MASTERINVEST Kapitalanlage GmbH Makes New $2.04 Million Investment in Howmet Aerospace Inc. $HWM

Key Points

• MASTERINVEST Kapitalanlage GmbH purchased 7,576 shares of Howmet Aerospace during the second quarter, valued at approximately $2.04 million. Institutional investors and hedge funds collectively own 90.46% of the company.
• Analysts remain broadly bullish, with a consensus “Moderate Buy” rating and an average price target of $316.22; recent targets range from $320 to $370.
• Howmet reported quarterly EPS of $1.33 and revenue of $2.55 billion, beating expectations and increasing revenue 24.1% year over year. The company also raised its quarterly dividend to $0.14 per share, up from $0.12.

MASTERINVEST Kapitalanlage GmbH bought a new stake in shares of Howmet Aerospace Inc. (NYSE:HWM - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 7,576 shares of the company's stock, valued at approximately $2,037,000.

A number of other large investors also recently made changes to their positions in HWM. Brighton Jones LLC boosted its holdings in shares of Howmet Aerospace by 5.4% during the fourth quarter. Brighton Jones LLC now owns 2,548 shares of the company's stock worth $279,000 after purchasing an additional 130 shares during the period. Acadian Asset Management LLC acquired a new position in Howmet Aerospace in the 1st quarter valued at approximately $399,000. Sivia Capital Partners LLC purchased a new stake in Howmet Aerospace in the 2nd quarter worth approximately $216,000. Brown Advisory Inc. lifted its position in Howmet Aerospace by 31.0% in the 2nd quarter. Brown Advisory Inc. now owns 4,180 shares of the company's stock worth $778,000 after buying an additional 990 shares in the last quarter. Finally, Cary Street Partners Financial LLC purchased a new stake in Howmet Aerospace in the 2nd quarter worth approximately $145,000. Institutional investors and hedge funds own 90.46% of the company's stock.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the stock. Deutsche Bank Aktiengesellschaft restated a "buy" rating and set a $320.00 price target on shares of Howmet Aerospace in a report on Friday, May 8th. BTIG Research increased their price objective on Howmet Aerospace from $300.00 to $340.00 and gave the stock a "buy" rating in a report on Monday, August 10th. BNP Paribas Exane reissued an "outperform" rating and set a $340.00 price objective (up from $265.00) on shares of Howmet Aerospace in a research report on Friday, May 8th. Wall Street Zen downgraded Howmet Aerospace from a "strong-buy" rating to a "buy" rating in a research note on Sunday, July 5th. Finally, Jefferies Financial Group reaffirmed a "buy" rating and issued a $370.00 target price on shares of Howmet Aerospace in a research report on Sunday, August 9th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $316.22.

Howmet Aerospace Stock Down 0.7%

Shares of HWM stock opened at $267.52 on Friday. The stock's 50 day simple moving average is $277.68 and its 200 day simple moving average is $260.45. Howmet Aerospace Inc. has a twelve month low of $170.81 and a twelve month high of $310.00. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.87 and a current ratio of 1.82. The company has a market capitalization of $107.04 billion, a price-to-earnings ratio of 57.65, a PEG ratio of 1.93 and a beta of 1.20.

Howmet Aerospace (NYSE:HWM - Get Free Report) last announced its earnings results on Thursday, August 6th. The company reported $1.33 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.24 by $0.09. Howmet Aerospace had a return on equity of 33.91% and a net margin of 20.52%.The firm had revenue of $2.55 billion during the quarter, compared to analysts' expectations of $2.43 billion. During the same quarter in the prior year, the business earned $0.91 earnings per share. The company's revenue was up 24.1% on a year-over-year basis. 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. As a group, research analysts predict that Howmet Aerospace Inc. will post 5.33 EPS for the current year.

Howmet Aerospace Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, August 25th. Investors of record on Friday, August 7th were issued a dividend of $0.14 per share. The ex-dividend date of this dividend was Friday, August 7th. This represents a $0.56 annualized dividend and a dividend yield of 0.2%. This is an increase from Howmet Aerospace's previous quarterly dividend of $0.12. Howmet Aerospace's payout ratio is currently 12.07%.

About Howmet Aerospace

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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