Howmet Aerospace Inc. $HWM Shares Sold by NewEdge Advisors LLC

NewEdge Advisors LLC lowered its stake in shares of Howmet Aerospace Inc. (NYSE:HWM) by 4.0% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 64,507 shares of the company’s stock after selling 2,701 shares during the period. NewEdge Advisors LLC’s holdings in Howmet Aerospace were worth $14,866,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. UMB Bank n.a. increased its holdings in shares of Howmet Aerospace by 2.6% in the fourth quarter. UMB Bank n.a. now owns 1,620 shares of the company’s stock valued at $332,000 after purchasing an additional 41 shares during the period. Tudor Financial Inc. lifted its holdings in shares of Howmet Aerospace by 2.6% during the fourth quarter. Tudor Financial Inc. now owns 1,650 shares of the company’s stock worth $338,000 after purchasing an additional 42 shares during the period. Physician Wealth Advisors Inc. grew its position in Howmet Aerospace by 2.5% in the 1st quarter. Physician Wealth Advisors Inc. now owns 1,730 shares of the company’s stock valued at $399,000 after buying an additional 42 shares during the last quarter. Roman Butler Fullerton & Co. grew its position in Howmet Aerospace by 0.4% in the 1st quarter. Roman Butler Fullerton & Co. now owns 10,537 shares of the company’s stock valued at $2,634,000 after buying an additional 42 shares during the last quarter. Finally, Parkside Financial Bank & Trust increased its stake in Howmet Aerospace by 4.1% in the 4th quarter. Parkside Financial Bank & Trust now owns 1,077 shares of the company’s stock valued at $221,000 after buying an additional 42 shares during the period. 90.46% of the stock is owned by hedge funds and other institutional investors.

Howmet Aerospace Price Performance

HWM stock opened at $282.42 on Friday. The firm has a 50 day moving average of $272.81 and a 200-day moving average of $253.96. The company has a market cap of $113.00 billion, a price-to-earnings ratio of 60.87, a PEG ratio of 2.12 and a beta of 1.20. The company has a current ratio of 1.82, a quick ratio of 1.59 and a debt-to-equity ratio of 0.71. Howmet Aerospace Inc. has a 12-month low of $169.45 and a 12-month high of $310.00.

Howmet Aerospace (NYSE:HWM) last released its quarterly earnings results on Thursday, August 6th. The company reported $1.33 earnings per share for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. Howmet Aerospace had a return on equity of 33.91% and a net margin of 20.52%.The business had revenue of $2.55 billion for the quarter, compared to analysts’ expectations of $2.43 billion. During the same quarter in the prior year, the firm posted $0.91 EPS. The company’s revenue was up 24.1% compared to the same quarter last year. 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, equities analysts expect that Howmet Aerospace Inc. will post 5 EPS for the current fiscal year.

Howmet Aerospace Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, August 25th. Stockholders of record on Friday, August 7th will be given a $0.14 dividend. This is an increase from Howmet Aerospace’s previous quarterly dividend of $0.12. This represents a $0.56 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date is Friday, August 7th. Howmet Aerospace’s dividend payout ratio (DPR) is 12.07%.

Wall Street Analyst Weigh In

A number of brokerages have commented on HWM. Royal Bank Of Canada upped their price objective on shares of Howmet Aerospace from $325.00 to $350.00 and gave the stock an “outperform” rating in a research report on Friday. Jefferies Financial Group raised their price objective on shares of Howmet Aerospace from $320.00 to $340.00 and gave the company a “buy” rating in a research report on Thursday, July 9th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $320.00 target price on shares of Howmet Aerospace in a research report on Friday, May 8th. JPMorgan Chase & Co. raised their price target on Howmet Aerospace from $265.00 to $310.00 and gave the company an “overweight” rating in a report on Monday, May 11th. Finally, 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 note on Monday, July 13th. Sixteen research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $304.28.

Howmet Aerospace News Summary

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

• Positive Sentiment: Strong Q2 performance: Howmet reported revenue of $2.55 billion, up 24% year over year, and adjusted EPS of $1.33, exceeding the $1.24 analyst consensus. Operating margins, cash flow and adjusted EBITDA also improved significantly. Howmet Aerospace Reports Second Quarter 2026 Results
• Positive Sentiment: Raised 2026 outlook: The company now expects full-year EPS of $5.23-$5.31 and revenue of approximately $10.0-$10.1 billion, above consensus estimates. Third-quarter EPS guidance of $1.34-$1.36 also exceeds expectations. HWM Q2 Earnings Beat Estimates on Aerospace, Turbine Growth
• Positive Sentiment: Favorable demand trends: Rising commercial aircraft production, aftermarket spares demand and gas-turbine activity are supporting capacity expansion and growth into 2027. Howmet also generated $479 million in free cash flow and repurchased $300 million of stock during the quarter. HWM Q2 Earnings Call Centers on Capacity and Higher Outlook
• Positive Sentiment: Analyst support: Susquehanna raised its price target from $330 to $340 and assigned a positive rating, implying meaningful potential upside from the recent trading level. Benzinga analyst price-target report
• Neutral Sentiment: Howmet completed its $1.8 billion CAM acquisition and increased its quarterly dividend by 17% to $0.14 per share. The acquisition expands the company’s capabilities but also increases integration and execution requirements.
• Negative Sentiment: The stock’s pullback may reflect valuation and profit-taking concerns: HWM has risen sharply over the past year, trades at a high earnings multiple, and investors may have expected strong results following the recent rally. Higher capital spending to expand capacity could also limit near-term free cash flow.

Insider Activity

In related news, EVP Neil Edward Marchuk sold 41,932 shares of the business’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $269.50, for a total value of $11,300,674.00. Following the sale, the executive vice president directly owned 65,105 shares in the company, valued at $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 is available at this hyperlink. 0.85% of the stock is owned by company insiders.

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.