What is Seaport Res Ptn’s Forecast for BWXT Q2 Earnings?

BWX Technologies, Inc. (NYSE:BWXT) – Equities researchers at Seaport Res Ptn issued their Q2 2025 EPS estimates for BWX Technologies in a research note issued on Tuesday, April 1st. Seaport Res Ptn analyst J. Campbell anticipates that the technology company will earn $0.75 per share for the quarter. Seaport Res Ptn currently has a “Strong-Buy” rating on the stock. The consensus estimate for BWX Technologies’ current full-year earnings is $3.23 per share. Seaport Res Ptn also issued estimates for BWX Technologies’ Q3 2025 earnings at $0.99 EPS, FY2025 earnings at $3.48 EPS, Q1 2026 earnings at $0.77 EPS, Q2 2026 earnings at $0.94 EPS, Q3 2026 earnings at $1.07 EPS and FY2026 earnings at $4.04 EPS.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings data on Monday, February 24th. The technology company reported $0.92 EPS for the quarter, beating the consensus estimate of $0.80 by $0.12. BWX Technologies had a net margin of 10.32% and a return on equity of 31.95%. The firm had revenue of $746.27 million during the quarter, compared to analyst estimates of $653.16 million.

A number of other equities research analysts have also recently commented on BWXT. Truist Financial lifted their target price on BWX Technologies from $106.00 to $114.00 and gave the stock a “hold” rating in a research note on Tuesday, January 14th. Maxim Group lifted their price objective on shares of BWX Technologies from $138.00 to $140.00 and gave the stock a “buy” rating in a research report on Friday, January 10th. Barclays increased their target price on shares of BWX Technologies from $90.00 to $105.00 and gave the company an “underweight” rating in a research report on Monday, December 16th. Finally, Bank of America lowered their price target on shares of BWX Technologies from $160.00 to $135.00 and set a “buy” rating on the stock in a report on Wednesday, March 26th. One research analyst has rated the stock with a sell rating, two have issued a hold rating, seven have assigned a buy rating and one has assigned a strong buy rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $124.38.

BWX Technologies Stock Performance

Shares of BWX Technologies stock opened at $102.00 on Wednesday. The business’s fifty day simple moving average is $105.73 and its 200 day simple moving average is $114.46. The company has a current ratio of 2.25, a quick ratio of 2.25 and a debt-to-equity ratio of 1.15. BWX Technologies has a 12 month low of $86.70 and a 12 month high of $136.31. The firm has a market capitalization of $9.32 billion, a P/E ratio of 33.77, a price-to-earnings-growth ratio of 3.20 and a beta of 0.67.

Institutional Investors Weigh In On BWX Technologies

A number of institutional investors and hedge funds have recently made changes to their positions in BWXT. Demars Financial Group LLC grew its position in BWX Technologies by 9,309.0% during the fourth quarter. Demars Financial Group LLC now owns 4,482,439 shares of the technology company’s stock worth $499,299,000 after buying an additional 4,434,799 shares in the last quarter. Raymond James Financial Inc. bought a new position in shares of BWX Technologies in the fourth quarter worth approximately $69,730,000. Balyasny Asset Management L.P. increased its position in shares of BWX Technologies by 204.8% in the fourth quarter. Balyasny Asset Management L.P. now owns 916,323 shares of the technology company’s stock worth $102,069,000 after purchasing an additional 615,693 shares during the last quarter. Stephens Investment Management Group LLC purchased a new stake in BWX Technologies in the fourth quarter valued at approximately $50,054,000. Finally, Van ECK Associates Corp lifted its position in BWX Technologies by 46.7% during the fourth quarter. Van ECK Associates Corp now owns 1,408,736 shares of the technology company’s stock valued at $156,919,000 after purchasing an additional 448,467 shares during the last quarter. Hedge funds and other institutional investors own 94.39% of the company’s stock.

Insider Transactions at BWX Technologies

In other news, SVP Robert L. Duffy sold 6,000 shares of the firm’s stock in a transaction that occurred on Wednesday, March 5th. The shares were sold at an average price of $104.03, for a total value of $624,180.00. Following the completion of the transaction, the senior vice president now directly owns 3,206 shares in the company, valued at approximately $333,520.18. This trade represents a 65.17 % 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. Also, SVP Ronald Owen Whitford, Jr. sold 2,000 shares of the business’s stock in a transaction that occurred on Thursday, February 27th. The shares were sold at an average price of $104.92, for a total transaction of $209,840.00. Following the transaction, the senior vice president now directly owns 9,904 shares of the company’s stock, valued at approximately $1,039,127.68. This represents a 16.80 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 53,625 shares of company stock valued at $5,734,145 over the last three months. Company insiders own 0.47% of the company’s stock.

BWX Technologies Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 28th. Shareholders of record on Tuesday, March 11th were given a dividend of $0.25 per share. The ex-dividend date of this dividend was Tuesday, March 11th. This represents a $1.00 annualized dividend and a dividend yield of 0.98%. This is an increase from BWX Technologies’s previous quarterly dividend of $0.24. BWX Technologies’s dividend payout ratio is currently 32.57%.

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.