Howmet Aerospace Inc. $HWM Position Increased by Longbow Finance SA

Longbow Finance SA boosted its stake in Howmet Aerospace Inc. (NYSE:HWM) by 7.1% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 40,397 shares of the company’s stock after purchasing an additional 2,692 shares during the period. Longbow Finance SA’s holdings in Howmet Aerospace were worth $7,927,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently modified their holdings of the company. Assetmark Inc. increased its position in Howmet Aerospace by 19.6% in the 3rd quarter. Assetmark Inc. now owns 10,620 shares of the company’s stock valued at $2,084,000 after acquiring an additional 1,737 shares during the period. Public Sector Pension Investment Board increased its holdings in shares of Howmet Aerospace by 13.1% during the third quarter. Public Sector Pension Investment Board now owns 37,481 shares of the company’s stock valued at $7,355,000 after purchasing an additional 4,341 shares during the period. Wedbush Securities Inc. raised its stake in shares of Howmet Aerospace by 1.4% during the third quarter. Wedbush Securities Inc. now owns 3,885 shares of the company’s stock valued at $762,000 after purchasing an additional 52 shares in the last quarter. Varma Mutual Pension Insurance Co lifted its holdings in Howmet Aerospace by 8.8% in the third quarter. Varma Mutual Pension Insurance Co now owns 82,924 shares of the company’s stock worth $16,272,000 after purchasing an additional 6,700 shares during the period. Finally, Caisse Des Depots ET Consignations bought a new position in Howmet Aerospace in the 3rd quarter valued at about $1,255,000. Institutional investors and hedge funds own 90.46% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently weighed in on HWM. Wall Street Zen upgraded Howmet Aerospace from a “hold” rating to a “buy” rating in a report on Sunday, January 18th. Bank of America upped their price target on shares of Howmet Aerospace from $215.00 to $250.00 and gave the company a “buy” rating in a report on Friday, November 14th. Weiss Ratings restated a “buy (b)” rating on shares of Howmet Aerospace in a research report on Thursday, January 22nd. Citigroup boosted their target price on shares of Howmet Aerospace from $246.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. Finally, Royal Bank Of Canada raised their target price on shares of Howmet Aerospace from $210.00 to $235.00 and gave the stock an “outperform” rating in a report on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, Howmet Aerospace presently has an average rating of “Moderate Buy” and an average target price of $224.53.

Howmet Aerospace Trading Up 5.9%

Shares of HWM opened at $244.41 on Friday. The business’s 50-day moving average price is $211.33 and its 200 day moving average price is $197.50. The company has a current ratio of 2.35, a quick ratio of 1.14 and a debt-to-equity ratio of 0.63. The stock has a market capitalization of $98.27 billion, a P/E ratio of 68.65, a P/E/G ratio of 2.19 and a beta of 1.26. Howmet Aerospace Inc. has a 1-year low of $105.04 and a 1-year high of $256.70.

Howmet Aerospace (NYSE:HWM) last released its earnings results on Thursday, February 12th. The company reported $1.05 earnings per share for the quarter, topping the consensus estimate of $0.97 by $0.08. Howmet Aerospace had a net margin of 18.18% and a return on equity of 29.21%. The business had revenue of $2.17 billion for the quarter, compared to the consensus estimate of $2.12 billion. During the same period last year, the firm posted $0.77 earnings per share. The firm’s quarterly revenue was up 14.6% compared to the same quarter last year. Howmet Aerospace has set its Q1 2026 guidance at 1.090-1.110 EPS and its FY 2026 guidance at 4.350-4.550 EPS. Analysts expect that Howmet Aerospace Inc. will post 3.27 earnings per share for the current year.

Howmet Aerospace Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, February 25th. Stockholders of record on Friday, February 6th will be given a $0.12 dividend. This represents a $0.48 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend is Friday, February 6th. Howmet Aerospace’s dividend payout ratio (DPR) is 13.48%.

Key Howmet Aerospace News

Here are the key news stories impacting Howmet Aerospace this week:

• Positive Sentiment: Q4 beat — Howmet reported adjusted EPS $1.05 vs. consensus $0.97 and revenue ~$2.17B (+14.6% YoY), with higher margins and strong cash flow, driving bullish investor sentiment. Howmet (HWM) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Raised guidance — Company set Q1 2026 EPS guidance of $1.090–$1.110 and FY2026 EPS $4.350–$4.550 with revenue guidance $9.0B–$9.2B, above some Street assumptions, implying continued demand strength. Howmet Aerospace Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Operational highlights — Record revenue and profit for FY2025, strong free cash flow, $700M of buybacks in 2025 and continued capital returns bolster investor confidence. Howmet Aerospace Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Market/analyst reaction — Upward analyst revisions and coverage note growing conviction as aerospace demand (aircraft production & spare parts) supports revenue momentum. Recent upward revisions drive broader analyst sentiment on Howmet Aerospace (HWM)
• Neutral Sentiment: Conference materials available — Full earnings slide deck and call transcript provide detail on segment trends and guidance assumptions for due diligence. Howmet Aerospace Inc. (HWM) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Broader market tailwinds — Positive pre-market macro moves lifted stocks generally; that helped momentum but is not company-specific. Continuing Claims Climb for a Second Week
• Negative Sentiment: Valuation risks — Several notes flag a steep multiple after the rally (discussions of 50+ P/E and fair-value estimates near ~$231), raising the risk of multiple compression if growth falters. Howmet Aerospace: Earnings And Share Price Continue Skyward, 50+ P/E

Howmet Aerospace Company Profile

Howmet Aerospace Inc is an industrial technology company that designs, manufactures and repairs engineered metal products for the aerospace, transportation and industrial markets. Its product portfolio includes precision castings and forgings, engineered fasteners, seamless rolled rings, and complex components for turbine engines, airframes and industrial gas turbines. The company also provides aftermarket services such as component repair, overhaul and parts distribution to support the operating fleet of commercial and military customers.

Howmet serves a global customer base of original equipment manufacturers (OEMs) and aftermarket operators, with manufacturing, service and distribution facilities across North America, Europe and Asia.