Nordea Investment Management AB Sells 364,244 Shares of Howmet Aerospace Inc. $HWM

Nordea Investment Management AB trimmed its position in Howmet Aerospace Inc. (NYSE:HWM) by 26.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,037,091 shares of the company’s stock after selling 364,244 shares during the quarter. Nordea Investment Management AB owned about 0.26% of Howmet Aerospace worth $213,485,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Voya Investment Management LLC boosted its stake in Howmet Aerospace by 9.1% in the 3rd quarter. Voya Investment Management LLC now owns 1,247,220 shares of the company’s stock worth $244,742,000 after purchasing an additional 104,207 shares during the period. GRIMES & Co WEALTH MANAGEMENT LLC purchased a new position in shares of Howmet Aerospace in the third quarter worth $1,581,000. LBP AM SA boosted its position in shares of Howmet Aerospace by 18.0% during the third quarter. LBP AM SA now owns 68,499 shares of the company’s stock worth $13,442,000 after acquiring an additional 10,460 shares during the last quarter. Greenup Street Wealth Management LLC boosted its position in shares of Howmet Aerospace by 76.3% during the third quarter. Greenup Street Wealth Management LLC now owns 20,972 shares of the company’s stock worth $4,115,000 after acquiring an additional 9,078 shares during the last quarter. Finally, Stratos Wealth Partners LTD. grew its stake in Howmet Aerospace by 20.3% during the third quarter. Stratos Wealth Partners LTD. now owns 153,889 shares of the company’s stock valued at $30,198,000 after acquiring an additional 25,957 shares in the last quarter. Institutional investors own 90.46% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have issued reports on HWM shares. Bank of America lifted their price target on shares of Howmet Aerospace from $250.00 to $300.00 and gave the company a “buy” rating in a report on Friday, February 20th. Susquehanna increased their price objective on shares of Howmet Aerospace from $255.00 to $290.00 and gave the company a “positive” rating in a report on Friday, February 13th. Royal Bank Of Canada raised their price objective on Howmet Aerospace from $275.00 to $300.00 and gave the company an “outperform” rating in a research report on Wednesday, March 11th. Morgan Stanley reaffirmed an “overweight” rating and issued a $280.00 target price on shares of Howmet Aerospace in a report on Friday, February 13th. Finally, JPMorgan Chase & Co. boosted their target price on Howmet Aerospace from $227.00 to $265.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, Howmet Aerospace presently has a consensus rating of “Moderate Buy” and a consensus target price of $256.15.

Howmet Aerospace Trading Down 0.8%

Shares of HWM opened at $231.07 on Monday. The stock has a market capitalization of $92.64 billion, a PE ratio of 62.28, a P/E/G ratio of 2.14 and a beta of 1.20. The company’s fifty day moving average is $235.66 and its 200 day moving average is $211.16. 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 Inc. has a fifty-two week low of $105.04 and a fifty-two week high of $267.31.

Howmet Aerospace (NYSE:HWM) last released its quarterly earnings data 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 business had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.12 billion. During the same quarter last year, the business earned $0.77 earnings per share. Howmet Aerospace’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. Sell-side analysts expect that Howmet Aerospace Inc. will post 3.27 earnings per share for the current fiscal year.

Howmet Aerospace Dividend Announcement

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

Insider Activity

In other Howmet Aerospace news, VP Barbara Lou Shultz sold 1,000 shares of the company’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 transaction of $260,000.00. Following the sale, the vice president directly owned 23,874 shares in the company, valued at $6,207,240. This represents a 4.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Neil Edward Marchuk sold 45,150 shares of the company’s stock in a transaction that occurred on 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. This trade represents a 29.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.12% of the company’s stock.

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.