Howmet Aerospace Inc. $HWM Stock: International Assets Investment Management LLC Boosts Position

International Assets Investment Management LLC lifted its stake in Howmet Aerospace Inc. (NYSE:HWM) by 4,819.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 135,000 shares of the company’s stock after acquiring an additional 132,256 shares during the period. International Assets Investment Management LLC’s holdings in Howmet Aerospace were worth $30,534,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the stock. Premier Path Wealth Partners LLC raised its stake in shares of Howmet Aerospace by 1.0% during the 2nd quarter. Premier Path Wealth Partners LLC now owns 3,812 shares of the company’s stock valued at $1,025,000 after purchasing an additional 37 shares during the period. Bartlett & CO. Wealth Management LLC boosted its stake in Howmet Aerospace by 55.1% in the 2nd quarter. Bartlett & CO. Wealth Management LLC now owns 107 shares of the company’s stock worth $29,000 after purchasing an additional 38 shares during the period. Physician Wealth Advisors Inc. boosted its stake in Howmet Aerospace by 2.5% in the 1st quarter. Physician Wealth Advisors Inc. now owns 1,730 shares of the company’s stock worth $399,000 after purchasing an additional 42 shares during the period. Roman Butler Fullerton & Co. grew its holdings in Howmet Aerospace by 0.4% during 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 in the last quarter. Finally, Raleigh Capital Management Inc. grew its holdings in Howmet Aerospace by 4.3% during the 2nd quarter. Raleigh Capital Management Inc. now owns 1,094 shares of the company’s stock valued at $294,000 after buying an additional 45 shares in the last quarter. 90.46% of the stock is currently owned by hedge funds and other institutional investors.

More Howmet Aerospace News

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.

Analyst Ratings Changes

HWM has been the topic of several analyst reports. UBS Group upped their price target on Howmet Aerospace from $299.00 to $326.00 and gave the company a “neutral” rating in a research report on Friday, August 7th. Jefferies Financial Group restated a “buy” rating and issued a $370.00 price objective (up from $340.00) on shares of Howmet Aerospace in a research report on Sunday, August 9th. TD Cowen reduced their price objective on shares of Howmet Aerospace from $320.00 to $280.00 and set a “buy” rating for the company in a research note on Friday, October 9th. BNP Paribas Exane cut their price target on shares of Howmet Aerospace from $310.00 to $250.00 and set an “outperform” rating for the company in a report on Friday. Finally, BTIG Research boosted their price target on shares of Howmet Aerospace from $300.00 to $340.00 and gave the company a “buy” rating in a research report on Monday, August 10th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $304.33.

Howmet Aerospace Trading Down 3.2%

Shares of HWM opened at $199.43 on Friday. The firm’s 50 day simple moving average is $229.00 and its 200 day simple moving average is $248.49. The company has a market capitalization 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. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.86 and a quick ratio of 0.87. Howmet Aerospace Inc. has a 1-year low of $183.52 and a 1-year high of $310.00.

Howmet Aerospace (NYSE:HWM) last announced its earnings results on Thursday, October 29th. The company reported $1.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.37 by $0.09. Howmet Aerospace had a net margin of 21.10% and a return on equity of 36.44%. The business had revenue of $2.70 billion during the quarter, compared to analyst estimates of $2.59 billion. During the same period in the previous year, the business posted $0.95 earnings per share. Howmet Aerospace’s revenue for the quarter was up 29.4% on a year-over-year basis. Sell-side analysts forecast that Howmet Aerospace Inc. will post 5.34 earnings per share for the current fiscal year.

Howmet Aerospace Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, November 25th. Stockholders of record on Friday, November 6th will be given a dividend of $0.14 per share. The ex-dividend date is Friday, November 6th. This represents a $0.56 annualized dividend and a dividend yield of 0.3%. Howmet Aerospace’s dividend payout ratio (DPR) is 10.96%.

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.