Thrivent Financial for Lutherans Has $11.77 Million Position in Hawkins, Inc. $HWKN

Thrivent Financial for Lutherans cut its position in Hawkins, Inc. (NASDAQ:HWKN) by 11.0% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 64,411 shares of the specialty chemicals company’s stock after selling 7,985 shares during the period. Thrivent Financial for Lutherans’ holdings in Hawkins were worth $11,769,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently added to or reduced their stakes in the company. AlphaQuest LLC lifted its holdings in shares of Hawkins by 15.4% during the third quarter. AlphaQuest LLC now owns 2,207 shares of the specialty chemicals company’s stock worth $403,000 after buying an additional 294 shares in the last quarter. New York State Common Retirement Fund boosted its stake in shares of Hawkins by 137.5% in the third quarter. New York State Common Retirement Fund now owns 16,302 shares of the specialty chemicals company’s stock valued at $2,979,000 after buying an additional 9,439 shares during the period. TD Waterhouse Canada Inc. grew its position in Hawkins by 492.0% during the third quarter. TD Waterhouse Canada Inc. now owns 592 shares of the specialty chemicals company’s stock worth $106,000 after buying an additional 492 shares in the last quarter. Truist Financial Corp acquired a new position in Hawkins in the 3rd quarter valued at $323,000. Finally, Parkside Financial Bank & Trust raised its holdings in Hawkins by 694.1% in the 3rd quarter. Parkside Financial Bank & Trust now owns 405 shares of the specialty chemicals company’s stock valued at $74,000 after acquiring an additional 354 shares in the last quarter. Institutional investors own 69.71% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on HWKN. BWS Financial restated a “buy” rating and issued a $200.00 price target on shares of Hawkins in a research report on Thursday, January 29th. Zacks Research raised shares of Hawkins from a “strong sell” rating to a “hold” rating in a report on Friday, January 2nd. Finally, Weiss Ratings downgraded shares of Hawkins from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, January 12th. Two research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, Hawkins currently has a consensus rating of “Hold” and an average price target of $162.50.

Hawkins Stock Up 2.0%

Shares of NASDAQ HWKN opened at $129.28 on Thursday. The company has a market cap of $2.70 billion, a price-to-earnings ratio of 32.73, a PEG ratio of 2.01 and a beta of 0.86. The company has a current ratio of 2.35, a quick ratio of 1.46 and a debt-to-equity ratio of 0.49. Hawkins, Inc. has a 12 month low of $98.30 and a 12 month high of $186.15. The stock has a 50-day moving average price of $144.47 and a two-hundred day moving average price of $155.53.

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

Hawkins Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Stockholders 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 annualized dividend and a dividend yield of 0.6%. Hawkins’s dividend payout ratio is 19.24%.

Hawkins News Summary

Here are the key news stories impacting Hawkins this week:

• Positive Sentiment: Hawkins announced a milestone for its WaterSurplus NanoStack membranes, a product development that supports revenue diversification in water-treatment solutions and could drive future sales growth and margin improvement. Hawkins, Inc. Announces Milestone for its WaterSurplus NanoStack Membranes
• Neutral Sentiment: A Zacks comparison piece examines Hawkins vs. Novozymes (NVZMY) for value investors. Coverage like this can increase investor attention and trading volume but doesn’t directly change fundamentals. NVZMY vs. HWKN: Which Stock Is the Better Value Option?
• Negative Sentiment: Sidoti Csr cut multiple near‑term EPS forecasts for Hawkins (Q4 2026, Q1–Q4 2027, Q1–Q2 2028 and FY2026), lowering its FY2026 view from $4.30 to $4.05 and trimming several quarter-level estimates — signalling softer near‑term earnings visibility. This analyst downdraft is a headwind for the stock until the company demonstrates consistent revenue/earnings upside. (Sidoti coverage reported via MarketBeat.) MarketBeat HWKN Coverage

About Hawkins

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.