Campbell Newman Asset Management 13F: Cuts CW Stake by $1.4M

Campbell Newman Asset Management cut its holdings in Curtiss-Wright Corporation CW by 32.1%, according to a Form 13F filing with the SEC on October 22, 2026.

CW Curtiss-Wright Corporation

$474.28 ▼ -17.04% year to date

1M 3M YTD

Daily close · Oct 22, 2026

Inside Campbell Newman Asset Management's Curtiss-Wright Trade

The firm sold 2,622 shares during the period, leaving it with 5,553 shares of the aerospace and defense company. The remaining stake carried a reported value of $3,019,832 at the time of the filing.

Other Institutional Activity in Curtiss-Wright

Other large investors also adjusted their positions in Curtiss-Wright around recent quarters. Silvercrest Asset Management Group trimmed its holdings by 3,943 shares to finish with 109,974 shares worth about $83.33 million. Driehaus Capital Management reduced its stake by 3,944 shares, holding 225,759 shares valued at roughly $171.07 million. Massachusetts Financial Services Co. grew its holdings by 45,595 shares, ending with 817,077 shares worth $387.52 million. Van Eck Associates Corporation shed 68,994 shares to hold 585,598 shares valued at $277.74 million, and TD Asset Management, Inc. cut its position by 156,901 shares to finish with 553,378 shares worth $262.46 million.

Curtiss-Wright Corporation Stock Down 4.0%

Curtiss-Wright shares closed at $474.28 on October 22, 2026, and recently traded at the same level. The stock sits near its 52-week low of $469.15, down significantly from its 52-week high of $808.16. Shares are trading below both their 50-day moving average of $565.18 and their 200-day moving average of $672.89.

Recent Earnings

Curtiss-Wright reported trailing twelve-month revenue of $3.65 billion and earnings of $14.52 per share. The company posted a net profit margin of 14.8% and a return on equity of 19.7%. Its next quarterly financial update is scheduled for November 4, 2026.

Dividend

Curtiss-Wright pays an annual dividend rate of $1.04 per share, giving it a dividend yield of 0.22% with a payout ratio of 6.8%.

Insider Buying and Selling at Curtiss-Wright Corporation

Company insiders made several transactions in recent months. Officer John C. Watts sold 200 shares on June 15 for $154,112. Director Jeffrey J. Lyash bought 209 shares on August 10 for $148,999. Later, on August 27, John C. Watts sold 1,035 shares for $641,141, and Director Larry D. Wyche sold 100 shares on August 28 for $59,674.

Analysts Set New Price Targets

Wall Street research firms updated their outlooks on the stock ahead of the filing. Piper Sandler initiated coverage with a neutral rating and a $665.00 price target on September 2, followed by Guggenheim initiating a buy rating with a $786.00 target on September 15. Citigroup maintained a neutral rating while lowering its target from $793.00 to $622.00 on October 7. Morgan Stanley maintained an overweight rating and trimmed its target from $860.00 to $625.00 on October 19, and Stifel kept a hold rating while lowering its target from $700.00 to $518.00 on the same day. Overall, the stock holds a consensus buy rating across eight analyst opinions with a mean target price of $691.25.

About Curtiss-Wright Corporation

Curtiss-Wright Corporation provides engineered products, solutions, and services for aerospace, defense, commercial nuclear power, and industrial markets. Headquartered in Davidson, North Carolina, the company operates through three core segments focused on aerospace and industrial equipment, defense electronics, and naval and power systems.

Bottom Line

Investors will look toward Curtiss-Wright's upcoming earnings report on November 4, 2026, for fresh details on operational performance. Monitoring subsequent institutional filings will show whether other asset managers follow Campbell Newman in trimming exposure.