Howmet Aerospace (NYSE:HWM – Free Report) had its price objective hoisted by The Goldman Sachs Group from $228.00 to $257.00 in a research note released on Tuesday morning,Benzinga reports. The Goldman Sachs Group currently has a buy rating on the stock.
HWM has been the topic of a number of other research reports. TD Cowen reiterated a “buy” rating on shares of Howmet Aerospace in a research report on Friday, October 31st. JPMorgan Chase & Co. upped their price objective on shares of Howmet Aerospace from $190.00 to $227.00 and gave the company an “overweight” rating in a report on Monday, November 10th. UBS Group increased their price objective on shares of Howmet Aerospace from $228.00 to $260.00 and gave the stock a “neutral” rating in a research note on Tuesday. Jefferies Financial Group reissued a “buy” rating and set a $315.00 target price on shares of Howmet Aerospace in a report on Sunday. Finally, 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. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $250.32.
Check Out Our Latest Analysis on HWM
Howmet Aerospace Price Performance
Howmet Aerospace (NYSE:HWM – Get Free Report) last issued its earnings results on Thursday, February 12th. The company reported $1.05 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.97 by $0.08. The company had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.12 billion. Howmet Aerospace had a return on equity of 30.41% and a net margin of 18.27%.The firm’s quarterly revenue was up 14.6% on a year-over-year basis. During the same quarter last year, the business posted $0.77 EPS. 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 predict that Howmet Aerospace will post 3.27 EPS for the current year.
Howmet Aerospace Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 25th. Shareholders of record on Friday, February 6th will be issued a $0.12 dividend. The ex-dividend date of this dividend is Friday, February 6th. This represents a $0.48 dividend on an annualized basis and a yield of 0.2%. Howmet Aerospace’s payout ratio is presently 12.94%.
Insider Buying and Selling at Howmet Aerospace
In other news, EVP Neil Edward Marchuk sold 45,150 shares of the stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $251.70, for a total transaction of $11,364,255.00. Following the sale, the executive vice president directly owned 107,008 shares of the company’s stock, valued at $26,933,913.60. This represents a 29.67% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Company insiders own 1.04% of the company’s stock.
Hedge Funds Weigh In On Howmet Aerospace
A number of large investors have recently bought and sold shares of the business. Norges Bank purchased a new stake in shares of Howmet Aerospace in the second quarter valued at approximately $1,633,157,000. JPMorgan Chase & Co. grew its stake in Howmet Aerospace by 30.1% in the 2nd quarter. JPMorgan Chase & Co. now owns 31,806,624 shares of the company’s stock valued at $5,920,181,000 after acquiring an additional 7,356,077 shares during the period. Price T Rowe Associates Inc. MD increased its holdings in Howmet Aerospace by 27.0% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 16,632,206 shares of the company’s stock worth $3,409,936,000 after acquiring an additional 3,531,700 shares in the last quarter. American Century Companies Inc. raised its position in Howmet Aerospace by 51.8% during the second quarter. American Century Companies Inc. now owns 3,635,999 shares of the company’s stock worth $676,769,000 after acquiring an additional 1,240,071 shares during the period. Finally, Invesco Ltd. raised its position in Howmet Aerospace by 12.2% during the third quarter. Invesco Ltd. now owns 7,367,438 shares of the company’s stock worth $1,445,712,000 after acquiring an additional 801,093 shares during the period. Institutional investors and hedge funds own 90.46% of the company’s stock.
Key Stories Impacting Howmet Aerospace
Here are the key news stories impacting Howmet Aerospace this week:
- Positive Sentiment: Multiple broker upgrades and price‑target raises (JPMorgan raised its target to $265 and moved to “overweight”), which can drive buying from momentum and model‑driven funds. JPMorgan price target raise
- Positive Sentiment: BTIG boosted its target to $275 and kept a Buy — another sell‑side endorsement that supports upward valuation revisions. BTIG price target raise
- Positive Sentiment: Goldman Sachs raised its price target to $257, adding more sell‑side support that can sustain demand. Goldman Sachs price target raise
- Positive Sentiment: Recent earnings beat and guidance: Howmet reported a quarterly EPS beat and raised FY/Q1 2026 guidance, underpinning the optimistic analyst revisions and justifying higher multiples. MarketBeat earnings & guidance
- Positive Sentiment: Institutional inflows have been substantial since mid‑2024, supporting sustained buying pressure and liquidity in the shares. Institutional inflows report
- Neutral Sentiment: Zacks and other media pieces highlight Howmet as a long‑term momentum/growth name — useful for sentiment but not an immediate price catalyst. Zacks momentum piece
- Neutral Sentiment: Howmet priced $1.2B of notes across maturities to fund an acquisition — this secures financing but raises leverage; impact depends on deal execution and realized synergies. Debt offering press release
- Negative Sentiment: Insider sale: EVP Neil Marchuk sold 45,150 shares (~$11.4M), trimming his stake by ~30% — some investors view large insider sales as a negative signal even when not tied to company fundamentals. SEC filing for insider sale
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.
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