HLMN Hillman Solutions Corp

Hillman Solutions Corp. (NASDAQ: HLMN) achieved a record $424.9 million in net sales for Q3 2025, an 8% increase year-over-year, alongside a significant 35.8% rise in adjusted EBITDA. This performance has attracted substantial institutional investment, notably from Anchor Capital Management, which made Hillman one of its top holdings. The company's success is attributed to strategic acquisitions, operational efficiencies, and a strong position in essential hardware products, indicating robust health for the US industrial and hardware sector.

Harbor Capital Advisors Inc. significantly reduced its stake in Hillman Solutions Corp. (NASDAQ:HLMN) by 71.6% in the third quarter, selling 1,427,863 shares and retaining 566,500 shares valued at approximately $5.2 million. Despite this, other institutional investors have recently adjusted their positions, and analysts maintain a "Hold" rating with an average target price of $11.83. Hillman Solutions reported strong Q3 earnings, surpassing EPS estimates with revenue closely aligning with forecasts.

Canaccord Genuity analyst Brian McNamara reiterated a Buy rating and $15 price target for Hillman Solutions (HLMN), citing management's optimistic 2026 outlook and resilient performance from major retailers. Despite an 8% stock drop this year, consensus estimates show positive analyst sentiment with a 1-year average price target of $13.05, suggesting over 43% upside. Hillman Solutions provides hardware products and merchandising services through a strong distribution network.

Hillman Solutions Corp. (NASDAQ:HLMN) has received a consensus "Hold" rating from nine brokerages, with an average 1-year price target of $11.83. Institutional investors hold approximately 98.11% of the stock, with significant increases in positions by several funds. The company reported mixed Q3 fundamentals, with EPS beating estimates but revenue remaining flat, and its stock currently trades around $8.97 with a P/E of 47.21.

Squarepoint Ops LLC has invested approximately $1.76 million in Hillman Solutions Corp. by purchasing 246,439 shares. This new position makes their holding about 0.12% of the company, which has seen high institutional ownership at 98.11%. Analysts currently rate Hillman Solutions as a "Hold" with an average target price of $11.83.

This article advises investors to avoid Hillman Solutions Corp. (HLMN) despite its recent stock performance, citing disappointing long-term revenue growth, mediocre free cash flow margins, and unimpressive growth initiatives. The authors suggest that while HLMN's valuation is reasonable, there are better opportunities in the market, recommending looking into their curated list of high-quality software stocks instead.