Howmet Aerospace Inc. $HWM Shares Bought by Artisan Partners Limited Partnership

Artisan Partners Limited Partnership lifted its stake in shares of Howmet Aerospace Inc. (NYSE:HWM) by 3.0% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 447,566 shares of the company’s stock after buying an additional 13,112 shares during the quarter. Artisan Partners Limited Partnership owned approximately 0.11% of Howmet Aerospace worth $87,826,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in HWM. Traub Capital Management LLC acquired a new position in Howmet Aerospace during the 2nd quarter worth approximately $25,000. Winnow Wealth LLC purchased a new stake in shares of Howmet Aerospace during the 2nd quarter worth $25,000. Newbridge Financial Services Group Inc. grew its stake 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 purchasing an additional 73 shares in the last quarter. Tradewinds Capital Management LLC increased its holdings in Howmet Aerospace by 52.0% in the third quarter. Tradewinds Capital Management LLC now owns 152 shares of the company’s stock valued at $30,000 after buying an additional 52 shares during the last quarter. Finally, Atlantic Union Bankshares Corp acquired a new stake in Howmet Aerospace in the second quarter valued at $32,000. 90.46% of the stock is currently owned by hedge funds and other institutional investors.

Howmet Aerospace Stock Performance

Shares of HWM opened at $262.12 on Friday. The company’s 50 day simple moving average is $224.60 and its 200-day simple moving average is $203.01. The firm has a market cap of $105.10 billion, a PE ratio of 70.65, a price-to-earnings-growth ratio of 2.41 and a beta of 1.26. Howmet Aerospace Inc. has a 12-month low of $105.04 and a 12-month high of $262.63. The company has a current ratio of 2.13, a quick ratio of 1.09 and a debt-to-equity ratio of 0.53.

Howmet Aerospace (NYSE:HWM) last released its quarterly earnings results on Thursday, February 12th. The company reported $1.05 EPS for the quarter, beating the consensus estimate of $0.97 by $0.08. Howmet Aerospace had a net margin of 18.27% and a return on equity of 30.41%. The firm had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.12 billion. During the same quarter in the prior year, the firm earned $0.77 EPS. Howmet Aerospace’s revenue for the quarter was up 14.6% on a year-over-year basis. 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, equities analysts predict that Howmet Aerospace Inc. will post 3.27 EPS for the current year.

Howmet Aerospace Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, February 25th. Investors of record on Friday, February 6th were given a $0.12 dividend. This represents a $0.48 annualized dividend and a yield of 0.2%. The ex-dividend date was Friday, February 6th. Howmet Aerospace’s payout ratio is 12.94%.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on HWM. Jefferies Financial Group reaffirmed a “buy” rating and set a $315.00 price objective on shares of Howmet Aerospace in a research report on Sunday, February 15th. Susquehanna upped their price target on Howmet Aerospace from $255.00 to $290.00 and gave the company a “positive” rating in a report on Friday, February 13th. Citigroup raised their price objective on shares of Howmet Aerospace from $255.00 to $283.00 and gave the stock a “buy” rating in a report on Tuesday, February 17th. Truist Financial set a $258.00 price objective on shares of Howmet Aerospace in a research report on Friday, January 9th. Finally, Bank of America increased their target price on shares of Howmet Aerospace from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Friday, February 20th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $252.95.

Insider Activity at Howmet Aerospace

In other news, VP Barbara Lou Shultz sold 1,000 shares of the business’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $260.00, for a total value of $260,000.00. Following the transaction, the vice president owned 23,874 shares of the company’s stock, valued at approximately $6,207,240. The trade was a 4.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Neil Edward Marchuk sold 45,150 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The stock was 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 of the company’s stock, valued at $26,933,913.60. This trade represents a 29.67% decrease in their position. The SEC filing for this sale provides additional information. 1.04% of the stock is owned by corporate insiders.

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.