Sidoti Issues Pessimistic Outlook for Hawkins Earnings

Hawkins, Inc. (NASDAQ:HWKN) – Investment analysts at Sidoti decreased their Q4 2028 earnings estimates for Hawkins in a report issued on Tuesday, August 4th. Sidoti analyst D. Harriman now forecasts that the specialty chemicals company will post earnings of $1.02 per share for the quarter, down from their previous estimate of $1.25. The consensus estimate for Hawkins’ current full-year earnings is $4.04 per share.

Hawkins (NASDAQ:HWKN) last released its quarterly earnings data on Wednesday, July 29th. The specialty chemicals company reported $1.35 EPS for the quarter, missing the consensus estimate of $1.39 by ($0.04). Hawkins had a net margin of 7.29% and a return on equity of 15.42%. The business had revenue of $315.68 million for the quarter, compared to the consensus estimate of $313.42 million.

Several other brokerages have also recently weighed in on HWKN. BWS Financial reissued a “buy” rating and set a $200.00 price objective on shares of Hawkins in a research note on Monday. Zacks Research cut Hawkins from a “hold” rating to a “strong sell” rating in a report on Tuesday. Weiss Ratings downgraded Hawkins from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, July 14th. Finally, Barclays set a $142.00 price target on Hawkins and gave the company an “equal weight” rating in a report on Friday, July 31st. One analyst has rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Hawkins presently has an average rating of “Hold” and an average target price of $171.00.

Hawkins Stock Up 1.2%

Shares of NASDAQ:HWKN opened at $135.29 on Thursday. The company has a current ratio of 2.27, a quick ratio of 1.54 and a debt-to-equity ratio of 0.45. Hawkins has a 12 month low of $117.98 and a 12 month high of $186.15. The company has a 50-day moving average price of $147.18 and a 200 day moving average price of $149.48. The company has a market cap of $2.82 billion, a price-to-earnings ratio of 35.05, a PEG ratio of 2.54 and a beta of 0.79.

Hedge Funds Weigh In On Hawkins

A number of large investors have recently bought and sold shares of HWKN. Values First Advisors Inc. raised its position in Hawkins by 0.8% during the first quarter. Values First Advisors Inc. now owns 9,855 shares of the specialty chemicals company’s stock valued at $1,514,000 after acquiring an additional 79 shares in the last quarter. Truist Financial Corp boosted its position in Hawkins by 4.7% in the 4th quarter. Truist Financial Corp now owns 1,852 shares of the specialty chemicals company’s stock worth $263,000 after purchasing an additional 83 shares in the last quarter. Farther Finance Advisors LLC boosted its position in Hawkins by 0.6% in the 4th quarter. Farther Finance Advisors LLC now owns 15,090 shares of the specialty chemicals company’s stock worth $2,144,000 after purchasing an additional 88 shares in the last quarter. ProShare Advisors LLC grew its stake in shares of Hawkins by 3.0% during the 4th quarter. ProShare Advisors LLC now owns 3,815 shares of the specialty chemicals company’s stock worth $542,000 after purchasing an additional 112 shares during the period. Finally, Quantinno Capital Management LP grew its stake in shares of Hawkins by 0.9% during the 2nd quarter. Quantinno Capital Management LP now owns 13,618 shares of the specialty chemicals company’s stock worth $1,935,000 after purchasing an additional 124 shares during the period. Hedge funds and other institutional investors own 69.71% of the company’s stock.

Hawkins Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Friday, August 14th will be issued a $0.19 dividend. This represents a $0.76 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Friday, August 14th. Hawkins’s dividend payout ratio is presently 20.73%.

Hawkins News Summary

Here are the key news stories impacting Hawkins this week:

• Positive Sentiment: Sidoti raised its Q2 2027 EPS estimate to $1.26 from $1.25, and increased its Q1 2028 forecast to $1.57 from $1.55. The firm also lifted its Q2 2028 estimate to $1.48 from $1.45.
• Neutral Sentiment: Sidoti currently projects FY2027 EPS of $4.20 and FY2028 EPS of $5.00. These forecasts provide a benchmark for future performance, but the estimates remain subject to changes in specialty-chemical demand, pricing and operating costs.
• Negative Sentiment: Sidoti cut its FY2027 EPS estimate to $4.20 from $4.45 and reduced its FY2028 forecast to $5.00 from $5.35. The firm also lowered estimates for Q3 2027 to $0.76 from $0.90, Q4 2027 to $0.82 from $0.95, Q3 2028 to $0.93 from $1.10 and Q4 2028 to $1.02 from $1.25.
• Negative Sentiment: The revisions follow Hawkins’ latest quarterly report, in which EPS of $1.35 missed the $1.39 consensus estimate, although revenue exceeded expectations. With the stock trading below its 50-day and 200-day moving averages and carrying a relatively elevated P/E ratio near 35, downward earnings revisions could limit enthusiasm despite the modest positive quarterly changes.

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.