Indivisible Partners Buys New Position in Howmet Aerospace Inc. $HWM

Key Points

• Indivisible Partners bought 40,381 shares (~$8.28M) of Howmet Aerospace (NYSE:HWM) in Q4, making the stock about 0.9% of its holdings and its 17th-largest position.
• Howmet beat Q4 estimates with $1.05 EPS and $2.17B revenue (up 14.6% YoY) and issued Q1 2026 guidance of 1.090–1.110 EPS and FY2026 guidance of 4.350–4.550 EPS, with analysts projecting ~4.57 EPS for the year.
• Institutional investors own ~90.5% of HWM—notably Vanguard and Invesco increased stakes—and analysts assign a consensus "Moderate Buy" with an average price target near $266.89.

Indivisible Partners bought a new stake in Howmet Aerospace Inc. (NYSE:HWM - Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 40,381 shares of the company's stock, valued at approximately $8,279,000. Howmet Aerospace makes up about 0.9% of Indivisible Partners' holdings, making the stock its 17th largest holding.

A number of other institutional investors and hedge funds have also recently bought and sold shares of HWM. Invesco Ltd. grew its position in Howmet Aerospace by 12.2% in the 3rd quarter. Invesco Ltd. now owns 7,367,438 shares of the company's stock valued at $1,445,712,000 after buying an additional 801,093 shares in the last quarter. Vanguard Group Inc. grew its position 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 buying an additional 664,595 shares in the last quarter. Federated Hermes Inc. grew its position in Howmet Aerospace by 140.7% in the 3rd quarter. Federated Hermes Inc. now owns 1,073,305 shares of the company's stock valued at $210,615,000 after buying an additional 627,397 shares in the last quarter. Nordea Investment Management AB grew its position in Howmet Aerospace by 59.2% in the 3rd quarter. Nordea Investment Management AB now owns 1,401,335 shares of the company's stock valued at $273,288,000 after buying an additional 521,180 shares in the last quarter. Finally, Franklin Resources Inc. grew its position in Howmet Aerospace by 116.7% in the 3rd quarter. Franklin Resources Inc. now owns 917,241 shares of the company's stock valued at $179,990,000 after buying an additional 493,872 shares in the last quarter. Institutional investors own 90.46% of the company's stock.

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Howmet Aerospace Price Performance

HWM stock opened at $242.83 on Wednesday. Howmet Aerospace Inc. has a one year low of $150.63 and a one year high of $267.31. The firm has a 50-day moving average of $245.65 and a two-hundred day moving average of $222.51. The firm has a market capitalization of $97.30 billion, a PE ratio of 65.45, a P/E/G ratio of 2.21 and a beta of 1.19. 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 (NYSE:HWM - Get Free Report) last announced its earnings results on Thursday, February 12th. The company reported $1.05 EPS for the quarter, topping 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 analysts' expectations of $2.12 billion. During the same period last year, the company posted $0.77 earnings per share. The business'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 forecast that Howmet Aerospace Inc. will post 4.57 earnings per share for the current year.

Howmet Aerospace Dividend Announcement

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

Analysts Set New Price Targets

A number of brokerages recently issued reports on HWM. Truist Financial set a $280.00 target price on shares of Howmet Aerospace in a research report on Wednesday, March 11th. Wolfe Research set a $270.00 price target on shares of Howmet Aerospace and gave the company an "outperform" rating in a report on Wednesday, March 11th. Weiss Ratings reissued a "buy (b)" rating on shares of Howmet Aerospace in a report on Tuesday, April 21st. 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. Finally, Wall Street Zen raised shares of Howmet Aerospace from a "hold" rating to a "buy" rating in a report on Sunday, January 18th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, Howmet Aerospace currently has a consensus rating of "Moderate Buy" and an average target price of $266.89.

Insider Activity

In other Howmet Aerospace 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 value of $11,364,255.00. Following the completion of the transaction, the executive vice president directly owned 107,008 shares in the company, valued at $26,933,913.60. This trade represents a 29.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, VP Barbara Lou Shultz sold 1,000 shares of the firm's 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 transaction, the vice president owned 23,874 shares of the company's stock, valued at approximately $6,207,240. The trade was a 4.02% 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 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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