Buckland Partners Management Co LLC Takes Position in Howmet Aerospace Inc. $HWM

Key Points

• Buckland Partners Management acquired 15,000 Howmet Aerospace shares worth approximately $4.03 million, making HWM 2% of its portfolio; institutional investors and hedge funds collectively own 90.46% of the stock.
• Howmet reported quarterly EPS of $1.33, exceeding the $1.24 consensus estimate, while revenue rose 24.1% year over year to $2.55 billion. The company guided for third-quarter 2026 EPS of $1.34–$1.36.
• Howmet increased its quarterly dividend from $0.12 to $0.14 per share. Analysts remain broadly bullish, with a “Moderate Buy” consensus rating and an average price target of $315.67.

Buckland Partners Management Co LLC acquired a new position in shares of Howmet Aerospace Inc. (NYSE:HWM - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 15,000 shares of the company's stock, valued at approximately $4,033,000. Howmet Aerospace makes up 2.0% of Buckland Partners Management Co LLC's holdings, making the stock its 14th biggest holding.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Bartlett & CO. Wealth Management LLC raised its position in shares of Howmet Aerospace by 55.1% during the second quarter. Bartlett & CO. Wealth Management LLC now owns 107 shares of the company's stock worth $29,000 after acquiring an additional 38 shares during the last quarter. UMB Bank n.a. increased its position in Howmet Aerospace by 2.6% in the fourth quarter. UMB Bank n.a. now owns 1,620 shares of the company's stock worth $332,000 after purchasing an additional 41 shares during the period. Tudor Financial Inc. increased its position in Howmet Aerospace by 2.6% in the fourth quarter. Tudor Financial Inc. now owns 1,650 shares of the company's stock worth $338,000 after purchasing an additional 42 shares during the period. Physician Wealth Advisors Inc. raised its holdings in Howmet Aerospace by 2.5% during the 1st quarter. Physician Wealth Advisors Inc. now owns 1,730 shares of the company's stock worth $399,000 after purchasing an additional 42 shares during the last quarter. Finally, Roman Butler Fullerton & Co. raised its holdings in Howmet Aerospace by 0.4% during the 1st quarter. Roman Butler Fullerton & Co. now owns 10,537 shares of the company's stock worth $2,634,000 after purchasing an additional 42 shares during the last quarter. 90.46% of the stock is owned by institutional investors and hedge funds.

Howmet Aerospace Trading Up 0.1%

Shares of NYSE HWM opened at $289.37 on Tuesday. The company's fifty day moving average is $276.89 and its 200-day moving average is $256.96. The stock has a market cap of $115.78 billion, a price-to-earnings ratio of 62.36, a P/E/G ratio of 2.07 and a beta of 1.20. Howmet Aerospace Inc. has a twelve month low of $169.45 and a twelve month high of $310.00. The company has a quick ratio of 0.87, a current ratio of 1.82 and a debt-to-equity ratio of 0.71.

Howmet Aerospace (NYSE:HWM - Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The company reported $1.33 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.24 by $0.09. The company had revenue of $2.55 billion during the quarter, compared to analyst estimates of $2.43 billion. Howmet Aerospace had a net margin of 20.52% and a return on equity of 33.91%. The firm's revenue was up 24.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.91 EPS. 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. Equities research analysts predict that Howmet Aerospace Inc. will post 5.33 EPS for the current year.

Howmet Aerospace Increases Dividend

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

Analysts Set New Price Targets

Several research analysts have recently issued reports on the stock. JPMorgan Chase & Co. raised their target price on shares of Howmet Aerospace from $310.00 to $350.00 and gave the company an "overweight" rating in a research note on Monday, August 10th. UBS Group boosted their price target on shares of Howmet Aerospace from $299.00 to $326.00 and gave the stock a "neutral" rating in a research note on Friday, August 7th. Weiss Ratings lowered shares of Howmet Aerospace from a "buy (b)" rating to a "buy (b-)" rating in a report on Wednesday, August 5th. Susquehanna raised their price objective on shares of Howmet Aerospace from $330.00 to $340.00 and gave the company a "positive" rating in a research note on Friday, August 7th. Finally, Deutsche Bank Aktiengesellschaft restated a "buy" rating and issued a $320.00 price target on shares of Howmet Aerospace in a research report on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, Howmet Aerospace currently has an average rating of "Moderate Buy" and a consensus price target of $315.67.

Howmet Aerospace Company 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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