Bokf Na Has $4.47 Million Stock Holdings in Howmet Aerospace Inc. $HWM

Key Points

• Bokf Na increased its stake in Howmet Aerospace by 308.7% in Q4 to 21,802 shares, valued at about $4.47 million.
• Howmet Aerospace beat Q4 estimates with $1.05 EPS (vs. $0.97) and $2.17B revenue (up 14.6% YoY), and set Q1 2026 guidance of 1.090–1.110 EPS and FY2026 guidance of 4.350–4.550 EPS.
• EVP Neil Edward Marchuk sold 45,150 shares for roughly $11.36 million (a 29.7% reduction in his stake), and company insiders now own about 0.85% of the stock.

Bokf Na increased its position in shares of Howmet Aerospace Inc. (NYSE:HWM - Free Report) by 308.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 21,802 shares of the company's stock after acquiring an additional 16,468 shares during the quarter. Bokf Na's holdings in Howmet Aerospace were worth $4,470,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in HWM. Brighton Jones LLC lifted its stake in shares of Howmet Aerospace by 5.4% during the fourth quarter. Brighton Jones LLC now owns 2,548 shares of the company's stock valued at $279,000 after acquiring an additional 130 shares during the period. Acadian Asset Management LLC acquired a new position in shares of Howmet Aerospace during the first quarter valued at $399,000. Sivia Capital Partners LLC acquired a new position in shares of Howmet Aerospace during the second quarter valued at $216,000. Brown Advisory Inc. lifted its stake in shares of Howmet Aerospace by 31.0% during the second quarter. Brown Advisory Inc. now owns 4,180 shares of the company's stock valued at $778,000 after acquiring an additional 990 shares during the period. Finally, Cary Street Partners Financial LLC acquired a new position in shares of Howmet Aerospace during the second quarter valued at $145,000. Institutional investors and hedge funds own 90.46% of the company's stock.

Howmet Aerospace Stock Up 5.9%

Shares of Howmet Aerospace stock opened at $257.10 on Thursday. Howmet Aerospace Inc. has a 1 year low of $154.31 and a 1 year high of $267.31. The business has a 50-day moving average of $245.66 and a two-hundred day moving average of $222.97. The company has a market capitalization of $103.02 billion, a P/E ratio of 69.30, a price-to-earnings-growth ratio of 2.24 and a beta of 1.19. 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 - Get Free Report) last announced its quarterly earnings results on Thursday, February 12th. The company reported $1.05 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.97 by $0.08. The company had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.12 billion. Howmet Aerospace had a return on equity of 30.41% and a net margin of 18.27%.The company's revenue for the quarter was up 14.6% compared to the same quarter last year. 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. As a group, equities analysts predict that Howmet Aerospace Inc. will post 4.57 EPS for the current year.

Howmet Aerospace Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 26th. Investors of record on Friday, May 8th will be issued a dividend of $0.12 per share. The ex-dividend date is Friday, May 8th. 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%.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on HWM. Royal Bank Of Canada upped their price target on Howmet Aerospace from $275.00 to $300.00 and gave the company an "outperform" rating in a research note on Wednesday, March 11th. Citigroup cut their target price on Howmet Aerospace from $283.00 to $271.00 and set a "buy" rating on the stock in a research note on Thursday, April 2nd. UBS Group increased their target price on Howmet Aerospace from $228.00 to $260.00 and gave the company a "neutral" rating in a research note on Tuesday, February 17th. Susquehanna increased their target price on Howmet Aerospace from $255.00 to $290.00 and gave the company a "positive" rating in a research note on Friday, February 13th. Finally, Wall Street Zen raised Howmet Aerospace from a "hold" rating to a "buy" rating in a research note on Sunday, January 18th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $266.89.

Insider Transactions at Howmet Aerospace

In related news, EVP Neil Edward Marchuk sold 45,150 shares of the stock in a transaction dated Wednesday, February 18th. The stock was 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 directly 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. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Barbara Lou Shultz sold 1,000 shares of the stock in a transaction dated 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 SEC filing for this sale provides additional information. 0.85% of the stock is currently owned by company 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.

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