South Street Advisors LLC Decreases Holdings in Howmet Aerospace Inc. $HWM

South Street Advisors LLC lessened its stake in shares of Howmet Aerospace Inc. (NYSE:HWM) by 8.7% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 121,925 shares of the company’s stock after selling 11,548 shares during the quarter. Howmet Aerospace makes up about 3.5% of South Street Advisors LLC’s portfolio, making the stock its 11th largest position. South Street Advisors LLC’s holdings in Howmet Aerospace were worth $24,997,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the stock. Silverleafe Capital Partners LLC boosted its stake in shares of Howmet Aerospace by 339.3% during the fourth 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. Universal Beteiligungs und Servicegesellschaft mbH boosted its stake in shares of Howmet Aerospace by 8.2% during the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 475,814 shares of the company’s stock valued at $96,916,000 after purchasing an additional 36,195 shares during the period. Stratos Wealth Partners LTD. raised its holdings in Howmet Aerospace by 20.3% during the 3rd quarter. Stratos Wealth Partners LTD. now owns 153,889 shares of the company’s stock valued at $30,198,000 after buying an additional 25,957 shares during the last quarter. Prime Capital Investment Advisors LLC raised its holdings in Howmet Aerospace by 7.8% during the 3rd quarter. Prime Capital Investment Advisors LLC now owns 68,019 shares of the company’s stock valued at $13,347,000 after buying an additional 4,907 shares during the last quarter. Finally, Fortem Financial Group LLC bought a new stake in Howmet Aerospace during the 3rd quarter valued at $1,867,000. Hedge funds and other institutional investors own 90.46% of the company’s stock.

Howmet Aerospace Stock Up 0.7%

Shares of NYSE HWM opened at $259.91 on Friday. The company has a current ratio of 2.44, a quick ratio of 1.59 and a debt-to-equity ratio of 0.73. Howmet Aerospace Inc. has a 12 month low of $165.51 and a 12 month high of $280.74. The firm has a market capitalization of $103.99 billion, a PE ratio of 60.30, a price-to-earnings-growth ratio of 2.04 and a beta of 1.19. The firm has a fifty day simple moving average of $248.97 and a two-hundred day simple moving average of $230.02.

Howmet Aerospace (NYSE:HWM) last issued its quarterly earnings data on Thursday, May 7th. The company reported $1.22 EPS for the quarter, topping the consensus estimate of $1.11 by $0.11. The business had revenue of $2.31 billion during the quarter, compared to analyst estimates of $2.24 billion. Howmet Aerospace had a net margin of 20.23% and a return on equity of 29.27%. The company’s revenue for the quarter was up 19.1% on a year-over-year basis. During the same period in the prior year, the business earned $0.86 EPS. 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. Equities analysts expect that Howmet Aerospace Inc. will post 5.04 earnings per share for the current year.

Howmet Aerospace Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, May 26th. Investors of record on Friday, May 8th were paid a $0.12 dividend. This represents a $0.48 annualized dividend and a dividend yield of 0.2%. The ex-dividend date was Friday, May 8th. Howmet Aerospace’s dividend payout ratio (DPR) is presently 11.14%.

Analyst Ratings Changes

HWM has been the subject of a number of recent analyst reports. KeyCorp initiated coverage on shares of Howmet Aerospace in a report on Wednesday, March 25th. They set a “sector weight” rating for the company. Morgan Stanley reiterated an “overweight” rating and set a $315.00 price target on shares of Howmet Aerospace in a report on Friday, May 8th. Sanford C. Bernstein reiterated an “outperform” rating and set a $280.00 price target on shares of Howmet Aerospace in a report on Tuesday, February 17th. Weiss Ratings reiterated a “buy (b)” rating on shares of Howmet Aerospace in a report on Tuesday, April 21st. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $320.00 price objective on shares of Howmet Aerospace in a report on Friday, May 8th. Eighteen analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $285.53.

Insider Activity

In related news, EVP Neil Edward Marchuk sold 41,932 shares of the stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $269.50, for a total value of $11,300,674.00. Following the completion of the transaction, the executive vice president directly owned 65,105 shares in the company, valued at $17,545,797.50. This trade represents a 39.18% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.85% of the stock is currently owned by insiders.

Howmet Aerospace 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.