Howmet Aerospace Inc. $HWM Shares Purchased by PensionDanmark Pensionsforsikringsaktieselskab

Key Points

• PensionDanmark increased its Howmet Aerospace stake by 9.4% in the second quarter, adding 4,400 shares to own 51,043 shares valued at $13.7 million. Institutional investors and hedge funds collectively own 90.46% of HWM.
• Howmet reported strong second-quarter results, with revenue rising 24.1% year over year to $2.55 billion and EPS of $1.33, beating the $1.24 consensus estimate. The company raised its 2026 outlook to $5.23–$5.31 in EPS and approximately $10.0–$10.1 billion in revenue.
• Analysts remain broadly positive, with 16 Buy ratings and four Holds producing a “Moderate Buy” consensus and an average price target of $304.28. Howmet also raised its quarterly dividend 17% to $0.14 per share, although an executive sold 41,932 shares and the stock remains elevated at a P/E ratio of 60.87.

PensionDanmark Pensionsforsikringsaktieselskab boosted its stake in shares of Howmet Aerospace Inc. (NYSE:HWM - Free Report) by 9.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 51,043 shares of the company's stock after acquiring an additional 4,400 shares during the quarter. PensionDanmark Pensionsforsikringsaktieselskab's holdings in Howmet Aerospace were worth $13,723,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the stock. UMB Bank n.a. grew its holdings in Howmet Aerospace by 2.6% during the 4th quarter. UMB Bank n.a. now owns 1,620 shares of the company's stock worth $332,000 after acquiring an additional 41 shares in the last quarter. Tudor Financial Inc. increased its position in shares of Howmet Aerospace by 2.6% in the 4th quarter. Tudor Financial Inc. now owns 1,650 shares of the company's stock valued at $338,000 after purchasing an additional 42 shares during the last quarter. Parkside Financial Bank & Trust raised its holdings in shares of Howmet Aerospace by 4.1% in the 4th quarter. Parkside Financial Bank & Trust now owns 1,077 shares of the company's stock valued at $221,000 after purchasing an additional 42 shares in the last quarter. Physician Wealth Advisors Inc. raised its holdings in shares of Howmet Aerospace by 2.5% in the 1st quarter. Physician Wealth Advisors Inc. now owns 1,730 shares of the company's stock valued at $399,000 after purchasing an additional 42 shares in the last quarter. Finally, Roman Butler Fullerton & Co. lifted its position in shares of 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.

Wall Street Analyst Weigh In

Several equities analysts recently commented on HWM shares. Weiss Ratings lowered Howmet Aerospace from a "buy (b)" rating to a "buy (b-)" rating in a report on Wednesday. Morgan Stanley reaffirmed an "overweight" rating and set a $315.00 price target on shares of Howmet Aerospace in a report on Friday, May 8th. Royal Bank Of Canada upped their price objective on Howmet Aerospace from $325.00 to $350.00 and gave the stock an "outperform" rating in a research report on Friday. Wall Street Zen downgraded Howmet Aerospace from a "strong-buy" rating to a "buy" rating in a report on Sunday, July 5th. Finally, Jefferies Financial Group raised their target price on Howmet Aerospace from $320.00 to $340.00 and gave the stock a "buy" rating in a research report on Thursday, July 9th. Sixteen equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $304.28.

Insider Activity at Howmet Aerospace

In other news, EVP Neil Edward Marchuk sold 41,932 shares of the business's stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $269.50, for a total value of $11,300,674.00. Following the completion of the sale, the executive vice president directly owned 65,105 shares of the company's stock, valued at approximately $17,545,797.50. The trade was a 39.18% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.85% of the company's stock.

Trending Headlines about Howmet Aerospace

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

• Positive Sentiment: Strong Q2 performance: Howmet reported revenue of $2.55 billion, up 24% year over year, and adjusted EPS of $1.33, exceeding the $1.24 analyst consensus. Operating margins, cash flow and adjusted EBITDA also improved significantly. Howmet Aerospace Reports Second Quarter 2026 Results
• Positive Sentiment: Raised 2026 outlook: The company now expects full-year EPS of $5.23-$5.31 and revenue of approximately $10.0-$10.1 billion, above consensus estimates. Third-quarter EPS guidance of $1.34-$1.36 also exceeds expectations. HWM Q2 Earnings Beat Estimates on Aerospace, Turbine Growth
• Positive Sentiment: Favorable demand trends: Rising commercial aircraft production, aftermarket spares demand and gas-turbine activity are supporting capacity expansion and growth into 2027. Howmet also generated $479 million in free cash flow and repurchased $300 million of stock during the quarter. HWM Q2 Earnings Call Centers on Capacity and Higher Outlook
• Positive Sentiment: Analyst support: Susquehanna raised its price target from $330 to $340 and assigned a positive rating, implying meaningful potential upside from the recent trading level. Benzinga analyst price-target report
• Neutral Sentiment: Howmet completed its $1.8 billion CAM acquisition and increased its quarterly dividend by 17% to $0.14 per share. The acquisition expands the company’s capabilities but also increases integration and execution requirements.
• Negative Sentiment: The stock’s pullback may reflect valuation and profit-taking concerns: HWM has risen sharply over the past year, trades at a high earnings multiple, and investors may have expected strong results following the recent rally. Higher capital spending to expand capacity could also limit near-term free cash flow.

Howmet Aerospace Trading Down 2.5%

NYSE HWM opened at $282.42 on Friday. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.82 and a quick ratio of 1.59. The firm's fifty day moving average price is $272.81 and its 200 day moving average price is $253.96. The company has a market capitalization of $113.00 billion, a price-to-earnings ratio of 60.87, a price-to-earnings-growth ratio of 2.18 and a beta of 1.20. Howmet Aerospace Inc. has a 12 month low of $169.45 and a 12 month high of $310.00.

Howmet Aerospace (NYSE:HWM - Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The company reported $1.33 EPS for the quarter, topping the consensus estimate of $1.24 by $0.09. Howmet Aerospace had a net margin of 20.52% and a return on equity of 33.91%. The firm had revenue of $2.55 billion for the quarter, compared to analyst estimates of $2.43 billion. During the same period last year, the business earned $0.91 EPS. Howmet Aerospace's revenue for the quarter was up 24.1% compared to the same quarter last year. 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. On average, sell-side analysts expect that Howmet Aerospace Inc. will post 5.27 earnings per share for the current fiscal year.

Howmet Aerospace Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, August 25th. Stockholders of record on Friday, August 7th will be given a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a dividend yield of 0.2%. This is an increase from Howmet Aerospace's previous quarterly dividend of $0.12. The ex-dividend date is Friday, August 7th. Howmet Aerospace's payout ratio is presently 11.14%.

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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