Candriam S.C.A. Has $2.43 Million Stock Position in Curtiss-Wright Corporation $CW

Candriam S.C.A. grew its position in Curtiss-Wright Corporation (NYSE:CW) by 202.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,478 shares of the aerospace company’s stock after purchasing an additional 2,998 shares during the period. Candriam S.C.A.’s holdings in Curtiss-Wright were worth $2,431,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. BI Asset Management Fondsmaeglerselskab A S bought a new position in Curtiss-Wright during the third quarter valued at about $2,781,000. Edmond DE Rothschild Holding S.A. lifted its stake in shares of Curtiss-Wright by 108.0% in the second quarter. Edmond DE Rothschild Holding S.A. now owns 2,336 shares of the aerospace company’s stock worth $1,141,000 after buying an additional 1,213 shares during the last quarter. Inscription Capital LLC raised its holdings in Curtiss-Wright by 248.3% in the 3rd quarter. Inscription Capital LLC now owns 2,553 shares of the aerospace company’s stock worth $1,386,000 after acquiring an additional 1,820 shares during the period. Creative Planning grew its position in shares of Curtiss-Wright by 30.4% in the second quarter. Creative Planning now owns 5,572 shares of the aerospace company’s stock valued at $2,722,000 after purchasing an additional 1,300 shares during the last quarter. Finally, Baird Financial Group Inc. lifted its position in shares of Curtiss-Wright by 914.7% during the 2nd quarter. Baird Financial Group Inc. now owns 20,679 shares of the aerospace company’s stock worth $10,103,000 after purchasing an additional 18,641 shares during the last quarter. Institutional investors own 82.71% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently weighed in on CW. Morgan Stanley reissued an “overweight” rating and issued a $660.00 price objective on shares of Curtiss-Wright in a research report on Tuesday, December 16th. Citigroup increased their price target on shares of Curtiss-Wright from $607.00 to $661.00 and gave the company a “neutral” rating in a report on Tuesday, January 13th. Truist Financial set a $603.00 price objective on shares of Curtiss-Wright in a report on Friday, January 9th. Stifel Nicolaus set a $625.00 target price on shares of Curtiss-Wright in a research note on Friday, January 23rd. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Curtiss-Wright in a research report on Monday, December 22nd. Four equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $612.33.

Key Headlines Impacting Curtiss-Wright

Here are the key news stories impacting Curtiss-Wright this week:

• Positive Sentiment: Q4 beat — Curtiss‑Wright reported Q4 EPS of $3.79 vs. consensus $3.66 and revenue of $946.98M vs. ~$890M consensus; revenue was up ~14.9% YoY, showing strong operational momentum. Curtiss‑Wright tops estimates on Q4 revenue and profit
• Positive Sentiment: Bullish FY‑2026 guidance — management set EPS guidance of $14.70–$15.15 (above consensus ~$14.60) and revenue guidance of $3.7–$3.8B (above consensus ~$3.6B), signaling expectations for continued top‑line growth and margin expansion next year. Press Release: Full‑Year 2026 Outlook
• Positive Sentiment: Record FY25 and strong cash flow — the company said FY25 delivered record sales, profitability, EPS, free cash flow and orders and expects another record year in 2026, supporting confidence in execution and balance‑sheet strength. Press Release: Record FY25 Results
• Neutral Sentiment: Earnings call/transcript available for detail — management commentary and the slide deck may provide insight on backlog, margin drivers and capital allocation; read the transcript for execution/segment color. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Broader coverage/snapshots — multiple outlets (Zacks, Yahoo, MarketBeat) summarized the quarter and key metrics; these provide quick checklists but no new surprises beyond the beat and guidance. Zacks: Q4 results summary
• Negative Sentiment: Valuation risk — shares trade at a rich multiple (P/E ~55, PEG ~2.9) after the run‑up; high valuation raises the bar for continued upside and increases sensitivity to execution or macro misses.

Curtiss-Wright Trading Up 6.3%

Shares of CW stock opened at $673.98 on Friday. The firm has a fifty day moving average of $604.81 and a 200-day moving average of $554.77. The stock has a market cap of $24.86 billion, a price-to-earnings ratio of 52.37, a P/E/G ratio of 2.89 and a beta of 0.93. Curtiss-Wright Corporation has a 52-week low of $266.88 and a 52-week high of $709.99. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.17 and a current ratio of 1.75.

Curtiss-Wright (NYSE:CW) last posted its earnings results on Wednesday, February 11th. The aerospace company reported $3.79 earnings per share for the quarter, beating analysts’ consensus estimates of $3.66 by $0.13. The business had revenue of $946.98 million for the quarter, compared to analysts’ expectations of $890.14 million. Curtiss-Wright had a net margin of 13.84% and a return on equity of 19.16%. The firm’s revenue for the quarter was up 14.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.27 earnings per share. On average, equities research analysts forecast that Curtiss-Wright Corporation will post 12.32 earnings per share for the current fiscal year.

Curtiss-Wright Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, April 13th. Investors of record on Thursday, March 26th will be paid a $0.24 dividend. The ex-dividend date of this dividend is Thursday, March 26th. This represents a $0.96 annualized dividend and a yield of 0.1%. Curtiss-Wright’s payout ratio is currently 7.82%.

Insider Transactions at Curtiss-Wright

In other Curtiss-Wright news, COO Kevin Rayment sold 2,634 shares of the stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $626.33, for a total transaction of $1,649,753.22. Following the completion of the transaction, the chief operating officer directly owned 29,896 shares in the company, valued at $18,724,761.68. This represents a 8.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO K Christopher Farkas sold 2,665 shares of Curtiss-Wright stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $626.33, for a total value of $1,669,169.45. Following the transaction, the chief financial officer directly owned 7,358 shares of the company’s stock, valued at approximately $4,608,536.14. The trade was a 26.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 17,269 shares of company stock valued at $10,797,098. 0.55% of the stock is owned by insiders.

About Curtiss-Wright

Curtiss-Wright Corporation (NYSE: CW) is a diversified, global engineering company that designs, manufactures and services highly engineered products and integrated systems for the aerospace, defense, and industrial markets. Its offerings span a range of electromechanical, motion control and flow control technologies, including flight control and actuation systems, sensors and avionics components, pumps and valves, power conversion and heat exchangers, and platform integration solutions for marine and ground systems.