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

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, beating 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 firm had revenue of $885.84 million for the quarter, compared to analysts’ expectations of $837.47 million. During the same period in the previous year, the company posted $0.92 earnings per share. BWX Technologies’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 business also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Wednesday, March 11th will be given a $0.27 dividend. This represents a $1.08 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend is Wednesday, March 11th. This is an increase 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?

Analyst Upgrades and Downgrades

Several analysts have weighed in on BWXT shares. CJS Securities upgraded shares of BWX Technologies to a “strong-buy” rating in a research note on Friday, December 12th. BNP Paribas Exane started coverage on shares of BWX Technologies in a research report on Thursday, January 15th. They set a “neutral” rating and a $215.00 price objective for the company. Zacks Research upgraded shares of BWX Technologies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, January 21st. Northland Securities set a $225.00 target price on BWX Technologies in a research note on Tuesday, November 4th. Finally, Truist Financial set a $205.00 price target on BWX Technologies in a research report on Friday, January 9th. Three analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average 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 that occurred on 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 sale, the chief executive officer owned 177,594 shares in the company, valued at $36,097,756.44. The trade was a 5.33% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.47% of the stock is owned by insiders.

Hedge Funds Weigh In On BWX Technologies

Several institutional investors and hedge funds have recently modified their holdings of BWXT. Creative Financial Designs Inc. ADV increased its position in BWX Technologies by 250.0% in the 2nd quarter. Creative Financial Designs Inc. ADV now owns 175 shares of the technology company’s stock worth $25,000 after purchasing an additional 125 shares during the last quarter. Hantz Financial Services Inc. increased its holdings 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 buying an additional 181 shares during the last quarter. Aventura Private Wealth LLC bought a new position in BWX Technologies during the fourth quarter valued at approximately $29,000. WFA of San Diego LLC bought a new position in BWX Technologies during the second quarter valued at approximately $29,000. Finally, Global Trust Asset Management LLC acquired a new stake in BWX Technologies in the third quarter valued at approximately $32,000. 94.39% of the stock is currently owned by hedge funds and other institutional investors.

BWX Technologies Price Performance

The company has a market capitalization of $18.74 billion, a P/E ratio of 61.53, a P/E/G ratio of 3.32 and a beta of 0.84. The company’s 50-day simple moving average is $195.65 and its 200 day simple moving average is $186.79. The company has a quick ratio of 1.62, a current ratio of 1.71 and a debt-to-equity ratio of 1.21.

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.