BWXTNYSEEngines & TurbinesFiscal year ends December 31
BWX Technologies, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q/A on Aug 5, 2026
$135.83−1.18 (-0.86%)
Close on Oct 19, 2026
- Market cap
- $12.50B
- P/E (TTM)
- 35.2
- Dividend yield
- 0.71%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
92.4%
85M of 92M shares
Institutional holders
852
118 new, 84 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 22 sales
Net sold $8.99M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 9,453,104 | 10.30% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Portfolio Management | 4,905,748 | 5.35% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 4,782,142 | 5.21% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BWXT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,123,786 | 13.23% | $2.36B | −363,720 | 0.04% |
| Vanguard Portfolio Management LLC | 4,755,063 | 5.19% | $925.57M | −136,174 | 0.04% |
| Vanguard Capital Management LLC | 4,140,330 | 4.52% | $805.92M | +46,237 | 0.02% |
| State Street Corp | 3,799,375 | 4.15% | $739.55M | +50,425 | 0.02% |
| JPMorgan Chase & Co | 2,654,239 | 2.90% | $503.12M | +81,428 | 0.03% |
| First Trust Advisors LP | 2,075,550 | 2.27% | $404.01M | +684,471 | 0.24% |
| Alkeon Capital Management LLC | 2,022,748 | 2.21% | $393.73M | +283,400 | 0.53% |
| Franklin Resources Inc | 1,930,298 | 2.11% | $375.73M | +28,982 | 0.08% |
| Geode Capital Management, LLC | 1,860,802 | 2.03% | $362.32M | +67,236 | 0.02% |
| Invesco Ltd. | 1,835,328 | 2.00% | $357.25M | −687,204 | 0.03% |
| Select Equity Group, L.P. | 1,704,008 | 1.86% | $331.69M | +977,584 | 1.64% |
| Van Eck Associates Corp | 1,556,784 | 1.70% | $303.03M | −27,676 | 0.18% |
| Blair William & Co/Il | 1,556,417 | 1.70% | $302.96M | +118,292 | 0.79% |
| Massachusetts Financial Services Co /Ma/ | 1,275,651 | 1.39% | $248.28M | −10,606 | 0.08% |
| Snyder Capital Management L P | 1,237,512 | 1.35% | $240.88M | +135,396 | 4.16% |
| T. Rowe Price Investment Management, Inc. | 1,179,257 | 1.29% | $229.54K | −148,052 | 0.15% |
| Bank of New York Mellon Corp | 1,143,523 | 1.25% | $222.59M | −140,474 | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,062,547 | 1.16% | $206.82M | −225,481 | 0.25% |
| Artisan Partners Limited Partnership | 1,059,496 | 1.16% | $206.23M | +287 | 0.33% |
| Bank Of America Corp /De/ | 1,037,863 | 1.13% | $202.02M | +32,242 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 852 | 85M | 92.4% | 118 / 320 | 282 / 84 | 7M | 7M |
| Q1 2026 | 830 | 85M | 92.9% | 163 / 305 | 240 / 80 | 17M | 8M |
| Q4 2025 | 760 | 86M | 93.5% | 142 / 245 | 262 / 71 | 7M | 7M |
| Q3 2025 | 703 | 86M | 93.9% | 119 / 225 | 266 / 62 | 10M | 12M |
| Q2 2025 | 651 | 88M | 96.0% | 124 / 204 | 232 / 74 | 14M | 14M |
| Q1 2025 | 606 | 88M | 95.9% | 90 / 247 | 185 / 72 | 10M | 10M |
| Q4 2024 | 596 | 88M | 96.4% | 110 / 219 | 178 / 56 | 14M | 9M |
| Q3 2024 | 548 | 84M | 91.2% | 94 / 210 | 159 / 35 | 16M | 7M |
| Q2 2024 | 496 | 85M | 92.5% | 81 / 180 | 166 / 60 | 7M | 8M |
| Q1 2024 | 479 | 86M | 94.1% | 87 / 138 | 187 / 34 | 6M | 7M |
| Q4 2023 | 428 | 88M | 95.7% | 78 / 128 | 164 / 33 | 6M | 8M |
| Q3 2023 | 389 | 89M | 97.5% | 52 / 112 | 153 / 34 | 4M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BWXT | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3,135,322 | 3.42% | $610.29M | 0.49% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,908,967 | 3.17% | $566.23M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,099,626 | 2.29% | $408.69M | 0.22% | Jun 30, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 1,751,821 | 1.91% | $340.99M | 2.97% | Jun 30, 2026 |
| VanEck Uranium and Nuclear ETF | 1,467,715 | 1.60% | $285.69M | 6.78% | Jun 30, 2026 |
| Global X Defense Tech ETF | 1,245,182 | 1.36% | $243.91M | 3.05% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,211,610 | 1.32% | $235.84M | 0.50% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,050,543 | 1.15% | $204.49M | 0.21% | Jun 30, 2026 |
| Vanguard Explorer Fund | 951,000 | 1.04% | $160.43M | 0.73% | Jul 31, 2026 |
| iShares U.S. Aerospace & Defense ETF | 928,227 | 1.01% | $180.68M | 1.25% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF | 909,897 | 0.99% | $177.11M | 2.74% | Jun 30, 2026 |
| Franklin Growth Fund | 822,679 | 0.90% | $160.13M | 0.92% | Jun 30, 2026 |
| Invesco S&P MidCap Momentum ETF | 793,321 | 0.87% | $133.83M | 1.86% | Jul 31, 2026 |
| JPMorgan Growth Advantage Fund | 753,734 | 0.82% | $146.71M | 0.65% | Jun 30, 2026 |
| MFS Mid Cap Growth Fund | 684,877 | 0.75% | $134.15M | 0.97% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Rex D. Geveden | President and CEO, Director | 192,491 | 0.21% | Aug 13, 2026 |
| Suzanne Maddux | SVP, Operations | – | – | Sep 3, 2026 |
| Joseph Kirwan Miller | Pres., Government Operations | 8,621 | 0.01% | Sep 2, 2026 |
| Gonzalo Raul Cajade | Chief HR Officer | 378 | 0.00% | Jul 2, 2026 |
| Michael Thomas Fitzgerald | SVP & Chief Financial Officer | 9,301 | 0.01% | May 12, 2026 |
| John R. MacQuarrie | Pres., Commercial Operations | 22,638 | 0.02% | Mar 4, 2026 |
| Kevin James Gorman | VP & Chief Accounting Officer | 253 | 0.00% | Mar 4, 2026 |
| Kurt A. Bender | SVP & Chief Digital Officer | 100 | 0.00% | Mar 2, 2026 |
| Toby W. Smith | SVP and General Counsel | 0 | – | Feb 27, 2026 |
| Omar Fathi Meguid | SVP and Chief Digital Officer | 4,526 | 0.00% | Jan 5, 2026 |
| Ronald Owen Whitford Jr | SVP, General Counsel and Sec. | 10,149 | 0.01% | Aug 12, 2025 |
| Robert L. Duffy | SVP and Chief Admin. Officer | 3,206 | 0.00% | Mar 6, 2025 |
| Kevin M. McCoy | Pres., Government Operations | 6,986 | 0.01% | Mar 4, 2025 |
| Robb A. LeMasters | SVP & Chief Financial Officer | 40,787 | 0.04% | Mar 4, 2025 |
| Daniel L. Jablonsky | Director | 0 | – | Sep 8, 2026 |
| Gerhard F. Burbach | Director | 0 | – | Sep 8, 2026 |
| James M. Jaska | Director | 6,466 | 0.01% | Sep 8, 2026 |
| John M. Richardson | Director | 2,194 | 0.00% | Sep 8, 2026 |
| Leland D. Melvin | Director | 5,579 | 0.01% | Sep 8, 2026 |
| Nicole Weyerhaeuser Piasecki | Director | 0 | – | Sep 8, 2026 |
| Kenneth J. Krieg | Director | 2,227 | 0.00% | Sep 8, 2026 |
| Jan Bertsch | Director | 12,128 | 0.01% | Sep 8, 2026 |
| Barbara A. Niland | Director | 21,858 | 0.02% | May 4, 2026 |
| Robert L. Nardelli | Director | 2,000 | 0.00% | Apr 1, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joseph Kirwan Miller Pres., Government Operations | Sep 1, 2026 | Option exercise | +3,379 | – | – | 8,621 |
| Joseph Kirwan Miller Pres., Government Operations | Sep 1, 2026 | Tax withholding | −1,523 | $152.29 | $231.94K | 7,098 |
| Rex D. Geveden President and CEO, Director | Aug 12, 2026 | Sale(10b5-1 plan) | −2,600 | $174.23 | $453.00K | 192,491 |
| Rex D. Geveden President and CEO, Director | Aug 12, 2026 | Sale(10b5-1 plan) | −2,407 | $171.21 | $412.10K | 200,084 |
| Rex D. Geveden President and CEO, Director | Aug 12, 2026 | Sale(10b5-1 plan) | −263 | $173.00 | $45.50K | 195,091 |
| Rex D. Geveden President and CEO, Director | Aug 12, 2026 | Sale(10b5-1 plan) | −4,730 | $172.18 | $814.41K | 195,354 |
| Gonzalo Raul Cajade Chief HR Officer | Jul 1, 2026 | Tax withholding | −124 | $194.65 | $24.14K | 378 |
| Gonzalo Raul Cajade Chief HR Officer | Jul 1, 2026 | Option exercise | +332 | – | – | 502 |
| Joseph Kirwan Miller Pres., Government Operations | Jul 1, 2026 | Tax withholding | −106 | $194.65 | $20.63K | 5,242 |
| Joseph Kirwan Miller Pres., Government Operations | Jul 1, 2026 | Option exercise | +237 | – | – | 5,348 |
| Rex D. Geveden President and CEO, Director | May 12, 2026 | Sale(10b5-1 plan) | −1,402 | $205.78 | $288.50K | 203,809 |
| Rex D. Geveden President and CEO, Director | May 12, 2026 | Sale(10b5-1 plan) | −1,318 | $207.13 | $273.00K | 202,491 |
| Rex D. Geveden President and CEO, Director | May 12, 2026 | Sale(10b5-1 plan) | −3,570 | $204.65 | $730.60K | 205,211 |
| Rex D. Geveden President and CEO, Director | May 12, 2026 | Sale(10b5-1 plan) | −3,710 | $203.78 | $756.02K | 208,781 |
| Michael Thomas Fitzgerald SVP & Chief Financial Officer | May 11, 2026 | Option exercise | +897 | $106.64 | $95.66K | 9,301 |
| Michael Thomas Fitzgerald SVP & Chief Financial Officer | May 11, 2026 | Sale | −2,417 | $209.25 | $505.76K | 6,884 |
| Michael Thomas Fitzgerald SVP & Chief Financial Officer | May 11, 2026 | Option exercise | +1,520 | $100.83 | $153.26K | 8,404 |
| Michael Thomas Fitzgerald SVP & Chief Financial Officer | May 6, 2026 | Tax withholding | −1,618 | $215.20 | $348.19K | 6,884 |
| Michael Thomas Fitzgerald SVP & Chief Financial Officer | May 6, 2026 | Option exercise | +2,826 | $61.70 | $174.36K | 8,502 |
| Barbara A. Niland Director | Apr 30, 2026 | Option exercise | +762 | – | – | 21,858 |
| Kenneth J. Krieg Director | Apr 30, 2026 | Option exercise | +762 | – | – | 2,227 |
| Kevin James Gorman VP & Chief Accounting Officer | Mar 2, 2026 | Sale | −1,344 | $214.71 | $288.57K | 114 |
| John R. MacQuarrie Pres., Commercial Operations | Mar 2, 2026 | Tax withholding | −1,096 | $216.47 | $237.25K | 22,638 |
| John R. MacQuarrie Pres., Commercial Operations | Mar 2, 2026 | Option exercise | +2,302 | $61.70 | $142.03K | 23,734 |
| John R. MacQuarrie Pres., Commercial Operations | Feb 28, 2026 | Tax withholding | −249 | $205.98 | $51.29K | 21,432 |
| John R. MacQuarrie Pres., Commercial Operations | Feb 28, 2026 | Option exercise | +468 | – | – | 21,681 |
| Joseph Kirwan Miller Pres., Government Operations | Feb 28, 2026 | Tax withholding | −59 | $205.98 | $12.15K | 5,111 |
| Joseph Kirwan Miller Pres., Government Operations | Feb 28, 2026 | Option exercise | +132 | – | – | 5,170 |
| Kevin James Gorman VP & Chief Accounting Officer | Feb 28, 2026 | Tax withholding | −45 | $205.98 | $9.27K | 1,458 |
| Kevin James Gorman VP & Chief Accounting Officer | Feb 28, 2026 | Option exercise | +159 | – | – | 1,503 |
| Michael Thomas Fitzgerald VP & Chief Accounting Officer | Feb 28, 2026 | Option exercise | +215 | – | – | 5,762 |
| Michael Thomas Fitzgerald VP & Chief Accounting Officer | Feb 28, 2026 | Tax withholding | −86 | $205.98 | $17.71K | 5,676 |
| Rex D. Geveden President and CEO, Director | Feb 28, 2026 | Tax withholding | −1,342 | $205.89 | $276.30K | 212,491 |
| Rex D. Geveden President and CEO, Director | Feb 28, 2026 | Option exercise | +3,174 | – | – | 213,833 |
| John R. MacQuarrie Pres., Commercial Operations | Feb 27, 2026 | Tax withholding | −3,691 | $207.24 | $764.92K | 21,213 |
| John R. MacQuarrie Pres., Commercial Operations | Feb 27, 2026 | Option exercise | +6,898 | – | – | 24,904 |
| John R. MacQuarrie Pres., Commercial Operations | Feb 27, 2026 | Tax withholding | −321 | $207.24 | $66.52K | 18,006 |
| John R. MacQuarrie Pres., Commercial Operations | Feb 27, 2026 | Option exercise | +603 | – | – | 18,327 |
| Joseph Kirwan Miller Pres., Government Operations | Feb 27, 2026 | Option exercise | +2,017 | – | – | 5,965 |
| Joseph Kirwan Miller Pres., Government Operations | Feb 27, 2026 | Tax withholding | −927 | $207.24 | $192.11K | 5,038 |
| Kevin James Gorman VP & Chief Accounting Officer | Feb 27, 2026 | Award | +1,742 | – | – | 1,865 |
| Kevin James Gorman VP & Chief Accounting Officer | Feb 27, 2026 | Tax withholding | −521 | $207.24 | $107.97K | 1,344 |
| Michael Thomas Fitzgerald VP & Chief Accounting Officer | Feb 27, 2026 | Option exercise | +3,026 | – | – | 6,772 |
| Michael Thomas Fitzgerald VP & Chief Accounting Officer | Feb 27, 2026 | Tax withholding | −1,225 | $207.24 | $253.87K | 5,547 |
| Rex D. Geveden President and CEO, Director | Feb 27, 2026 | Tax withholding | −24,959 | $207.24 | $5.17M | 210,659 |
| Rex D. Geveden President and CEO, Director | Feb 27, 2026 | Option exercise | +56,120 | – | – | 235,618 |
| Michael Thomas Fitzgerald VP & Chief Accounting Officer | Feb 26, 2026 | Option exercise | +234 | – | – | 3,852 |
| Michael Thomas Fitzgerald VP & Chief Accounting Officer | Feb 26, 2026 | Tax withholding | −106 | $208.27 | $22.08K | 3,746 |
| Rex D. Geveden President and CEO, Director | Feb 26, 2026 | Tax withholding | −1,814 | $208.27 | $377.80K | 179,498 |
| Rex D. Geveden President and CEO, Director | Feb 26, 2026 | Option exercise | +3,718 | – | – | 181,312 |
| Joseph Kirwan Miller Pres., Government Operations | Feb 26, 2026 | Tax withholding | −78 | $208.27 | $16.25K | 3,948 |
| Joseph Kirwan Miller Pres., Government Operations | Feb 26, 2026 | Option exercise | +156 | – | – | 4,026 |
| Kurt A. Bender SVP & Chief Digital Officer | Feb 26, 2026 | Option exercise | +100 | – | – | 100 |
| Kurt A. Bender SVP & Chief Digital Officer | Feb 26, 2026 | Tax withholding | −29 | $208.27 | $6.04K | 71 |
| Kevin James Gorman VP & Chief Accounting Officer | Feb 26, 2026 | Tax withholding | −50 | $208.27 | $10.41K | 123 |
| Kevin James Gorman VP & Chief Accounting Officer | Feb 26, 2026 | Option exercise | +150 | – | – | 173 |
| John R. MacQuarrie Pres., Commercial Operations | Feb 26, 2026 | Option exercise | +503 | – | – | 17,992 |
| John R. MacQuarrie Pres., Commercial Operations | Feb 26, 2026 | Tax withholding | −268 | $208.27 | $55.82K | 17,724 |
| Gerhard F. Burbach Director | Feb 25, 2026 | Sale | −1,983 | $208.61 | $413.67K | 0 |
| Rex D. Geveden President and CEO, Director | Feb 12, 2026 | Sale(10b5-1 plan) | −2,192 | $203.23 | $445.48K | 181,996 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Rex D. Geveden Officer, Director | Aug 12, 2026 | 10,000 | $1.73M | Aug 12, 2026 | RSU / PSU |
| Rex D. Geveden Officer, Director | May 12, 2026 | 10,000 | $2.05M | May 12, 2026 | RSU / PSU |
| Michael Thomas Fitzgerald Officer | May 11, 2026 | 2,417 | $505.76K | May 11, 2026 | Employee Stock Option Exercise |
| Kevin James Gorman Officer | Mar 2, 2026 | 1,344 | $288.57K | Mar 2, 2026 | Restricted Stock Lapse |
| Gerhard F. Burbach Director | Feb 25, 2026 | 1,983 | $413.68K | Feb 25, 2026 | Restricted Stock Lapse |
| Rex D. Geveden Officer, Director | Feb 12, 2026 | 10,000 | $2.03M | Feb 12, 2026 | RSU |
| Rex D. Geveden Officer, Director | Nov 12, 2025 | 10,000 | $1.98M | Nov 12, 2025 | Restricted Stock Lapse |
| Robert L. Duffy Former Affiliate | Sep 4, 2025 | 4,571 | $743.56K | Sep 4, 2025 | Restricted Stock Lapse |
| Ronald Owen Whitford Jr Officer | Aug 11, 2025 | 2,092 | $371.19K | Aug 11, 2025 | Employee Stock Option Exercise |
| Leland D. Melvin Director | Aug 11, 2025 | 600 | $105.67K | Aug 11, 2025 | Compensation |
| Omar Fathi Meguid Officer | Aug 6, 2025 | 2,261 | $406.62K | Aug 6, 2025 | Restricted Stock Lapse |
| Rex D. Geveden Officer | Aug 6, 2025 | 25,000 | $4.48M | Aug 6, 2025 | RSU / PSU |
| Kevin M. McCoy Former Officer | Aug 6, 2025 | 3,500 | $624.92K | Aug 6, 2025 | Restricted Stock Lapse |
| Robert L. Duffy Officer | Mar 5, 2025 | 6,000 | $624.16K | Mar 5, 2025 | Restricted Stock Lapse |
| Ronald Owen Whitford Jr Officer | Feb 27, 2025 | 2,000 | $209.85K | Feb 27, 2025 | Performance Stock Lapse |