Howmet Aerospace (NYSE:HWM) Shares Unloaded Rep. Byron Donalds

Representative Byron Donalds (R-Florida) recently sold shares of Howmet Aerospace Inc. (NYSE:HWM). In a filing disclosed on February 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in Howmet Aerospace stock on January 8th. The trade occurred in the Representative’s “MORAN WEALTH IRA” account.

Representative Byron Donalds also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Trade Desk (NASDAQ:TTD) on 1/8/2026.
• Sold $1,001 – $15,000 in shares of Parker-Hannifin (NYSE:PH) on 1/8/2026.
• Sold $1,001 – $15,000 in shares of Abbott Laboratories (NYSE:ABT) on 12/4/2025.
• Purchased $1,001 – $15,000 in shares of Comfort Systems USA (NYSE:FIX) on 12/4/2025.

Howmet Aerospace Stock Up 2.3%

Shares of Howmet Aerospace stock opened at $250.46 on Friday. The firm has a market cap of $100.70 billion, a price-to-earnings ratio of 67.51, a P/E/G ratio of 2.37 and a beta of 1.26. The stock has a 50-day simple moving average of $212.52 and a 200-day simple moving average of $198.00. Howmet Aerospace Inc. has a 52-week low of $105.04 and a 52-week high of $256.70. The company has a debt-to-equity ratio of 0.53, a current ratio of 2.13 and a quick ratio of 1.14.

Howmet Aerospace (NYSE:HWM) last issued its quarterly earnings data on Thursday, February 12th. The company reported $1.05 earnings per share for the quarter, beating the consensus estimate of $0.97 by $0.08. Howmet Aerospace had a net margin of 18.27% and a return on equity of 30.41%. The firm had revenue of $2.17 billion for the quarter, compared to analyst estimates of $2.12 billion. During the same quarter last year, the firm earned $0.77 earnings per share. The company’s revenue for the quarter was up 14.6% on a year-over-year basis. 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. On average, equities research analysts expect that Howmet Aerospace Inc. will post 3.27 earnings per share for the current fiscal year.

Howmet Aerospace Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, February 25th. Stockholders of record on Friday, February 6th will be paid a dividend of $0.12 per share. The ex-dividend date of this dividend is Friday, February 6th. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.2%. Howmet Aerospace’s dividend payout ratio (DPR) is 12.94%.

Institutional Trading of Howmet Aerospace

Several institutional investors have recently bought and sold shares of the stock. CreativeOne Wealth LLC boosted its stake in shares of Howmet Aerospace by 1.5% in the 4th quarter. CreativeOne Wealth LLC now owns 11,940 shares of the company’s stock valued at $2,448,000 after purchasing an additional 172 shares in the last quarter. Kestra Advisory Services LLC increased its holdings in Howmet Aerospace by 9.5% during the 4th quarter. Kestra Advisory Services LLC now owns 20,777 shares of the company’s stock valued at $4,260,000 after purchasing an additional 1,800 shares in the last quarter. Quartz Partners LLC bought a new position in Howmet Aerospace in the 4th quarter valued at $343,000. Parkside Financial Bank & Trust boosted its stake in Howmet Aerospace by 4.1% in the fourth quarter. Parkside Financial Bank & Trust now owns 1,077 shares of the company’s stock worth $221,000 after purchasing an additional 42 shares in the last quarter. Finally, CANADA LIFE ASSURANCE Co grew its holdings in shares of Howmet Aerospace by 16.4% during the fourth quarter. CANADA LIFE ASSURANCE Co now owns 291,350 shares of the company’s stock worth $59,764,000 after purchasing an additional 41,094 shares during the last quarter. Institutional investors and hedge funds own 90.46% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently weighed in on HWM shares. Royal Bank Of Canada reissued an “outperform” rating and issued a $275.00 price objective on shares of Howmet Aerospace in a research note on Friday. TD Cowen reaffirmed a “buy” rating on shares of Howmet Aerospace in a research report on Friday, October 31st. Wall Street Zen raised Howmet Aerospace from a “hold” rating to a “buy” rating in a research report on Sunday, January 18th. BTIG Research raised their price target on shares of Howmet Aerospace from $205.00 to $240.00 and gave the stock a “buy” rating in a research report on Monday, November 3rd. Finally, The Goldman Sachs Group upped their price objective on shares of Howmet Aerospace from $205.00 to $226.00 and gave the company a “buy” rating in a research report on Monday, November 3rd. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Howmet Aerospace has an average rating of “Moderate Buy” and an average target price of $234.72.

Howmet Aerospace News Summary

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

• Positive Sentiment: Q4 beat and strong financials — Howmet reported adjusted EPS $1.05 (vs. $0.97 est.), revenue roughly $2.17B (beat), double‑digit revenue growth and margin expansion, citing record profit and cash generation. Howmet Aerospace Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Raised guidance — HWM set Q1 2026 EPS guidance of $1.09–1.11 and FY2026 EPS $4.35–4.55, with revenue guidance above consensus, giving investors more confidence in near‑term execution. Howmet forecasts first-quarter profit above estimates on strong aerospace demand
• Positive Sentiment: Durable multi‑year growth thesis — Analysts point to three aligned growth engines (commercial aerospace, aftermarket/spare parts mix and gas‑turbine demand) and strong incremental margins that support a premium multiple. Howmet Aerospace: Premium Valuation Justified By Rare Multi-Year Growth
• Positive Sentiment: Capital returns and cash flow — FY2025 showed heavy cash generation, large buybacks ($700M YTD) and a dividend, which supports shareholder returns and offsets some valuation concerns. Howmet Aerospace Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Primary materials for due diligence — The full earnings call transcript and slide deck are available for detailed review of segment dynamics and backlog. Howmet Aerospace Inc. (HWM) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Market context — Broader equity markets were positive on the day, which likely helped momentum in industrial and aerospace stocks including HWM. Continuing Claims Climb for a Second Week
• Negative Sentiment: Valuation sensitivity — Several writeups note an elevated P/E (and commentary about 50+ P/E ranges), so the stock could be vulnerable to any slowdown in aerospace demand or a miss vs. current high expectations. Howmet Aerospace: Earnings And Share Price Continue Skyward, 50+ P/E

About Representative Donalds

Byron Donalds (Republican Party) is a member of the U.S. House, representing Florida’s 19th Congressional District. He assumed office on January 3, 2021. His current term ends on January 3, 2027.

Donalds (Republican Party) is running for re-election to the U.S. House to represent Florida’s 19th Congressional District. He declared candidacy for the 2026 election.

Byron Donalds was born in Brooklyn, New York, and lives in Naples, Florida. Donalds earned a bachelor’s degree in finance and marketing from Florida State University in 2002. His career experience includes working as a commercial credit officer in banking and as a portfolio manager in financial services.

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.