Cullen Investment Group LTD. Reduces Holdings in Howmet Aerospace Inc. $HWM

Cullen Investment Group LTD. lowered its stake in shares of Howmet Aerospace Inc. (NYSE:HWM) by 19.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,338 shares of the company’s stock after selling 2,298 shares during the quarter. Cullen Investment Group LTD.’s holdings in Howmet Aerospace were worth $2,038,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of HWM. Newbridge Financial Services Group Inc. grew its position in Howmet Aerospace by 119.7% during the 2nd quarter. Newbridge Financial Services Group Inc. now owns 134 shares of the company’s stock worth $25,000 after purchasing an additional 73 shares during the last quarter. Tradewinds Capital Management LLC raised 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 buying an additional 52 shares during the last quarter. Manning & Napier Advisors LLC purchased a new position in shares of Howmet Aerospace in the third quarter worth $32,000. Flagship Wealth Advisors LLC acquired a new stake in shares of Howmet Aerospace during the third quarter worth $33,000. Finally, Harbor Investment Advisory LLC lifted its stake in shares of Howmet Aerospace by 339.0% during the fourth quarter. Harbor Investment Advisory LLC now owns 180 shares of the company’s stock worth $37,000 after buying an additional 139 shares during the period. 90.46% of the stock is owned by hedge funds and other institutional investors.

Howmet Aerospace Trading Up 0.7%

Shares of Howmet Aerospace stock opened at $241.28 on Thursday. The stock has a market cap of $96.74 billion, a PE ratio of 65.04, a price-to-earnings-growth ratio of 2.22 and a beta of 1.21. The firm has a fifty day moving average price of $236.80 and a 200 day moving average price of $212.19. Howmet Aerospace Inc. has a 1 year low of $105.04 and a 1 year high of $267.31. 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 results on Thursday, February 12th. The company reported $1.05 EPS for the quarter, beating the consensus estimate of $0.97 by $0.08. The company had revenue of $2.17 billion for the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same period in the prior year, the company earned $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. Equities research analysts predict that Howmet Aerospace Inc. will post 3.27 earnings per share for the current year.

Howmet Aerospace Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, February 25th. Stockholders of record on Friday, February 6th were paid a $0.12 dividend. The ex-dividend date 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 is presently 12.94%.

Insider Activity

In other Howmet Aerospace news, EVP Neil Edward Marchuk sold 45,150 shares of the business’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 completion of the transaction, the executive vice president directly owned 107,008 shares of the company’s stock, 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 legal filing with the SEC, which can be accessed through this link. Also, 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 value of $260,000.00. Following the completion of the sale, the vice president owned 23,874 shares in the company, valued at approximately $6,207,240. This represents a 4.02% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.04% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

HWM has been the topic of several research reports. Truist Financial set a $280.00 target price on Howmet Aerospace in a research report on Wednesday, March 11th. The Goldman Sachs Group set a $228.00 price target on Howmet Aerospace in a research note on Tuesday, February 17th. Sanford C. Bernstein reissued an “outperform” rating and issued a $280.00 price objective on shares of Howmet Aerospace in a report on Tuesday, February 17th. UBS Group raised their price objective on Howmet Aerospace from $228.00 to $260.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 17th. Finally, Royal Bank Of Canada lifted their target price on Howmet Aerospace from $275.00 to $300.00 and gave the stock an “outperform” rating in a report on Wednesday, March 11th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $256.15.

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.