Howmet Aerospace (NYSE:HWM) Receives “Outperform” Rating from BNP Paribas Exane

BNP Paribas Exane restated their outperform rating on shares of Howmet Aerospace (NYSE:HWM) in a research report report published on Friday morning,Benzinga reports. They currently have a $340.00 price objective on the stock, up from their prior price objective of $265.00.

HWM has been the subject of several other research reports. UBS Group boosted their price target on Howmet Aerospace from $260.00 to $290.00 and gave the stock a “neutral” rating in a research note on Friday. Susquehanna boosted their price target on Howmet Aerospace from $300.00 to $330.00 and gave the stock a “positive” rating in a research note on Friday. Wall Street Zen upgraded Howmet Aerospace from a “hold” rating to a “buy” rating in a research note on Sunday, January 18th. Jefferies Financial Group restated a “buy” rating and issued a $315.00 price target on shares of Howmet Aerospace in a research note on Sunday, February 15th. Finally, Bank of America boosted their price target on Howmet Aerospace from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Friday, February 20th. Eighteen investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $281.21.

Howmet Aerospace Trading Down 0.8%

Howmet Aerospace stock opened at $270.33 on Friday. The company has a current ratio of 2.44, a quick ratio of 1.09 and a debt-to-equity ratio of 0.73. The business’s fifty day simple moving average is $245.89 and its two-hundred day simple moving average is $223.56. Howmet Aerospace has a 12 month low of $154.72 and a 12 month high of $280.74. The company has a market capitalization of $108.32 billion, a price-to-earnings ratio of 62.72, a price-to-earnings-growth ratio of 2.52 and a beta of 1.19.

Howmet Aerospace (NYSE:HWM) last posted its quarterly earnings results on Thursday, May 7th. The company reported $1.22 earnings per share for the quarter, topping the consensus estimate of $1.11 by $0.11. Howmet Aerospace had a return on equity of 29.27% and a net margin of 20.23%.The firm had revenue of $2.31 billion during the quarter, compared to analysts’ expectations of $2.24 billion. During the same quarter in the previous year, the business earned $0.86 earnings per share. The company’s revenue was up 19.1% on a year-over-year basis. 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 will post 4.57 earnings per share for the current fiscal year.

Howmet Aerospace Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 26th. Investors of record on Friday, May 8th will be given a dividend of $0.12 per share. This represents a $0.48 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date is Friday, May 8th. Howmet Aerospace’s dividend payout ratio is 11.14%.

Insiders Place Their Bets

In related news, VP Barbara Lou Shultz sold 1,000 shares of the company’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $260.00, for a total transaction of $260,000.00. Following the completion of the sale, the vice president owned 23,874 shares in the company, valued at approximately $6,207,240. This represents a 4.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Neil Edward Marchuk sold 45,150 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $251.70, for a total value of $11,364,255.00. Following the sale, the executive vice president owned 107,008 shares of the company’s stock, valued at approximately $26,933,913.60. This trade represents a 29.67% decrease in their position. The SEC filing for this sale provides additional information. 0.85% of the stock is currently owned by corporate insiders.

Institutional Trading of Howmet Aerospace

A number of hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. increased its position in Howmet Aerospace by 1.4% during the third quarter. Vanguard Group Inc. now owns 49,139,989 shares of the company’s stock valued at $9,642,740,000 after acquiring an additional 664,595 shares during the last quarter. State Street Corp increased its position in Howmet Aerospace by 2.2% in the fourth quarter. State Street Corp now owns 18,365,429 shares of the company’s stock worth $3,765,280,000 after buying an additional 400,767 shares in the last quarter. Price T Rowe Associates Inc. MD increased its position in Howmet Aerospace by 27.0% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 16,632,206 shares of the company’s stock worth $3,409,936,000 after buying an additional 3,531,700 shares in the last quarter. Geode Capital Management LLC increased its position in Howmet Aerospace by 2.0% in the fourth quarter. Geode Capital Management LLC now owns 11,307,538 shares of the company’s stock worth $2,316,277,000 after buying an additional 221,775 shares in the last quarter. Finally, Bank of America Corp DE increased its position in Howmet Aerospace by 2.4% in the third quarter. Bank of America Corp DE now owns 10,877,771 shares of the company’s stock worth $2,134,545,000 after buying an additional 255,419 shares in the last quarter. Hedge funds and other institutional investors own 90.46% of the company’s stock.

Key Headlines Impacting Howmet Aerospace

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

• Positive Sentiment: Howmet reported first-quarter revenue of $2.31 billion and adjusted EPS of $1.22, both above Wall Street estimates, with revenue up 19% year over year and record cash generation. Howmet Aerospace Reports First Quarter 2026 Results
• Positive Sentiment: The company raised full-year 2026 guidance, signaling confidence in demand and profitability; guidance now implies stronger EPS and revenue than analysts expected. Howmet Aerospace Reports First Quarter 2026 Results
• Positive Sentiment: Several firms turned more optimistic on the stock, including BNP Paribas Exane, which reaffirmed an outperform rating and lifted its price target to $340 from $265, and Susquehanna and BTIG, which also raised targets. Analyst update via Benzinga
• Positive Sentiment: Coverage highlighted a breakout in the shares after the earnings beat and upgraded outlook, reinforcing the view that demand is driving the company’s growth narrative. Howmet Aerospace scores breakout after demand-fueled beat, lifted guidance
• Neutral Sentiment: Howmet also completed the acquisition of Consolidated Aerospace Manufacturing, which expands its aerospace footprint and adds to its long-term growth story, though the immediate stock impact is less clear. Howmet Aerospace Reports First Quarter 2026 Results

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.