Truist Financial Corp Sells 1,905 Shares of Howmet Aerospace Inc. $HWM

Truist Financial Corp cut its holdings in shares of Howmet Aerospace Inc. (NYSE:HWM) by 3.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 53,481 shares of the company’s stock after selling 1,905 shares during the period. Truist Financial Corp’s holdings in Howmet Aerospace were worth $10,965,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Nordea Investment Management AB raised 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 period. Silverleafe Capital Partners LLC raised its stake in shares of Howmet Aerospace by 339.3% in the 4th quarter. Silverleafe Capital Partners LLC now owns 5,847 shares of the company’s stock valued at $1,199,000 after purchasing an additional 4,516 shares during the period. GRIMES & Co WEALTH MANAGEMENT LLC acquired a new stake in shares of Howmet Aerospace in the 3rd quarter valued at about $1,581,000. LBP AM SA raised its stake in shares of Howmet Aerospace by 18.0% in the 3rd quarter. LBP AM SA now owns 68,499 shares of the company’s stock valued at $13,442,000 after purchasing an additional 10,460 shares during the period. Finally, Stratos Wealth Partners LTD. increased its position in shares of Howmet Aerospace by 20.3% in the third quarter. Stratos Wealth Partners LTD. now owns 153,889 shares of the company’s stock valued at $30,198,000 after acquiring an additional 25,957 shares during the last quarter. 90.46% of the stock is currently owned by institutional investors.

Howmet Aerospace News Summary

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

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on HWM. Royal Bank Of Canada lifted their target price on Howmet Aerospace from $275.00 to $300.00 and gave the company an “outperform” rating in a research report on Wednesday, March 11th. Wells Fargo & Company began coverage on Howmet Aerospace in a research report on Wednesday, April 1st. They issued an “equal weight” rating and a $240.00 target price on the stock. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $320.00 target price on shares of Howmet Aerospace in a research report on Friday. Wolfe Research set a $270.00 target price on Howmet Aerospace and gave the company an “outperform” rating in a research report on Wednesday, March 11th. Finally, Bank of America lifted their target price on Howmet Aerospace from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Friday, February 20th. Eighteen equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, Howmet Aerospace currently has an average rating of “Moderate Buy” and an average target price of $281.21.

Howmet Aerospace Price Performance

NYSE:HWM opened at $270.33 on Friday. The stock’s 50-day simple moving average is $245.89 and its 200 day simple moving average is $223.56. The company has a market cap of $108.32 billion, a P/E ratio of 62.72, a P/E/G ratio of 2.52 and a beta of 1.19. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.09 and a current ratio of 2.44. Howmet Aerospace Inc. has a 52-week low of $154.72 and a 52-week high of $280.74.

Howmet Aerospace (NYSE:HWM) last announced its quarterly earnings results on Thursday, May 7th. The company reported $1.22 earnings per share for the quarter, topping analysts’ consensus estimates of $1.11 by $0.11. The firm had revenue of $2.31 billion for the quarter, compared to the consensus estimate 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 was up 19.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.86 earnings per share. 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, sell-side analysts forecast that Howmet Aerospace Inc. will post 4.57 EPS for the current fiscal year.

Howmet Aerospace Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 26th. Shareholders 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 of this dividend is Friday, May 8th. Howmet Aerospace’s payout ratio is 11.14%.

Insider Buying and Selling

In other Howmet Aerospace news, EVP Neil Edward Marchuk sold 45,150 shares of the business’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 transaction, the executive vice president owned 107,008 shares of the company’s stock, valued at $26,933,913.60. The trade was a 29.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Barbara Lou Shultz sold 1,000 shares of the business’s stock in a transaction that occurred on 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 directly owned 23,874 shares in the company, valued at approximately $6,207,240. This trade represents a 4.02% decrease in their position. The SEC filing for this sale provides additional information. 0.85% of the stock is owned by insiders.

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.