by 4.3% in the fourth quarter. Wedbush Securities Inc. now owns 1,263 shares of the technology company’s stock valued at $218,000 after purchasing an additional 52 shares during the period. Oppenheimer Asset Management Inc. grew its holdings in BWX Technologies by 1.0% in the fourth quarter. Oppenheimer Asset Management Inc. now owns 5,448 shares of the technology company’s stock valued at $942,000 after purchasing an additional 54 shares during the last quarter. Guggenheim Capital LLC increased its holdings in BWX Technologies by 2.2% during the 4th quarter. Guggenheim Capital LLC now owns 2,598 shares of the technology company’s stock valued at $449,000 after acquiring an additional 55 shares in the last quarter. Stratos Wealth Partners LTD. raised its position in shares of BWX Technologies by 3.5% during the 4th quarter. Stratos Wealth Partners LTD. now owns 1,979 shares of the technology company’s stock worth $342,000 after purchasing an additional 67 shares during the last quarter. Finally, Corient Private Wealth LLC increased its position in BWX Technologies by 1.2% during the 2nd quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company’s stock worth $847,000 after purchasing an additional 69 shares in the last quarter. Hedge funds and other institutional investors own 94.39% of the company’s stock.

BWX Technologies Trading Up 3.3%

The business’s 50-day moving average price is $195.65 and its two-hundred day moving average price is $186.79. The company has a debt-to-equity ratio of 1.21, a current ratio of 1.71 and a quick ratio of 1.62. The firm has a market cap of $18.74 billion, a price-to-earnings ratio of 61.53, a price-to-earnings-growth ratio of 3.32 and a beta of 0.84.

BWX Technologies Company Profile

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.