Anchor Capital Increases Hillman Solutions Stake by 717,772 Shares
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 25 2025
0mins
Should l Buy HLMN?
Source: Fool
- Increased Stake: Anchor Capital Management disclosed a purchase of 717,772 shares of Hillman Solutions during Q3, raising its total holdings to 1.42 million shares valued at $13 million, indicating strong confidence in the company.
- Portfolio Optimization: This acquisition elevates Hillman Solutions to 11.2% of Anchor Capital's 13F assets under management, reflecting its significance in the investment portfolio and potentially influencing future investment decisions.
- Significant Performance Growth: Hillman Solutions reported record net sales of $424.9 million in Q3, an 8% year-over-year increase, and raised its full-year adjusted EBITDA guidance to between $270 million and $275 million, showcasing robust business performance.
- Enhanced Financial Flexibility: Hillman's net debt to EBITDA ratio improved to 2.5 times, reinforcing its financial flexibility at a time when many industrial firms are still deleveraging, highlighting its strong financial position.
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Analyst Views on HLMN
Wall Street analysts forecast HLMN stock price to rise
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 9.040
Low
10.00
Averages
13.05
High
15.00
Current: 9.040
Low
10.00
Averages
13.05
High
15.00
About HLMN
Hillman Solutions Corp. is a provider of hardware-related products and related merchandising services to retail markets in North America. It operates in three segments. The Hardware and Protective Solutions segment includes a variety of product categories, including fasteners; builders’ hardware; wall hanging, threaded rod and metal shapes; rope and chain; letters, numbers, and signs (LNS); and personal protective equipment, such as gloves and eye-wear. The Robotics and Digital Solutions segment consists primarily of software-enabled robotic key duplication and engraving solutions that are tailored to the needs of the consumer. The Canada segment distributes fasteners and related hardware items, threaded rods, keys, key duplicating systems, accessories, and identification items, such as tags and letters, numbers, and signs, to hardware stores, home centers, mass merchants, industrial distributors, automotive aftermarket distributors, and other retail outlets in Canada.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Significant Performance Growth: Hillman Solutions achieved net sales of $1.552 billion in 2025, reflecting a 5.4% increase, while adjusted EBITDA rose 13.9% to $275.3 million, marking the best performance in the company's 62-year history and showcasing its success in navigating tariff impacts.
- Optimistic 2026 Outlook: The company projects net sales for 2026 to range between $1.6 billion and $1.7 billion, with a midpoint of $1.65 billion representing a 6.3% growth over 2025, and expects adjusted EBITDA to be between $275 million and $285 million, indicating sustained growth potential.
- Steady Market Share Gains: Hardware and Protective Solutions (HPS) net sales grew 7.8% to $1.2 billion, with adjusted EBITDA up 26% to $196.3 million, demonstrating the company's increasing competitiveness in the market, particularly in new business development.
- Strategic Investments and Acquisitions: Hillman invested $70 million in capital expenditures and repurchased 1.4 million shares, reflecting confidence in future growth, while management indicated plans for 1 to 2 acquisition deals in 2026 to further strengthen market position.
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- Earnings Overview: Hillman Solutions reported a Q4 Non-GAAP EPS of $0.10, aligning with market expectations, indicating stability in the company's profitability.
- Revenue Growth: The company achieved Q4 revenue of $365.1 million, reflecting a 4.4% year-over-year increase, although it fell short of analyst expectations by $6.69 million, highlighting pressures from increased market competition.
- Risks and Opportunities: Despite certain market risks, Seeking Alpha's quantitative rating on Hillman Solutions indicates attractiveness, suggesting investor confidence in the company's future growth potential.
- Historical Performance Review: Historical financial data for Hillman Solutions provides crucial context for analyzing its long-term performance, aiding investors in assessing its competitiveness in the current market environment.
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- Earnings Call Schedule: Hillman Solutions Corp. plans to host a conference call on February 17, 2026, at 8:30 a.m. Eastern Time to discuss its financial results for the thirteen and fifty-two weeks ended December 27, 2025, ensuring timely access to critical information for investors.
- Executive Leadership: The call will be hosted by President and CEO Jon Michael Adinolfi and CFO Rocky Kraft, highlighting the company's commitment to transparency and investor communication, which is crucial for bolstering market confidence.
- Webcast and Replay: The conference will feature a listen-only webcast, allowing investors to participate via a designated link, with a replay available approximately one hour after the presentation, ensuring that those unable to attend live can still access the information.
- Company Overview: Hillman is a leading provider of hardware-related products and merchandising solutions with over 60 years of industry experience, dedicated to delivering quality service to home improvement and hardware retailers across North America, showcasing its competitive edge in the market.
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- Stake Increase: Anchor Capital Management acquired 717,772 shares of Hillman Solutions in Q3, representing an estimated $8 million investment increase, bringing its total holdings to 1.42 million shares valued at $13 million, indicating strong confidence in the company.
- Performance Growth: Hillman Solutions reported record net sales of $424.9 million in Q3, an 8% year-over-year increase, with adjusted EBITDA rising to $88 million from $64.8 million last year, reflecting robust performance in the hardware market.
- Financial Health: The company's net debt to EBITDA ratio improved to 2.5 times, enhancing financial flexibility at a time when many industrial firms are still deleveraging, showcasing its solid financial position.
- Market Performance: Despite a 9% decline in Hillman stock over the past year, its stable cash flow and improving leverage have attracted value-oriented funds, indicating long-term investors' confidence in its growth potential.
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- Increased Stake: Anchor Capital Management disclosed a purchase of 717,772 shares of Hillman Solutions during Q3, raising its total holdings to 1.42 million shares valued at $13 million, indicating strong confidence in the company.
- Portfolio Optimization: This acquisition elevates Hillman Solutions to 11.2% of Anchor Capital's 13F assets under management, reflecting its significance in the investment portfolio and potentially influencing future investment decisions.
- Significant Performance Growth: Hillman Solutions reported record net sales of $424.9 million in Q3, an 8% year-over-year increase, and raised its full-year adjusted EBITDA guidance to between $270 million and $275 million, showcasing robust business performance.
- Enhanced Financial Flexibility: Hillman's net debt to EBITDA ratio improved to 2.5 times, reinforcing its financial flexibility at a time when many industrial firms are still deleveraging, highlighting its strong financial position.
See More
52 Week Range: HLMN's stock has a 52-week low of $6.55 and a high of $11.55, with the last trade recorded at $8.74.
Moving Average: The article mentions a link to find other stocks that have recently crossed above their 200-day moving average.
Author's Opinion: The views expressed in the article are solely those of the author and do not necessarily represent Nasdaq, Inc.
Stock Performance Context: The information provides context for HLMN's stock performance within a broader market analysis.
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