PensionDanmark Pensionsforsikringsaktieselskab Increases Stock Position in Howmet Aerospace Inc. $HWM

PensionDanmark Pensionsforsikringsaktieselskab increased its holdings in Howmet Aerospace Inc. (NYSE:HWM) by 9.4% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 51,043 shares of the company’s stock after acquiring an additional 4,400 shares during the quarter. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in Howmet Aerospace were worth $13,723,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Brighton Jones LLC grew its position in Howmet Aerospace by 5.4% during the 4th quarter. Brighton Jones LLC now owns 2,548 shares of the company’s stock worth $279,000 after purchasing an additional 130 shares during the last quarter. Acadian Asset Management LLC acquired a new position in Howmet Aerospace in the first quarter valued at $399,000. Sivia Capital Partners LLC acquired a new position in Howmet Aerospace in the second quarter valued at $216,000. Brown Advisory Inc. raised its holdings in shares of Howmet Aerospace by 31.0% in the second quarter. Brown Advisory Inc. now owns 4,180 shares of the company’s stock valued at $778,000 after buying an additional 990 shares during the last quarter. Finally, Cary Street Partners Financial LLC purchased a new stake in shares of Howmet Aerospace in the second quarter valued at about $145,000. Hedge funds and other institutional investors own 90.46% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the company. JPMorgan Chase & Co. raised their price target on Howmet Aerospace from $265.00 to $310.00 and gave the stock an “overweight” rating in a report on Monday, May 11th. Susquehanna upped their price objective on Howmet Aerospace from $330.00 to $340.00 and gave the company a “positive” rating in a research note on Friday. TD Cowen upped their price objective on Howmet Aerospace from $300.00 to $320.00 and gave the company a “buy” rating in a research note on Monday, July 13th. Jefferies Financial Group increased their price objective on Howmet Aerospace from $320.00 to $340.00 and gave the stock a “buy” rating in a research report on Thursday, July 9th. Finally, Wall Street Zen downgraded Howmet Aerospace from a “strong-buy” rating to a “buy” rating in a research note on Sunday, July 5th. Sixteen equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $304.28.

Insider Buying and Selling at Howmet Aerospace

In other news, EVP Neil Edward Marchuk sold 41,932 shares of the firm’s stock in a transaction on 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 completion of the transaction, the executive vice president owned 65,105 shares in the company, valued at $17,545,797.50. This trade represents a 39.18% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.85% of the stock is currently owned by corporate insiders.

Howmet Aerospace News Roundup

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.

Howmet Aerospace Price Performance

Shares of NYSE:HWM opened at $282.42 on Friday. The business’s 50 day simple moving average is $272.81 and its 200-day simple moving average is $253.96. The firm has a market capitalization of $113.00 billion, a price-to-earnings ratio of 60.87, a price-to-earnings-growth ratio of 2.18 and a beta of 1.20. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.82 and a quick ratio of 1.59. Howmet Aerospace Inc. has a 12 month low of $169.45 and a 12 month high of $310.00.

Howmet Aerospace (NYSE:HWM) last released its quarterly earnings results on Thursday, August 6th. The company reported $1.33 earnings per share for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. Howmet Aerospace had a return on equity of 33.91% and a net margin of 20.52%.The business had revenue of $2.55 billion for the quarter, compared to analysts’ expectations of $2.43 billion. During the same quarter in the prior year, the firm posted $0.91 EPS. The company’s revenue was up 24.1% compared to the same quarter last year. 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. As a group, equities analysts forecast that Howmet Aerospace Inc. will post 5.27 earnings per share for the current fiscal year.

Howmet Aerospace Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, August 25th. Shareholders of record on Friday, August 7th will be issued a $0.14 dividend. This represents a $0.56 annualized dividend and a yield of 0.2%. This is a positive change from Howmet Aerospace’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend is Friday, August 7th. Howmet Aerospace’s dividend payout ratio is currently 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.