Czech National Bank Raises Stock Position in Howmet Aerospace Inc. $HWM

Czech National Bank boosted its position in Howmet Aerospace Inc. (NYSE:HWM) by 4.3% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 113,886 shares of the company’s stock after purchasing an additional 4,692 shares during the quarter. Czech National Bank’s holdings in Howmet Aerospace were worth $30,619,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently made changes to their positions in the company. State Street Corp increased its position in shares of 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 purchasing an additional 400,767 shares during the last quarter. Price T Rowe Associates Inc. MD increased its holdings in shares of Howmet Aerospace by 27.0% in the 4th 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 during the last quarter. Geode Capital Management LLC raised its position in shares of Howmet Aerospace by 2.0% during the 4th quarter. Geode Capital Management LLC now owns 11,307,538 shares of the company’s stock valued at $2,316,277,000 after buying an additional 221,775 shares in the last quarter. Bank of America Corp DE grew its position in Howmet Aerospace by 1.7% in the first quarter. Bank of America Corp DE now owns 10,728,447 shares of the company’s stock worth $2,472,478,000 after acquiring an additional 177,533 shares in the last quarter. Finally, Norges Bank bought a new position in Howmet Aerospace in the fourth quarter valued at $1,793,698,000. 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: Results exceeded expectations. Howmet reported revenue of $2.547 billion, up 24% year over year, and adjusted EPS of $1.33 versus the $1.24 consensus estimate. Adjusted EPS increased 46% from $0.91 a year earlier, while adjusted EBITDA rose 39% and margins expanded. Howmet Aerospace Reports Second Quarter 2026 Results
• Positive Sentiment: Aerospace and gas-turbine demand remain strong. Rising commercial jet production and robust demand for turbine components supported 21% organic growth, reinforcing expectations for continued strength in Howmet’s core aerospace businesses. HWM Q2 Earnings Beat Estimates on Aerospace, Turbine Growth
• Positive Sentiment: Management raised guidance above Wall Street forecasts. Full-year 2026 EPS is now projected at $5.23-$5.31 and revenue at $10.0-$10.1 billion, compared with consensus estimates of $5.06 and $9.7 billion. Third-quarter EPS guidance of $1.34-$1.36 also exceeds the $1.26 consensus. Howmet Aerospace boosts 2026 forecasts
• Positive Sentiment: Cash returns and financial execution improved. Operating cash flow rose 31% to $583 million, free cash flow increased 39% to $479 million, and the company repurchased $300 million of stock. Howmet also raised its quarterly dividend 17% and reduced interest expense through debt refinancing actions. Howmet Aerospace Q2 2026 Earnings Call Transcript
• Negative Sentiment: Valuation and execution risks remain. HWM trades near its 52-week high at a high earnings multiple, leaving less room for disappointment. Investors will also monitor transportation weakness, supply-chain constraints and the integration of the $1.8 billion CAM acquisition.

Analyst Ratings Changes

HWM has been the topic of several recent research reports. Jefferies Financial Group increased their target price on shares of Howmet Aerospace from $320.00 to $340.00 and gave the company a “buy” rating in a report on Thursday, July 9th. Citigroup boosted their price target on shares of Howmet Aerospace from $303.00 to $311.00 and gave the stock a “buy” rating in a research note on Wednesday, July 1st. BNP Paribas Exane restated an “outperform” rating and set a $340.00 price target (up from $265.00) on shares of Howmet Aerospace in a research report on Friday, May 8th. Wall Street Zen cut Howmet Aerospace from a “strong-buy” rating to a “buy” rating in a research note on Sunday, July 5th. Finally, Weiss Ratings lowered Howmet Aerospace from a “buy (b)” rating to a “buy (b-)” rating in a research note on Wednesday. Sixteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $300.33.

Insider Buying and Selling at Howmet Aerospace

In other news, EVP Neil Edward Marchuk sold 41,932 shares of Howmet Aerospace stock in a transaction dated Monday, May 11th. The stock was 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 of the company’s stock, valued at approximately $17,545,797.50. The trade was a 39.18% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.85% of the company’s stock.

Howmet Aerospace Stock Performance

Shares of NYSE HWM opened at $288.96 on Friday. The firm’s 50-day moving average price is $272.33 and its 200-day moving average price is $253.76. Howmet Aerospace Inc. has a 52-week low of $169.45 and a 52-week high of $310.00. The company has a market cap of $115.61 billion, a PE ratio of 67.04, a PEG ratio of 2.29 and a beta of 1.20. The company has a quick ratio of 1.59, a current ratio of 2.44 and a debt-to-equity ratio of 0.73.

Howmet Aerospace (NYSE:HWM) last issued its quarterly earnings data on Thursday, August 6th. The company reported $1.33 EPS for the quarter, topping the consensus estimate of $1.24 by $0.09. Howmet Aerospace had a return on equity of 29.27% and a net margin of 20.23%.The company had revenue of $2.55 billion during the quarter, compared to analyst estimates of $2.43 billion. During the same quarter in the previous year, the company posted $0.91 earnings per share. Howmet Aerospace’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, analysts anticipate that Howmet Aerospace Inc. will post 5.05 EPS for the current year.

Howmet Aerospace Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, August 25th. Stockholders of record on Friday, August 7th will be issued a $0.14 dividend. This represents a $0.56 annualized dividend and a dividend yield of 0.2%. This is a boost from Howmet Aerospace’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend is Friday, August 7th. Howmet Aerospace’s payout ratio is presently 11.14%.

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.