Goldman Sachs Group Inc. Has $564.67 Million Stock Position in Howmet Aerospace Inc. $HWM

Goldman Sachs Group Inc. lifted its holdings in shares of Howmet Aerospace Inc. (NYSE:HWM) by 27.8% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 2,754,204 shares of the company’s stock after acquiring an additional 599,151 shares during the period. Goldman Sachs Group Inc.’s holdings in Howmet Aerospace were worth $564,667,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the stock. Sound Income Strategies LLC boosted its stake in shares of Howmet Aerospace by 66.7% during the fourth quarter. Sound Income Strategies LLC now owns 125 shares of the company’s stock valued at $28,000 after purchasing an additional 50 shares in the last quarter. Newbridge Financial Services Group Inc. lifted its holdings in Howmet Aerospace by 119.7% in the second quarter. Newbridge Financial Services Group Inc. now owns 134 shares of the company’s stock valued at $25,000 after buying an additional 73 shares during the period. Laurel Wealth Advisors LLC acquired a new position in shares of Howmet Aerospace in the 4th quarter valued at about $36,000. Ares Financial Consulting LLC bought a new position in shares of Howmet Aerospace during the 4th quarter worth approximately $37,000. Finally, Harbor Investment Advisory LLC grew its holdings in Howmet Aerospace by 339.0% in the fourth quarter. Harbor Investment Advisory LLC now owns 180 shares of the company’s stock worth $37,000 after purchasing an additional 139 shares during the period. 90.46% of the stock is currently owned by institutional investors and hedge funds.

Howmet Aerospace Stock Performance

Howmet Aerospace stock opened at $249.37 on Friday. The firm has a fifty day simple moving average of $250.61 and a two-hundred day simple moving average of $231.67. The company has a quick ratio of 1.59, a current ratio of 2.44 and a debt-to-equity ratio of 0.73. Howmet Aerospace Inc. has a twelve month low of $165.51 and a twelve month high of $280.74. The company has a market capitalization of $99.78 billion, a PE ratio of 57.86, a P/E/G ratio of 1.97 and a beta of 1.19.

Howmet Aerospace (NYSE:HWM) last announced its quarterly earnings data on Thursday, May 7th. The company reported $1.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.11 by $0.11. Howmet Aerospace had a return on equity of 29.27% and a net margin of 20.23%.The firm had revenue of $2.31 billion for the quarter, compared to analysts’ expectations of $2.24 billion. During the same period last year, the firm earned $0.86 earnings per share. The company’s revenue for the quarter was up 19.1% compared to the same quarter last year. 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. Research analysts expect that Howmet Aerospace Inc. will post 5.04 EPS for the current year.

Howmet Aerospace Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, May 26th. Stockholders of record on Friday, May 8th were issued a $0.12 dividend. The ex-dividend date was Friday, May 8th. This represents a $0.48 annualized dividend and a dividend yield of 0.2%. Howmet Aerospace’s dividend payout ratio (DPR) is currently 11.14%.

Analyst Ratings Changes

HWM has been the subject of several analyst reports. BTIG Research increased their price objective on Howmet Aerospace from $275.00 to $300.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $280.00 target price on shares of Howmet Aerospace in a research note on Tuesday, February 17th. BNP Paribas Exane reissued an “outperform” rating and issued a $340.00 price objective (up from $265.00) on shares of Howmet Aerospace in a report on Friday, May 8th. Royal Bank Of Canada boosted their target price on shares of Howmet Aerospace from $275.00 to $300.00 and gave the company an “outperform” rating in a report on Wednesday, March 11th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $320.00 price target on shares of Howmet Aerospace in a research report on Friday, May 8th. Eighteen equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, Howmet Aerospace presently has a consensus rating of “Moderate Buy” and an average target price of $285.53.

Insider Activity at Howmet Aerospace

In other news, EVP Neil Edward Marchuk sold 41,932 shares of the company’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $269.50, for a total transaction of $11,300,674.00. Following the completion of the transaction, the executive vice president directly owned 65,105 shares of the company’s stock, valued at approximately $17,545,797.50. This represents a 39.18% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Company insiders own 0.85% of the company’s stock.

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.