Howmet Aerospace Inc. $HWM Shares Purchased by Bank Julius Baer & Co. Ltd Zurich

Key Points

• Bank Julius Baer increased its Howmet Aerospace stake by 8.8% in the third quarter, acquiring 25,526 additional shares for a total holding valued at approximately $71.9 million. Institutional investors collectively own 90.46% of HWM.
• Howmet reported stronger-than-expected quarterly results, with revenue of $2.70 billion and EPS of $1.46, versus estimates of $2.59 billion and $1.37, respectively. Revenue increased 29.4% year over year.
• The company declared a quarterly dividend of $0.14 per share, equal to a 0.3% annualized yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $304.33, although several firms recently lowered their targets.

Bank Julius Baer & Co. Ltd Zurich lifted its holdings in Howmet Aerospace Inc. (NYSE:HWM - Free Report) by 8.8% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 316,514 shares of the company's stock after buying an additional 25,526 shares during the period. Bank Julius Baer & Co. Ltd Zurich owned about 0.08% of Howmet Aerospace worth $71,919,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of HWM. Mirae Asset Global Investments Co. Ltd. acquired a new position in Howmet Aerospace during the third quarter worth $35,041,000. ProShare Advisors LLC raised its position in shares of Howmet Aerospace by 0.5% during the 3rd quarter. ProShare Advisors LLC now owns 69,007 shares of the company's stock worth $15,608,000 after acquiring an additional 359 shares in the last quarter. Vise Technologies Inc. lifted its holdings in shares of Howmet Aerospace by 15.4% in the 3rd quarter. Vise Technologies Inc. now owns 28,876 shares of the company's stock valued at $6,531,000 after purchasing an additional 3,846 shares during the last quarter. Marin Bay Wealth Advisors LLC grew its holdings in shares of Howmet Aerospace by 4.9% during the third quarter. Marin Bay Wealth Advisors LLC now owns 1,204 shares of the company's stock worth $272,000 after buying an additional 56 shares during the last quarter. Finally, Americana Partners LLC boosted its holdings in Howmet Aerospace by 229.9% in the 3rd quarter. Americana Partners LLC now owns 37,095 shares of the company's stock valued at $8,390,000 after purchasing an additional 25,850 shares in the last quarter. Institutional investors own 90.46% of the company's stock.

Howmet Aerospace Stock Up 0.1%

HWM opened at $199.43 on Monday. The company has a market capitalization of $79.31 billion, a PE ratio of 39.03, a PEG ratio of 1.75 and a beta of 1.31. The company has a current ratio of 1.86, a quick ratio of 0.90 and a debt-to-equity ratio of 0.70. The firm's 50 day simple moving average is $229.00 and its two-hundred day simple moving average is $248.49. Howmet Aerospace Inc. has a 1-year low of $183.52 and a 1-year high of $310.00.

Howmet Aerospace (NYSE:HWM - Get Free Report) last posted its quarterly earnings results on Thursday, October 29th. The company reported $1.46 EPS for the quarter, topping the consensus estimate of $1.37 by $0.09. The company had revenue of $2.70 billion for the quarter, compared to the consensus estimate of $2.59 billion. Howmet Aerospace had a net margin of 21.10% and a return on equity of 36.44%. The firm's revenue was up 29.4% compared to the same quarter last year. During the same quarter last year, the firm posted $0.95 EPS. As a group, equities analysts forecast that Howmet Aerospace Inc. will post 5.45 EPS for the current year.

Howmet Aerospace Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, November 25th. Shareholders of record on Friday, November 6th will be given a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend is Friday, November 6th. Howmet Aerospace's dividend payout ratio (DPR) is presently 10.96%.

More Howmet Aerospace News

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

• Positive Sentiment: Q3 results exceeded expectations: Revenue rose 29% year over year to $2.70 billion, while adjusted EPS increased 54% to $1.46, topping the $1.37 consensus estimate. Operating and EBITDA margins also expanded significantly. Howmet Aerospace Reports Third Quarter 2026 Results
• Positive Sentiment: Growth outlook was raised: Management increased its full-year 2026 guidance and projected approximately $11.5 billion of 2027 revenue, representing roughly 12% year-over-year growth. Industrial gas-turbine revenue climbed 45% in Q3, while commercial aerospace revenue increased 32%, reflecting strong demand and market-share gains. HWM Q3 Earnings Beat Estimates
• Positive Sentiment: Capital returns increased: Howmet repurchased $500 million of stock during the quarter, raised its quarterly dividend 17% to $0.14 per share, and authorized an additional $5 billion for share repurchases. Howmet Aerospace Reports Third Quarter 2026 Results
• Neutral Sentiment: Analysts remain bullish but less aggressive: BNP Paribas Exane cut its price target to $250 from $310 while retaining an “outperform” rating; Susquehanna lowered its target to $275 from $340 but kept a “positive” rating. The revisions still imply substantial upside, but signal more cautious assumptions.
• Negative Sentiment: Valuation and expectations remain risks: With HWM trading at a high earnings multiple and below its longer-term moving averages, investors may be taking profits or demanding stronger forward guidance after the earnings beat. The sizable target cuts likely contributed to the near-term pressure.

Wall Street Analyst Weigh In

Several equities research analysts have commented on the company. Zacks Research lowered Howmet Aerospace from a "strong-buy" rating to a "hold" rating in a research note on Friday, October 9th. BTIG Research upped their price objective on Howmet Aerospace from $300.00 to $340.00 and gave the company a "buy" rating in a report on Monday, August 10th. Wall Street Zen downgraded shares of Howmet Aerospace from a "strong-buy" rating to a "buy" rating in a research note on Sunday, July 5th. Susquehanna dropped their price target on shares of Howmet Aerospace from $340.00 to $275.00 and set a "positive" rating for the company in a research report on Friday. Finally, BNP Paribas Exane dropped their target price on shares of Howmet Aerospace from $310.00 to $250.00 and set an "outperform" rating for the company in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $304.33.

Howmet Aerospace Company Profile

Howmet Aerospace Inc NYSE: HWM is a global manufacturer of advanced engineered products and materials primarily serving the aerospace, defense, commercial transportation and industrial markets. The company develops components designed to operate in demanding environments where strength, durability and weight reduction are important.

Howmet's product portfolio includes aircraft engine components, airframe structures, titanium and nickel-based forgings, fastening systems and wheels for commercial vehicles.

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