Howmet Aerospace (NYSE:HWM) Issues FY 2026 Earnings Guidance

Howmet Aerospace (NYSE:HWM) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 4.880-5.000 for the period, compared to the consensus EPS estimate of 4.640. The company issued revenue guidance of $9.6 billion-$9.7 billion, compared to the consensus revenue estimate of $9.4 billion. Howmet Aerospace also updated its Q2 2026 guidance to 1.220-1.240 EPS.

Howmet Aerospace Price Performance

Shares of NYSE HWM traded down $2.21 during mid-day trading on Friday, reaching $270.33. The company had a trading volume of 3,185,839 shares, compared to its average volume of 2,567,107. The business’s 50-day simple moving average is $245.89 and its 200 day simple moving average is $223.56. The firm has a market cap of $108.33 billion, a price-to-earnings ratio of 72.87, a PEG ratio of 2.37 and a beta of 1.19. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.09 and a current ratio of 2.13. Howmet Aerospace has a one year low of $154.72 and a one year high of $280.74.

Howmet Aerospace (NYSE:HWM) last released its quarterly earnings data on Thursday, May 7th. The company reported $1.22 earnings per share for the quarter, beating the consensus estimate of $1.11 by $0.11. The business had revenue of $2.31 billion for the quarter, compared to analyst estimates of $2.24 billion. Howmet Aerospace had a return on equity of 30.41% and a net margin of 18.27%.Howmet Aerospace’s revenue was up 19.1% compared to the same quarter last year. During the same period last year, the firm posted $0.86 earnings per share. Howmet Aerospace has set its FY 2026 guidance at 4.880-5.000 EPS and its Q2 2026 guidance at 1.220-1.240 EPS. On average, research analysts predict that Howmet Aerospace will post 4.57 earnings per share for the current fiscal year.

Howmet Aerospace Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 26th. Investors of record on Friday, May 8th will be paid a $0.12 dividend. The ex-dividend date of this dividend is Friday, May 8th. This represents a $0.48 annualized dividend and a yield of 0.2%. Howmet Aerospace’s dividend payout ratio (DPR) is 11.14%.

Analyst Ratings Changes

HWM has been the topic of several research analyst reports. The Goldman Sachs Group set a $228.00 price objective on Howmet Aerospace in a research note on Tuesday, February 17th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $280.00 price objective on shares of Howmet Aerospace in a research note on Tuesday, February 17th. Truist Financial set a $280.00 price objective on Howmet Aerospace in a research note on Wednesday, March 11th. Royal Bank Of Canada raised their price objective on Howmet Aerospace from $275.00 to $300.00 and gave the company an “outperform” rating in a research note on Wednesday, March 11th. Finally, Wells Fargo & Company started coverage on Howmet Aerospace in a research note on Wednesday, April 1st. They set an “equal weight” rating and a $240.00 price target on the stock. Eighteen investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Howmet Aerospace has an average rating of “Moderate Buy” and a consensus target price of $281.21.

Insider Transactions at Howmet Aerospace

In other news, VP Barbara Lou Shultz sold 1,000 shares of Howmet Aerospace stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $260.00, for a total transaction of $260,000.00. Following the sale, the vice president directly owned 23,874 shares of the company’s stock, valued at approximately $6,207,240. This trade represents a 4.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Neil Edward Marchuk sold 45,150 shares of Howmet Aerospace stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $251.70, for a total value of $11,364,255.00. Following the sale, the executive vice president directly owned 107,008 shares in the company, valued at $26,933,913.60. The trade was a 29.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.85% of the company’s stock.

Key Stories Impacting Howmet Aerospace

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

• Positive Sentiment: BNP Paribas Exane reaffirmed its outperform rating and raised its price target to $340 from $265, implying meaningful upside from current levels. BNP Paribas Exane raises HWM target
• Positive Sentiment: Susquehanna raised its price target to $330 from $300 and kept a positive rating, citing improved outlook. Susquehanna raises HWM target
• Positive Sentiment: BTIG increased its target to $300 from $275 and reiterated a buy rating, reflecting confidence in the company’s growth trajectory. BTIG raises HWM target
• Positive Sentiment: Howmet’s earnings beat and raised guidance have helped drive the stock higher, with reports highlighting a breakout on demand-driven results. Howmet surges after Q1 beat article

Institutional Trading of Howmet Aerospace

Hedge funds have recently made changes to their positions in the company. Acumen Wealth Advisors LLC bought a new position in shares of Howmet Aerospace during the fourth quarter worth about $25,000. Newbridge Financial Services Group Inc. raised its position in shares of Howmet Aerospace by 119.7% during the second quarter. Newbridge Financial Services Group Inc. now owns 134 shares of the company’s stock worth $25,000 after acquiring an additional 73 shares during the last quarter. Vermillion & White Wealth Management Group LLC raised its position in shares of Howmet Aerospace by 65.1% during the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 137 shares of the company’s stock worth $28,000 after acquiring an additional 54 shares during the last quarter. Mcguire Capital Advisors Inc. bought a new position in shares of Howmet Aerospace during the fourth quarter worth about $28,000. Finally, J.Safra Asset Management Corp bought a new position in shares of Howmet Aerospace during the fourth quarter worth about $30,000. 90.46% of the stock is owned by institutional investors and hedge funds.

About Howmet Aerospace

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.