J. Safra Sarasin Holding AG Purchases 14,316 Shares of Howmet Aerospace Inc. $HWM

Key Points

• J. Safra Sarasin Holding AG boosted its stake in Howmet Aerospace by 318.1% in Q4, buying 14,316 shares to hold 18,816 shares worth about $3.86 million.
• Company insiders executed notable sales recently: VP Barbara Lou Shultz sold 1,000 shares at $260 and EVP Neil Edward Marchuk sold 45,150 shares at $251.70 (about $11.36 million), cutting their holdings by 4.02% and 29.67%, respectively.
• Howmet beat Q4 estimates with $1.05 EPS and 14.6% revenue growth, set FY2026 guidance of $4.35–4.55 EPS, and retains a consensus analyst view of "Moderate Buy" with a $256.15 target (several targets near $275–$283).

J. Safra Sarasin Holding AG lifted its position in shares of Howmet Aerospace Inc. (NYSE:HWM - Free Report) by 318.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,816 shares of the company's stock after buying an additional 14,316 shares during the period. J. Safra Sarasin Holding AG's holdings in Howmet Aerospace were worth $3,858,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Newbridge Financial Services Group Inc. lifted its stake in Howmet Aerospace by 119.7% in the 2nd quarter. Newbridge Financial Services Group Inc. now owns 134 shares of the company's stock valued at $25,000 after acquiring an additional 73 shares in the last quarter. Tradewinds Capital Management LLC grew its stake in shares of Howmet Aerospace by 52.0% during the 3rd quarter. Tradewinds Capital Management LLC now owns 152 shares of the company's stock worth $30,000 after acquiring an additional 52 shares in the last quarter. Manning & Napier Advisors LLC bought a new position in shares of Howmet Aerospace during the 3rd quarter worth approximately $32,000. Flagship Wealth Advisors LLC acquired a new stake in shares of Howmet Aerospace in the third quarter valued at approximately $33,000. Finally, Harbor Investment Advisory LLC raised its holdings in shares of Howmet Aerospace by 339.0% in the fourth quarter. Harbor Investment Advisory LLC now owns 180 shares of the company's stock valued at $37,000 after purchasing an additional 139 shares during the last quarter. 90.46% of the stock is currently owned by institutional investors.

Insider Activity at Howmet Aerospace

In other news, VP Barbara Lou Shultz sold 1,000 shares of Howmet Aerospace stock in a transaction that occurred on 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 directly owned 23,874 shares in the company, valued at approximately $6,207,240. The trade was a 4.02% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Neil Edward Marchuk sold 45,150 shares of the business's stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $251.70, for a total value 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.12% of the company's stock.

Analysts Set New Price Targets

Several research analysts recently commented on HWM shares. Sanford C. Bernstein restated an "outperform" rating and set a $280.00 target price on shares of Howmet Aerospace in a report on Tuesday, February 17th. Citigroup lifted their price target on shares of Howmet Aerospace from $255.00 to $283.00 and gave the company a "buy" rating in a research note on Tuesday, February 17th. BTIG Research reissued a "buy" rating and set a $275.00 price target on shares of Howmet Aerospace in a research report on Tuesday, March 17th. Morgan Stanley restated an "overweight" rating and set a $280.00 price objective on shares of Howmet Aerospace in a research note on Friday, February 13th. Finally, Weiss Ratings restated a "buy (b)" rating on shares of Howmet Aerospace in a report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $256.15.

Howmet Aerospace Stock Up 3.1%

Howmet Aerospace stock opened at $229.80 on Wednesday. The firm has a market capitalization of $92.14 billion, a PE ratio of 61.94, a P/E/G ratio of 2.06 and a beta of 1.21. The company's 50-day moving average is $237.11 and its 200-day moving average is $213.68. Howmet Aerospace Inc. has a fifty-two week low of $105.04 and a fifty-two week high of $267.31. The company has a debt-to-equity ratio of 0.53, a current ratio of 2.13 and a quick ratio of 1.09.

Howmet Aerospace (NYSE:HWM - Get Free Report) last issued its earnings results on Thursday, February 12th. The company reported $1.05 earnings per share (EPS) for the quarter, beating 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 business had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.12 billion. During the same period last year, the business posted $0.77 EPS. Howmet Aerospace's revenue 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. Sell-side 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 disclosed a quarterly dividend, which was paid on Wednesday, February 25th. Stockholders of record on Friday, February 6th were given a $0.12 dividend. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend was Friday, February 6th. Howmet Aerospace's dividend payout ratio (DPR) is presently 12.94%.

Howmet Aerospace Company 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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