Kids Capital Management L.P. Has $10.79 Million Stock Position in Howmet Aerospace Inc. $HWM

Kids Capital Management L.P. decreased its position in shares of Howmet Aerospace Inc. (NYSE:HWM) by 29.5% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 55,000 shares of the company’s stock after selling 23,000 shares during the quarter. Howmet Aerospace makes up approximately 8.3% of Kids Capital Management L.P.’s investment portfolio, making the stock its 6th biggest position. Kids Capital Management L.P.’s holdings in Howmet Aerospace were worth $10,793,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently bought and sold shares of HWM. Voya Investment Management LLC raised its holdings in Howmet Aerospace by 9.1% during the 3rd quarter. Voya Investment Management LLC now owns 1,247,220 shares of the company’s stock worth $244,742,000 after purchasing an additional 104,207 shares during the last quarter. Nordea Investment Management AB boosted its stake in shares of Howmet Aerospace by 59.2% in the 3rd quarter. Nordea Investment Management AB now owns 1,401,335 shares of the company’s stock valued at $273,288,000 after purchasing an additional 521,180 shares during the last quarter. GRIMES & Co WEALTH MANAGEMENT LLC acquired a new stake in shares of Howmet Aerospace during the 3rd quarter worth approximately $1,581,000. LBP AM SA grew its position in shares of Howmet Aerospace by 18.0% during the 3rd quarter. LBP AM SA now owns 68,499 shares of the company’s stock worth $13,442,000 after buying an additional 10,460 shares during the period. Finally, Greenup Street Wealth Management LLC raised its stake in shares of Howmet Aerospace by 76.3% during the third quarter. Greenup Street Wealth Management LLC now owns 20,972 shares of the company’s stock worth $4,115,000 after buying an additional 9,078 shares during the last quarter. 90.46% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

HWM has been the topic of a number of recent research reports. BTIG Research raised their price objective on shares of Howmet Aerospace from $240.00 to $275.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. Susquehanna upped their target price on shares of Howmet Aerospace from $255.00 to $290.00 and gave the company a “positive” rating in a research report on Friday, February 13th. Wall Street Zen raised Howmet Aerospace from a “hold” rating to a “buy” rating in a research note on Sunday, January 18th. Morgan Stanley restated an “overweight” rating and issued a $280.00 price target on shares of Howmet Aerospace in a research report on Friday, February 13th. Finally, Bank of America upped their price objective on Howmet Aerospace from $250.00 to $300.00 and gave the company a “buy” rating in a report on Friday, February 20th. One equities research 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 MarketBeat, Howmet Aerospace presently has an average rating of “Moderate Buy” and a consensus price target of $256.15.

Howmet Aerospace Price Performance

Shares of HWM stock opened at $236.76 on Monday. Howmet Aerospace Inc. has a 12-month low of $105.04 and a 12-month high of $267.31. The firm has a market capitalization of $94.93 billion, a price-to-earnings ratio of 63.82, a price-to-earnings-growth ratio of 2.19 and a beta of 1.20. The company has a quick ratio of 1.09, a current ratio of 2.13 and a debt-to-equity ratio of 0.53. The firm has a fifty day moving average of $233.28 and a 200-day moving average of $208.95.

Howmet Aerospace (NYSE:HWM) last issued its quarterly earnings data on Thursday, February 12th. The company reported $1.05 EPS for the quarter, topping the consensus estimate of $0.97 by $0.08. Howmet Aerospace had a return on equity of 30.41% and a net margin of 18.27%.The business had revenue of $2.17 billion for the quarter, compared to the consensus estimate of $2.12 billion. During the same quarter last year, the business posted $0.77 EPS. The firm’s revenue was up 14.6% compared to the same quarter last year. Howmet Aerospace has set its Q1 2026 guidance at 1.090-1.110 EPS and its FY 2026 guidance at 4.350-4.550 EPS. On average, equities research analysts forecast that Howmet Aerospace Inc. will post 3.27 earnings per share for the current year.

Howmet Aerospace Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, February 25th. Investors of record on Friday, February 6th were given a $0.12 dividend. The ex-dividend date was Friday, February 6th. This represents a $0.48 annualized dividend and a dividend yield of 0.2%. Howmet Aerospace’s payout ratio is currently 12.94%.

Insider Activity at Howmet Aerospace

In related news, VP Barbara Lou Shultz sold 1,000 shares of the stock in a transaction that occurred 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 directly owned 23,874 shares of the company’s stock, valued at approximately $6,207,240. This represents a 4.02% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Neil Edward Marchuk sold 45,150 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $251.70, for a total transaction of $11,364,255.00. Following the sale, the executive vice president owned 107,008 shares in the company, valued at $26,933,913.60. This trade represents a 29.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.12% of the stock is currently owned by insiders.

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.