Northcape Wealth Management LLC Makes New $3.04 Million Investment in Woodward, Inc. $WWD

Northcape Wealth Management LLC acquired a new stake in Woodward, Inc. (NASDAQ:WWD) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 7,134 shares of the technology company’s stock, valued at approximately $3,035,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Accel Wealth Management grew its position in Woodward by 3.2% in the 2nd quarter. Accel Wealth Management now owns 963 shares of the technology company’s stock valued at $410,000 after purchasing an additional 30 shares during the period. NewEdge Advisors LLC increased its stake in Woodward by 1.5% during the 1st quarter. NewEdge Advisors LLC now owns 2,059 shares of the technology company’s stock valued at $737,000 after purchasing an additional 31 shares in the last quarter. Bessemer Group Inc. increased its stake in Woodward by 3.1% during the 1st quarter. Bessemer Group Inc. now owns 1,116 shares of the technology company’s stock valued at $399,000 after purchasing an additional 34 shares in the last quarter. Meeder Advisory Services Inc. raised its holdings in Woodward by 5.4% during the first quarter. Meeder Advisory Services Inc. now owns 758 shares of the technology company’s stock worth $271,000 after buying an additional 39 shares during the last quarter. Finally, Quadrant Capital Group LLC raised its holdings in Woodward by 1.5% during the third quarter. Quadrant Capital Group LLC now owns 3,327 shares of the technology company’s stock worth $841,000 after buying an additional 48 shares during the last quarter. Institutional investors own 81.18% of the company’s stock.

Key Woodward News

Here are the key news stories impacting Woodward this week:

• Positive Sentiment: Zacks increased its FY2026 EPS estimate to $9.46 from $9.18, FY2027 to $10.35 from $10.30, and FY2028 to $12.00 from $11.55. Estimates were also raised for Q4 2026, Q1 and Q2 2027, and Q1 and Q2 2028, signaling improved expectations for Woodward’s longer-term earnings growth. Woodward analyst estimates
• Neutral Sentiment: Zacks kept a “Hold” rating on Woodward. The current full-year consensus EPS estimate remains $9.46, suggesting the estimate increases have not yet translated into a stronger overall analyst stance. Woodward analyst rating
• Negative Sentiment: Zacks reduced its Q3 2027 EPS estimate to $2.77 from $2.82, its Q4 2027 estimate to $2.77 from $2.86, and its Q3 2028 estimate to $3.24 from $3.27. These quarterly cuts may be weighing on sentiment, particularly with the stock trading at a relatively elevated valuation of about 40 times earnings. Woodward revised quarterly estimates

Insider Buying and Selling at Woodward

In related news, EVP Shawn M. Mclevige sold 2,150 shares of the business’s stock in a transaction dated Friday, July 31st. The shares were sold at an average price of $356.82, for a total value of $767,163.00. Following the transaction, the executive vice president directly owned 3,098 shares of the company’s stock, valued at approximately $1,105,428.36. The trade was a 40.97% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Daniel G. Korte sold 14,700 shares of the business’s stock in a transaction dated Thursday, June 4th. The stock was 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 SEC filing for this sale provides additional information. Company insiders own 0.71% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on WWD shares. Royal Bank Of Canada reduced their price objective on shares of Woodward from $450.00 to $430.00 and set an “outperform” rating for the company in a report on Thursday, July 30th. Weiss Ratings restated a “buy (b)” rating on shares of Woodward in a report on Friday, July 17th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $470.00 price target on shares of Woodward in a research report on Friday, May 1st. UBS Group lifted their price target on Woodward from $427.00 to $429.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Finally, Susquehanna began coverage on Woodward in a report on Tuesday, May 26th. They set a “positive” rating and a $423.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $419.00.

Woodward Price Performance

Shares of NASDAQ WWD opened at $359.95 on Thursday. Woodward, Inc. has a twelve month low of $233.31 and a twelve month high of $450.92. The stock’s 50 day moving average price is $397.65 and its 200-day moving average price is $380.75. The company has a market capitalization of $21.26 billion, a PE ratio of 40.04, a PEG ratio of 2.15 and a beta of 0.88. The company has a quick ratio of 1.14, a current ratio of 1.65 and a debt-to-equity ratio of 0.25.

Woodward (NASDAQ:WWD) last released its earnings results on Wednesday, July 29th. The technology company reported $2.52 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.44 by $0.08. The company had revenue of $1.11 billion during the quarter, compared to analyst estimates of $1.11 billion. Woodward had a return on equity of 21.89% and a net margin of 13.17%.Woodward’s quarterly revenue was up 21.2% on a year-over-year basis. During the same period in the prior year, the company posted $1.76 earnings per share. Woodward has set its FY 2026 guidance at 9.300-9.500 EPS. On average, equities analysts anticipate that Woodward, Inc. will post 9.46 EPS for the current year.

Woodward Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Thursday, August 20th will be given a dividend of $0.32 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $1.28 annualized dividend and a dividend yield of 0.4%. Woodward’s dividend payout ratio (DPR) is currently 14.24%.

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.