BWX Technologies (NYSE:BWXT) Releases FY 2026 Earnings Guidance

BWX Technologies (NYSE:BWXT) updated its FY 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 4.550-4.700 for the period, compared to the consensus estimate of 4.100. The company issued revenue guidance of $3.8 billion-$3.8 billion, compared to the consensus revenue estimate of $3.5 billion.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on BWXT shares. Zacks Research raised BWX Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, January 21st. BNP Paribas Exane started coverage on shares of BWX Technologies in a report on Thursday, January 15th. They set a “neutral” rating and a $215.00 price objective on the stock. BTIG Research boosted their price objective on shares of BWX Technologies from $200.00 to $225.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Weiss Ratings downgraded shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, January 26th. Finally, CJS Securities raised shares of BWX Technologies to a “strong-buy” rating in a research report on Friday, December 12th. Three investment analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, BWX Technologies has a consensus rating of “Moderate Buy” and an average target price of $199.20.

BWX Technologies Stock Performance

Shares of BWX Technologies stock traded down $7.38 during trading on Monday, reaching $199.06. The company’s stock had a trading volume of 971,235 shares, compared to its average volume of 1,035,049. The company has a 50-day moving average price of $195.15 and a two-hundred day moving average price of $186.65. The firm has a market cap of $18.20 billion, a PE ratio of 59.78, a P/E/G ratio of 3.32 and a beta of 0.83. BWX Technologies has a fifty-two week low of $84.21 and a fifty-two week high of $220.57. The company has a current ratio of 1.71, a quick ratio of 1.62 and a debt-to-equity ratio of 1.21.

Insider Buying and Selling

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $203.26, for a total value of $2,032,600.00. Following the transaction, the chief executive officer directly owned 177,594 shares in the company, valued at approximately $36,097,756.44. The trade was a 5.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.47% of the company’s stock.

Hedge Funds Weigh In On BWX Technologies

Several institutional investors have recently added to or reduced their stakes in the stock. WFA of San Diego LLC acquired a new stake in BWX Technologies during the 2nd quarter worth approximately $29,000. Ancora Advisors LLC purchased a new stake in shares of BWX Technologies during the third quarter worth approximately $49,000. Quarry LP lifted its holdings in shares of BWX Technologies by 158.3% during the fourth quarter. Quarry LP now owns 359 shares of the technology company’s stock worth $62,000 after purchasing an additional 220 shares during the period. Rakuten Securities Inc. grew its position in BWX Technologies by 309.7% in the 2nd quarter. Rakuten Securities Inc. now owns 463 shares of the technology company’s stock valued at $67,000 after buying an additional 350 shares during the last quarter. Finally, Greenline Wealth Management LLC acquired a new position in BWX Technologies in the 4th quarter valued at $69,000. Institutional investors and hedge funds own 94.39% of the company’s stock.

About BWX Technologies

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.