Howmet Aerospace Inc. $HWM Stock: Traynor Capital Management Inc. Increases Position

Traynor Capital Management Inc. lifted its stake in Howmet Aerospace Inc. (NYSE:HWM) by 28.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 17,168 shares of the company’s stock after acquiring an additional 3,821 shares during the period. Traynor Capital Management Inc.’s holdings in Howmet Aerospace were worth $3,883,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in HWM. Bank Julius Baer & Co. Ltd Zurich boosted its position in Howmet Aerospace by 8.8% during the third quarter. Bank Julius Baer & Co. Ltd Zurich now owns 316,514 shares of the company’s stock valued at $71,919,000 after purchasing an additional 25,526 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. purchased a new position in Howmet Aerospace in the third quarter valued at about $35,041,000. ProShare Advisors LLC grew its stake in Howmet Aerospace by 0.5% in the third quarter. ProShare Advisors LLC now owns 69,007 shares of the company’s stock valued at $15,608,000 after purchasing an additional 359 shares during the last quarter. Vise Technologies Inc. grew its stake in Howmet Aerospace by 15.4% in the third quarter. Vise Technologies Inc. now owns 28,876 shares of the company’s stock valued at $6,531,000 after purchasing an additional 3,846 shares during the last quarter. Finally, Marin Bay Wealth Advisors LLC lifted its position in shares of Howmet Aerospace by 4.9% during the third quarter. Marin Bay Wealth Advisors LLC now owns 1,204 shares of the company’s stock valued at $272,000 after buying an additional 56 shares during the last quarter. 90.46% of the stock is currently owned by hedge funds and other 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.

Analyst Ratings Changes

A number of brokerages have recently issued reports on HWM. UBS Group lifted their price objective on shares of Howmet Aerospace from $299.00 to $326.00 and gave the stock a “neutral” rating in a research report on Friday, August 7th. Sanford C. Bernstein restated an “outperform” rating and issued a $298.00 target price (down from $328.00) on shares of Howmet Aerospace in a research note on Wednesday, October 7th. Citigroup restated a “buy” rating on shares of Howmet Aerospace in a research note on Tuesday, October 27th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Howmet Aerospace in a report on Monday. Finally, Deutsche Bank Aktiengesellschaft upped their price target on Howmet Aerospace from $338.00 to $343.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $304.33.

Howmet Aerospace Trading Up 0.1%

Howmet Aerospace stock opened at $199.43 on Monday. The company has a debt-to-equity ratio of 0.70, a quick ratio of 0.90 and a current ratio of 1.86. The stock has a market cap of $79.31 billion, a PE ratio of 39.03, a price-to-earnings-growth ratio of 1.75 and a beta of 1.31. The stock has a 50-day moving average of $229.00 and a two-hundred day moving average of $248.49. Howmet Aerospace Inc. has a one year low of $183.52 and a one year high of $310.00.

Howmet Aerospace (NYSE:HWM) last issued its quarterly earnings results on Thursday, October 29th. The company reported $1.46 earnings per share for the quarter, topping analysts’ consensus estimates of $1.37 by $0.09. Howmet Aerospace had a return on equity of 36.44% and a net margin of 21.10%. The business had revenue of $2.70 billion for the quarter, compared to analyst estimates of $2.59 billion. During the same quarter in the previous year, the firm earned $0.95 earnings per share. The company’s revenue was up 29.4% on a year-over-year basis. On average, research analysts anticipate that Howmet Aerospace Inc. will post 5.45 EPS for the current fiscal year.

Howmet Aerospace Dividend Announcement

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

About Howmet Aerospace

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.