Dakota Wealth Management Has $16.57 Million Stock Position in Howmet Aerospace Inc. $HWM

Key Points

• Dakota Wealth Management trimmed its stake in Howmet by 7.6% to 80,799 shares, valued at approximately $16.57 million, and institutional investors now own about 90.46% of the stock.
• Howmet reported a quarterly earnings beat—$1.05 EPS vs. $0.97 expected—and revenue of $2.17 billion (up 14.6% YoY), and provided Q1 2026 guidance of 1.090–1.110 EPS and FY 2026 guidance of 4.350–4.550 EPS.
• Significant insider selling occurred (EVP Neil Marchuk sold 45,150 shares for about $11.36 million), while analysts remain largely positive with a consensus rating of “Moderate Buy” and an average target of $256.15.

Dakota Wealth Management lowered its stake in shares of Howmet Aerospace Inc. (NYSE:HWM - Free Report) by 7.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 80,799 shares of the company's stock after selling 6,629 shares during the period. Dakota Wealth Management's holdings in Howmet Aerospace were worth $16,565,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Brighton Jones LLC raised its position in Howmet Aerospace by 5.4% during the fourth quarter. Brighton Jones LLC now owns 2,548 shares of the company's stock worth $279,000 after acquiring an additional 130 shares in the last quarter. Acadian Asset Management LLC acquired a new position in shares of Howmet Aerospace during the 1st quarter worth about $399,000. Sivia Capital Partners LLC acquired a new position in shares of Howmet Aerospace during the 2nd quarter worth about $216,000. Global Retirement Partners LLC bought a new stake in shares of Howmet Aerospace in the 2nd quarter valued at about $466,000. Finally, Insigneo Advisory Services LLC raised its holdings in shares of Howmet Aerospace by 8.1% in the 2nd quarter. Insigneo Advisory Services LLC now owns 1,688 shares of the company's stock valued at $314,000 after purchasing an additional 127 shares during the period. 90.46% of the stock is owned by institutional investors.

Howmet Aerospace Stock Performance

NYSE:HWM opened at $230.58 on Friday. The stock has a market cap of $92.45 billion, a P/E ratio of 62.15, a PEG ratio of 2.24 and a beta of 1.21. The stock has a 50 day simple moving average of $236.92 and a 200 day simple moving average of $212.32. The company has a current ratio of 2.13, a quick ratio of 1.09 and a debt-to-equity ratio of 0.53. Howmet Aerospace Inc. has a 1-year low of $105.04 and a 1-year high of $267.31.

Howmet Aerospace (NYSE:HWM - Get Free Report) last issued its quarterly earnings data on Thursday, February 12th. The company reported $1.05 EPS for the quarter, beating analysts' consensus estimates of $0.97 by $0.08. The firm had revenue of $2.17 billion for the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same period in the prior year, the firm posted $0.77 EPS. 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 anticipate that Howmet Aerospace Inc. will post 3.27 earnings per share for the current year.

Howmet Aerospace Dividend Announcement

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

Analyst Upgrades and Downgrades

HWM has been the topic of a number of recent analyst reports. Susquehanna boosted their price target on Howmet Aerospace from $255.00 to $290.00 and gave the stock a "positive" rating in a research report on Friday, February 13th. Truist Financial set a $280.00 target price on Howmet Aerospace in a report on Wednesday, March 11th. BTIG Research restated a "buy" rating and issued a $275.00 price target on shares of Howmet Aerospace in a research note on Tuesday, March 17th. UBS Group raised their price target on Howmet Aerospace from $228.00 to $260.00 and gave the company a "neutral" rating in a report on Tuesday, February 17th. Finally, Royal Bank Of Canada lifted their price objective on shares of Howmet Aerospace from $275.00 to $300.00 and gave the stock an "outperform" rating in a research report on Wednesday, March 11th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $256.15.

Insider Transactions at Howmet Aerospace

In related news, EVP Neil Edward Marchuk sold 45,150 shares of the firm's stock in a transaction dated 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 transaction, the executive vice president directly 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Barbara Lou Shultz sold 1,000 shares of Howmet Aerospace stock in a transaction dated Thursday, February 26th. The stock was 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 $6,207,240. This trade represents a 4.02% decrease in their position. The SEC filing for this sale provides additional information. 1.04% 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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