Howmet Aerospace Inc. $HWM Shares Purchased by Americana Partners LLC

Americana Partners LLC grew its position in Howmet Aerospace Inc. (NYSE:HWM) by 229.9% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 37,095 shares of the company’s stock after purchasing an additional 25,850 shares during the quarter. Americana Partners LLC’s holdings in Howmet Aerospace were worth $8,390,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in HWM. Premier Path Wealth Partners LLC increased its stake in Howmet Aerospace by 1.0% in the second quarter. Premier Path Wealth Partners LLC now owns 3,812 shares of the company’s stock valued at $1,025,000 after acquiring an additional 37 shares during the last quarter. Bartlett & CO. Wealth Management LLC increased its stake in shares of Howmet Aerospace by 55.1% in the 2nd quarter. Bartlett & CO. Wealth Management LLC now owns 107 shares of the company’s stock valued at $29,000 after purchasing an additional 38 shares during the last quarter. Physician Wealth Advisors Inc. increased its stake in shares of Howmet Aerospace by 2.5% in the 1st quarter. Physician Wealth Advisors Inc. now owns 1,730 shares of the company’s stock valued at $399,000 after purchasing an additional 42 shares during the last quarter. Roman Butler Fullerton & Co. raised its holdings in shares of Howmet Aerospace by 0.4% during the 1st quarter. Roman Butler Fullerton & Co. now owns 10,537 shares of the company’s stock worth $2,634,000 after buying an additional 42 shares in the last quarter. Finally, Raleigh Capital Management Inc. raised its holdings in shares of Howmet Aerospace by 4.3% during the 2nd quarter. Raleigh Capital Management Inc. now owns 1,094 shares of the company’s stock worth $294,000 after buying an additional 45 shares in the last quarter. Institutional investors and hedge funds own 90.46% of the company’s stock.

Key Howmet Aerospace News

Here are the key news stories impacting Howmet Aerospace this week:

• Positive Sentiment: Q3 results exceeded expectations: Revenue rose 29% year over year to $2.70 billion, while adjusted EPS increased 54% to $1.46, topping the $1.37 consensus estimate. Operating and EBITDA margins also expanded significantly. Howmet Aerospace Reports Third Quarter 2026 Results
• Positive Sentiment: Growth outlook was raised: Management increased its full-year 2026 guidance and projected approximately $11.5 billion of 2027 revenue, representing roughly 12% year-over-year growth. Industrial gas-turbine revenue climbed 45% in Q3, while commercial aerospace revenue increased 32%, reflecting strong demand and market-share gains. HWM Q3 Earnings Beat Estimates
• Positive Sentiment: Capital returns increased: Howmet repurchased $500 million of stock during the quarter, raised its quarterly dividend 17% to $0.14 per share, and authorized an additional $5 billion for share repurchases. Howmet Aerospace Reports Third Quarter 2026 Results
• Neutral Sentiment: Analysts remain bullish but less aggressive: BNP Paribas Exane cut its price target to $250 from $310 while retaining an “outperform” rating; Susquehanna lowered its target to $275 from $340 but kept a “positive” rating. The revisions still imply substantial upside, but signal more cautious assumptions.
• Negative Sentiment: Valuation and expectations remain risks: With HWM trading at a high earnings multiple and below its longer-term moving averages, investors may be taking profits or demanding stronger forward guidance after the earnings beat. The sizable target cuts likely contributed to the near-term pressure.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on HWM. BNP Paribas Exane reduced their price objective on Howmet Aerospace from $310.00 to $250.00 and set an “outperform” rating on the stock in a research note on Friday. TD Cowen lowered their target price on Howmet Aerospace from $320.00 to $280.00 and set a “buy” rating for the company in a research note on Friday, October 9th. Jefferies Financial Group reissued a “buy” rating and issued a $370.00 target price (up from $340.00) on shares of Howmet Aerospace in a report on Sunday, August 9th. Royal Bank Of Canada reduced their price target on shares of Howmet Aerospace from $350.00 to $300.00 and set an “outperform” rating on the stock in a research note on Thursday, October 15th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and set a $298.00 price target (down from $328.00) on shares of Howmet Aerospace in a report on Wednesday, October 7th. One equities 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 stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $304.33.

Howmet Aerospace Stock Down 3.2%

NYSE:HWM opened at $199.43 on Friday. Howmet Aerospace Inc. has a one year low of $183.52 and a one year high of $310.00. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.86 and a quick ratio of 0.87. The company has a market cap of $79.79 billion, a PE ratio of 40.70, a P/E/G ratio of 1.85 and a beta of 1.21. The firm’s 50 day simple moving average is $229.00 and its 200 day simple moving average is $248.49.

Howmet Aerospace (NYSE:HWM) last announced its quarterly earnings results on Thursday, October 29th. The company reported $1.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.37 by $0.09. The firm had revenue of $2.70 billion during the quarter, compared to analysts’ expectations of $2.59 billion. Howmet Aerospace had a net margin of 21.10% and a return on equity of 36.44%. The company’s revenue was up 29.4% on a year-over-year basis. During the same period in the prior year, the company posted $0.95 EPS. On average, research analysts anticipate that Howmet Aerospace Inc. will post 5.34 earnings per share for the current year.

Howmet Aerospace Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, November 25th. Investors of record on Friday, November 6th will be issued a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Friday, November 6th. Howmet Aerospace’s dividend payout ratio is presently 10.96%.

Howmet Aerospace Company Profile

Howmet Aerospace Inc (NYSE:HWM) is a global manufacturer of advanced engineered products and materials primarily serving the aerospace, defense, commercial transportation and industrial markets. The company develops components designed to operate in demanding environments where strength, durability and weight reduction are important.

Howmet’s product portfolio includes aircraft engine components, airframe structures, titanium and nickel-based forgings, fastening systems and wheels for commercial vehicles.