Tred Avon Family Wealth LLC Invests $751,000 in Howmet Aerospace Inc. $HWM

Tred Avon Family Wealth LLC purchased a new stake in Howmet Aerospace Inc. (NYSE:HWM) during the third quarter, HoldingsChannel reports. The firm purchased 3,827 shares of the company’s stock, valued at approximately $751,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Global Trust Asset Management LLC increased its holdings in shares of Howmet Aerospace by 1.2% in the third quarter. Global Trust Asset Management LLC now owns 4,110 shares of the company’s stock valued at $807,000 after purchasing an additional 50 shares during the last quarter. Tradewinds Capital Management LLC grew its stake in Howmet Aerospace by 52.0% in the 3rd quarter. Tradewinds Capital Management LLC now owns 152 shares of the company’s stock valued at $30,000 after buying an additional 52 shares during the last quarter. Kera Capital Partners Inc. raised its holdings in Howmet Aerospace by 4.1% in the 3rd quarter. Kera Capital Partners Inc. now owns 1,458 shares of the company’s stock valued at $286,000 after acquiring an additional 58 shares during the period. Venturi Wealth Management LLC lifted its position in Howmet Aerospace by 3.1% during the second quarter. Venturi Wealth Management LLC now owns 2,093 shares of the company’s stock worth $390,000 after acquiring an additional 62 shares during the last quarter. Finally, Hemington Wealth Management boosted its holdings in shares of Howmet Aerospace by 25.9% during the second quarter. Hemington Wealth Management now owns 321 shares of the company’s stock worth $59,000 after acquiring an additional 66 shares during the period. 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: 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?

Howmet Aerospace Stock Up 0.4%

HWM stock opened at $225.22 on Friday. Howmet Aerospace Inc. has a 52 week low of $105.04 and a 52 week high of $226.87. The business has a 50-day simple moving average of $204.92 and a 200 day simple moving average of $192.96. The company has a quick ratio of 1.14, a current ratio of 2.35 and a debt-to-equity ratio of 0.63. The company has a market cap of $90.55 billion, a PE ratio of 63.26, a price-to-earnings-growth ratio of 2.13 and a beta of 1.29.

Howmet Aerospace (NYSE:HWM) last released its earnings results on Thursday, October 30th. The company reported $0.95 EPS for the quarter, beating the consensus estimate of $0.91 by $0.04. The firm had revenue of $2.09 billion for the quarter, compared to analyst estimates of $2.04 billion. Howmet Aerospace had a net margin of 18.18% and a return on equity of 29.21%. The business’s quarterly revenue was up 13.8% compared to the same quarter last year. During the same period last year, the firm earned $0.81 EPS. 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. Sell-side analysts anticipate that Howmet Aerospace Inc. will post 3.27 EPS for the current fiscal year.

Analyst Ratings Changes

Several analysts recently weighed in on HWM shares. The Goldman Sachs Group lifted their price target on Howmet Aerospace from $205.00 to $226.00 and gave the stock a “buy” rating in a report on Monday, November 3rd. Wall Street Zen raised shares of Howmet Aerospace from a “hold” rating to a “buy” rating in a research report on Sunday. Sanford C. Bernstein restated an “outperform” rating and issued a $247.00 price target on shares of Howmet Aerospace in a research note on Tuesday, January 6th. Zacks Research cut shares of Howmet Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Friday, September 26th. Finally, BNP Paribas upgraded shares of Howmet Aerospace to a “strong-buy” rating in a research report on Tuesday, November 18th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $224.53.

About Howmet Aerospace

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.