NewEdge Wealth LLC Acquires 4,523 Shares of Howmet Aerospace Inc. $HWM

NewEdge Wealth LLC boosted its holdings in Howmet Aerospace Inc. (NYSE:HWM) by 11.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 43,889 shares of the company’s stock after purchasing an additional 4,523 shares during the period. NewEdge Wealth LLC’s holdings in Howmet Aerospace were worth $8,998,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in the business. Invesco Ltd. lifted its stake in Howmet Aerospace by 12.2% in the third quarter. Invesco Ltd. now owns 7,367,438 shares of the company’s stock valued at $1,445,712,000 after acquiring an additional 801,093 shares during the last quarter. Vanguard Group Inc. lifted its stake in Howmet Aerospace by 1.4% in the third quarter. Vanguard Group Inc. now owns 49,139,989 shares of the company’s stock valued at $9,642,740,000 after acquiring an additional 664,595 shares during the last quarter. Federated Hermes Inc. lifted its stake in Howmet Aerospace by 140.7% in the third quarter. Federated Hermes Inc. now owns 1,073,305 shares of the company’s stock valued at $210,615,000 after acquiring an additional 627,397 shares during the last quarter. Nordea Investment Management AB lifted its stake in Howmet Aerospace by 59.2% in the third quarter. Nordea Investment Management AB now owns 1,401,335 shares of the company’s stock valued at $273,288,000 after acquiring an additional 521,180 shares during the last quarter. Finally, Franklin Resources Inc. lifted its stake in Howmet Aerospace by 116.7% in the third quarter. Franklin Resources Inc. now owns 917,241 shares of the company’s stock valued at $179,990,000 after acquiring an additional 493,872 shares during the last quarter. Institutional investors own 90.46% of the company’s stock.

Insider Activity

In other Howmet Aerospace news, EVP Neil Edward Marchuk sold 45,150 shares of Howmet Aerospace 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 sale, the executive vice president owned 107,008 shares in the company, valued at $26,933,913.60. The trade was a 29.67% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Barbara Lou Shultz sold 1,000 shares of Howmet Aerospace stock in a transaction dated 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 owned 23,874 shares of the company’s stock, valued at $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 Price Performance

Shares of Howmet Aerospace stock opened at $270.33 on Monday. Howmet Aerospace Inc. has a twelve month low of $154.72 and a twelve month high of $280.74. The company has a quick ratio of 1.59, a current ratio of 2.44 and a debt-to-equity ratio of 0.73. The company has a 50-day simple moving average of $245.89 and a two-hundred day simple moving average of $223.56. The stock has a market capitalization of $108.16 billion, a price-to-earnings ratio of 62.72, a price-to-earnings-growth ratio of 2.28 and a beta of 1.19.

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

Howmet Aerospace Announces Dividend

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

Key Headlines Impacting Howmet Aerospace

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

Analysts Set New Price Targets

A number of brokerages have commented on HWM. BTIG Research increased their price target on shares of Howmet Aerospace from $275.00 to $300.00 and gave the company a “buy” rating in a research note on Friday. Wolfe Research set a $270.00 price target on shares of Howmet Aerospace and gave the company an “outperform” rating in a research note on Wednesday, March 11th. Wall Street Zen upgraded shares of Howmet Aerospace from a “hold” rating to a “buy” rating in a research note on Sunday, January 18th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $320.00 price target on shares of Howmet Aerospace in a research note on Friday. Finally, Susquehanna increased their price target on shares of Howmet Aerospace from $300.00 to $330.00 and gave the company a “positive” rating in a research note on Friday. Eighteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $281.47.

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.