Capital Research Global Investors Increases Stock Position in Howmet Aerospace Inc. $HWM

Key Points

• Capital Research Global Investors raised its stake in Howmet Aerospace by 0.8% to 1,420,464 shares (about 0.35% ownership), a holding valued at $278.69 million, and institutional investors now own roughly 90.46% of the stock.
• Howmet beat expectations for the quarter with $1.05 EPS vs. $0.97 expected and $2.17 billion in revenue (up 14.6% year-over-year), and issued Q1 2026 guidance of 1.090–1.110 EPS and FY 2026 guidance of 4.350–4.550 EPS.
• Insiders sold shares (EVP Neil Edward Marchuk sold 45,150 shares for about $11.36 million) even as analysts raised price targets—Bank of America to $300 and an average target near $252.95—while the stock trades near its 52‑week high with a high P/E (~68.5).

Capital Research Global Investors raised its stake in shares of Howmet Aerospace Inc. (NYSE:HWM - Free Report) by 0.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,420,464 shares of the company's stock after acquiring an additional 11,433 shares during the period. Capital Research Global Investors owned approximately 0.35% of Howmet Aerospace worth $278,691,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the stock. Global Trust Asset Management LLC lifted its stake in Howmet Aerospace by 1.2% during the 3rd quarter. Global Trust Asset Management LLC now owns 4,110 shares of the company's stock worth $807,000 after acquiring an additional 50 shares in the last quarter. REAP Financial Group LLC increased its stake in Howmet Aerospace by 24.1% during the third quarter. REAP Financial Group LLC now owns 263 shares of the company's stock worth $52,000 after purchasing an additional 51 shares during the period. Parallel Advisors LLC lifted its position in shares of Howmet Aerospace by 1.7% during the third quarter. Parallel Advisors LLC now owns 3,134 shares of the company's stock worth $615,000 after purchasing an additional 51 shares in the last quarter. Tradewinds Capital Management LLC lifted its position in shares of Howmet Aerospace by 52.0% during the third quarter. Tradewinds Capital Management LLC now owns 152 shares of the company's stock worth $30,000 after purchasing an additional 52 shares in the last quarter. Finally, Wedbush Securities Inc. boosted its position in Howmet Aerospace by 1.4% in the 3rd quarter. Wedbush Securities Inc. now owns 3,885 shares of the company's stock valued at $762,000 after buying an additional 52 shares during the period. 90.46% of the stock is currently owned by institutional investors and hedge funds.

Howmet Aerospace Trading Down 0.1%

Shares of HWM stock opened at $253.97 on Wednesday. The firm's 50 day moving average price is $231.06 and its two-hundred day moving average price is $207.48. The company has a quick ratio of 1.09, a current ratio of 2.13 and a debt-to-equity ratio of 0.53. Howmet Aerospace Inc. has a fifty-two week low of $105.04 and a fifty-two week high of $267.31. The stock has a market cap of $101.83 billion, a price-to-earnings ratio of 68.46, a price-to-earnings-growth ratio of 2.36 and a beta of 1.21.

Howmet Aerospace (NYSE:HWM - Get Free Report) last issued its quarterly earnings data on Thursday, February 12th. The company reported $1.05 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.97 by $0.08. Howmet Aerospace had a net margin of 18.27% and a return on equity of 30.41%. The company had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.12 billion. During the same quarter last year, the company earned $0.77 earnings per share. Howmet Aerospace'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. On average, analysts anticipate that Howmet Aerospace Inc. will post 3.27 EPS for the current year.

Howmet Aerospace Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, February 25th. Stockholders of record on Friday, February 6th were issued a dividend of $0.12 per share. This represents a $0.48 dividend on an annualized basis and a dividend 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%.

Insider Transactions at Howmet Aerospace

In other news, EVP Neil Edward Marchuk sold 45,150 shares of the business's stock in a transaction on 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 sale, the executive vice president directly owned 107,008 shares of the company's stock, valued at $26,933,913.60. The trade was 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 available at 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 shares were sold at an average price of $260.00, for a total transaction of $260,000.00. Following the completion of the sale, the vice president owned 23,874 shares of the company's stock, valued at approximately $6,207,240. This trade represents a 4.02% decrease in their position. The SEC filing for this sale provides additional information. 1.12% of the stock is currently owned by insiders.

Analysts Set New Price Targets

HWM has been the subject of several analyst reports. Bank of America boosted their price target on shares of Howmet Aerospace from $250.00 to $300.00 and gave the stock a "buy" rating in a report on Friday, February 20th. Citigroup raised their target price on shares of Howmet Aerospace from $255.00 to $283.00 and gave the stock a "buy" rating in a research report on Tuesday, February 17th. BNP Paribas Exane began coverage on Howmet Aerospace in a report on Tuesday, November 18th. They set an "outperform" rating and a $240.00 price target on the stock. JPMorgan Chase & Co. boosted their price objective on shares of Howmet Aerospace from $227.00 to $265.00 and gave the company an "overweight" rating in a research note on Thursday, February 19th. Finally, Sanford C. Bernstein reissued an "outperform" rating and issued a $280.00 price target on shares of Howmet Aerospace in a report on Tuesday, February 17th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $252.95.

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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