Howmet Aerospace Inc. $HWM Stake Raised by Fortem Financial Group LLC

Fortem Financial Group LLC boosted its holdings in Howmet Aerospace Inc. (NYSE:HWM) by 26.9% during the 4th quarter, Holdings Channel.com reports. The fund owned 12,079 shares of the company’s stock after purchasing an additional 2,564 shares during the quarter. Fortem Financial Group LLC’s holdings in Howmet Aerospace were worth $2,476,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of HWM. Newbridge Financial Services Group Inc. raised its position in Howmet Aerospace by 119.7% in the second quarter. Newbridge Financial Services Group Inc. now owns 134 shares of the company’s stock worth $25,000 after acquiring an additional 73 shares in the last quarter. Sound Income Strategies LLC raised its position in Howmet Aerospace by 66.7% in the fourth quarter. Sound Income Strategies LLC now owns 125 shares of the company’s stock worth $28,000 after acquiring an additional 50 shares in the last quarter. Manning & Napier Advisors LLC bought a new stake in Howmet Aerospace in the third quarter worth about $32,000. Flagship Wealth Advisors LLC bought a new stake in Howmet Aerospace in the third quarter worth about $33,000. Finally, Laurel Wealth Advisors LLC bought a new stake in Howmet Aerospace in the fourth quarter worth about $36,000. 90.46% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the company. UBS Group lifted 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. Jefferies Financial Group reissued a “buy” rating and issued a $320.00 price target on shares of Howmet Aerospace in a research note on Sunday. Wells Fargo & Company assumed coverage on Howmet Aerospace in a research note on Wednesday, April 1st. They issued an “equal weight” rating and a $240.00 price target on the stock. Citigroup dropped their price target on Howmet Aerospace from $283.00 to $271.00 and set a “buy” rating on the stock in a research note on Thursday, April 2nd. Finally, The Goldman Sachs Group set a $228.00 price target on Howmet Aerospace in a research note on Tuesday, February 17th. Eighteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $281.47.

Insider Transactions at Howmet Aerospace

In other news, VP Barbara Lou Shultz sold 1,000 shares of the company’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $260.00, for a total value of $260,000.00. Following the transaction, the vice president owned 23,874 shares in the company, valued at $6,207,240. This represents a 4.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Neil Edward Marchuk sold 45,150 shares of the company’s stock in a transaction dated 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 completion of the transaction, the executive vice president owned 107,008 shares in the company, valued at $26,933,913.60. This represents a 29.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.85% of the stock is owned by corporate insiders.

Howmet Aerospace Trading Down 0.1%

Shares of HWM opened at $270.33 on Monday. The business’s 50-day moving average price is $245.89 and its 200 day moving average price is $223.56. The stock has a market capitalization of $108.16 billion, a P/E ratio of 62.72, a P/E/G ratio of 2.28 and a beta of 1.19. Howmet Aerospace Inc. has a 1-year low of $154.72 and a 1-year high of $280.74. The company has a current ratio of 2.44, a quick ratio of 1.59 and a debt-to-equity ratio of 0.73.

Howmet Aerospace (NYSE:HWM) last released its earnings results on Thursday, May 7th. The company reported $1.22 earnings per share for the quarter, beating the consensus estimate of $1.11 by $0.11. The company had revenue of $2.31 billion for the quarter, compared to analysts’ expectations of $2.24 billion. Howmet Aerospace had a return on equity of 29.27% and a net margin of 20.23%.The business’s revenue for the quarter was up 19.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.86 EPS. 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. Analysts expect that Howmet Aerospace Inc. will post 5 earnings per share for the current year.

Howmet Aerospace Announces Dividend

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

Howmet Aerospace News Roundup

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

About Howmet Aerospace

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.