HAWKINS, INC.
In the published model solve dated 2026-Q2, anchored at $138.58, HAWKINS, INC. (HWKN) is priced for +20.4% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• Hawkins has quietly turned a regional chemical distributor into a water-treatment roll-up, and the Water Treatment segment now drives the story, with segment sales up 22% to $543.3 million in fiscal 2026 on the back of the $149.9 million WaterSurplus deal and a string of smaller tuck-ins. • The biggest near-term risk is the cost of that growth: diluted EPS slipped to $3.91 in fiscal 2026 from the prior year, pulled down by roughly $4.4 million of added amortization, interest expense, and earno
Is HWKN overvalued? See what's priced in →
303 institutional managers reported holding HWKN in 13F filings for the quarter ended 2026-03-31. Together they hold about 78% of the company; the top 10 hold 47%. 41 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 1.1M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (9.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
HWKN has cut its share count 1.4% over the past five years, spending $43.65M on repurchases. It pays a dividend, and has paid one every year in our records (16 and counting); the current rate is $0.75 a share annually. Cash returned over the past three years: $40.38M in dividends and $31.95M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at HWKN over the trailing three years: 2024: 15 buys totaling $966k; 2025: 1 buy totaling $201k; 2026: 2 buys totaling $389k. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
HWKN's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | +7.1% | +19.3% |
| 2023-11-02 | -5.1% | +23.6% |
| 2024-02-01 | -10.2% | +24.2% |
| 2024-05-16 | +9.4% | +25.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
HWKN's latest 8-K filings: 2026-07-29 (items 2.02); 2026-05-19 (items 5.02); 2026-05-13 (items 2.02); 2026-01-28 (items 2.02); 2025-12-19 (items 5.02).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.