55,000 Shares in Howmet Aerospace Inc. $HWM Bought by Kingdon Capital Management L.L.C.

Kingdon Capital Management L.L.C. purchased a new stake in Howmet Aerospace Inc. (NYSE:HWM) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 55,000 shares of the company’s stock, valued at approximately $10,793,000. Howmet Aerospace comprises approximately 1.3% of Kingdon Capital Management L.L.C.’s portfolio, making the stock its 25th largest holding.

Several other large investors also recently bought and sold shares of HWM. Traub Capital Management LLC acquired a new position in Howmet Aerospace during the second quarter worth approximately $25,000. Winnow Wealth LLC acquired a new position in Howmet Aerospace during the second quarter worth $25,000. Newbridge Financial Services Group Inc. boosted its position in shares of Howmet Aerospace by 119.7% during the 2nd quarter. Newbridge Financial Services Group Inc. now owns 134 shares of the company’s stock worth $25,000 after purchasing an additional 73 shares in the last quarter. Tradewinds Capital Management LLC boosted its holdings in Howmet Aerospace by 52.0% during the third quarter. Tradewinds Capital Management LLC now owns 152 shares of the company’s stock worth $30,000 after buying an additional 52 shares in the last quarter. Finally, Manning & Napier Advisors LLC purchased a new position in shares of Howmet Aerospace in the third quarter valued at $32,000. Institutional investors and hedge funds own 90.46% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently commented on the company. Bank of America raised their price objective on Howmet Aerospace from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Friday, February 20th. Wall Street Zen raised Howmet Aerospace from a “hold” rating to a “buy” rating in a research report on Sunday, January 18th. Jefferies Financial Group reissued a “buy” rating and issued a $315.00 price target on shares of Howmet Aerospace in a report on Sunday, February 15th. Deutsche Bank Aktiengesellschaft set a $278.00 target price on Howmet Aerospace and gave the stock a “buy” rating in a report on Friday, February 13th. Finally, Wolfe Research set a $270.00 target price on shares of Howmet Aerospace and gave the stock an “outperform” rating in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $256.15.

Howmet Aerospace Trading Down 2.9%

NYSE:HWM opened at $236.76 on Monday. The firm has a market capitalization of $94.93 billion, a P/E ratio of 63.82, a P/E/G ratio of 2.19 and a beta of 1.20. The business has a 50 day simple moving average of $233.28 and a 200 day simple moving average of $208.95. The company has a debt-to-equity ratio of 0.53, a current ratio of 2.13 and a quick ratio of 1.09. Howmet Aerospace Inc. has a 12-month low of $105.04 and a 12-month high of $267.31.

Howmet Aerospace (NYSE:HWM) last issued its earnings results on Thursday, February 12th. The company reported $1.05 earnings per share for the quarter, topping the consensus estimate of $0.97 by $0.08. The firm had revenue of $2.17 billion for the quarter, compared to analyst estimates of $2.12 billion. Howmet Aerospace had a return on equity of 30.41% and a net margin of 18.27%.The firm’s revenue for the quarter was up 14.6% on a year-over-year basis. During the same period last year, the company 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. Equities research analysts predict that Howmet Aerospace Inc. will post 3.27 EPS for the current year.

Howmet Aerospace Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, February 25th. Shareholders of record on Friday, February 6th were paid 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 payout ratio is presently 12.94%.

Insider Activity

In other Howmet Aerospace news, EVP Neil Edward Marchuk sold 45,150 shares of the firm’s stock in a transaction that occurred on 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 sale, the executive vice president owned 107,008 shares in the company, valued at approximately $26,933,913.60. This trade represents a 29.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Barbara Lou Shultz sold 1,000 shares of Howmet Aerospace stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $260.00, for a total value of $260,000.00. Following the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. 1.12% of the stock is currently owned by corporate 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.