Howmet Aerospace Inc. $HWM Stock Position Lowered by Keel Point LLC

Keel Point LLC decreased its position in Howmet Aerospace Inc. (NYSE:HWM) by 57.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,304 shares of the company’s stock after selling 1,769 shares during the quarter. Keel Point LLC’s holdings in Howmet Aerospace were worth $301,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. Universal Beteiligungs und Servicegesellschaft mbH boosted its position in shares of Howmet Aerospace by 8.2% during the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 475,814 shares of the company’s stock valued at $96,916,000 after purchasing an additional 36,195 shares in the last quarter. M&T Bank Corp raised its holdings in shares of Howmet Aerospace by 75.0% in the 4th quarter. M&T Bank Corp now owns 42,975 shares of the company’s stock worth $8,810,000 after purchasing an additional 18,417 shares in the last quarter. MUFG Securities EMEA plc raised its holdings in shares of Howmet Aerospace by 752.6% in the 4th quarter. MUFG Securities EMEA plc now owns 65,783 shares of the company’s stock worth $13,487,000 after purchasing an additional 58,067 shares in the last quarter. Sequoia Financial Advisors LLC lifted its stake in Howmet Aerospace by 57.5% during the fourth quarter. Sequoia Financial Advisors LLC now owns 14,190 shares of the company’s stock valued at $2,909,000 after purchasing an additional 5,181 shares during the last quarter. Finally, Asset Management One Co. Ltd. lifted its stake in Howmet Aerospace by 4.0% during the fourth quarter. Asset Management One Co. Ltd. now owns 194,734 shares of the company’s stock valued at $40,777,000 after purchasing an additional 7,508 shares during the last quarter. 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 41,932 shares of the company’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $269.50, for a total value of $11,300,674.00. Following the transaction, the executive vice president owned 65,105 shares in the company, valued at $17,545,797.50. This represents a 39.18% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.85% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research analysts have issued reports on the stock. BNP Paribas Exane restated an “outperform” rating and issued a $340.00 price target (up from $265.00) on shares of Howmet Aerospace in a research report on Friday, May 8th. Susquehanna raised their price objective on Howmet Aerospace from $300.00 to $330.00 and gave the stock a “positive” rating in a research note on Friday, May 8th. Weiss Ratings restated a “buy (b)” rating on shares of Howmet Aerospace in a report on Friday, July 17th. JPMorgan Chase & Co. boosted their target price on Howmet Aerospace from $265.00 to $310.00 and gave the stock an “overweight” rating in a research report on Monday, May 11th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $320.00 target price on shares of Howmet Aerospace in a report on Friday, May 8th. Sixteen investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, Howmet Aerospace currently has an average rating of “Moderate Buy” and an average price target of $300.33.

Howmet Aerospace Price Performance

HWM opened at $286.87 on Tuesday. The firm has a market capitalization of $114.78 billion, a P/E ratio of 66.56, a PEG ratio of 2.22 and a beta of 1.20. The stock has a fifty day moving average of $270.55 and a 200-day moving average of $252.35. The company has a quick ratio of 1.59, a current ratio of 2.44 and a debt-to-equity ratio of 0.73. Howmet Aerospace Inc. has a 12-month low of $169.45 and a 12-month high of $295.28.

Howmet Aerospace (NYSE:HWM) last issued its quarterly earnings results on Thursday, May 7th. The company reported $1.22 earnings per share for the quarter, beating analysts’ consensus estimates of $1.11 by $0.11. The business had revenue of $2.31 billion for the quarter, compared to the consensus estimate of $2.24 billion. Howmet Aerospace had a return on equity of 29.27% and a net margin of 20.23%.Howmet Aerospace’s revenue for the quarter was up 19.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.86 earnings per share. 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. Equities analysts forecast that Howmet Aerospace Inc. will post 5.05 EPS for the current fiscal year.

Howmet Aerospace Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, August 25th. Shareholders of record on Friday, August 7th will be paid a dividend of $0.14 per share. This is a boost from Howmet Aerospace’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend is Friday, August 7th. This represents a $0.56 annualized dividend and a yield of 0.2%. Howmet Aerospace’s dividend payout ratio (DPR) is presently 11.14%.

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.