New York State Common Retirement Fund Acquires 9,439 Shares of Hawkins, Inc. $HWKN

New York State Common Retirement Fund boosted its holdings in Hawkins, Inc. (NASDAQ:HWKN) by 137.5% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 16,302 shares of the specialty chemicals company’s stock after purchasing an additional 9,439 shares during the quarter. New York State Common Retirement Fund’s holdings in Hawkins were worth $2,979,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the business. TD Waterhouse Canada Inc. grew its stake in shares of Hawkins by 492.0% in the 3rd 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 during the last quarter. Truist Financial Corp bought a new stake in Hawkins in the third quarter worth $323,000. Parkside Financial Bank & Trust grew its stake in shares of Hawkins by 694.1% in the third quarter. Parkside Financial Bank & Trust now owns 405 shares of the specialty chemicals company’s stock worth $74,000 after acquiring an additional 354 shares during the last quarter. Strs Ohio grew its stake in shares of Hawkins by 355.6% in the third quarter. Strs Ohio now owns 4,100 shares of the specialty chemicals company’s stock worth $749,000 after acquiring an additional 3,200 shares during the last quarter. Finally, Covestor Ltd increased its holdings in shares of Hawkins by 103.6% during the third quarter. Covestor Ltd now owns 629 shares of the specialty chemicals company’s stock valued at $115,000 after acquiring an additional 320 shares in the last quarter. 69.71% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Hawkins

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

Hawkins Stock Performance

Shares of HWKN stock opened at $134.38 on Friday. The firm has a market capitalization of $2.81 billion, a PE ratio of 34.02, a P/E/G ratio of 2.84 and a beta of 0.86. The company has a 50 day moving average price of $144.54 and a 200-day moving average price of $155.13. Hawkins, Inc. has a 52 week low of $98.30 and a 52 week high of $186.15. The company has a quick ratio of 1.46, a current ratio of 2.35 and a debt-to-equity ratio of 0.49.

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

Hawkins Announces Dividend

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

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on HWKN shares. BWS Financial reiterated a “buy” rating and issued a $200.00 price target on shares of Hawkins in a research note on Thursday, January 29th. Zacks Research upgraded shares of Hawkins from a “strong sell” rating to a “hold” rating in a research note on Friday, January 2nd. Finally, Weiss Ratings cut 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 stock. Based on data from MarketBeat, Hawkins has a consensus rating of “Hold” and a consensus price target of $162.50.

Insider Buying and Selling

In other news, Director James A. Faulconbridge bought 1,500 shares of the stock in a transaction on Wednesday, February 4th. The shares were bought at an average price of $129.29 per share, with a total value of $193,935.00. Following the completion of the acquisition, the director owned 50,907 shares in the company, valued at $6,581,766.03. The trade was a 3.04% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company 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.