Czech National Bank Grows Position in Howmet Aerospace Inc. $HWM

Czech National Bank lifted its position in Howmet Aerospace Inc. (NYSE:HWM) by 3.5% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 106,018 shares of the company’s stock after purchasing an additional 3,632 shares during the period. Czech National Bank’s holdings in Howmet Aerospace were worth $21,736,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in Howmet Aerospace by 1.4% in the 3rd quarter. Vanguard Group Inc. now owns 49,139,989 shares of the company’s stock worth $9,642,740,000 after acquiring an additional 664,595 shares during the last quarter. State Street Corp increased its position in shares of Howmet Aerospace by 1.6% in the third quarter. State Street Corp now owns 17,964,662 shares of the company’s stock valued at $3,525,206,000 after acquiring an additional 278,587 shares during the period. Bank of America Corp DE raised its stake in shares of Howmet Aerospace by 2.4% during the third quarter. Bank of America Corp DE now owns 10,877,771 shares of the company’s stock valued at $2,134,545,000 after acquiring an additional 255,419 shares during the last quarter. Norges Bank bought a new position in shares of Howmet Aerospace during the second quarter valued at about $1,633,157,000. Finally, Invesco Ltd. boosted its holdings in shares of Howmet Aerospace by 12.2% during the third quarter. Invesco Ltd. now owns 7,367,438 shares of the company’s stock worth $1,445,712,000 after purchasing an additional 801,093 shares during the period. 90.46% of the stock is currently owned by institutional investors.

Insider Activity

In other Howmet Aerospace news, EVP Neil Edward Marchuk sold 45,150 shares of the firm’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 transaction of $11,364,255.00. Following the completion of the transaction, the executive vice president owned 107,008 shares of the company’s stock, valued at approximately $26,933,913.60. This trade represents a 29.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Barbara Lou Shultz sold 1,000 shares of Howmet Aerospace stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $260.00, for a total transaction of $260,000.00. Following the transaction, the vice president owned 23,874 shares of the company’s stock, valued at $6,207,240. The trade was a 4.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 1.04% of the company’s stock.

Howmet Aerospace Price Performance

Shares of HWM stock opened at $230.58 on Friday. The business’s fifty day moving average is $236.92 and its 200 day moving average is $212.32. The company has a quick ratio of 1.09, a current ratio of 2.13 and a debt-to-equity ratio of 0.53. The stock has a market cap of $92.45 billion, a price-to-earnings ratio of 62.15, a PEG ratio of 2.24 and a beta of 1.21. Howmet Aerospace Inc. has a twelve month low of $105.04 and a twelve month high of $267.31.

Howmet Aerospace (NYSE:HWM) last announced 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 return on equity of 30.41% and a net margin of 18.27%.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 firm posted $0.77 earnings per share. The company’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. Research analysts expect that Howmet Aerospace Inc. will post 3.27 EPS for the current fiscal year.

Howmet Aerospace Announces Dividend

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

Analysts Set New Price Targets

Several analysts recently issued reports on the company. KeyCorp initiated coverage on Howmet Aerospace in a research note on Wednesday. They issued a “sector weight” rating on the stock. Morgan Stanley reaffirmed an “overweight” rating and set a $280.00 price target on shares of Howmet Aerospace in a research report on Friday, February 13th. Bank of America increased their price objective on Howmet Aerospace from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Friday, February 20th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $280.00 price objective on shares of Howmet Aerospace in a research report on Tuesday, February 17th. Finally, Susquehanna upped their target price on Howmet Aerospace from $255.00 to $290.00 and gave the company a “positive” rating in a report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Howmet Aerospace has a consensus rating of “Moderate Buy” and a consensus target price of $256.15.

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.