Howmet Aerospace Inc. $HWM Shares Sold by ASR Vermogensbeheer N.V.

Key Points

• ASR Vermogensbeheer trimmed its stake in Howmet Aerospace by 4.1% in Q4, selling 3,855 shares and leaving it with 89,916 shares worth about $18.43 million; institutional investors own roughly 90.46% of the stock.
• Q1 results and guidance: Howmet beat estimates with adjusted EPS of $1.22 and revenue of $2.31B (+19% YoY), raised FY2026 EPS guidance to $4.88–$5.00 and lifted revenue guidance to ~$9.6–9.7B, while reporting strong cash flow ($359M FCF) and ~$300M of share repurchases.
• Insider selling: VP Barbara Lou Shultz sold 1,000 shares at $260 and EVP Neil Marchuk sold 45,150 shares at $251.70; company insiders now own about 0.85% of the stock.

ASR Vermogensbeheer N.V. trimmed its position in Howmet Aerospace Inc. (NYSE:HWM - Free Report) by 4.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 89,916 shares of the company's stock after selling 3,855 shares during the quarter. ASR Vermogensbeheer N.V.'s holdings in Howmet Aerospace were worth $18,434,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in Howmet Aerospace by 1.4% in the 3rd quarter. Vanguard Group Inc. now owns 49,139,989 shares of the company's stock valued at $9,642,740,000 after purchasing an additional 664,595 shares during the last quarter. State Street Corp boosted its holdings in Howmet Aerospace by 1.6% in the 3rd quarter. State Street Corp now owns 17,964,662 shares of the company's stock valued at $3,525,206,000 after purchasing an additional 278,587 shares during the last quarter. Bank of America Corp DE boosted its holdings in Howmet Aerospace by 2.4% in the 3rd quarter. Bank of America Corp DE now owns 10,877,771 shares of the company's stock valued at $2,134,545,000 after purchasing an additional 255,419 shares during the last quarter. Invesco Ltd. lifted its holdings in shares of Howmet Aerospace by 12.2% in the 3rd quarter. Invesco Ltd. now owns 7,367,438 shares of the company's stock worth $1,445,712,000 after acquiring an additional 801,093 shares during the last quarter. Finally, Ameriprise Financial Inc. lifted its holdings in shares of Howmet Aerospace by 4.3% in the 3rd quarter. Ameriprise Financial Inc. now owns 3,595,587 shares of the company's stock worth $705,565,000 after acquiring an additional 147,523 shares during the last quarter. 90.46% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Howmet Aerospace

In other Howmet Aerospace news, VP Barbara Lou Shultz sold 1,000 shares of the firm's stock in a transaction 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 transaction, the vice president directly 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 sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Neil Edward Marchuk sold 45,150 shares of the firm'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 transaction, the executive vice president directly owned 107,008 shares in the company, valued at $26,933,913.60. The trade was a 29.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.85% of the company's stock.

Howmet Aerospace Price Performance

Howmet Aerospace stock opened at $272.39 on Friday. The firm has a market cap of $109.15 billion, a PE ratio of 73.42, a price-to-earnings-growth ratio of 2.37 and a beta of 1.19. Howmet Aerospace Inc. has a 52-week low of $154.72 and a 52-week high of $280.74. The company has a quick ratio of 1.09, a current ratio of 2.13 and a debt-to-equity ratio of 0.53. The company's 50 day moving average is $245.89 and its two-hundred day moving average is $223.56.

Howmet Aerospace (NYSE:HWM - Get Free Report) last released its earnings results on Thursday, May 7th. The company reported $1.22 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.11 by $0.11. The company had revenue of $2.31 billion for the quarter, compared to analyst estimates of $2.24 billion. Howmet Aerospace had a net margin of 18.27% and a return on equity of 30.41%. The firm's quarterly revenue was up 19.1% on a year-over-year basis. During the same period in the prior year, the business earned $0.86 EPS. Howmet Aerospace has set its FY 2026 guidance at 4.880-5.000 EPS and its Q2 2026 guidance at 1.220-1.240 EPS. On average, research analysts expect that Howmet Aerospace Inc. will post 4.57 EPS for the current fiscal year.

Howmet Aerospace Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 26th. Shareholders of record on Friday, May 8th will be given a dividend of $0.12 per share. This represents a $0.48 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend is Friday, May 8th. Howmet Aerospace's dividend payout ratio (DPR) is presently 12.94%.

Analyst Upgrades and Downgrades

HWM has been the topic of several recent analyst reports. Deutsche Bank Aktiengesellschaft set a $278.00 price objective on shares of Howmet Aerospace and gave the stock a "buy" rating in a report on Friday, February 13th. BTIG Research restated a "buy" rating and issued a $275.00 price objective on shares of Howmet Aerospace in a report on Tuesday, March 17th. Jefferies Financial Group restated a "buy" rating and issued a $315.00 price objective on shares of Howmet Aerospace in a report on Sunday, February 15th. Citigroup decreased their price objective on shares of Howmet Aerospace from $283.00 to $271.00 and set a "buy" rating on the stock in a report on Thursday, April 2nd. Finally, The Goldman Sachs Group set a $228.00 price objective on shares of Howmet Aerospace in a report on Tuesday, February 17th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and four have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Howmet Aerospace presently has an average rating of "Moderate Buy" and a consensus target price of $266.89.

Key Stories Impacting Howmet Aerospace

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

• Positive Sentiment: Q1 results beat expectations on an adjusted basis — revenue $2.313B (+19% YoY), adjusted EPS $1.22 (beat consensus), strong margins and improved adjusted EBITDA; management said results exceeded the high end of prior guidance. Howmet Aerospace Reports First Quarter 2026 Results
• Positive Sentiment: Guidance raised — FY2026 EPS narrowed to $4.880–5.000 (above consensus) and Q2 EPS guidance of $1.220–1.240 (above street), and full-year revenue guide lifted to ~$9.6–9.7B — a clear catalyst for bullish estimates. Howmet Q1 Press/Slide Deck
• Positive Sentiment: Strong cash flow and capital actions — cash from operations and free cash flow materially improved (quarterly cash generation and $359M FCF reported) and the company has deployed ~$300M to repurchase common stock, supporting EPS and shareholder returns. Howmet Aerospace Reports First Quarter 2026 Results
• Positive Sentiment: M&A and portfolio moves — completed acquisition of Consolidated Aerospace Manufacturing (CAM) for ~ $1.8B (financing secured) and sold a disk forging facility for ~$230M, actions that expand capability while monetizing non-core assets. These moves have near-term financing impacts but could boost long-term growth. Howmet Aerospace Reports First Quarter 2026 Results
• Neutral Sentiment: Earnings call transcript and presentation are available for detail; management commentary on aerospace and gas-turbine demand, margin drivers and integration of CAM will be important for modeling forward quarters. Howmet Q1 2026 Earnings Call Transcript Q1 Results Presentation
• Neutral Sentiment: Technical/market coverage noted potential buy points entering earnings — useful for traders but not fundamental. IBD 50 Stocks to Watch: Howmet Aerospace
• Neutral Sentiment: Corporate hire — Jonathan Arena named EVP & Chief Legal Officer; governance/compliance hire, not material to near-term earnings. Howmet Appoints Jonathan Arena
• Negative Sentiment: Some outlets reported mixed/conflicting metrics (one early Zacks piece flagged an EPS miss using a different measure), which can create short-term investor confusion; the company’s adjusted results and guidance updates appear to be the dominant market drivers. Howmet (HWM) Q1 Earnings Miss Estimates

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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