Bull Harbor Capital LLC Purchases Shares of 2,214 Woodward, Inc. $WWD

Bull Harbor Capital LLC purchased a new position in shares of Woodward, Inc. (NASDAQ:WWD) in the first quarter, according to its most recent filing with the SEC. The firm purchased 2,214 shares of the technology company’s stock, valued at approximately $792,000.

Other hedge funds have also recently made changes to their positions in the company. Norges Bank acquired a new stake in Woodward during the fourth quarter worth approximately $251,365,000. Invesco Ltd. lifted its stake in Woodward by 122.0% in the third quarter. Invesco Ltd. now owns 905,578 shares of the technology company’s stock valued at $228,849,000 after buying an additional 497,722 shares during the period. Findlay Park Partners LLP lifted its stake in Woodward by 136.2% in the fourth quarter. Findlay Park Partners LLP now owns 686,200 shares of the technology company’s stock valued at $207,452,000 after buying an additional 395,726 shares during the period. Artisan Partners Limited Partnership boosted its holdings in shares of Woodward by 45.7% during the 4th quarter. Artisan Partners Limited Partnership now owns 1,065,294 shares of the technology company’s stock worth $322,060,000 after buying an additional 334,333 shares in the last quarter. Finally, Two Sigma Investments LP grew its position in shares of Woodward by 1,086.9% during the 3rd quarter. Two Sigma Investments LP now owns 330,514 shares of the technology company’s stock worth $83,524,000 after buying an additional 302,666 shares during the period. 81.18% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on WWD. Zacks Research upgraded shares of Woodward from a “hold” rating to a “strong-buy” rating in a research note on Monday, June 29th. Susquehanna assumed coverage on shares of Woodward in a research note on Tuesday, May 26th. They set a “positive” rating and a $423.00 target price on the stock. Wall Street Zen cut shares of Woodward from a “strong-buy” rating to a “buy” rating in a report on Saturday, May 9th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Woodward in a research note on Friday, July 17th. Finally, UBS Group upped their price objective on shares of Woodward from $427.00 to $429.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $393.83.

Insiders Place Their Bets

In other news, Director Daniel G. Korte sold 14,700 shares of Woodward stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $356.05, for a total transaction of $5,233,935.00. Following the completion of the transaction, the director directly owned 4,434 shares in the company, valued at $1,578,725.70. This trade represents a 76.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Karrie M. Bem sold 280 shares of the business’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $372.66, for a total transaction of $104,344.80. Following the sale, the executive vice president directly owned 4,297 shares of the company’s stock, valued at approximately $1,601,320.02. The trade was a 6.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 15,629 shares of company stock worth $5,570,005 over the last ninety days. Insiders own 0.71% of the company’s stock.

Woodward News Roundup

Here are the key news stories impacting Woodward this week:

• Positive Sentiment: Third-quarter results exceeded expectations: Woodward reported adjusted earnings of $2.52 per share, above the roughly $2.39–$2.44 analyst estimates and up from $1.76 a year earlier. Revenue rose 21.2% year over year to $1.11 billion, in line with expectations. Woodward Reports Third Quarter Fiscal Year 2026 Results
• Positive Sentiment: Growth was broad-based: Aerospace and industrial demand, higher volume, and pricing supported the quarter, while adjusted earnings increased 43.2%. The performance gives investors evidence of continued operating momentum. WWD Q3 Earnings Beat on Aerospace and Industrial Strength
• Positive Sentiment: Fiscal 2026 earnings guidance was raised to adjusted EPS of $9.30–$9.50, broadly consistent with the $9.40 consensus estimate. Woodward also projected approximately $4.3–$4.4 billion in revenue. Woodward Fiscal Q3 Adjusted Earnings, Revenue Rise; Lifts Fiscal 2026 Adjusted Earnings Guidance
• Neutral Sentiment: RBC Capital maintained its Buy/Outperform rating, supporting the view that analysts remain constructive on Woodward’s longer-term prospects. RBC Capital Sticks to Their Buy Rating for Woodward
• Negative Sentiment: The key pressure is the aerospace outlook: coverage indicates the outlook was narrowed, raising concerns that aerospace growth may moderate even as current results remain strong. With WWD trading at a relatively elevated earnings multiple, investors may be demanding more substantial forward growth. Woodward’s Shares Fall as Aerospace Outlook Narrows
• Negative Sentiment: Woodward’s plan to require approximately 1,000 fewer hires by 2029 may improve efficiency and margins, but it also signals a more cautious approach to workforce expansion and could reinforce concerns about future demand. Woodward Raises 2026 Adjusted EPS View

Woodward Trading Down 7.6%

NASDAQ WWD opened at $356.28 on Friday. The company has a market cap of $21.23 billion, a price-to-earnings ratio of 39.63, a P/E/G ratio of 2.30 and a beta of 0.86. Woodward, Inc. has a 52 week low of $233.31 and a 52 week high of $450.92. The business has a 50 day moving average price of $395.42 and a 200-day moving average price of $377.35. The company has a quick ratio of 1.19, a current ratio of 1.73 and a debt-to-equity ratio of 0.18.

Woodward (NASDAQ:WWD) last issued its earnings results on Wednesday, July 29th. The technology company reported $2.52 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.44 by $0.08. Woodward had a return on equity of 21.71% and a net margin of 13.17%.The company had revenue of $1.11 billion for the quarter, compared to analysts’ expectations of $1.11 billion. During the same period last year, the business earned $1.76 EPS. Woodward’s quarterly revenue was up 21.2% compared to the same quarter last year. Woodward has set its FY 2026 guidance at 9.300-9.500 EPS. As a group, equities analysts expect that Woodward, Inc. will post 9.34 earnings per share for the current fiscal year.

Woodward Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Thursday, August 20th will be paid a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend is Thursday, August 20th. Woodward’s dividend payout ratio (DPR) is 15.33%.

Woodward Company Profile

Woodward, Inc (NASDAQ: WWD) is a global leader in the design, manufacture and service of control systems and components for the aerospace and industrial markets. Founded in 1870 and headquartered in Fort Collins, Colorado, the company specializes in motion control, fuel systems, actuation, and digital control solutions. Its offerings enable precision management of flow, pressure and motion in critical applications ranging from aircraft engines and power turbines to hydraulic systems.

Woodward’s product portfolio is organized into two primary segments: Aerospace and Industrial.