UBS Group Forecasts Strong Price Appreciation for Howmet Aerospace (NYSE:HWM) Stock

Howmet Aerospace (NYSE:HWM) had its target price raised by UBS Group from $299.00 to $326.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm presently has a “neutral” rating on the stock. UBS Group’s price target points to a potential upside of 15.43% from the stock’s previous close.

A number of other research analysts have also recently issued reports on the stock. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $318.00 price target on shares of Howmet Aerospace in a report on Tuesday, June 16th. Royal Bank Of Canada boosted their price objective on shares of Howmet Aerospace from $325.00 to $350.00 and gave the company an “outperform” rating in a report on Friday. BNP Paribas Exane reissued an “outperform” rating and issued a $340.00 target price (up from $265.00) on shares of Howmet Aerospace in a research report on Friday, May 8th. Jefferies Financial Group raised their target price on Howmet Aerospace from $320.00 to $340.00 and gave the stock a “buy” rating in a research note on Thursday, July 9th. Finally, TD Cowen lifted their price target on Howmet Aerospace from $300.00 to $320.00 and gave the stock a “buy” rating in a research report on Monday, July 13th. Sixteen equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $304.28.

Howmet Aerospace Stock Down 2.5%

NYSE HWM traded down $7.30 during trading on Friday, hitting $282.42. The company’s stock had a trading volume of 2,000,068 shares, compared to its average volume of 2,620,501. Howmet Aerospace has a fifty-two week low of $169.45 and a fifty-two week high of $310.00. The company has a market cap of $113.00 billion, a PE ratio of 65.53, a P/E/G ratio of 2.29 and a beta of 1.20. The company has a debt-to-equity ratio of 0.73, a current ratio of 2.44 and a quick ratio of 1.59. The business’s 50 day simple moving average is $272.81 and its 200-day simple moving average is $253.96.

Howmet Aerospace (NYSE:HWM) last posted its quarterly earnings data on Thursday, August 6th. The company reported $1.33 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.24 by $0.09. The firm had revenue of $2.55 billion for the quarter, compared to the consensus estimate of $2.43 billion. Howmet Aerospace had a net margin of 20.23% and a return on equity of 29.27%. The company’s revenue for the quarter was up 24.1% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.91 earnings per share. Howmet Aerospace has set its Q3 2026 guidance at 1.340-1.360 EPS and its FY 2026 guidance at 5.230-5.310 EPS. On average, equities analysts anticipate that Howmet Aerospace will post 5.05 EPS for the current fiscal year.

Insider Activity

In related news, EVP Neil Edward Marchuk sold 41,932 shares of the business’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $269.50, for a total transaction of $11,300,674.00. Following the completion of the transaction, the executive vice president directly owned 65,105 shares in the company, valued at $17,545,797.50. The trade was a 39.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.85% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Howmet Aerospace

Several institutional investors and hedge funds have recently modified their holdings of the stock. Brighton Jones LLC lifted its holdings in 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 acquiring an additional 130 shares during the period. Acadian Asset Management LLC purchased a new position in shares of Howmet Aerospace during the 1st quarter valued at approximately $399,000. Sivia Capital Partners LLC purchased a new position in shares of Howmet Aerospace during the 2nd quarter valued at approximately $216,000. Brown Advisory Inc. lifted its stake in shares of Howmet Aerospace by 31.0% in the 2nd quarter. Brown Advisory Inc. now owns 4,180 shares of the company’s stock valued at $778,000 after purchasing an additional 990 shares during the period. Finally, Cary Street Partners Financial LLC acquired a new position in shares of Howmet Aerospace in the 2nd quarter valued at $145,000. Institutional investors and hedge funds own 90.46% of the company’s stock.

Key Headlines Impacting Howmet Aerospace

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

• Positive Sentiment: Strong Q2 performance: Howmet reported revenue of $2.55 billion, up 24% year over year, and adjusted EPS of $1.33, exceeding the $1.24 analyst consensus. Operating margins, cash flow and adjusted EBITDA also improved significantly. Howmet Aerospace Reports Second Quarter 2026 Results
• Positive Sentiment: Raised 2026 outlook: The company now expects full-year EPS of $5.23-$5.31 and revenue of approximately $10.0-$10.1 billion, above consensus estimates. Third-quarter EPS guidance of $1.34-$1.36 also exceeds expectations. HWM Q2 Earnings Beat Estimates on Aerospace, Turbine Growth
• Positive Sentiment: Favorable demand trends: Rising commercial aircraft production, aftermarket spares demand and gas-turbine activity are supporting capacity expansion and growth into 2027. Howmet also generated $479 million in free cash flow and repurchased $300 million of stock during the quarter. HWM Q2 Earnings Call Centers on Capacity and Higher Outlook
• Positive Sentiment: Analyst support: Susquehanna raised its price target from $330 to $340 and assigned a positive rating, implying meaningful potential upside from the recent trading level. Benzinga analyst price-target report
• Neutral Sentiment: Howmet completed its $1.8 billion CAM acquisition and increased its quarterly dividend by 17% to $0.14 per share. The acquisition expands the company’s capabilities but also increases integration and execution requirements.
• Negative Sentiment: The stock’s pullback may reflect valuation and profit-taking concerns: HWM has risen sharply over the past year, trades at a high earnings multiple, and investors may have expected strong results following the recent rally. Higher capital spending to expand capacity could also limit near-term free cash flow.

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.