Howmet Aerospace’s (HWM) Outperform Rating Reiterated at BNP Paribas Exane

Howmet Aerospace (NYSE:HWM)‘s stock had its “outperform” rating reaffirmed by investment analysts at BNP Paribas Exane in a research note issued to investors on Friday,Benzinga reports. They presently have a $340.00 price target on the stock, up from their prior price target of $265.00. BNP Paribas Exane’s price target points to a potential upside of 24.60% from the stock’s previous close.

HWM has been the subject of several other research reports. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $320.00 target price on shares of Howmet Aerospace in a research note on Friday. UBS Group reaffirmed a “neutral” rating and set a $290.00 price target on shares of Howmet Aerospace in a research note on Friday. 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. Jefferies Financial Group reissued a “buy” rating and set a $315.00 price objective on shares of Howmet Aerospace in a research note on Sunday, February 15th. Finally, Wall Street Zen upgraded shares of Howmet Aerospace from a “hold” rating to a “buy” rating in a research report on Sunday, January 18th. Eighteen research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $281.21.

Howmet Aerospace Price Performance

Shares of NYSE:HWM traded up $0.34 during trading on Friday, hitting $272.88. 1,555,290 shares of the stock were exchanged, compared to its average volume of 2,547,596. The company has a market cap of $109.35 billion, a PE ratio of 73.54, a P/E/G ratio of 2.37 and a beta of 1.19. The company has a current ratio of 2.13, a quick ratio of 1.09 and a debt-to-equity ratio of 0.53. The company has a fifty day moving average price of $245.89 and a two-hundred day moving average price of $223.56. Howmet Aerospace has a 12-month low of $154.72 and a 12-month high of $280.74.

Howmet Aerospace (NYSE:HWM) last released its quarterly earnings data on Thursday, May 7th. The company reported $1.22 earnings per share for the quarter, beating the consensus estimate of $1.11 by $0.11. The firm had revenue of $2.31 billion during the quarter, compared to the consensus estimate of $2.24 billion. Howmet Aerospace had a return on equity of 30.41% and a net margin of 18.27%.Howmet Aerospace’s quarterly revenue was up 19.1% on a year-over-year basis. During the same period last year, the business posted $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. On average, analysts forecast that Howmet Aerospace will post 4.57 EPS for the current year.

Insider Buying and Selling at Howmet Aerospace

In other Howmet Aerospace news, EVP Neil Edward Marchuk sold 45,150 shares of the firm’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $251.70, for a total transaction of $11,364,255.00. Following the completion of the transaction, the executive vice president directly owned 107,008 shares of the company’s stock, valued at $26,933,913.60. This trade represents a 29.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Barbara Lou Shultz sold 1,000 shares of the firm’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $260.00, for a total value of $260,000.00. Following the transaction, the vice president owned 23,874 shares in the company, valued at $6,207,240. This trade represents a 4.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.85% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Howmet Aerospace

Several institutional investors have recently made changes to their positions in the stock. PNC Financial Services Group Inc. increased its holdings in shares of Howmet Aerospace by 13.7% in the 1st quarter. PNC Financial Services Group Inc. now owns 87,168 shares of the company’s stock worth $20,089,000 after acquiring an additional 10,486 shares during the period. Baader Bank Aktiengesellschaft boosted its stake in Howmet Aerospace by 161.4% during the 1st quarter. Baader Bank Aktiengesellschaft now owns 3,205 shares of the company’s stock valued at $694,000 after purchasing an additional 1,979 shares during the period. Andra AP fonden boosted its stake in Howmet Aerospace by 166.5% during the 1st quarter. Andra AP fonden now owns 54,372 shares of the company’s stock valued at $12,531,000 after purchasing an additional 33,972 shares during the period. Wilkerson Advisory Group LLC grew its position in Howmet Aerospace by 129.7% in the 1st quarter. Wilkerson Advisory Group LLC now owns 147 shares of the company’s stock worth $34,000 after purchasing an additional 83 shares during the last quarter. Finally, Cassaday & Co Wealth Management LLC acquired a new stake in shares of Howmet Aerospace in the first quarter valued at approximately $61,000. 90.46% of the stock is owned by institutional investors.

Key Howmet Aerospace News

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

• Positive Sentiment: Q1 results beat and stronger guidance — Howmet reported revenue of $2.31B (up 19% YoY), adjusted EPS $1.22 (beat consensus), strong margin expansion, record cash generation and raised FY‑2026 EPS guidance to $4.88–$5.00 and Q2 EPS to $1.22–$1.24; the release highlights $300M in share repurchases and improved operating metrics that support a higher valuation. Read More.
• Positive Sentiment: Analyst upgrades and price‑target increases — Susquehanna raised its price target to $330 with a “positive” call and BTIG raised its target to $300 with a “buy” rating, providing institutional validation and upside to the current share price. Read More.
• Positive Sentiment: Acquisition deepens defense exposure and shifts growth mix — Howmet closed the ~$1.8B acquisition of Consolidated Aerospace Manufacturing (CAM), which increases defense exposure and diversifies end‑market growth drivers beyond commercial aerospace. This strategic move alters the growth narrative and may support multiple expansion. Read More.
• Neutral Sentiment: Investor materials and call transcript available — The full earnings slide deck and the Q1 earnings‑call transcript are published for deeper diligence; these provide management detail on margins, backlog and free cash flow conversion that investors will parse. Read More.
• Neutral Sentiment: Broader media coverage noting a post‑earnings breakout — Multiple outlets (MSN, Yahoo, IBD) flagged the earnings beat and upgraded outlook, contributing to increased retail and institutional attention. Read More.
• Negative Sentiment: Conflicting headlines on EPS metrics may cause short‑term noise — Some outlets/captions referenced differing EPS figures (GAAP vs. adjusted or older estimates), which could create confusion and intraday volatility despite the underlying beat and raised guidance. Read More.

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.