Alliancebernstein L.P. 13F: Adds $3.4M to BWXT Stake

Alliancebernstein L.P. boosted its holdings in BWX Technologies, Inc. (NYSE:BWXT) by 15,931 shares, bringing its total to 580,229 shares as of the latest filing period. This move represents a 2.8% increase, with the stake now valued at about $123.3 million, according to the firm's recent Form 13F filing with the SEC.

What Changed in Alliancebernstein's BWX Technologies Position

Alliancebernstein added 15,931 shares to its existing position in BWX Technologies, marking a 2.8% increase. The fund now holds 580,229 shares, up from 564,298 shares previously, with the total investment valued at approximately $123.3 million.

Other Institutional Activity in BWX Technologies

Several other institutional investors also made changes to their BWX Technologies positions. BlackRock, Inc. grew its holdings by 247,420 shares, ending with 12,487,506 shares valued at about $2.55 billion, a 2.0% increase. Vanguard Portfolio Management LLC opened a new position with 4,891,237 shares worth $1.0 billion. Similarly, Vanguard Capital Management LLC initiated a stake with 4,094,093 shares valued at $837.2 million. State Street Corp increased its holdings by 150,765 shares to a total of 3,748,950 shares, valued at approximately $766.6 million, reflecting a 4.2% increase. JPMorgan Chase & Co added 540,879 shares, boosting its stake by 26.6% to 2,572,811 shares, valued at $492.9 million.

BWX Technologies, Inc. Stock Up 54.8%

Shares of NYSE:BWXT traded near $212.43 on Wednesday. BWX Technologies has a market cap of $19.2 billion, a P/E ratio of 55.85, and a forward P/E of 40.43. The stock's 52-week range is between $133.84 and $241.82, with a 50-day moving average of $208.22 and a 200-day moving average of $196.67. 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

BWX Technologies reported revenue of $3.38 billion, reflecting a growth of 26.1%. The company's net margin stands at 10.2%, with a return on equity of 29.0%. Earnings per share were $3.76. The next earnings announcement is expected on August 3, 2026.

Dividend

BWX Technologies offers an annual dividend rate of $1.04, yielding 0.51%. The dividend payout ratio is 27.2%.

Insider Buying and Selling at BWX Technologies, Inc.

Several insiders made small purchases of BWX Technologies shares on June 5, 2026. Melvin Leland bought 13 shares, Nicole Weyerhaeuser Piasecki acquired 7 shares, James Jaska purchased 24 shares, Jan Bertsch added 36 shares, Daniel Jablonsky bought 1 share, and Gerhard Burbach purchased 20 shares. These transactions were not part of any pre-arranged trading plans.

Analysts Set New Price Targets

On June 22, 2026, Seaport Global upgraded BWX Technologies to a 'buy' rating with a price target of $245. Deutsche Bank also upgraded the stock to 'buy' with a target of $255 on May 15, 2026. Truist Securities maintained a 'hold' rating with a $212 target on May 11, 2026. The consensus among analysts is a 'buy' recommendation, with a mean price target of $238.27 based on 12 analyst opinions.

About BWX Technologies

BWX Technologies, Inc., headquartered in Lynchburg, Virginia, is a leader in providing nuclear components and fuel. Operating in the aerospace and defense sector, the company serves both government and commercial customers. It manufactures naval nuclear reactors, precision components, and offers engineering services. Led by CEO Rex D. Geveden, BWX Technologies employs around 10,400 people.

Bottom Line

Alliancebernstein's increased stake in BWX Technologies signals continued interest in the company's potential within the aerospace and defense sector. With a significant market cap and strong earnings growth, BWX Technologies remains a key player in its industry. The 13F filing provides a backward-looking view of institutional confidence, while insiders and analysts show ongoing engagement with the stock.