Howmet Aerospace Inc. $HWM Shares Acquired by Czech National Bank

Czech National Bank boosted its holdings in shares of Howmet Aerospace Inc. (NYSE:HWM) by 4.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 113,886 shares of the company’s stock after buying an additional 4,692 shares during the period. Czech National Bank’s holdings in Howmet Aerospace were worth $30,619,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently bought and sold shares of the company. Universal Beteiligungs und Servicegesellschaft mbH increased its stake in shares of Howmet Aerospace by 8.2% in the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 475,814 shares of the company’s stock valued at $96,916,000 after purchasing an additional 36,195 shares in the last quarter. MUFG Securities EMEA plc boosted its position in Howmet Aerospace by 752.6% during the fourth quarter. MUFG Securities EMEA plc now owns 65,783 shares of the company’s stock worth $13,487,000 after purchasing an additional 58,067 shares in the last quarter. M&T Bank Corp boosted its position in Howmet Aerospace by 75.0% during the fourth quarter. M&T Bank Corp now owns 42,975 shares of the company’s stock worth $8,810,000 after purchasing an additional 18,417 shares in the last quarter. Sequoia Financial Advisors LLC grew its holdings in Howmet Aerospace by 57.5% in the fourth quarter. Sequoia Financial Advisors LLC now owns 14,190 shares of the company’s stock valued at $2,909,000 after purchasing an additional 5,181 shares during the period. Finally, Zurcher Kantonalbank Zurich Cantonalbank increased its position in shares of Howmet Aerospace by 9.8% in the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 315,508 shares of the company’s stock valued at $64,685,000 after buying an additional 28,217 shares in the last quarter. Hedge funds and other institutional investors own 90.46% of the company’s stock.

Key Howmet Aerospace News

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

• Positive Sentiment: Results exceeded expectations. Howmet reported revenue of $2.547 billion, up 24% year over year, and adjusted EPS of $1.33 versus the $1.24 consensus estimate. Adjusted EPS increased 46% from $0.91 a year earlier, while adjusted EBITDA rose 39% and margins expanded. Howmet Aerospace Reports Second Quarter 2026 Results
• Positive Sentiment: Aerospace and gas-turbine demand remain strong. Rising commercial jet production and robust demand for turbine components supported 21% organic growth, reinforcing expectations for continued strength in Howmet’s core aerospace businesses. HWM Q2 Earnings Beat Estimates on Aerospace, Turbine Growth
• Positive Sentiment: Management raised guidance above Wall Street forecasts. Full-year 2026 EPS is now projected at $5.23-$5.31 and revenue at $10.0-$10.1 billion, compared with consensus estimates of $5.06 and $9.7 billion. Third-quarter EPS guidance of $1.34-$1.36 also exceeds the $1.26 consensus. Howmet Aerospace boosts 2026 forecasts
• Positive Sentiment: Cash returns and financial execution improved. Operating cash flow rose 31% to $583 million, free cash flow increased 39% to $479 million, and the company repurchased $300 million of stock. Howmet also raised its quarterly dividend 17% and reduced interest expense through debt refinancing actions. Howmet Aerospace Q2 2026 Earnings Call Transcript
• Negative Sentiment: Valuation and execution risks remain. HWM trades near its 52-week high at a high earnings multiple, leaving less room for disappointment. Investors will also monitor transportation weakness, supply-chain constraints and the integration of the $1.8 billion CAM acquisition.

Howmet Aerospace Stock Performance

HWM opened at $288.96 on Friday. Howmet Aerospace Inc. has a twelve month low of $169.45 and a twelve month high of $310.00. The firm has a market capitalization of $115.61 billion, a PE ratio of 67.04, a PEG ratio of 2.29 and a beta of 1.20. The company has a current ratio of 2.44, a quick ratio of 1.59 and a debt-to-equity ratio of 0.73. The firm’s 50-day moving average price is $272.33 and its 200 day moving average price is $253.76.

Howmet Aerospace (NYSE:HWM) last released its quarterly earnings data on Thursday, August 6th. The company reported $1.33 EPS for the quarter, beating analysts’ consensus estimates of $1.24 by $0.09. The company had revenue of $2.55 billion during the quarter, compared to the consensus estimate of $2.43 billion. Howmet Aerospace had a net margin of 20.23% and a return on equity of 29.27%. Howmet Aerospace’s quarterly revenue was up 24.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.91 EPS. 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. As a group, sell-side analysts expect 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 dividend of $0.14 per share. The ex-dividend date is Friday, August 7th. This represents a $0.56 annualized dividend and a dividend yield of 0.2%. This is a boost from Howmet Aerospace’s previous quarterly dividend of $0.12. Howmet Aerospace’s payout ratio is presently 11.14%.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on HWM. BNP Paribas Exane reiterated an “outperform” rating and set a $340.00 target price (up from $265.00) on shares of Howmet Aerospace in a research report on Friday, May 8th. BTIG Research increased their price objective on shares of Howmet Aerospace from $275.00 to $300.00 and gave the company a “buy” rating in a report on Friday, May 8th. JPMorgan Chase & Co. lifted their target price on shares of Howmet Aerospace from $265.00 to $310.00 and gave the company an “overweight” rating in a research report on Monday, May 11th. Susquehanna boosted their target price on shares of Howmet Aerospace from $300.00 to $330.00 and gave the stock a “positive” rating in a research note on Friday, May 8th. Finally, Citigroup upped their price target on shares of Howmet Aerospace from $303.00 to $311.00 and gave the stock a “buy” rating in a research report on Wednesday, July 1st. Sixteen research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $300.33.

Insider Buying and Selling

In other news, EVP Neil Edward Marchuk sold 41,932 shares of Howmet Aerospace stock in a transaction that occurred 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 sale, the executive vice president 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 filing with the Securities & Exchange Commission, which can be accessed through this link. 0.85% of the stock is owned by company insiders.

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.