Sapient Capital LLC Sells 9,181 Shares of Howmet Aerospace Inc. $HWM

Sapient Capital LLC lessened its position in shares of Howmet Aerospace Inc. (NYSE:HWM) by 17.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 43,304 shares of the company’s stock after selling 9,181 shares during the period. Sapient Capital LLC’s holdings in Howmet Aerospace were worth $9,976,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Universal Beteiligungs und Servicegesellschaft mbH boosted its holdings in Howmet Aerospace by 8.2% in the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 475,814 shares of the company’s stock worth $96,916,000 after buying an additional 36,195 shares during the period. MUFG Securities EMEA plc raised its holdings in Howmet Aerospace by 752.6% during the 4th quarter. MUFG Securities EMEA plc now owns 65,783 shares of the company’s stock valued at $13,487,000 after acquiring an additional 58,067 shares during the period. M&T Bank Corp raised its holdings in Howmet Aerospace by 75.0% during the 4th quarter. M&T Bank Corp now owns 42,975 shares of the company’s stock valued at $8,810,000 after acquiring an additional 18,417 shares during the period. Sequoia Financial Advisors LLC lifted its position in shares of Howmet Aerospace by 57.5% during the fourth quarter. Sequoia Financial Advisors LLC now owns 14,190 shares of the company’s stock worth $2,909,000 after acquiring an additional 5,181 shares in the last quarter. Finally, Asset Management One Co. Ltd. lifted its position in shares of Howmet Aerospace by 4.0% during the fourth quarter. Asset Management One Co. Ltd. now owns 194,734 shares of the company’s stock worth $40,777,000 after acquiring an additional 7,508 shares in the last quarter. Institutional investors own 90.46% of the company’s stock.

Howmet Aerospace Stock Performance

NYSE:HWM opened at $282.98 on Monday. The stock has a market cap of $113.22 billion, a P/E ratio of 65.66, a PEG ratio of 2.22 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’s 50-day moving average price is $269.94 and its two-hundred day moving average price is $251.88. Howmet Aerospace Inc. has a twelve month low of $169.45 and a twelve month high of $295.28.

Howmet Aerospace (NYSE:HWM) last issued its quarterly earnings data on Thursday, May 7th. The company reported $1.22 EPS for the quarter, topping the consensus estimate of $1.11 by $0.11. The company had revenue of $2.31 billion during the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same quarter in the previous year, the firm earned $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. As a group, equities analysts predict that Howmet Aerospace Inc. will post 5.05 EPS for the current fiscal year.

Howmet Aerospace Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, August 25th. Stockholders of record on Friday, August 7th will be issued a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend is Friday, August 7th. This is a positive change from Howmet Aerospace’s previous quarterly dividend of $0.12. Howmet Aerospace’s payout ratio is currently 12.99%.

Insider Buying and Selling at Howmet Aerospace

In other news, EVP Neil Edward Marchuk sold 41,932 shares of Howmet Aerospace stock in a transaction on 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 sale, the executive vice president directly owned 65,105 shares of the company’s stock, valued at approximately $17,545,797.50. The trade was a 39.18% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 0.85% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on HWM. TD Cowen lifted their price target on Howmet Aerospace from $300.00 to $320.00 and gave the company a “buy” rating in a research report on Monday, July 13th. Sanford C. Bernstein restated an “outperform” rating and issued a $318.00 target price on shares of Howmet Aerospace in a research note on Tuesday, June 16th. 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. Weiss Ratings reiterated a “buy (b)” rating on shares of Howmet Aerospace in a research report on Friday, July 17th. Finally, UBS Group increased their price target on shares of Howmet Aerospace from $260.00 to $290.00 and gave the stock a “neutral” rating in a report on Friday, May 8th. Seventeen research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $294.53.

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.