Atria Investments Inc Sells 3,127 Shares of Howmet Aerospace Inc. $HWM

Atria Investments Inc reduced its position in Howmet Aerospace Inc. (NYSE:HWM) by 14.1% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 19,109 shares of the company’s stock after selling 3,127 shares during the period. Atria Investments Inc’s holdings in Howmet Aerospace were worth $3,750,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in HWM. Traub Capital Management LLC purchased a new stake in shares of Howmet Aerospace during the 2nd quarter valued at approximately $25,000. Winnow Wealth LLC bought a new stake in Howmet Aerospace during the 2nd quarter valued at $25,000. Newbridge Financial Services Group Inc. lifted its position in shares of Howmet Aerospace by 119.7% during the second quarter. Newbridge Financial Services Group Inc. now owns 134 shares of the company’s stock worth $25,000 after acquiring an additional 73 shares in the last quarter. Tradewinds Capital Management LLC boosted its holdings in shares of Howmet Aerospace by 52.0% in the third quarter. Tradewinds Capital Management LLC now owns 152 shares of the company’s stock worth $30,000 after acquiring an additional 52 shares during the period. Finally, Atlantic Union Bankshares Corp bought a new position in shares of Howmet Aerospace in the second quarter worth $32,000. Institutional investors own 90.46% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on HWM. BTIG Research increased their price objective on Howmet Aerospace from $205.00 to $240.00 and gave the stock a “buy” rating in a report on Monday, November 3rd. UBS Group upped their price target on Howmet Aerospace from $199.00 to $209.00 and gave the company a “neutral” rating in a research report on Friday, October 31st. Jefferies Financial Group reissued a “buy” rating and issued a $315.00 price target on shares of Howmet Aerospace in a report on Sunday. Citigroup boosted their price objective on shares of Howmet Aerospace from $246.00 to $255.00 and gave the company a “buy” rating in a research note on Tuesday, January 13th. Finally, The Goldman Sachs Group increased their target price on shares of Howmet Aerospace from $205.00 to $226.00 and gave the stock a “buy” rating in a research note on Monday, November 3rd. 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’s stock. According to MarketBeat, Howmet Aerospace has a consensus rating of “Moderate Buy” and a consensus target price of $238.95.

Key Stories Impacting 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 Price Performance

Shares of NYSE:HWM opened at $250.46 on Monday. The company’s fifty day moving average price is $212.52 and its 200-day moving average price is $198.03. The firm has a market capitalization of $100.42 billion, a price-to-earnings ratio of 67.51, a PEG ratio of 2.36 and a beta of 1.26. Howmet Aerospace Inc. has a one year low of $105.04 and a one year high of $256.70. The company has a debt-to-equity ratio of 0.53, a current ratio of 2.13 and a quick ratio of 1.09.

Howmet Aerospace (NYSE:HWM) last posted its quarterly earnings data on Thursday, February 12th. The company reported $1.05 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.97 by $0.08. The company had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.12 billion. Howmet Aerospace had a net margin of 18.27% and a return on equity of 30.41%. The firm’s revenue was up 14.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.77 EPS. 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. On average, equities research analysts anticipate that Howmet Aerospace Inc. will post 3.27 earnings per share for the current fiscal year.

Howmet Aerospace Dividend Announcement

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

Howmet Aerospace Company 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.