Howmet Aerospace Inc. $HWM Shares Sold by Cibc World Market Inc.

Cibc World Market Inc. cut its position in Howmet Aerospace Inc. (NYSE:HWM) by 41.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 33,575 shares of the company’s stock after selling 23,446 shares during the period. Cibc World Market Inc.’s holdings in Howmet Aerospace were worth $6,588,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of HWM. Vanguard Group Inc. increased its stake in Howmet Aerospace by 1.4% during the second quarter. Vanguard Group Inc. now owns 48,475,394 shares of the company’s stock worth $9,022,725,000 after acquiring an additional 662,132 shares during the last quarter. JPMorgan Chase & Co. boosted its stake in shares of Howmet Aerospace by 30.1% in the 2nd quarter. JPMorgan Chase & Co. now owns 31,806,624 shares of the company’s stock valued at $5,920,181,000 after buying an additional 7,356,077 shares during the period. State Street Corp grew its holdings in Howmet Aerospace by 1.2% during the 2nd quarter. State Street Corp now owns 17,686,075 shares of the company’s stock worth $3,291,909,000 after acquiring an additional 205,424 shares in the last quarter. Geode Capital Management LLC increased its holdings in Howmet Aerospace by 7.0% in 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 buying an additional 719,888 shares during the last quarter. Finally, Norges Bank purchased a new position in shares of Howmet Aerospace in the 2nd quarter valued at about $1,633,157,000. Institutional investors and hedge funds own 90.46% of the company’s stock.

Howmet Aerospace Stock Performance

Howmet Aerospace stock opened at $250.46 on Friday. Howmet Aerospace Inc. has a one year low of $105.04 and a one year high of $256.70. The firm has a market capitalization of $100.70 billion, a PE ratio of 67.51, a price-to-earnings-growth ratio of 2.37 and a beta of 1.26. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.14 and a current ratio of 2.13. The stock’s 50 day moving average price is $212.52 and its 200 day moving average price is $198.00.

Howmet Aerospace (NYSE:HWM) last released its quarterly earnings results on Thursday, February 12th. The company reported $1.05 earnings per share for the quarter, topping analysts’ consensus estimates of $0.97 by $0.08. Howmet Aerospace had a net margin of 18.27% and a return on equity of 30.41%. The business had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.12 billion. During the same quarter last year, the company earned $0.77 earnings per share. The business’s quarterly revenue was up 14.6% compared to the same quarter last year. Howmet Aerospace has set its Q1 2026 guidance at 1.090-1.110 EPS and its FY 2026 guidance at 4.350-4.550 EPS. As a group, sell-side analysts expect that Howmet Aerospace Inc. will post 3.27 EPS for the current fiscal year.

Howmet Aerospace Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 25th. Stockholders of record on Friday, February 6th will be paid a $0.12 dividend. The ex-dividend date of this dividend is Friday, February 6th. This represents a $0.48 annualized dividend and a dividend yield of 0.2%. Howmet Aerospace’s payout ratio is currently 12.94%.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on HWM. JPMorgan Chase & Co. boosted their target price on Howmet Aerospace from $190.00 to $227.00 and gave the company an “overweight” rating in a report on Monday, November 10th. BNP Paribas Exane began coverage on shares of Howmet Aerospace in a research note on Tuesday, November 18th. They issued an “outperform” rating and a $240.00 target price for the company. Morgan Stanley restated an “overweight” rating and issued a $280.00 price target on shares of Howmet Aerospace in a research note on Friday. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $247.00 target price on shares of Howmet Aerospace in a report on Tuesday, January 6th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $275.00 price target on shares of Howmet Aerospace in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $234.72.

Trending Headlines about Howmet Aerospace

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

• Positive Sentiment: Q4 beat and strong financials — Howmet reported adjusted EPS $1.05 (vs. $0.97 est.), revenue roughly $2.17B (beat), double‑digit revenue growth and margin expansion, citing record profit and cash generation. Howmet Aerospace Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Raised guidance — HWM set Q1 2026 EPS guidance of $1.09–1.11 and FY2026 EPS $4.35–4.55, with revenue guidance above consensus, giving investors more confidence in near‑term execution. Howmet forecasts first-quarter profit above estimates on strong aerospace demand
• Positive Sentiment: Durable multi‑year growth thesis — Analysts point to three aligned growth engines (commercial aerospace, aftermarket/spare parts mix and gas‑turbine demand) and strong incremental margins that support a premium multiple. Howmet Aerospace: Premium Valuation Justified By Rare Multi-Year Growth
• Positive Sentiment: Capital returns and cash flow — FY2025 showed heavy cash generation, large buybacks ($700M YTD) and a dividend, which supports shareholder returns and offsets some valuation concerns. Howmet Aerospace Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Primary materials for due diligence — The full earnings call transcript and slide deck are available for detailed review of segment dynamics and backlog. Howmet Aerospace Inc. (HWM) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Market context — Broader equity markets were positive on the day, which likely helped momentum in industrial and aerospace stocks including HWM. Continuing Claims Climb for a Second Week
• Negative Sentiment: Valuation sensitivity — Several writeups note an elevated P/E (and commentary about 50+ P/E ranges), so the stock could be vulnerable to any slowdown in aerospace demand or a miss vs. current high expectations. Howmet Aerospace: Earnings And Share Price Continue Skyward, 50+ P/E

Howmet Aerospace Profile

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.