Howmet Aerospace (NYSE:HWM) Upgraded to Buy at Wall Street Zen

Wall Street Zen upgraded shares of Howmet Aerospace (NYSE:HWM) from a hold rating to a buy rating in a research note released on Sunday morning.

Several other equities analysts have also recently issued reports on the company. Weiss Ratings reissued a “buy (b)” rating on shares of Howmet Aerospace in a research note on Wednesday, October 8th. Zacks Research cut shares of Howmet Aerospace from a “strong-buy” rating to a “hold” rating in a report on Friday, September 26th. UBS Group upped their price objective on shares of Howmet Aerospace from $199.00 to $209.00 and gave the stock a “neutral” rating in a report on Friday, October 31st. Susquehanna reaffirmed a “positive” rating and issued a $255.00 target price on shares of Howmet Aerospace in a research report on Thursday. Finally, Citigroup boosted their price target on shares of Howmet Aerospace from $246.00 to $255.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. One 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 company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $224.53.

Howmet Aerospace Stock Performance

Shares of NYSE:HWM opened at $225.22 on Friday. The company has a current ratio of 2.35, a quick ratio of 1.14 and a debt-to-equity ratio of 0.63. The company has a 50-day moving average price of $204.92 and a 200-day moving average price of $193.08. The company has a market cap of $90.55 billion, a price-to-earnings ratio of 63.26, a price-to-earnings-growth ratio of 2.13 and a beta of 1.29. Howmet Aerospace has a 12 month low of $105.04 and a 12 month high of $226.87.

Howmet Aerospace (NYSE:HWM) last posted its earnings results on Thursday, October 30th. The company reported $0.95 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.91 by $0.04. The company had revenue of $2.09 billion for the quarter, compared to analysts’ expectations of $2.04 billion. Howmet Aerospace had a return on equity of 29.21% and a net margin of 18.18%.Howmet Aerospace’s quarterly revenue was up 13.8% on a year-over-year basis. During the same period last year, the firm earned $0.81 earnings per share. 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. As a group, equities analysts anticipate that Howmet Aerospace will post 3.27 EPS for the current year.

Hedge Funds Weigh In On Howmet Aerospace

Several large investors have recently made changes to their positions in HWM. Vanguard Group Inc. grew its stake in shares of Howmet Aerospace by 1.4% in the 3rd quarter. Vanguard Group Inc. now owns 49,139,989 shares of the company’s stock worth $9,642,740,000 after buying an additional 664,595 shares during the last quarter. JPMorgan Chase & Co. boosted its holdings in Howmet Aerospace by 30.1% in the second quarter. JPMorgan Chase & Co. now owns 31,806,624 shares of the company’s stock worth $5,920,181,000 after acquiring an additional 7,356,077 shares in the last quarter. State Street Corp grew its stake in shares of Howmet Aerospace by 1.6% in the third quarter. State Street Corp now owns 17,964,662 shares of the company’s stock worth $3,525,206,000 after acquiring an additional 278,587 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Howmet Aerospace by 7.0% during the second quarter. Geode Capital Management LLC now owns 10,938,815 shares of the company’s stock valued at $2,032,221,000 after acquiring an additional 719,888 shares in the last quarter. Finally, Bank of America Corp DE increased its holdings in shares of Howmet Aerospace by 2.4% during the third quarter. Bank of America Corp DE now owns 10,877,771 shares of the company’s stock valued at $2,134,545,000 after acquiring an additional 255,419 shares in the last quarter. 90.46% of the stock is currently owned by hedge funds and other 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?

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.