Oppenheimer Asset Management Inc. Purchases 20,641 Shares of Howmet Aerospace Inc. $HWM

Key Points

• Oppenheimer Asset Management increased its stake in Howmet by 49.8% in Q4, buying 20,641 shares to hold 62,111 shares worth about $12.73 million, and institutional investors now own roughly 90.46% of the stock.
• Research firms generally favor the stock — MarketBeat shows a consensus rating of "Moderate Buy" with a consensus price target of $266.89, while several analysts have recent Buy/Outperform ratings and adjusted targets in the $270s.
• Howmet recently beat Q4 estimates (EPS $1.05 vs. $0.97) and set Q1 2026 guidance of 1.09–1.11 EPS and FY2026 guidance of 4.35–4.55 EPS; the company also announced a $0.12 quarterly dividend (≈0.2% yield).

Oppenheimer Asset Management Inc. lifted its position in Howmet Aerospace Inc. (NYSE:HWM - Free Report) by 49.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 62,111 shares of the company's stock after buying an additional 20,641 shares during the quarter. Oppenheimer Asset Management Inc.'s holdings in Howmet Aerospace were worth $12,734,000 as of its most recent filing with the SEC.

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

Analyst Ratings Changes

A number of research analysts have recently commented on the company. Citigroup cut their price target on Howmet Aerospace from $283.00 to $271.00 and set a "buy" rating for the company in a report on Thursday, April 2nd. BTIG Research reiterated a "buy" rating and set a $275.00 price target on shares of Howmet Aerospace in a report on Tuesday, March 17th. KeyCorp began coverage on Howmet Aerospace in a research note on Wednesday, March 25th. They issued a "sector weight" rating for the company. Wall Street Zen upgraded Howmet Aerospace from a "hold" rating to a "buy" rating in a research note on Sunday, January 18th. Finally, Wolfe Research set a $270.00 target price on Howmet Aerospace and gave the company an "outperform" rating in a research note on Wednesday, March 11th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $266.89.

Howmet Aerospace Price Performance

Shares of HWM stock opened at $239.74 on Friday. The stock's fifty day moving average is $245.96 and its 200-day moving average is $221.73. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.09 and a current ratio of 2.13. The stock has a market capitalization of $96.07 billion, a PE ratio of 64.62, a PEG ratio of 2.24 and a beta of 1.19. Howmet Aerospace Inc. has a 52 week low of $150.21 and a 52 week high of $267.31.

Howmet Aerospace (NYSE:HWM - Get Free Report) last posted its quarterly 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. The business had revenue of $2.17 billion for the quarter, compared to analysts' expectations of $2.12 billion. Howmet Aerospace had a return on equity of 30.41% and a net margin of 18.27%.The firm's quarterly revenue was up 14.6% compared to the same quarter last year. During the same quarter last year, the business earned $0.77 earnings per share. 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. Equities research analysts expect that Howmet Aerospace Inc. will post 4.57 EPS for the current fiscal year.

Howmet Aerospace Dividend Announcement

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

Insider Transactions at Howmet Aerospace

In other news, 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 sale, the vice president owned 23,874 shares of the company's stock, valued at $6,207,240. This trade represents a 4.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Neil Edward Marchuk sold 45,150 shares of the firm's stock in a transaction dated 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 sale, the executive vice president directly owned 107,008 shares in the company, valued at approximately $26,933,913.60. This represents a 29.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.85% of the company's stock.

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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