Howmet Aerospace Inc. $HWM Holdings Trimmed by Fjarde AP Fonden Fourth Swedish National Pension Fund

Fjarde AP Fonden Fourth Swedish National Pension Fund lowered its position in shares of Howmet Aerospace Inc. (NYSE:HWM) by 4.0% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 79,453 shares of the company’s stock after selling 3,300 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Howmet Aerospace were worth $16,289,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Silverleafe Capital Partners LLC boosted its stake in Howmet Aerospace by 339.3% during the fourth quarter. Silverleafe Capital Partners LLC now owns 5,847 shares of the company’s stock valued at $1,199,000 after buying an additional 4,516 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH boosted its stake in Howmet Aerospace by 8.2% during the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 475,814 shares of the company’s stock valued at $96,916,000 after buying an additional 36,195 shares in the last quarter. Stratos Wealth Partners LTD. boosted its stake in Howmet Aerospace by 20.3% during the third quarter. Stratos Wealth Partners LTD. now owns 153,889 shares of the company’s stock valued at $30,198,000 after buying an additional 25,957 shares in the last quarter. M&T Bank Corp boosted its stake in Howmet Aerospace by 75.0% during the fourth quarter. M&T Bank Corp now owns 42,975 shares of the company’s stock valued at $8,810,000 after buying an additional 18,417 shares in the last quarter. Finally, Munich Reinsurance Co Stock Corp in Munich bought a new position in Howmet Aerospace during the third quarter valued at about $33,583,000. Institutional investors own 90.46% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently weighed in on HWM shares. Bank of America raised their target price on Howmet Aerospace from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Friday, February 20th. Jefferies Financial Group reaffirmed a “buy” rating and set a $320.00 target price on shares of Howmet Aerospace in a report on Sunday, May 10th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $320.00 target price on shares of Howmet Aerospace in a report on Friday, May 8th. Royal Bank Of Canada upped their target price on Howmet Aerospace from $275.00 to $300.00 and gave the company an “outperform” rating in a report on Wednesday, March 11th. Finally, BTIG Research upped their target price on Howmet Aerospace from $275.00 to $300.00 and gave the company a “buy” rating in a report on Friday, May 8th. Eighteen investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $285.53.

Insider Buying and Selling 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 stock was sold at an average price of $269.50, for a total value of $11,300,674.00. Following the transaction, the executive vice president owned 65,105 shares in the company, valued at $17,545,797.50. This represents a 39.18% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.85% of the stock is owned by corporate insiders.

Howmet Aerospace Trading Up 1.1%

Shares of NYSE HWM opened at $252.01 on Friday. Howmet Aerospace Inc. has a 12 month low of $165.51 and a 12 month high of $280.74. The company has a market cap of $100.83 billion, a price-to-earnings ratio of 58.47, a P/E/G ratio of 1.99 and a beta of 1.19. The company has a quick ratio of 1.59, a current ratio of 2.44 and a debt-to-equity ratio of 0.73. The business has a fifty day simple moving average of $250.83 and a 200-day simple moving average of $231.82.

Howmet Aerospace (NYSE:HWM) last announced its earnings results on Thursday, May 7th. The company reported $1.22 EPS for the quarter, beating the consensus estimate of $1.11 by $0.11. The business had revenue of $2.31 billion during the quarter, compared to the consensus estimate of $2.24 billion. Howmet Aerospace had a return on equity of 29.27% and a net margin of 20.23%.Howmet Aerospace’s revenue was up 19.1% compared to the same quarter last year. During the same period in the prior year, the business 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. Sell-side analysts predict that Howmet Aerospace Inc. will post 5.04 EPS for the current year.

Howmet Aerospace Announces Dividend

The firm 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 dividend on an annualized basis and a dividend yield of 0.2%. Howmet Aerospace’s dividend payout ratio is currently 11.14%.

Howmet Aerospace 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.