Howmet Aerospace Inc. $HWM Stake Boosted by Westfield Capital Management Co. LP

Westfield Capital Management Co. LP increased its stake in Howmet Aerospace Inc. (NYSE:HWM) by 4.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,007,453 shares of the company’s stock after buying an additional 91,498 shares during the period. Howmet Aerospace accounts for 1.7% of Westfield Capital Management Co. LP’s portfolio, making the stock its 10th largest position. Westfield Capital Management Co. LP owned approximately 0.50% of Howmet Aerospace worth $393,922,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also bought and sold shares of HWM. Vanguard Group Inc. raised its holdings in Howmet Aerospace by 1.4% in the third quarter. Vanguard Group Inc. now owns 49,139,989 shares of the company’s stock worth $9,642,740,000 after purchasing an additional 664,595 shares in the last quarter. JPMorgan Chase & Co. increased its stake in shares of Howmet Aerospace by 30.1% in the 2nd quarter. JPMorgan Chase & Co. now owns 31,806,624 shares of the company’s stock worth $5,920,181,000 after acquiring an additional 7,356,077 shares in the last quarter. State Street Corp lifted its position in Howmet Aerospace by 1.2% during the 2nd quarter. State Street Corp now owns 17,686,075 shares of the company’s stock valued at $3,291,909,000 after acquiring an additional 205,424 shares during the period. Geode Capital Management LLC lifted its position in Howmet Aerospace by 7.0% during the 2nd quarter. Geode Capital Management LLC now owns 10,938,815 shares of the company’s stock valued at $2,032,221,000 after acquiring an additional 719,888 shares during the period. Finally, Norges Bank bought a new stake in Howmet Aerospace during the second quarter worth about $1,633,157,000. 90.46% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on HWM. Susquehanna raised their target price on shares of Howmet Aerospace from $255.00 to $290.00 and gave the company a “positive” rating in a research note on Friday, February 13th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $280.00 price objective on shares of Howmet Aerospace in a research report on Tuesday, February 17th. Morgan Stanley reissued an “overweight” rating and issued a $280.00 target price on shares of Howmet Aerospace in a report on Friday, February 13th. BTIG Research raised their price target on Howmet Aerospace from $240.00 to $275.00 and gave the company a “buy” rating in a report on Wednesday, February 18th. Finally, Deutsche Bank Aktiengesellschaft set a $278.00 price target on shares of Howmet Aerospace and gave the stock a “buy” rating in a research note on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $252.95.

Howmet Aerospace Stock Performance

Shares of HWM stock opened at $259.55 on Thursday. 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 company has a 50 day moving average price of $222.18 and a 200-day moving average price of $202.03. Howmet Aerospace Inc. has a 52 week low of $105.04 and a 52 week high of $261.83. The firm has a market capitalization of $104.06 billion, a PE ratio of 69.96, a P/E/G ratio of 2.42 and a beta of 1.26.

Howmet Aerospace (NYSE:HWM) last issued its quarterly earnings data on Thursday, February 12th. The company reported $1.05 earnings per share for the quarter, beating analysts’ consensus estimates of $0.97 by $0.08. The company had revenue of $2.17 billion for the quarter, compared to the consensus estimate of $2.12 billion. Howmet Aerospace had a net margin of 18.27% and a return on equity of 30.41%. The firm’s revenue for the quarter was up 14.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.77 earnings per share. 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. As a group, equities research analysts expect that Howmet Aerospace Inc. will post 3.27 earnings per share for the current year.

Howmet Aerospace Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, February 25th. Shareholders of record on Friday, February 6th were issued 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 was Friday, February 6th. Howmet Aerospace’s dividend payout ratio is currently 12.94%.

Insiders Place Their Bets

In other news, EVP Neil Edward Marchuk sold 45,150 shares of Howmet Aerospace stock in a transaction on Wednesday, February 18th. The shares were 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 in the company, valued at $26,933,913.60. This trade represents a 29.67% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 1.04% of the company’s stock.

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.