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

BWX Technologies, Inc. (NYSE:BWXT) – Equities research analysts at Seaport Res Ptn issued their Q2 2025 earnings estimates for BWX Technologies in a note issued to investors on Tuesday, April 1st. Seaport Res Ptn analyst J. Campbell anticipates that the technology company will post earnings of $0.75 per share for the quarter. Seaport Res Ptn 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.

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

BWX Technologies Trading Down 6.5 %

NYSE BWXT opened at $95.30 on Wednesday. BWX Technologies has a one year low of $86.70 and a one year high of $136.31. The firm has a market cap of $8.71 billion, a PE ratio of 31.56, a P/E/G ratio of 3.20 and a beta of 0.67. The firm’s fifty day moving average is $105.07 and its two-hundred day moving average is $114.33. The company has a debt-to-equity ratio of 1.15, a quick ratio of 2.25 and a current ratio of 2.25.

BWX Technologies (NYSE:BWXT) last issued its earnings results on Monday, February 24th. The technology company reported $0.92 EPS for the quarter, topping analysts’ consensus estimates 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 the consensus estimate of $653.16 million.

BWX Technologies Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 28th. Stockholders of record on Tuesday, March 11th were paid a dividend of $0.25 per share. The ex-dividend date was Tuesday, March 11th. This is a boost from BWX Technologies’s previous quarterly dividend of $0.24. This represents a $1.00 dividend on an annualized basis and a dividend yield of 1.05%. BWX Technologies’s dividend payout ratio is 32.57%.

Insider Transactions at BWX Technologies

In related news, CEO Rex D. Geveden sold 45,625 shares of the firm’s stock in a transaction that occurred on Wednesday, February 26th. The stock was sold at an average price of $107.40, for a total value of $4,900,125.00. Following the completion of the transaction, the chief executive officer now directly owns 218,218 shares of the company’s stock, valued at $23,436,613.20. This trade represents a 17.29 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Robert L. Duffy sold 6,000 shares of BWX Technologies stock in a transaction on Wednesday, March 5th. The stock was sold at an average price of $104.03, for a total value of $624,180.00. Following the transaction, the senior vice president now directly owns 3,206 shares of the company’s stock, valued at approximately $333,520.18. This represents a 65.17 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 53,625 shares of company stock valued at $5,734,145 in the last ninety days. 0.47% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Quarry LP increased its holdings in BWX Technologies by 93.6% during the 3rd quarter. Quarry LP now owns 271 shares of the technology company’s stock valued at $29,000 after acquiring an additional 131 shares in the last quarter. Retirement Wealth Solutions LLC acquired a new stake in shares of BWX Technologies in the fourth quarter valued at approximately $30,000. HHM Wealth Advisors LLC increased its stake in shares of BWX Technologies by 45.0% during the 4th quarter. HHM Wealth Advisors LLC now owns 290 shares of the technology company’s stock worth $32,000 after purchasing an additional 90 shares in the last quarter. Ameriflex Group Inc. acquired a new position in shares of BWX Technologies during the 4th quarter worth approximately $34,000. Finally, Principal Securities Inc. lifted its stake in BWX Technologies by 40.4% in the 4th quarter. Principal Securities Inc. now owns 316 shares of the technology company’s stock valued at $35,000 after buying an additional 91 shares in the last quarter. Institutional investors and hedge funds own 94.39% of the company’s stock.

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.