Callan Family Office LLC Purchases Shares of 8,584 Hawkins, Inc. $HWKN

Callan Family Office LLC acquired a new position in shares of Hawkins, Inc. (NASDAQ:HWKN) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor acquired 8,584 shares of the specialty chemicals company’s stock, valued at approximately $1,568,000.

Several other hedge funds have also modified their holdings of the stock. AQR Capital Management LLC grew its holdings in Hawkins by 9.0% in the first quarter. AQR Capital Management LLC now owns 12,331 shares of the specialty chemicals company’s stock valued at $1,306,000 after purchasing an additional 1,017 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of Hawkins by 4.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 11,499 shares of the specialty chemicals company’s stock valued at $1,218,000 after purchasing an additional 494 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of Hawkins by 9.1% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 52,778 shares of the specialty chemicals company’s stock valued at $5,590,000 after buying an additional 4,400 shares during the period. Jane Street Group LLC grew its stake in shares of Hawkins by 83.2% during the 1st quarter. Jane Street Group LLC now owns 38,416 shares of the specialty chemicals company’s stock valued at $4,069,000 after buying an additional 17,447 shares during the period. Finally, Janney Montgomery Scott LLC acquired a new stake in shares of Hawkins during the 2nd quarter worth $250,000. 69.71% of the stock is owned by institutional investors and hedge funds.

Hawkins News Roundup

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

Wall Street Analyst Weigh In

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

Hawkins Trading Up 2.0%

NASDAQ:HWKN opened at $129.28 on Thursday. The business’s 50-day moving average is $144.47 and its two-hundred day moving average is $155.53. The company has a debt-to-equity ratio of 0.49, a current ratio of 2.35 and a quick ratio of 1.46. Hawkins, Inc. has a 12 month low of $98.30 and a 12 month high of $186.15. The firm has a market capitalization of $2.70 billion, a PE ratio of 32.73, a price-to-earnings-growth ratio of 2.01 and a beta of 0.86.

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

Hawkins Dividend Announcement

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

Hawkins 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.