Howmet Aerospace Inc. $HWM Shares Purchased by Aberdeen Group plc

Aberdeen Group plc boosted its holdings in Howmet Aerospace Inc. (NYSE:HWM) by 1.7% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 348,339 shares of the company’s stock after acquiring an additional 5,687 shares during the period. Aberdeen Group plc owned about 0.09% of Howmet Aerospace worth $67,964,000 at the end of the most recent quarter.

Several other institutional investors also recently made changes to their positions in HWM. Norges Bank acquired a new position in Howmet Aerospace during the 2nd quarter valued at approximately $1,633,157,000. JPMorgan Chase & Co. increased its position in Howmet Aerospace by 30.1% in the second quarter. JPMorgan Chase & Co. now owns 31,806,624 shares of the company’s stock worth $5,920,181,000 after buying an additional 7,356,077 shares during the period. American Century Companies Inc. lifted its stake in Howmet Aerospace by 51.8% in the second quarter. American Century Companies Inc. now owns 3,635,999 shares of the company’s stock valued at $676,769,000 after buying an additional 1,240,071 shares during the last quarter. Westfield Capital Management Co. LP boosted its holdings in shares of Howmet Aerospace by 68.8% during the second quarter. Westfield Capital Management Co. LP now owns 1,915,955 shares of the company’s stock valued at $356,617,000 after acquiring an additional 780,896 shares during the period. Finally, Geode Capital Management LLC boosted its holdings in shares of Howmet Aerospace by 7.0% during 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 acquiring an additional 719,888 shares during the period. 90.46% of the stock is owned by institutional investors.

Howmet Aerospace News Summary

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

Wall Street Analyst Weigh In

Several brokerages recently weighed in on HWM. Morgan Stanley reiterated an “overweight” rating and issued a $280.00 price objective on shares of Howmet Aerospace in a research report on Friday. Wall Street Zen upgraded Howmet Aerospace from a “hold” rating to a “buy” rating in a research report on Sunday, January 18th. Weiss Ratings reiterated a “buy (b)” rating on shares of Howmet Aerospace in a research report on Thursday, January 22nd. Bank of America raised their price target on Howmet Aerospace from $215.00 to $250.00 and gave the company a “buy” rating in a report on Friday, November 14th. Finally, Citigroup lifted 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. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $238.95.

Howmet Aerospace Trading Up 2.3%

Shares of NYSE:HWM opened at $250.46 on Monday. The stock 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 1-year low of $105.04 and a 1-year high of $256.70. The company has a 50 day moving average price of $212.52 and a 200 day moving average price of $198.03. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.09 and a current ratio of 2.13.

Howmet Aerospace (NYSE:HWM) last announced its quarterly earnings data on Thursday, February 12th. The company reported $1.05 EPS for the quarter, beating 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 return on equity of 30.41% and a net margin of 18.27%.The company’s quarterly revenue was up 14.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $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, research analysts anticipate that Howmet Aerospace Inc. will post 3.27 EPS for the current fiscal year.

Howmet Aerospace Dividend Announcement

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

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.