Lee Johnson Capital Management LLC Buys New Shares in Howmet Aerospace Inc. $HWM

Key Points

• Lee Johnson Capital Management LLC has acquired a new stake in Howmet Aerospace Inc., purchasing 28,111 shares valued at approximately $5.23 million, making it the firm's 18th largest holding.
• Howmet Aerospace recently reported Q2 earnings of $0.91 per share, surpassing estimates, and set guidance for Q3 2025 EPS between 0.890-0.910.
• The company announced an increase in its quarterly dividend from $0.10 to $0.12 per share, reflecting a 0.3% yield and a payout ratio of 14.04%.

Lee Johnson Capital Management LLC bought a new stake in shares of Howmet Aerospace Inc. (NYSE:HWM - Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund bought 28,111 shares of the company's stock, valued at approximately $5,232,000. Howmet Aerospace accounts for approximately 1.8% of Lee Johnson Capital Management LLC's portfolio, making the stock its 18th largest holding.

A number of other institutional investors also recently modified their holdings of the stock. Greenleaf Trust lifted its position in shares of Howmet Aerospace by 7.6% during the 2nd quarter. Greenleaf Trust now owns 5,084 shares of the company's stock valued at $946,000 after acquiring an additional 358 shares during the period. XML Financial LLC lifted its position in shares of Howmet Aerospace by 13.9% during the 2nd quarter. XML Financial LLC now owns 2,216 shares of the company's stock valued at $412,000 after acquiring an additional 271 shares during the period. Janney Montgomery Scott LLC lifted its position in shares of Howmet Aerospace by 9.9% during the 2nd quarter. Janney Montgomery Scott LLC now owns 66,963 shares of the company's stock valued at $12,464,000 after acquiring an additional 6,013 shares during the period. GC Wealth Management RIA LLC acquired a new position in shares of Howmet Aerospace during the 2nd quarter valued at $507,000. Finally, V Square Quantitative Management LLC lifted its position in shares of Howmet Aerospace by 10.4% during the 2nd quarter. V Square Quantitative Management LLC now owns 2,509 shares of the company's stock valued at $467,000 after acquiring an additional 236 shares during the period. Institutional investors and hedge funds own 90.46% of the company's stock.

Howmet Aerospace Price Performance

HWM opened at $191.93 on Tuesday. The firm has a market cap of $77.37 billion, a P/E ratio of 56.12, a PEG ratio of 2.50 and a beta of 1.45. The firm has a 50-day moving average of $181.82 and a 200 day moving average of $164.45. The company has a debt-to-equity ratio of 0.65, a quick ratio of 1.08 and a current ratio of 2.31. Howmet Aerospace Inc. has a fifty-two week low of $97.86 and a fifty-two week high of $196.39.

Howmet Aerospace (NYSE:HWM - Get Free Report) last posted its quarterly earnings results on Thursday, July 31st. The company reported $0.91 earnings per share for the quarter, beating the consensus estimate of $0.87 by $0.04. The company had revenue of $2.05 billion during the quarter, compared to analyst estimates of $1.99 billion. Howmet Aerospace had a net margin of 18.09% and a return on equity of 28.17%. The firm's revenue for the quarter was up 9.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.67 earnings per share. Howmet Aerospace has set its Q3 2025 guidance at 0.890-0.910 EPS. FY 2025 guidance at 3.560-3.640 EPS. On average, research analysts expect that Howmet Aerospace Inc. will post 3.27 EPS for the current year.

Howmet Aerospace Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, August 25th. Shareholders of record on Friday, August 8th were given a dividend of $0.12 per share. This is a boost from Howmet Aerospace's previous quarterly dividend of $0.10. This represents a $0.48 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date was Friday, August 8th. Howmet Aerospace's dividend payout ratio (DPR) is 14.04%.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on HWM shares. Zacks Research downgraded shares of Howmet Aerospace from a "strong-buy" rating to a "hold" rating in a research report on Friday. Wall Street Zen upgraded shares of Howmet Aerospace from a "hold" rating to a "buy" rating in a report on Saturday, August 2nd. Royal Bank Of Canada restated an "outperform" rating on shares of Howmet Aerospace in a report on Monday, June 30th. Vertical Research restated a "buy" rating on shares of Howmet Aerospace in a report on Thursday, July 31st. Finally, BTIG Research set a $205.00 price objective on shares of Howmet Aerospace and gave the stock a "buy" rating in a report on Monday, August 4th. Fourteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $172.13.

About Howmet Aerospace

Howmet Aerospace Inc provides advanced engineered solutions for the aerospace and transportation industries in the United States, Japan, France, Germany, the United Kingdom, Mexico, Italy, Canada, Poland, China, and internationally. It operates through four segments: Engine Products, Fastening Systems, Engineered Structures, and Forged Wheels.

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