Capital International Sarl Cuts Stake in Howmet Aerospace Inc. $HWM

Capital International Sarl lessened its stake in Howmet Aerospace Inc. (NYSE:HWM) by 11.8% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 111,172 shares of the company’s stock after selling 14,918 shares during the quarter. Capital International Sarl’s holdings in Howmet Aerospace were worth $21,815,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in HWM. Vanguard Group Inc. grew its holdings in Howmet Aerospace by 1.4% during the 3rd quarter. Vanguard Group Inc. now owns 49,139,989 shares of the company’s stock valued at $9,642,740,000 after buying an additional 664,595 shares in the last quarter. JPMorgan Chase & Co. increased its holdings 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 buying an additional 7,356,077 shares during the last quarter. State Street Corp lifted its holdings in shares of Howmet Aerospace by 1.2% in 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 last quarter. Geode Capital Management LLC grew its position in Howmet Aerospace by 7.0% in the second quarter. Geode Capital Management LLC now owns 10,938,815 shares of the company’s stock worth $2,032,221,000 after acquiring an additional 719,888 shares in the last quarter. Finally, Norges Bank bought a new stake in Howmet Aerospace during the second quarter worth approximately $1,633,157,000. Institutional investors own 90.46% of the company’s stock.

Insider Buying and Selling at Howmet Aerospace

In other news, EVP Neil Edward Marchuk sold 45,150 shares of the stock in a transaction that occurred 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 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 filing with the SEC, which is available at the SEC website. Also, VP Barbara Lou Shultz sold 1,000 shares of the 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 transaction, the vice president directly owned 23,874 shares of the company’s stock, valued at $6,207,240. The trade was a 4.02% decrease in their position. The SEC filing for this sale provides additional information. 1.12% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

HWM has been the subject of a number of recent research reports. UBS Group lifted their target price on Howmet Aerospace from $228.00 to $260.00 and gave the stock a “neutral” rating in a report on Tuesday, February 17th. Citigroup boosted their price objective on shares of Howmet Aerospace from $255.00 to $283.00 and gave the company a “buy” rating in a research report on Tuesday, February 17th. Jefferies Financial Group reaffirmed a “buy” rating and set a $315.00 price target on shares of Howmet Aerospace in a research note on Sunday, February 15th. BNP Paribas Exane began coverage on shares of Howmet Aerospace in a report on Tuesday, November 18th. They set an “outperform” rating and a $240.00 price target on the stock. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $275.00 price objective on shares of Howmet Aerospace in a research note on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $252.95.

Howmet Aerospace Price Performance

Shares of HWM stock opened at $254.07 on Tuesday. Howmet Aerospace Inc. has a twelve month low of $105.04 and a twelve month high of $267.31. The stock has a fifty day simple moving average of $230.14 and a two-hundred day simple moving average of $206.89. The stock has a market capitalization of $101.87 billion, a price-to-earnings ratio of 68.48, a P/E/G ratio of 2.32 and a beta of 1.20. The company has a current ratio of 2.13, a quick ratio of 1.09 and a debt-to-equity ratio of 0.53.

Howmet Aerospace (NYSE:HWM) last released its quarterly earnings results on Thursday, February 12th. The company reported $1.05 EPS for the quarter, topping the consensus estimate of $0.97 by $0.08. Howmet Aerospace had a return on equity of 30.41% and a net margin of 18.27%.The firm had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.12 billion. During the same period in the previous year, the company posted $0.77 EPS. The business’s revenue for the quarter was up 14.6% compared to the same quarter last year. 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. On average, analysts predict that Howmet Aerospace Inc. will post 3.27 EPS for the current fiscal year.

Howmet Aerospace Dividend Announcement

The firm also recently disclosed 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 annualized dividend and a yield of 0.2%. The ex-dividend date was Friday, February 6th. Howmet Aerospace’s payout ratio is presently 12.94%.

Howmet Aerospace Company 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.