Select Equity Group, L.P. Adds $59M in BWX Technologies, Inc. ($BWXT)

Select Equity Group, L.P. has increased its stake in BWX Technologies, Inc. (NYSE: BWXT) by 68.9%, according to a recent filing. The firm added 296,311 shares, bringing its total holdings to 726,424 shares, valued at approximately $143.8 million. This information is based on the latest Form 13F filing with the SEC as of the reporting period.

What Changed in Select Equity Group's BWX Technologies Position

Select Equity Group significantly boosted its holdings in BWX Technologies by adding 296,311 shares. This increase brought its total position to 726,424 shares, a 68.9% rise from the previous count of 430,113 shares. The total value of these holdings is now approximately $143.8 million.

Other Institutional Activity in BWX Technologies

Several other institutional investors have also made changes to their positions in BWX Technologies. BlackRock, Inc. increased its holdings by 247,420 shares, ending with 12,487,506 shares worth about $2.55 billion. Vanguard Portfolio Management LLC added 4,891,237 shares, resulting in a total of 4,891,237 shares valued at $1 billion. State Street Corp grew its position by 150,765 shares to 3,748,950 shares, valued at $766.6 million. JPMorgan Chase & Co increased its holdings by 540,879 shares, reaching a total of 2,572,811 shares worth $492.9 million. Invesco Ltd., however, reduced its position by 45,585 shares, holding 2,522,532 shares valued at $515.8 million.

BWX Technologies Stock Snapshot

Shares of BWX Technologies (NYSE: BWXT) are trading near $197.97. The company has a market capitalization of $17.77 billion and a P/E ratio of 51.58. Its forward P/E is 37.34, with a beta of 0.734, indicating lower volatility compared to the market. The stock's 52-week range is between $133.84 and $241.82. It has a 50-day moving average of $209.35 and a 200-day moving average of $196.09. The company maintains a current ratio of 2.40 and a quick ratio of 2.24, with a debt-to-equity ratio of 157.62.

Recent Earnings

In its latest earnings report, BWX Technologies posted revenue of $3.38 billion, marking a growth of 26.1%. The company achieved a net margin of 10.2% and a return on equity of 29.03%. Earnings per share stood at $3.76. The next earnings release is scheduled for August 3, 2026.

Dividend

BWX Technologies offers an annual dividend rate of $1.04, yielding 0.54%. The dividend payout ratio is 27.2%.

Insider Buying and Selling at BWX Technologies, Inc.

Recent insider activity at BWX Technologies includes several small purchases. On June 5, 2026, insiders Melvin Leland, Nicole Weyerhaeuser Piasecki, James Jaska, Jan Bertsch, Daniel Jablonsky, and Gerhard Burbach each bought a modest number of shares, ranging from 1 to 36 shares.

Analysts Set New Price Targets

On May 15, 2026, Deutsche Bank upgraded BWX Technologies to a 'buy' rating with a price target of $255. Truist Securities maintained a 'hold' rating with a $212 target on May 11, 2026. Wells Fargo initiated coverage with a 'sell' rating and a $200 target on April 1, 2026. The consensus among analysts is a 'buy' rating, with a mean price target of $238.27 based on 12 analyst opinions.

About BWX Technologies

BWX Technologies, Inc., headquartered in Lynchburg, Virginia, specializes in manufacturing nuclear components for government and commercial use. The company operates in the aerospace and defense industry, producing precision naval nuclear reactors and components, nuclear fuel, and other critical nuclear-related products. It also provides engineering services and supports nuclear power plant operations. Led by CEO Rex D. Geveden, BWX Technologies employs approximately 10,400 people.

Bottom Line

Select Equity Group's substantial increase in its BWX Technologies holdings reflects confidence in the company's performance and potential. Investors often track these filings to gauge institutional sentiment. Keep in mind that 13F filings are historical and may not indicate current positions.