Howmet Aerospace Inc. $HWM Position Boosted by Kurv Investment Management LLC

Kurv Investment Management LLC grew its position in Howmet Aerospace Inc. (NYSE:HWM) by 25.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 12,384 shares of the company’s stock after purchasing an additional 2,544 shares during the period. Howmet Aerospace makes up approximately 1.4% of Kurv Investment Management LLC’s investment portfolio, making the stock its 24th largest holding. Kurv Investment Management LLC’s holdings in Howmet Aerospace were worth $2,801,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of HWM. West Paces Advisors Inc. acquired a new stake in Howmet Aerospace during the second quarter worth approximately $27,000. Bartlett & CO. Wealth Management LLC increased its stake in Howmet Aerospace by 55.1% during the 2nd quarter. Bartlett & CO. Wealth Management LLC now owns 107 shares of the company’s stock worth $29,000 after acquiring an additional 38 shares during the period. Markowski Investments acquired a new position in Howmet Aerospace in the 2nd quarter valued at $29,000. Reyes Financial Architecture Inc. acquired a new position in Howmet Aerospace in the 3rd quarter valued at $31,000. Finally, Retirement Wealth Solutions LLC raised its holdings in Howmet Aerospace by 328.1% in the 3rd quarter. Retirement Wealth Solutions LLC now owns 137 shares of the company’s stock valued at $31,000 after acquiring an additional 105 shares in the last quarter. 90.46% of the stock is currently owned by institutional investors.

Howmet Aerospace News Roundup

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

• Positive Sentiment: Q3 results exceeded expectations: Revenue rose 29% year over year to $2.70 billion, while adjusted EPS increased 54% to $1.46, topping the $1.37 consensus estimate. Operating and EBITDA margins also expanded significantly. Howmet Aerospace Reports Third Quarter 2026 Results
• Positive Sentiment: Growth outlook was raised: Management increased its full-year 2026 guidance and projected approximately $11.5 billion of 2027 revenue, representing roughly 12% year-over-year growth. Industrial gas-turbine revenue climbed 45% in Q3, while commercial aerospace revenue increased 32%, reflecting strong demand and market-share gains. HWM Q3 Earnings Beat Estimates
• Positive Sentiment: Capital returns increased: Howmet repurchased $500 million of stock during the quarter, raised its quarterly dividend 17% to $0.14 per share, and authorized an additional $5 billion for share repurchases. Howmet Aerospace Reports Third Quarter 2026 Results
• Neutral Sentiment: Analysts remain bullish but less aggressive: BNP Paribas Exane cut its price target to $250 from $310 while retaining an “outperform” rating; Susquehanna lowered its target to $275 from $340 but kept a “positive” rating. The revisions still imply substantial upside, but signal more cautious assumptions.
• Negative Sentiment: Valuation and expectations remain risks: With HWM trading at a high earnings multiple and below its longer-term moving averages, investors may be taking profits or demanding stronger forward guidance after the earnings beat. The sizable target cuts likely contributed to the near-term pressure.

Howmet Aerospace Stock Down 3.2%

HWM opened at $199.43 on Friday. Howmet Aerospace Inc. has a 12 month low of $183.52 and a 12 month high of $310.00. The company has a current ratio of 1.86, a quick ratio of 0.87 and a debt-to-equity ratio of 0.70. The business’s 50-day moving average price is $229.00 and its 200-day moving average price is $248.49. The company has a market cap of $79.79 billion, a P/E ratio of 39.03, a P/E/G ratio of 1.85 and a beta of 1.21.

Howmet Aerospace (NYSE:HWM) last issued its earnings results on Thursday, October 29th. The company reported $1.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.37 by $0.09. The firm had revenue of $2.70 billion for the quarter, compared to the consensus estimate of $2.59 billion. Howmet Aerospace had a net margin of 21.10% and a return on equity of 36.44%. The business’s revenue was up 29.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.95 earnings per share. On average, equities analysts expect that Howmet Aerospace Inc. will post 5.34 EPS for the current year.

Howmet Aerospace Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, November 25th. Shareholders of record on Friday, November 6th will be issued a $0.14 dividend. The ex-dividend date of this dividend is Friday, November 6th. This represents a $0.56 dividend on an annualized basis and a dividend yield of 0.3%. Howmet Aerospace’s dividend payout ratio (DPR) is presently 10.96%.

Analysts Set New Price Targets

Several analysts have recently issued reports on HWM shares. JPMorgan Chase & Co. increased their target price on Howmet Aerospace from $310.00 to $350.00 and gave the stock an “overweight” rating in a report on Monday, August 10th. Citigroup reaffirmed a “buy” rating on shares of Howmet Aerospace in a research note on Tuesday. Zacks Research cut shares of Howmet Aerospace from a “strong-buy” rating to a “hold” rating in a research report on Friday, October 9th. Guggenheim began coverage on shares of Howmet Aerospace in a research report on Monday, September 14th. They set a “buy” rating and a $350.00 price objective for the company. Finally, Wells Fargo & Company reduced their price objective on shares of Howmet Aerospace from $315.00 to $255.00 and set an “equal weight” rating on the stock in a research note on Wednesday, September 30th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $304.33.

Howmet Aerospace Company Profile

Howmet Aerospace Inc (NYSE:HWM) is a global manufacturer of advanced engineered products and materials primarily serving the aerospace, defense, commercial transportation and industrial markets. The company develops components designed to operate in demanding environments where strength, durability and weight reduction are important.

Howmet’s product portfolio includes aircraft engine components, airframe structures, titanium and nickel-based forgings, fastening systems and wheels for commercial vehicles.