Howmet Aerospace (NYSE:HWM) Stock Gets Price Target Cut from BNP Paribas Exane

Howmet Aerospace (NYSE:HWM) had its price target decreased by BNP Paribas Exane from $345.00 to $310.00 in a research note released on Tuesday morning. BNP Paribas Exane currently has an outperform rating on the stock.

Several other brokerages have also commented on HWM. Morgan Stanley restated an “overweight” rating and set a $335.00 price target on shares of Howmet Aerospace in a research note on Monday, August 10th. Susquehanna upped their price objective on shares of Howmet Aerospace from $330.00 to $340.00 and gave the stock a “positive” rating in a report on Friday, August 7th. TD Cowen lowered their target price on shares of Howmet Aerospace from $320.00 to $280.00 and set a “buy” rating on the stock in a research report on Friday. Weiss Ratings upgraded Howmet Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, August 19th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $298.00 price target (down from $328.00) on shares of Howmet Aerospace in a research report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, Howmet Aerospace currently has a consensus rating of “Moderate Buy” and a consensus target price of $312.67.

Howmet Aerospace Stock Up 1.1%

Shares of Howmet Aerospace stock traded up $2.38 during trading on Tuesday, hitting $224.94. 2,670,817 shares of the stock traded hands, compared to its average volume of 2,726,294. The stock has a market cap of $90.00 billion, a P/E ratio of 48.48, a PEG ratio of 2.01 and a beta of 1.21. The company has a fifty day moving average price of $252.07 and a two-hundred day moving average price of $257.39. Howmet Aerospace has a twelve month low of $183.83 and a twelve month high of $310.00. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.87 and a current ratio of 1.82.

Howmet Aerospace (NYSE:HWM) last released its quarterly earnings data on Thursday, August 6th. The company reported $1.33 EPS for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. The firm had revenue of $2.55 billion for the quarter, compared to the consensus estimate of $2.43 billion. Howmet Aerospace had a return on equity of 33.91% and a net margin of 20.52%. The firm’s revenue was up 24.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.91 earnings per share. Howmet Aerospace has set its Q3 2026 guidance at 1.340-1.360 EPS and its FY 2026 guidance at 5.230-5.310 EPS. Equities research analysts predict that Howmet Aerospace will post 5.33 EPS for the current fiscal year.

Howmet Aerospace Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, August 25th. Shareholders of record on Friday, August 7th were given a dividend of $0.14 per share. The ex-dividend date of this dividend was Friday, August 7th. This represents a $0.56 dividend on an annualized basis and a yield of 0.2%. This is a positive change from Howmet Aerospace’s previous quarterly dividend of $0.12. Howmet Aerospace’s dividend payout ratio (DPR) is presently 12.07%.

Hedge Funds Weigh In On Howmet Aerospace

A number of institutional investors have recently made changes to their positions in the business. Wedmont Private Capital grew its holdings in Howmet Aerospace by 18.9% in the 3rd quarter. Wedmont Private Capital now owns 11,446 shares of the company’s stock valued at $2,547,000 after buying an additional 1,822 shares during the last quarter. Chapin Davis Inc. lifted its holdings in shares of Howmet Aerospace by 1.8% during the third quarter. Chapin Davis Inc. now owns 49,408 shares of the company’s stock worth $11,175,000 after buying an additional 883 shares during the last quarter. GAMMA Investing LLC lifted its holdings in shares of Howmet Aerospace by 4.0% during the third quarter. GAMMA Investing LLC now owns 16,659 shares of the company’s stock worth $3,768,000 after buying an additional 634 shares during the last quarter. CoreCap Advisors LLC boosted its position in shares of Howmet Aerospace by 130.4% in the third quarter. CoreCap Advisors LLC now owns 2,352 shares of the company’s stock valued at $532,000 after acquiring an additional 1,331 shares during the period. Finally, Avidian Wealth Enterprises LLC boosted its position in shares of Howmet Aerospace by 5.4% in the third quarter. Avidian Wealth Enterprises LLC now owns 1,048 shares of the company’s stock valued at $237,000 after acquiring an additional 54 shares during the period. 90.46% of the stock is currently owned by institutional investors.

Howmet Aerospace News Summary

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

• Positive Sentiment: Howmet’s second-quarter adjusted EBITDA rose 39% year over year to $817 million, while its adjusted EBITDA margin expanded 340 basis points to 32.1%, supporting the investment case that the company can continue delivering earnings growth despite cost pressures. Can Howmet Sustain EBITDA Margin Momentum Amid Cost Pressures?
• Positive Sentiment: A bullish analysis upgraded HWM to Strong Buy with a $318 price target, citing durable demand from commercial aerospace and gas-turbine markets, expanding production backlogs through 2030, and potential revenue and margin benefits from the CAM and Brunner acquisitions. Howmet Aerospace: Power Demand Set To Deliver Durable Growth Over The Coming Years
• Positive Sentiment: Howmet outperformed the broader market in the most recent session, indicating continued investor interest in the company’s earnings growth and aerospace exposure. Howmet Outpaces Stock Market Gains: What You Should Know
• Neutral Sentiment: BNP Paribas Exane lowered its price target from $345 to $310 but maintained an Outperform rating. The revised target still implies substantial upside, although the reduction signals more cautious valuation expectations.
• Neutral Sentiment: TD Cowen cut its target from $320 to $280 while retaining a Buy rating, reflecting a lower near-term valuation view but continued confidence in HWM’s longer-term prospects. TD Cowen price-target update
• Negative Sentiment: Put-option activity was unusually elevated, with traders purchasing 10,794 contracts—more than twice the average volume. This may indicate increased hedging or bearish speculation and could temper near-term sentiment.

Howmet Aerospace Company Profile

Howmet Aerospace Inc (NYSE:HWM) is an aerospace and industrial products company that develops and manufactures advanced engineered components and systems. Its products are used primarily in commercial and defense aircraft, aircraft engines, and other transportation and industrial applications.

The company’s principal businesses include engine products, fastening systems, engineered structures, and forged wheels. Its offerings include forged and cast engine components, airfoils, titanium and nickel-based parts, aerospace structural components, specialized fasteners, and forged aluminum wheels for commercial transportation.