Silvercrest Asset Management Group 13F: Cuts CW Stake by $3M

Silvercrest Trims Curtiss-Wright Holdings

Silvercrest Asset Management Group reduced its investment in Curtiss-Wright Corporation (NYSE: CW) during the period ended May 15, 2026, according to a recent Form 13F filing with the SEC. The institutional investor sold 3,943 shares of the aerospace and defense firm, bringing its total holding down to 109,974 shares. At the close of the reporting window, that remaining stake carried a value of roughly $83.3 million.

Trimming the Stake

The 3.4% reduction followed a prior period where the firm held 113,917 shares of the company. Institutional 13F filings look backward at portfolio choices made at the end of a calendar quarter, meaning the figures show the state of play on May 15, 2026, and may not match what the fund holds right now.

Curtiss-Wright Stock Performance

Curtiss-Wright shares trade around $757.76, hovering not far from its 52-week peak of $808.16. The company trades with a price-to-earnings ratio of 39.0 based on trailing earnings of $14.55 per share, as the business is profitable. Its 50-day moving average sits at $659.83, while the longer 200-day moving average rests at $677.04.

Recent Earnings Results

Curtiss-Wright brought in $3.65 billion in revenue over the trailing period, achieving a revenue growth rate of 5.4%. The firm generated a net margin of 14.8% and a return on equity of 19.7%. Its next quarterly earnings report is scheduled to cross the wire on November 4, 2026.

Dividend Profile

Curtiss-Wright pays an annual dividend of $1.04 per share, which works out to a dividend yield of 0.18%. The company maintains a conservative dividend payout ratio of 6.7%, leaving most of its earnings inside the business for growth and operations.

Analysts Set New Price Targets

Wall Street firms have kept a close eye on the defense supplier through the summer and fall. On October 7, 2026, Citigroup maintained its neutral rating while adjusting its price target to $622.00 from $793.00. Earlier, on September 15, 2026, Guggenheim initiated coverage with a buy rating and a $786.00 price target. Piper Sandler also started coverage on September 2, 2026, with a neutral rating and a $665.00 target. Stifel maintained a hold rating on July 20, 2026, moving its target to $768.00, and Citigroup kept a neutral stance on July 1, 2026, with a $793.00 target. Overall, the stock carries a consensus buy recommendation and a mean price target of $786.25 across 8 analyst opinions.

Inside Curtiss-Wright Corporation

Curtiss-Wright builds engineered products and services for aerospace, defense, commercial nuclear power, and industrial customers globally. Headquartered in Davidson, North Carolina, the firm runs three key divisions spanning aerospace components, defense electronics, and naval power equipment.

What's Ahead for Curtiss-Wright Corporation

Investors tracking Silvercrest will check later SEC disclosures to see if the firm keeps scaling back its industrial allocations or holds steady. Meanwhile, market participants will watch the company's next earnings release in November for fresh updates on order flows and margins.