Skylands Capital LLC Takes $863,000 Position in Mohawk Industries, Inc. $MHK

Skylands Capital LLC purchased a new position in shares of Mohawk Industries, Inc. (NYSE:MHK) during the 4th quarter, HoldingsChannel.com reports. The firm purchased 7,900 shares of the company’s stock, valued at approximately $863,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. AQR Capital Management LLC grew its holdings in Mohawk Industries by 73.9% during the 3rd quarter. AQR Capital Management LLC now owns 1,578,335 shares of the company’s stock worth $200,922,000 after acquiring an additional 670,601 shares during the last quarter. Steadfast Capital Management LP raised its stake in shares of Mohawk Industries by 96.3% during the third quarter. Steadfast Capital Management LP now owns 937,301 shares of the company’s stock valued at $120,837,000 after acquiring an additional 459,700 shares during the last quarter. ARGA Investment Management LP raised its stake in shares of Mohawk Industries by 1,508.1% during the third quarter. ARGA Investment Management LP now owns 488,741 shares of the company’s stock valued at $63,008,000 after acquiring an additional 458,349 shares during the last quarter. Candlestick Capital Management LP acquired a new position in shares of Mohawk Industries during the third quarter worth $53,320,000. Finally, Rakuten Investment Management Inc. bought a new stake in shares of Mohawk Industries in the third quarter worth $38,161,000. Institutional investors and hedge funds own 78.98% of the company’s stock.

Mohawk Industries News Roundup

Here are the key news stories impacting Mohawk Industries this week:

• Negative Sentiment: Zacks Research trimmed EPS estimates across multiple quarters and fiscal years (examples: Q2‑2026 to $2.63 from $2.65, Q4‑2026 to $2.07 from $2.08, FY‑2026 to $9.43 from $9.46, FY‑2027 to $10.87 from $10.91, FY‑2028 to $11.90 from $11.94) and retains a “Strong Sell” rating — a bearish analyst stance that may weigh on sentiment despite only small numeric cuts. Zacks Research cuts estimates for Mohawk (MarketBeat)

Analyst Ratings Changes

A number of analysts recently weighed in on the company. UBS Group restated a “neutral” rating and issued a $140.00 price objective on shares of Mohawk Industries in a report on Monday, February 16th. Wells Fargo & Company reduced their price target on Mohawk Industries from $125.00 to $105.00 and set an “equal weight” rating on the stock in a research report on Wednesday, April 8th. Robert W. Baird reissued a “neutral” rating and issued a $118.00 price target (down from $156.00) on shares of Mohawk Industries in a research note on Tuesday, April 21st. Weiss Ratings restated a “hold (c-)” rating on shares of Mohawk Industries in a research report on Wednesday, January 28th. Finally, Wall Street Zen cut Mohawk Industries from a “buy” rating to a “hold” rating in a report on Saturday, April 11th. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $130.18.

Mohawk Industries Price Performance

MHK stock opened at $107.77 on Tuesday. The company has a quick ratio of 1.21, a current ratio of 2.19 and a debt-to-equity ratio of 0.21. The firm has a market cap of $6.60 billion, a price-to-earnings ratio of 18.20, a PEG ratio of 2.14 and a beta of 1.24. The company’s fifty day simple moving average is $108.06 and its 200 day simple moving average is $113.63. Mohawk Industries, Inc. has a 12-month low of $94.56 and a 12-month high of $143.13.

Mohawk Industries (NYSE:MHK) last issued its quarterly earnings results on Thursday, February 12th. The company reported $2.00 earnings per share for the quarter, topping analysts’ consensus estimates of $1.98 by $0.02. Mohawk Industries had a return on equity of 6.80% and a net margin of 3.43%.The firm had revenue of $2.70 billion during the quarter, compared to the consensus estimate of $2.68 billion. During the same period last year, the business posted $1.95 EPS. The business’s revenue was up 2.4% compared to the same quarter last year. Mohawk Industries has set its Q1 2026 guidance at 1.750-1.850 EPS. On average, analysts expect that Mohawk Industries, Inc. will post 9.2 earnings per share for the current year.

Insider Buying and Selling

In other Mohawk Industries news, insider Suzanne L. Helen sold 3,000 shares of Mohawk Industries stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $97.80, for a total value of $293,400.00. Following the completion of the sale, the insider directly owned 53,893 shares in the company, valued at approximately $5,270,735.40. The trade was a 5.27% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders sold a total of 12,000 shares of company stock worth $1,246,336 over the last ninety days. Company insiders own 17.90% of the company’s stock.

Mohawk Industries Company Profile

Mohawk Industries, Inc is a global flooring manufacturer that designs, produces and distributes a broad range of floor covering products for both residential and commercial applications. Headquartered in Calhoun, Georgia, the company traces its roots to 1878 and has expanded through a series of strategic acquisitions and organic growth initiatives. Over the decades, Mohawk has built a vertically integrated platform encompassing yarn manufacturing, fiber production, wood and laminate finishing, and ceramic tile fabrication, enabling tight control over product quality and supply chain efficiency.

The company’s product portfolio includes residential and commercial carpet, ceramic and porcelain tile, laminate, wood and natural stone flooring, luxury vinyl, and innovative surface solutions.