B. Metzler seel. Sohn & Co. AG Increases Stock Holdings in Howmet Aerospace Inc. $HWM

Key Points

• B. Metzler seel. Sohn & Co. AG increased its Howmet Aerospace stake by 13.2% in the second quarter, acquiring 22,338 additional shares for a total holding of 192,199 shares valued at approximately $51.7 million. Institutional investors collectively own 90.46% of HWM.
• Analysts remain broadly bullish, with one Strong Buy, 17 Buy and two Hold ratings; the consensus rating is Moderate Buy with an average price target of $316.22.
• Howmet exceeded quarterly earnings and revenue expectations, but its shares were down 7.4% amid concerns about SpaceX potentially producing turbine blades internally. The company also raised its quarterly dividend from $0.12 to $0.14 per share.

B. Metzler seel. Sohn & Co. AG raised its position in Howmet Aerospace Inc. (NYSE:HWM - Free Report) by 13.2% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 192,199 shares of the company's stock after buying an additional 22,338 shares during the period. B. Metzler seel. Sohn & Co. AG's holdings in Howmet Aerospace were worth $51,675,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Newbridge Financial Services Group Inc. boosted its position in 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 acquiring an additional 73 shares during the last quarter. Acumen Wealth Advisors LLC purchased a new stake in Howmet Aerospace during the 4th quarter valued at about $25,000. West Paces Advisors Inc. acquired a new stake in Howmet Aerospace in the 2nd quarter valued at about $27,000. Cornerstone Financial Management LLC acquired a new stake in Howmet Aerospace in the 4th quarter valued at about $28,000. Finally, Vermillion & White Wealth Management Group LLC raised its holdings in Howmet Aerospace by 65.1% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 137 shares of the company's stock valued at $28,000 after acquiring an additional 54 shares during the last quarter. Hedge funds and other institutional investors own 90.46% of the company's stock.

Analyst Upgrades and Downgrades

HWM has been the subject of a number of analyst reports. BTIG Research increased their price target on Howmet Aerospace from $300.00 to $340.00 and gave the company a "buy" rating in a report on Monday, August 10th. Citigroup reissued a "buy" rating on shares of Howmet Aerospace in a research note on Wednesday, August 12th. Sanford C. Bernstein upped their target price on Howmet Aerospace from $318.00 to $328.00 and gave the company an "outperform" rating in a report on Monday, August 24th. Zacks Research raised Howmet Aerospace from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, August 12th. Finally, Susquehanna raised their target price on Howmet Aerospace from $330.00 to $340.00 and gave the stock a "positive" rating in a research note on Friday, August 7th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have given a Hold rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $316.22.

Howmet Aerospace Stock Down 7.4%

Shares of NYSE HWM opened at $245.36 on Tuesday. The company has a market capitalization of $98.17 billion, a P/E ratio of 52.88, a P/E/G ratio of 1.89 and a beta of 1.20. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.82 and a quick ratio of 0.87. The company has a 50 day simple moving average of $276.71 and a 200-day simple moving average of $260.87. Howmet Aerospace Inc. has a 1 year low of $170.81 and a 1 year high of $310.00.

Howmet Aerospace (NYSE:HWM - Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The company reported $1.33 EPS for the quarter, beating analysts' consensus estimates of $1.24 by $0.09. The firm had revenue of $2.55 billion for the quarter, compared to analysts' expectations of $2.43 billion. Howmet Aerospace had a return on equity of 33.91% and a net margin of 20.52%.The firm's quarterly revenue was up 24.1% on a year-over-year basis. During the same period in the prior year, the firm posted $0.91 earnings per share. Howmet Aerospace has set its Q3 2026 guidance at 1.340-1.360 EPS and its FY 2026 guidance at 5.230-5.310 EPS. On average, equities research analysts predict that Howmet Aerospace Inc. will post 5.33 earnings per share for the current year.

Howmet Aerospace Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, August 25th. Investors of record on Friday, August 7th were issued a $0.14 dividend. The ex-dividend date was Friday, August 7th. This represents a $0.56 annualized dividend and a dividend yield of 0.2%. This is a boost from Howmet Aerospace's previous quarterly dividend of $0.12. Howmet Aerospace's dividend payout ratio (DPR) is presently 12.07%.

Howmet Aerospace News Summary

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

• Positive Sentiment: Howmet’s turbine blades and other aerospace components offer potential exposure to the growing power demand from AI data centers, which could support long-term growth. Elon Musk Just Flagged AI's Next Bottleneck: This Public Company Offers Direct Exposure
• Positive Sentiment: Bernstein said SpaceX’s turbine-blade plans pose little threat to Howmet, helping counter concerns that the aerospace supplier could lose meaningful business to internal production. Bernstein Sees Little Threat to Howmet From SpaceX’s Turbine-Blade Plans
• Positive Sentiment: Analysts continue to view HWM as a growth stock, citing business and financial characteristics that could allow it to outperform the broader market. Howmet Is an Incredible Growth Stock: 3 Reasons Why
• Neutral Sentiment: The stock’s weakness follows a strong earnings report, in which Howmet exceeded quarterly EPS and revenue expectations and reported year-over-year revenue growth. Howmet Aerospace Stock Plunges After Strong Earnings
• Negative Sentiment: Investors are reacting to Elon Musk’s disclosure that SpaceX is developing a turbine-blade casting plan, raising fears that a major potential customer or growth channel could eventually be served internally rather than by Howmet. Howmet Slides After Elon Musk Unveils SpaceX Turbine-Blade Casting Plan
• Negative Sentiment: Traders bought 8,120 HWM put options, well above typical daily volume, indicating elevated demand for downside protection or bearish speculation.

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.

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