Neil Edward Marchuk Sells 45,150 Shares of Howmet Aerospace (NYSE:HWM) Stock

Howmet Aerospace Inc. (NYSE:HWM) EVP Neil Edward Marchuk sold 45,150 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $251.70, for a total value of $11,364,255.00. Following the sale, the executive vice president owned 107,008 shares in the company, valued at approximately $26,933,913.60. The trade was a 29.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink.

Howmet Aerospace Stock Up 0.8%

Shares of NYSE:HWM opened at $251.43 on Friday. The company has a quick ratio of 1.09, a current ratio of 2.13 and a debt-to-equity ratio of 0.53. Howmet Aerospace Inc. has a 52-week low of $105.04 and a 52-week high of $256.70. The company has a 50 day moving average of $217.12 and a two-hundred day moving average of $199.72. The company has a market capitalization of $100.81 billion, a price-to-earnings ratio of 67.77, a price-to-earnings-growth ratio of 2.51 and a beta of 1.26.

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

Howmet Aerospace Announces Dividend

The firm 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 dividend of $0.12 per share. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend is Friday, February 6th. Howmet Aerospace’s payout ratio is presently 12.94%.

Institutional Investors Weigh In On Howmet Aerospace

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Mcguire Capital Advisors Inc. bought a new position in shares of Howmet Aerospace in the fourth quarter valued at approximately $28,000. Compound Planning Inc. raised its holdings in Howmet Aerospace by 2.3% in the 4th quarter. Compound Planning Inc. now owns 8,013 shares of the company’s stock worth $1,643,000 after acquiring an additional 181 shares during the period. Axxcess Wealth Management LLC lifted its position in Howmet Aerospace by 59.2% during the 4th quarter. Axxcess Wealth Management LLC now owns 17,084 shares of the company’s stock worth $3,503,000 after acquiring an additional 6,352 shares during the last quarter. Corient Private Wealth LLC boosted its holdings in Howmet Aerospace by 115.8% during the fourth quarter. Corient Private Wealth LLC now owns 97,380 shares of the company’s stock valued at $19,965,000 after acquiring an additional 52,246 shares during the period. Finally, Alberta Investment Management Corp grew its position in shares of Howmet Aerospace by 390.9% in the fourth quarter. Alberta Investment Management Corp now owns 145,800 shares of the company’s stock valued at $29,892,000 after purchasing an additional 116,100 shares during the last quarter. 90.46% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

HWM has been the subject of a number of analyst reports. Sanford C. Bernstein restated an “outperform” rating and set a $280.00 price objective on shares of Howmet Aerospace in a research report on Tuesday. Susquehanna lifted their price target on Howmet Aerospace from $255.00 to $290.00 and gave the company a “positive” rating in a research report on Friday, February 13th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $275.00 target price on shares of Howmet Aerospace in a report on Friday, February 13th. iA Financial set a $240.00 price objective on shares of Howmet Aerospace in a research note on Monday, November 3rd. Finally, Citigroup boosted their price target on shares of Howmet Aerospace from $255.00 to $283.00 and gave the company a “buy” rating in a report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $250.32.

Howmet Aerospace News Summary

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

• Positive Sentiment: Multiple broker upgrades and price‑target raises (JPMorgan raised its target to $265 and moved to “overweight”), which can drive buying from momentum and model‑driven funds. JPMorgan price target raise
• Positive Sentiment: BTIG boosted its target to $275 and kept a Buy — another sell‑side endorsement that supports upward valuation revisions. BTIG price target raise
• Positive Sentiment: Goldman Sachs raised its price target to $257, adding more sell‑side support that can sustain demand. Goldman Sachs price target raise
• Positive Sentiment: Recent earnings beat and guidance: Howmet reported a quarterly EPS beat and raised FY/Q1 2026 guidance, underpinning the optimistic analyst revisions and justifying higher multiples. MarketBeat earnings & guidance
• Positive Sentiment: Institutional inflows have been substantial since mid‑2024, supporting sustained buying pressure and liquidity in the shares. Institutional inflows report
• Neutral Sentiment: Zacks and other media pieces highlight Howmet as a long‑term momentum/growth name — useful for sentiment but not an immediate price catalyst. Zacks momentum piece
• Neutral Sentiment: Howmet priced $1.2B of notes across maturities to fund an acquisition — this secures financing but raises leverage; impact depends on deal execution and realized synergies. Debt offering press release
• Negative Sentiment: Insider sale: EVP Neil Marchuk sold 45,150 shares (~$11.4M), trimming his stake by ~30% — some investors view large insider sales as a negative signal even when not tied to company fundamentals. SEC filing for insider sale

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.