Envestnet Asset Management Inc. Has $84.51 Million Position in Curtiss-Wright Corporation $CW

Envestnet Asset Management Inc. boosted its holdings in shares of Curtiss-Wright Corporation (NYSE:CW) by 6.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 155,644 shares of the aerospace company’s stock after buying an additional 9,190 shares during the period. Envestnet Asset Management Inc.’s holdings in Curtiss-Wright were worth $84,505,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Atlantic Union Bankshares Corp acquired a new position in shares of Curtiss-Wright during the third quarter valued at about $26,000. Twin Peaks Wealth Advisors LLC acquired a new position in Curtiss-Wright during the 2nd quarter valued at about $27,000. Penserra Capital Management LLC bought a new stake in Curtiss-Wright during the 2nd quarter worth approximately $29,000. First Horizon Corp purchased a new stake in shares of Curtiss-Wright in the third quarter worth approximately $34,000. Finally, Cornerstone Planning Group LLC lifted its holdings in shares of Curtiss-Wright by 8,800.0% in the third quarter. Cornerstone Planning Group LLC now owns 89 shares of the aerospace company’s stock valued at $53,000 after purchasing an additional 88 shares in the last quarter. 82.71% of the stock is owned by institutional investors.

Insider Activity

In other Curtiss-Wright news, VP Gary A. Ogilby sold 625 shares of the company’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $624.32, for a total transaction of $390,200.00. Following the sale, the vice president directly owned 2,571 shares of the company’s stock, valued at $1,605,126.72. This represents a 19.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Lynn M. Bamford sold 9,327 shares of the stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $626.45, for a total transaction of $5,842,899.15. Following the transaction, the chief executive officer owned 46,192 shares of the company’s stock, valued at $28,936,978.40. This represents a 16.80% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 17,269 shares of company stock worth $10,797,098. 0.55% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

CW has been the subject of several recent research reports. Wall Street Zen upgraded Curtiss-Wright from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Stifel Nicolaus set a $625.00 target price on shares of Curtiss-Wright in a research note on Friday, January 23rd. Truist Financial set a $603.00 price target on shares of Curtiss-Wright in a research report on Friday, January 9th. Morgan Stanley restated an “overweight” rating and set a $660.00 price target on shares of Curtiss-Wright in a report on Tuesday, December 16th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Curtiss-Wright in a research note on Monday, December 22nd. Four research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $612.33.

Curtiss-Wright Stock Up 5.0%

CW opened at $649.45 on Friday. Curtiss-Wright Corporation has a twelve month low of $266.88 and a twelve month high of $683.09. The company’s 50-day moving average price is $596.23 and its two-hundred day moving average price is $550.49. The stock has a market cap of $23.95 billion, a price-to-earnings ratio of 52.93, a PEG ratio of 2.96 and a beta of 0.93. The company has a quick ratio of 1.17, a current ratio of 1.75 and a debt-to-equity ratio of 0.38.

Curtiss-Wright (NYSE:CW) last posted its quarterly earnings results on Thursday, November 6th. The aerospace company reported $3.40 EPS for the quarter, topping analysts’ consensus estimates of $3.28 by $0.12. Curtiss-Wright had a net margin of 13.78% and a return on equity of 18.82%. The company had revenue of $869.00 million for the quarter, compared to analysts’ expectations of $869.03 million. During the same quarter in the previous year, the firm posted $2.89 EPS. Curtiss-Wright’s revenue was up 8.8% on a year-over-year basis. As a group, equities analysts expect that Curtiss-Wright Corporation will post 12.32 earnings per share for the current year.

Curtiss-Wright Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, April 13th. Shareholders of record on Thursday, March 26th will be paid a $0.24 dividend. The ex-dividend date is Thursday, March 26th. This represents a $0.96 annualized dividend and a dividend yield of 0.1%. Curtiss-Wright’s payout ratio is presently 7.82%.

Trending Headlines about Curtiss-Wright

Here are the key news stories impacting Curtiss-Wright this week:

• Positive Sentiment: Analyst/Street metric previews point to upside risk to the upcoming Q4/Dec‑2025 report — estimates for key margins and segments suggest the company could beat headline numbers, supporting the rally and investor confidence in near‑term earnings momentum. Insights Into Curtiss-Wright (CW) Q4
• Neutral Sentiment: The Board declared a quarterly dividend of $0.24 per share (record Mar 26; payable Apr 13). This is a normal income item but the yield is small, so it’s unlikely to be a major driver alone. Curtiss‑Wright Declares Dividend
• Negative Sentiment: Coordinated insider selling from top executives is the dominant negative catalyst: CEO, CFO, COO and multiple VPs/EVPs disclosed multi‑million dollar sales (filed Feb 4–5). The scale and timing of these disposals are pressuring sentiment and are likely the primary reason for intraday volatility despite positive fundamentals. Curtiss‑Wright Insider Exodus Sample SEC Form 4 (CEO sale)

About Curtiss-Wright

Curtiss-Wright Corporation (NYSE: CW) is a diversified, global engineering company that designs, manufactures and services highly engineered products and integrated systems for the aerospace, defense, and industrial markets. Its offerings span a range of electromechanical, motion control and flow control technologies, including flight control and actuation systems, sensors and avionics components, pumps and valves, power conversion and heat exchangers, and platform integration solutions for marine and ground systems.