SPXCNYSEMetalworkg Machinery & EquipmentFiscal year ends December 31
SPX Technologies, Inc.
Financials through Q2 FY2026, quarter ended Jun 27, 2026Last filing: 10-Q on Jul 31, 2026
$166.50+0.46 (+0.28%)
Close on Oct 19, 2026
- Market cap
- $8.44B
- P/E (TTM)
- 29.9
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.6%
47M of 50M shares
Institutional holders
512
101 new, 62 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 11 sales
Net sold $19.90M
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. | 4,476,578 | 8.90% | 13G (passive) amendment | Jun 30, 2026 |
| Capital International Investors | 2,893,247 | 5.80% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 2,614,255 | 5.24% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SPXC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,851,185 | 9.69% | $1.19B | −1,379,949 | 0.02% |
| Capital International Investors | 2,566,361 | 5.12% | $629.19M | −326,886 | 0.13% |
| Capital World Investors | 2,337,050 | 4.67% | $572.97M | +591,563 | 0.07% |
| Vanguard Portfolio Management LLC | 2,265,508 | 4.52% | $555.43M | −223,980 | 0.03% |
| Vanguard Capital Management LLC | 2,259,240 | 4.51% | $553.90M | +26,235 | 0.01% |
| Jupiter Topco LLC | 1,898,958 | 3.79% | $465.59M | New | 0.19% |
| Invesco Ltd. | 1,594,937 | 3.18% | $391.03M | −314,483 | 0.03% |
| State Street Corp | 1,557,133 | 3.11% | $381.66M | −225,768 | 0.01% |
| FMR LLC | 1,019,010 | 2.03% | $249.83M | +36,227 | 0.01% |
| Geode Capital Management, LLC | 945,160 | 1.89% | $231.78M | −310,572 | 0.01% |
| Dimensional Fund Advisors LP | 860,168 | 1.72% | $210.87M | +11,008 | 0.04% |
| First Trust Advisors LP | 837,393 | 1.67% | $205.30M | −525,478 | 0.12% |
| Jane Street Group, LLC | 766,555 | 1.53% | $187.94M | +764,220 | 0.02% |
| GW&K Investment Management, LLC | 713,791 | 1.43% | $175.00K | +38,649 | 1.37% |
| Nomura Asset Management International Inc. | 667,845 | 1.33% | $163.74M | −163,317 | 0.25% |
| Earnest Partners LLC | 607,048 | 1.21% | $148.83M | −25,314 | 0.54% |
| Norges Bank | 585,099 | 1.17% | $143.45M | New | 0.01% |
| Neuberger Berman Group LLC | 561,063 | 1.12% | $137.56M | −236,609 | 0.09% |
| Conestoga Capital Advisors, LLC | 547,175 | 1.09% | $134.15M | −110,378 | 2.92% |
| Charles Schwab Investment Management Inc | 527,457 | 1.05% | $129.32M | −106,721 | 0.02% |
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 | 512 | 47M | 94.6% | 101 / 174 | 169 / 62 | 8M | 8M |
| Q1 2026 | 481 | 48M | 96.1% | 73 / 184 | 148 / 57 | 10M | 4M |
| Q4 2025 | 469 | 47M | 94.2% | 91 / 163 | 147 / 59 | 6M | 7M |
| Q3 2025 | 446 | 47M | 94.7% | 89 / 165 | 125 / 24 | 6M | 2M |
| Q2 2025 | 388 | 44M | 88.5% | 54 / 140 | 137 / 64 | 3M | 2M |
| Q1 2025 | 401 | 43M | 86.5% | 70 / 143 | 133 / 34 | 4M | 3M |
| Q4 2024 | 371 | 43M | 86.5% | 59 / 123 | 133 / 53 | 3M | 3M |
| Q3 2024 | 373 | 44M | 87.9% | 55 / 130 | 134 / 25 | 11M | 3M |
| Q2 2024 | 346 | 43M | 86.3% | 55 / 120 | 119 / 37 | 4M | 5M |
| Q1 2024 | 330 | 44M | 88.0% | 65 / 83 | 130 / 20 | 3M | 2M |
| Q4 2023 | 286 | 43M | 86.3% | 39 / 89 | 107 / 32 | 3M | 2M |
| Q3 2023 | 283 | 42M | 84.1% | 28 / 88 | 112 / 34 | 3M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SPXC | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 2,246,107 | 4.48% | $550.68M | 0.58% | Jun 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 1,713,302 | 3.42% | $420.05M | 0.34% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,590,079 | 3.17% | $389.84M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,147,409 | 2.29% | $281.31M | 0.15% | Jun 30, 2026 |
| Growth Fund of America | 872,672 | 1.74% | $189.07M | 0.05% | May 31, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 789,654 | 1.58% | $193.60M | 1.68% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 661,625 | 1.32% | $162.21M | 0.35% | Jun 30, 2026 |
| American Funds Fundamental Investors | 629,191 | 1.26% | $154.26M | 0.09% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 574,211 | 1.15% | $140.78M | 0.14% | Jun 30, 2026 |
| Janus Henderson Enterprise Fund | 519,202 | 1.04% | $127.29M | 0.57% | Jun 30, 2026 |
| New Economy Fund | 456,852 | 0.91% | $98.98M | 0.19% | May 31, 2026 |
| Neuberger Genesis Fund | 411,253 | 0.82% | $89.10M | 1.21% | May 31, 2026 |
| Invesco Discovery Fund | 384,951 | 0.77% | $83.40M | 1.07% | May 31, 2026 |
| Global X U.S. Infrastructure Development ETF | 365,563 | 0.73% | $79.20M | 0.58% | May 31, 2026 |
| Janus Henderson Triton Fund | 362,944 | 0.72% | $88.98M | 1.50% | Jun 30, 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 |
|---|---|---|---|---|
| Eugene Joseph Lowe III | PRESIDENT AND CEO, Director | 824,747 | 1.65% | Mar 4, 2026 |
| Eric A. Kaled | President, Det. & Measurement | 6,840 | 0.01% | Sep 8, 2026 |
| Daniel Jay Whitman | VP, GEN. COUNSEL & SECRETARY | 3,026 | 0.01% | Mar 4, 2026 |
| Mark A. Carano | VP, CFO & TREASURER | 19,716 | 0.04% | Mar 4, 2026 |
| John William Swann III | PRES., DETECTION & MEASUREMENT | 63,452 | 0.13% | Mar 4, 2026 |
| Sean McClenaghan | PRESIDENT, HVAC SEGMENT | 27,844 | 0.06% | Mar 4, 2026 |
| Wayne M. McLaren | CHIEF ACCOUNTING OFFICER | 8,467 | 0.02% | Mar 4, 2026 |
| Jennifer Carpenter | VP AND CHRO | 5,472 | 0.01% | Mar 4, 2026 |
| J. Randall Data | PRES., HEATING AND GLOBAL OPER | 40,130 | 0.08% | Mar 3, 2026 |
| Cheree H. Johnson | VP, CLO & Secretary | 7,323 | 0.01% | Jul 3, 2025 |
| Robert B. Toth | Director | 25,646 | 0.05% | Aug 31, 2026 |
| Brian A. Deck | Director | 742 | 0.00% | Jul 28, 2026 |
| Rick D. Puckett | Director | 34,524 | 0.07% | May 14, 2026 |
| Patrick J. Oleary | Director | 46,396 | 0.09% | May 14, 2026 |
| David A. Roberts | Director | 41,347 | 0.08% | May 14, 2026 |
| Ruth G. Shaw | Director | 41,407 | 0.08% | May 14, 2026 |
| Meenal Sethna | Director | 14,968 | 0.03% | May 14, 2026 |
| Tana Leigh Utley | Director | 41,347 | 0.08% | May 14, 2026 |
| Angel S. Willis | Director | 9,364 | 0.02% | May 14, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robert B. Toth Director | Aug 31, 2026 | Gift | +24,892 | – | – | 24,892 |
| Robert B. Toth Director | Aug 31, 2026 | Gift | −24,892 | – | – | 0 |
| Robert B. Toth Director | Aug 10, 2026 | Gift | +24,892 | – | – | 24,892 |
| Robert B. Toth Director | Aug 10, 2026 | Gift | −24,892 | – | – | 754 |
| Brian A. Deck Director | Jul 27, 2026 | Award | +542 | – | – | 742 |
| Angel S. Willis Director | May 12, 2026 | Award | +754 | – | – | 9,364 |
| Meenal Sethna Director | May 12, 2026 | Award | +754 | – | – | 14,968 |
| David A. Roberts Director | May 12, 2026 | Award | +754 | – | – | 41,347 |
| Ruth G. Shaw Director | May 12, 2026 | Award | +754 | – | – | 41,407 |
| Robert B. Toth Director | May 12, 2026 | Award | +754 | – | – | 25,646 |
| Tana Leigh Utley Director | May 12, 2026 | Award | +754 | – | – | 41,347 |
| Patrick J. Oleary Director | May 12, 2026 | Award | +754 | – | – | 41,347 |
| Rick D. Puckett Director | May 12, 2026 | Award | +754 | – | – | 34,524 |
| John William Swann III PRES., DETECTION & MEASUREMENT | Mar 3, 2026 | Tax withholding | −196 | $225.02 | $44.10K | 59,206 |
| Eugene Joseph Lowe III PRESIDENT AND CEO, Director | Mar 3, 2026 | Tax withholding | −1,631 | $225.02 | $367.01K | 819,700 |
| Mark A. Carano VP, CFO & TREASURER | Mar 3, 2026 | Tax withholding | −262 | $225.02 | $58.96K | 19,254 |
| Sean McClenaghan PRESIDENT, HVAC SEGMENT | Mar 3, 2026 | Tax withholding | −278 | $225.02 | $62.56K | 27,314 |
| Jennifer Carpenter VP AND CHRO | Mar 3, 2026 | Tax withholding | −79 | $225.02 | $17.78K | 5,353 |
| Wayne M. McLaren CHIEF ACCOUNTING OFFICER | Mar 3, 2026 | Tax withholding | −80 | $225.02 | $18.00K | 7,770 |
| Eugene Joseph Lowe III PRESIDENT AND CEO, Director | Mar 2, 2026 | Award | +19,536 | – | – | 821,331 |
| Mark A. Carano VP, CFO & TREASURER | Mar 2, 2026 | Award | +3,363 | – | – | 19,516 |
| Sean McClenaghan PRESIDENT, HVAC SEGMENT | Mar 2, 2026 | Award | +4,164 | – | – | 27,592 |
| Jennifer Carpenter VP AND CHRO | Mar 2, 2026 | Award | +1,602 | – | – | 5,432 |
| Wayne M. McLaren CHIEF ACCOUNTING OFFICER | Mar 2, 2026 | Award | +662 | – | – | 7,850 |
| Daniel Jay Whitman VP, GEN. COUNSEL & SECRETARY | Mar 2, 2026 | Award | +1,842 | – | – | 3,015 |
| Eugene Joseph Lowe III PRESIDENT AND CEO, Director | Mar 2, 2026 | Sale | −6,508 | $224.36 | $1.46M | 836,703 |
| Eugene Joseph Lowe III PRESIDENT AND CEO, Director | Mar 2, 2026 | Sale | −29,830 | $225.23 | $6.72M | 806,873 |
| Eugene Joseph Lowe III PRESIDENT AND CEO, Director | Mar 2, 2026 | Sale | −5,078 | $225.85 | $1.15M | 801,795 |
| Eugene Joseph Lowe III PRESIDENT AND CEO, Director | Mar 2, 2026 | Option exercise | +82,405 | $27.40 | $2.26M | 843,211 |
| Sean McClenaghan PRESIDENT, HVAC SEGMENT | Mar 1, 2026 | Tax withholding | −384 | $226.94 | $87.14K | 23,428 |
| John William Swann III PRES., DETECTION & MEASUREMENT | Mar 1, 2026 | Tax withholding | −356 | $226.94 | $80.79K | 59,402 |
| Eugene Joseph Lowe III PRESIDENT AND CEO, Director | Mar 1, 2026 | Tax withholding | −2,507 | $226.94 | $568.94K | 760,806 |
| Wayne M. McLaren CHIEF ACCOUNTING OFFICER | Mar 1, 2026 | Tax withholding | −125 | $226.94 | $28.37K | 7,188 |
| Mark A. Carano VP, CFO & TREASURER | Mar 1, 2026 | Tax withholding | −414 | $226.94 | $93.95K | 16,153 |
| J. Randall Data PRES., HEATING AND GLOBAL OPER | Mar 1, 2026 | Tax withholding | −397 | $226.94 | $90.10K | 36,312 |
| Sean McClenaghan PRESIDENT, HVAC SEGMENT | Feb 28, 2026 | Tax withholding | −356 | $226.94 | $80.79K | 23,812 |
| John William Swann III PRES., DETECTION & MEASUREMENT | Feb 28, 2026 | Tax withholding | −264 | $226.94 | $59.91K | 59,758 |
| Eugene Joseph Lowe III PRESIDENT AND CEO, Director | Feb 28, 2026 | Tax withholding | −1,816 | $226.94 | $412.12K | 763,313 |
| Wayne M. McLaren CHIEF ACCOUNTING OFFICER | Feb 28, 2026 | Tax withholding | −112 | $226.94 | $25.42K | 7,313 |
| Mark A. Carano VP, CFO & TREASURER | Feb 28, 2026 | Tax withholding | −305 | $226.94 | $69.22K | 16,567 |
| J. Randall Data PRES., HEATING AND GLOBAL OPER | Feb 28, 2026 | Tax withholding | −456 | $226.94 | $103.48K | 36,709 |
| Eugene Joseph Lowe III PRESIDENT AND CEO, Director | Feb 24, 2026 | Tax withholding | −22,562 | $237.18 | $5.35M | 765,129 |
| Eugene Joseph Lowe III PRESIDENT AND CEO, Director | Feb 24, 2026 | Award | +14,619 | – | – | 787,691 |
| Mark A. Carano VP, CFO & TREASURER | Feb 24, 2026 | Tax withholding | −3,717 | $237.18 | $881.60K | 16,872 |
| Mark A. Carano VP, CFO & TREASURER | Feb 24, 2026 | Award | +2,408 | – | – | 20,589 |
| Wayne M. McLaren CHIEF ACCOUNTING OFFICER | Feb 24, 2026 | Award | +361 | – | – | 7,959 |
| Wayne M. McLaren CHIEF ACCOUNTING OFFICER | Feb 24, 2026 | Tax withholding | −534 | $237.18 | $126.65K | 7,425 |
| J. Randall Data PRES., HEATING AND GLOBAL OPER | Feb 24, 2026 | Tax withholding | −3,590 | $237.18 | $851.48K | 37,165 |
| J. Randall Data PRES., HEATING AND GLOBAL OPER | Feb 24, 2026 | Award | +2,735 | – | – | 40,755 |
| John William Swann III PRES., DETECTION & MEASUREMENT | Feb 24, 2026 | Tax withholding | −3,216 | $237.18 | $762.77K | 60,022 |
| John William Swann III PRES., DETECTION & MEASUREMENT | Feb 24, 2026 | Award | +2,580 | – | – | 63,238 |
| Sean McClenaghan PRESIDENT, HVAC SEGMENT | Feb 24, 2026 | Tax withholding | −2,834 | $237.18 | $672.17K | 24,168 |
| Sean McClenaghan PRESIDENT, HVAC SEGMENT | Feb 24, 2026 | Award | +2,580 | – | – | 27,002 |
| Mark A. Carano VP, CFO & TREASURER | Feb 2, 2026 | Tax withholding | −537 | $208.41 | $111.92K | 18,181 |
| Daniel Jay Whitman VP, GEN. COUNSEL & SECRETARY | Feb 1, 2026 | Award | +1,173 | – | – | 1,173 |
| Wayne M. McLaren CHIEF ACCOUNTING OFFICER | Dec 17, 2025 | Award | +118 | – | – | 7,598 |
| J. Randall Data PRES., HEATING AND GLOBAL OPER | Dec 11, 2025 | Sale | −500 | $216.11 | $108.06K | 38,634 |
| J. Randall Data PRES., HEATING AND GLOBAL OPER | Dec 11, 2025 | Sale | −10,486 | $215.25 | $2.26M | 39,134 |
| J. Randall Data PRES., HEATING AND GLOBAL OPER | Dec 11, 2025 | Sale | −314 | $217.20 | $68.20K | 38,320 |
| J. Randall Data PRES., HEATING AND GLOBAL OPER | Dec 11, 2025 | Sale | −300 | $218.51 | $65.55K | 38,020 |
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 |
|---|---|---|---|---|---|
| Eugene Joseph Lowe III Officer, Director | Mar 2, 2026 | 41,416 | $9.33M | Mar 2, 2026 | Option Granted - 03/01/2017 |
| J. Randall Data Officer | Dec 11, 2025 | 12,000 | $2.58M | Dec 11, 2025 | Restricted Stock Vesting |
| John William Swann III Officer | Nov 19, 2025 | 38,755 | $7.99M | Nov 19, 2025 | Restricted Stock Vesting |
| Puckett Rick Director | May 28, 2025 | 6,823 | $1.04M | May 28, 2025 | Director Grant |
| Eugene Joseph Lowe III Officer, Director | Feb 28, 2025 | 91,000 | $13.24M | Feb 28, 2025 | Options Granted - 03/02/2016 |
| John Webster Nurkin Former Officer Within 90 Days | Sep 19, 2024 | 7,805 | $1.26M | Sep 19, 2024 | Vested Restricted Shares |
| John Webster Nurkin Officer | Sep 16, 2024 | 11,735 | $1.80M | Sep 16, 2024 | Option Granted - 02/22/2018 |
| John Webster Nurkin Former Officer | Sep 13, 2024 | 11,232 | $1.70M | Sep 13, 2024 | Options Granted 02/21/2019 |
| John Webster Nurkin Former Officer | Sep 3, 2024 | 10,891 | $1.66M | Sep 3, 2024 | Option Granted 03/01/2021 |
| John Webster Nurkin Former Officer | Aug 30, 2024 | 9,417 | $1.50M | Aug 30, 2024 | Option Granted- 02/20/2020 |
| J. Randall Data Officer | Jun 24, 2024 | 39,412 | $5.67M | Jun 24, 2024 | Restricted Stock Vesting |
| John William Swann III Officer | Mar 20, 2024 | 32,325 | $3.80M | Mar 20, 2024 | Restricted Stock Vesting |
| Eugene Joseph Lowe III Officer, Director | Mar 4, 2024 | 35,000 | $4.04M | Mar 4, 2024 | Option Granted - 10/13/2015 |
| Eugene Joseph Lowe III Officer, Director | Mar 1, 2024 | 27,048 | $3.12M | Mar 1, 2024 | Option Granted 10/13/2015 |
| Eugene Joseph Lowe III Officer, Director | Feb 29, 2024 | 128,000 | $14.87M | Feb 29, 2024 | Options Granted 01/02/2015 |