Massachusetts Financial Services Co. MA Has $2.28 Billion Stake in Howmet Aerospace Inc. $HWM

Massachusetts Financial Services Co. MA decreased its stake in shares of Howmet Aerospace Inc. (NYSE:HWM) by 17.4% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 11,616,761 shares of the company’s stock after selling 2,447,458 shares during the period. Howmet Aerospace accounts for about 0.7% of Massachusetts Financial Services Co. MA’s investment portfolio, making the stock its 26th biggest holding. Massachusetts Financial Services Co. MA’s holdings in Howmet Aerospace were worth $2,279,557,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC raised its holdings in shares of Howmet Aerospace by 5.4% in the fourth quarter. Brighton Jones LLC now owns 2,548 shares of the company’s stock valued at $279,000 after purchasing an additional 130 shares during the last quarter. Acadian Asset Management LLC purchased a new position in Howmet Aerospace in the 1st quarter worth $399,000. Parallel Advisors LLC boosted its position in Howmet Aerospace by 12.5% during the 2nd quarter. Parallel Advisors LLC now owns 3,083 shares of the company’s stock valued at $574,000 after buying an additional 342 shares during the period. Sivia Capital Partners LLC bought a new stake in shares of Howmet Aerospace in the 2nd quarter worth approximately $216,000. Finally, Baader Bank Aktiengesellschaft purchased a new position in shares of Howmet Aerospace during the 2nd quarter worth approximately $308,000. 90.46% of the stock is owned by institutional investors and hedge funds.

Howmet Aerospace News Roundup

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

• Positive Sentiment: Analyst upgrades: KeyCorp raised FY2026 and FY2027 EPS forecasts (FY2026 to $4.57, FY2027 to $5.52), signaling stronger expected earnings power and giving investors confidence in future profitability. KeyCorp raises FY2026/FY2027 estimates
• Positive Sentiment: Margin momentum: Zacks highlights that Howmet expanded margins despite rising input costs, driven by pricing power and efficiency; the firm also raised 2025 EBITDA guidance, supporting the narrative that profitability can sustain through cost pressure. Howmet’s Margins Expand Despite Rising Costs: Will the Momentum Sustain?
• Positive Sentiment: Strategic shift praised: Coverage notes investor enthusiasm around Howmet’s pivot to higher‑margin aftermarket and CAM deals, which lengthen revenue visibility and improve long‑term margins. That strategic narrative is attracting buying interest. How Investors Are Reacting To Howmet Aerospace (HWM) Pivot Toward High-Margin Aftermarket And CAM Deal
• Positive Sentiment: Defense tailwind: Industry pieces list Howmet among defense/industrial names that could benefit from rising defense budgets and remilitarization in Europe, a potential demand tailwind for certain product lines. Best defense stocks to buy in 2026
• Neutral Sentiment: Upcoming catalyst: Howmet set its Q4 and full‑year 2025 results release for Feb. 12 — an earnings event that could further move the stock depending on results vs. guidance. Howmet Aerospace to Host Webcast and Announce Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Market commentary: Several outlets (MSN, Yahoo) note HWM’s strong 1‑year performance and debate valuation — these pieces raise visibility but also highlight that much positive news may already be priced in. Howmet (HWM) outpaces stock market gains: What you should know
• Negative Sentiment: Valuation questions: Commentary asking “Is it too late?” after an ~81% one‑year surge underscores investor concern about stretched multiples (HWM currently trading at a high P/E), which could limit further upside absent continued strong execution. Is It Too Late To Consider Howmet Aerospace (HWM) After An 81% One Year Surge?

Analyst Upgrades and Downgrades

Several research analysts have issued reports on HWM shares. BTIG Research lifted their target price on shares of Howmet Aerospace from $205.00 to $240.00 and gave the stock a “buy” rating in a report on Monday, November 3rd. Morgan Stanley set a $225.00 price target on Howmet Aerospace and gave the stock an “overweight” rating in a research note on Friday, October 31st. Weiss Ratings restated a “buy (b)” rating on shares of Howmet Aerospace in a research report on Wednesday, October 8th. TD Cowen boosted their target price on shares of Howmet Aerospace from $210.00 to $240.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Finally, Industrial Alliance Securities set a $240.00 price objective on shares of Howmet Aerospace in a research note on Monday, November 3rd. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Howmet Aerospace has a consensus rating of “Moderate Buy” and an average target price of $224.53.

Howmet Aerospace Trading Up 0.4%

Howmet Aerospace stock opened at $225.22 on Friday. The stock’s 50 day simple moving average is $204.92 and its two-hundred day simple moving average is $192.96. The firm has a market cap of $90.55 billion, a PE ratio of 63.26, a P/E/G ratio of 2.13 and a beta of 1.29. Howmet Aerospace Inc. has a 12 month low of $105.04 and a 12 month high of $226.87. The company has a current ratio of 2.35, a quick ratio of 1.14 and a debt-to-equity ratio of 0.63.

Howmet Aerospace (NYSE:HWM) last posted its quarterly earnings data on Thursday, October 30th. The company reported $0.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.91 by $0.04. Howmet Aerospace had a net margin of 18.18% and a return on equity of 29.21%. The business had revenue of $2.09 billion for the quarter, compared to the consensus estimate of $2.04 billion. During the same period last year, the firm posted $0.81 earnings per share. The company’s revenue was up 13.8% compared to the same quarter last year. Howmet Aerospace has set its FY 2025 guidance at 3.660-3.680 EPS and its Q4 2025 guidance at 0.940-0.960 EPS. Analysts anticipate that Howmet Aerospace Inc. will post 3.27 earnings per share for the current year.

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.