New York State Common Retirement Fund Boosts Holdings in Hawkins, Inc. $HWKN

New York State Common Retirement Fund increased its holdings in Hawkins, Inc. (NASDAQ:HWKN) by 137.5% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 16,302 shares of the specialty chemicals company’s stock after purchasing an additional 9,439 shares during the period. New York State Common Retirement Fund owned approximately 0.08% of Hawkins worth $2,979,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Franklin Resources Inc. lifted its stake in Hawkins by 0.4% in the second quarter. Franklin Resources Inc. now owns 21,017 shares of the specialty chemicals company’s stock worth $2,987,000 after purchasing an additional 76 shares during the last quarter. Nisa Investment Advisors LLC increased its holdings in shares of Hawkins by 8.4% in the third quarter. Nisa Investment Advisors LLC now owns 1,070 shares of the specialty chemicals company’s stock worth $196,000 after buying an additional 83 shares during the period. Focus Financial Network Inc. lifted its stake in shares of Hawkins by 3.8% in the 3rd quarter. Focus Financial Network Inc. now owns 2,283 shares of the specialty chemicals company’s stock valued at $417,000 after acquiring an additional 84 shares during the last quarter. State of Alaska Department of Revenue boosted its holdings in Hawkins by 0.8% during the 3rd quarter. State of Alaska Department of Revenue now owns 11,360 shares of the specialty chemicals company’s stock valued at $2,075,000 after acquiring an additional 90 shares during the period. Finally, Teacher Retirement System of Texas grew its position in Hawkins by 4.0% during the 2nd quarter. Teacher Retirement System of Texas now owns 3,019 shares of the specialty chemicals company’s stock worth $429,000 after acquiring an additional 115 shares during the last quarter. Institutional investors own 69.71% of the company’s stock.

Hawkins News Summary

Here are the key news stories impacting Hawkins this week:

• Positive Sentiment: Director James A. Faulconbridge increased his stake, purchasing 1,500 shares at an average $129.29 (total ~$193,935), bringing his holdings to ~50,907 shares (worth ~ $6.58M). Insider buying by a director is typically viewed as a confidence signal and likely helped lift the stock. Top Insider Just Made a Big Bet on This Under-the-Radar Company SEC Form 4
• Neutral Sentiment: Reported short interest shows 0 shares and a 0.0 days-to-cover ratio — this appears to be a reporting artifact or a very low short interest reading. Low/zero short interest reduces short-squeeze risk but offers limited directional insight. (Source: market data entry)
• Negative Sentiment: Sidoti (coverage) trimmed its FY2027 EPS estimate for Hawkins from $5.10 to $4.60 and published a cautious near-term view; the firm projects FY2028 at $5.10 and Q3 2028 at $1.01. Analyst downgrades can pressure the stock by lowering near-term expectations and investor sentiment. Sidoti Csr Has Pessimistic View of Hawkins FY2026 Earnings

Wall Street Analysts Forecast Growth

Several analysts have weighed in on HWKN shares. Zacks Research upgraded Hawkins from a “strong sell” rating to a “hold” rating in a research report on Friday, January 2nd. Weiss Ratings downgraded shares of Hawkins from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, January 12th. Finally, BWS Financial reissued a “buy” rating and set a $200.00 price target on shares of Hawkins in a research report on Thursday, January 29th. Two investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $162.50.

Hawkins Stock Performance

NASDAQ:HWKN opened at $134.38 on Friday. The company has a quick ratio of 1.46, a current ratio of 2.35 and a debt-to-equity ratio of 0.49. The firm’s fifty day simple moving average is $144.54 and its 200 day simple moving average is $155.13. The stock has a market cap of $2.81 billion, a P/E ratio of 34.02, a price-to-earnings-growth ratio of 2.84 and a beta of 0.86. Hawkins, Inc. has a twelve month low of $98.30 and a twelve month high of $186.15.

Hawkins (NASDAQ:HWKN) last posted its earnings results on Wednesday, January 28th. The specialty chemicals company reported $0.72 EPS for the quarter, missing the consensus estimate of $0.75 by ($0.03). Hawkins had a return on equity of 16.85% and a net margin of 7.75%.The company had revenue of $244.08 million during the quarter, compared to analysts’ expectations of $252.51 million. As a group, research analysts predict that Hawkins, Inc. will post 4 EPS for the current year.

Hawkins Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be issued a dividend of $0.19 per share. The ex-dividend date is Friday, February 13th. This represents a $0.76 dividend on an annualized basis and a dividend yield of 0.6%. Hawkins’s dividend payout ratio is 19.24%.

Insider Activity

In other news, Director James A. Faulconbridge purchased 1,500 shares of the company’s stock in a transaction that occurred on Wednesday, February 4th. The shares were bought at an average cost of $129.29 per share, for a total transaction of $193,935.00. Following the completion of the transaction, the director directly owned 50,907 shares of the company’s stock, valued at $6,581,766.03. This trade represents a 3.04% increase in their position. The acquisition was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 4.10% of the company’s stock.

Hawkins Company Profile

Hawkins, Inc (NASDAQ: HWKN) is a specialty chemical company that produces and distributes water-treatment and industrial chemicals across North America. Founded in 1938 and headquartered in Roseville, Minnesota, the company has built a network of manufacturing facilities and distribution centers that serve municipal, industrial and commercial customers. As a publicly traded entity, Hawkins leverages its long-standing presence in the chemical distribution industry to provide tailored solutions for complex water-treatment challenges and specialty chemical needs.

Hawkins’ product portfolio encompasses a wide range of chemicals, including sodium hypochlorite, sodium hydroxide, hydrogen peroxide, chlorine, acids and specialty blends.