Howmet Aerospace (NYSE:HWM – Free Report) had its price target boosted by BTIG Research from $275.00 to $300.00 in a research report released on Friday morning, Marketbeat Ratings reports. The brokerage currently has a buy rating on the stock.
Other equities research analysts have also issued research reports about the company. Deutsche Bank Aktiengesellschaft set a $278.00 target price on Howmet Aerospace and gave the company a “buy” rating in a research note on Friday, February 13th. The Goldman Sachs Group set a $228.00 price target on Howmet Aerospace in a report on Tuesday, February 17th. KeyCorp began coverage on shares of Howmet Aerospace in a research report on Wednesday, March 25th. They issued a “sector weight” rating for the company. JPMorgan Chase & Co. lifted their price objective on shares of Howmet Aerospace from $227.00 to $265.00 and gave the company an “overweight” rating in a research note on Thursday, February 19th. Finally, 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 note on Friday, February 13th. Eighteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $281.21.
View Our Latest Research Report on Howmet Aerospace
Howmet Aerospace Stock Performance
Howmet Aerospace (NYSE:HWM – Get Free Report) last announced its quarterly earnings results on Thursday, May 7th. The company reported $1.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.11 by $0.11. Howmet Aerospace had a return on equity of 29.27% and a net margin of 20.23%.The firm had revenue of $2.31 billion during the quarter, compared to the consensus estimate of $2.24 billion. During the same period in the prior year, the firm earned $0.86 EPS. The firm’s quarterly revenue was up 19.1% compared to the same quarter last year. 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, equities research analysts expect that Howmet Aerospace will post 4.57 earnings per share for the current fiscal year.
Howmet Aerospace Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 26th. Stockholders of record on Friday, May 8th will be paid a dividend of $0.12 per share. This represents a $0.48 annualized dividend and a dividend yield of 0.2%. The ex-dividend date is Friday, May 8th. Howmet Aerospace’s dividend payout ratio is 11.14%.
Insider Buying and Selling
In other news, VP Barbara Lou Shultz sold 1,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The shares were 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 approximately $6,207,240. This trade represents a 4.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Neil Edward Marchuk sold 45,150 shares of Howmet Aerospace stock in a transaction 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 completion of the sale, the executive vice president owned 107,008 shares of the company’s stock, valued at approximately $26,933,913.60. This trade represents a 29.67% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.85% of the stock is currently owned by company insiders.
Institutional Investors Weigh In On Howmet Aerospace
A number of institutional investors have recently modified their holdings of HWM. Nordea Investment Management AB grew its position in shares of Howmet Aerospace by 59.2% during the third quarter. Nordea Investment Management AB now owns 1,401,335 shares of the company’s stock worth $273,288,000 after acquiring an additional 521,180 shares during the last quarter. Silverleafe Capital Partners LLC lifted its position in 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 last quarter. GRIMES & Co WEALTH MANAGEMENT LLC acquired a new position in Howmet Aerospace during the 3rd quarter valued at about $1,581,000. LBP AM SA grew its position in Howmet Aerospace by 18.0% in the 3rd quarter. LBP AM SA now owns 68,499 shares of the company’s stock worth $13,442,000 after purchasing an additional 10,460 shares during the last quarter. Finally, Stratos Wealth Partners LTD. grew its position in Howmet Aerospace by 20.3% in the 3rd quarter. Stratos Wealth Partners LTD. now owns 153,889 shares of the company’s stock worth $30,198,000 after purchasing an additional 25,957 shares during the last quarter. Institutional investors and hedge funds own 90.46% of the company’s stock.
Key Stories 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
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.
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