PFA Pension Forsikringsaktieselskab Acquires Shares of 415,312 Howmet Aerospace Inc. $HWM

Key Points

• PFA Pension Forsikringsaktieselskab acquired 415,312 shares of Howmet Aerospace in Q4 valued at about $86.31 million, giving it roughly a 0.10% stake at quarter-end.
• Howmet beat Q4 estimates (EPS $1.05 vs. $0.97) with revenue up 14.6% year-over-year and issued FY2026 guidance of EPS $4.35–4.55.
• Analyst sentiment is positive: MarketBeat shows a consensus "Moderate Buy" with a $266.89 target and several firms raising price targets (up to $300) and issuing Buy ratings.

PFA Pension Forsikringsaktieselskab acquired a new stake in shares of Howmet Aerospace Inc. (NYSE:HWM - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 415,312 shares of the company's stock, valued at approximately $86,306,000. PFA Pension Forsikringsaktieselskab owned 0.10% of Howmet Aerospace at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in HWM. Newbridge Financial Services Group Inc. lifted its position in Howmet Aerospace by 119.7% during the second quarter. Newbridge Financial Services Group Inc. now owns 134 shares of the company's stock valued at $25,000 after buying an additional 73 shares during the period. Sound Income Strategies LLC raised its position in shares of Howmet Aerospace by 66.7% in the 4th quarter. Sound Income Strategies LLC now owns 125 shares of the company's stock worth $28,000 after purchasing an additional 50 shares during the last quarter. Tradewinds Capital Management LLC raised its position in shares of Howmet Aerospace by 52.0% in the 3rd quarter. Tradewinds Capital Management LLC now owns 152 shares of the company's stock worth $30,000 after purchasing an additional 52 shares during the last quarter. Manning & Napier Advisors LLC purchased a new position in shares of Howmet Aerospace in the 3rd quarter worth about $32,000. Finally, Flagship Wealth Advisors LLC purchased a new position in shares of Howmet Aerospace in the 3rd quarter worth about $33,000. Hedge funds and other institutional investors own 90.46% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on HWM shares. The Goldman Sachs Group set a $228.00 price target on Howmet Aerospace in a research report on Tuesday, February 17th. Royal Bank Of Canada lifted their price target on Howmet Aerospace from $275.00 to $300.00 and gave the stock an "outperform" rating in a research report on Wednesday, March 11th. Wall Street Zen raised Howmet Aerospace from a "hold" rating to a "buy" rating in a research report on Sunday, January 18th. Susquehanna lifted their price target on Howmet Aerospace from $255.00 to $290.00 and gave the stock a "positive" rating in a research report on Friday, February 13th. Finally, Truist Financial set a $280.00 price target on Howmet Aerospace in a research report on Wednesday, March 11th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have given a Hold rating to the company's stock. According to MarketBeat, Howmet Aerospace presently has a consensus rating of "Moderate Buy" and a consensus target price of $266.89.

Insider Transactions at Howmet Aerospace

In other Howmet Aerospace news, EVP Neil Edward Marchuk sold 45,150 shares of the business's stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $251.70, for a total transaction of $11,364,255.00. Following the completion of the sale, 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 position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Barbara Lou Shultz sold 1,000 shares of the business's stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $260.00, for a total value of $260,000.00. Following the sale, the vice president owned 23,874 shares of the company's stock, valued at approximately $6,207,240. This represents a 4.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.85% of the company's stock.

Howmet Aerospace Price Performance

NYSE HWM opened at $239.74 on Friday. Howmet Aerospace Inc. has a one year low of $150.21 and a one year high of $267.31. The stock has a 50-day moving average of $245.96 and a 200 day moving average of $221.73. The company has a market capitalization of $96.07 billion, a price-to-earnings ratio of 64.62, a PEG ratio of 2.24 and a beta of 1.19. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.09 and a current ratio of 2.13.

Howmet Aerospace (NYSE:HWM - Get Free Report) last released its quarterly earnings results on Thursday, February 12th. The company reported $1.05 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.97 by $0.08. The business had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.12 billion. Howmet Aerospace had a return on equity of 30.41% and a net margin of 18.27%.The business's quarterly revenue was up 14.6% compared to the same quarter last year. During the same period in the previous year, the company posted $0.77 EPS. 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, sell-side analysts forecast that Howmet Aerospace Inc. will post 4.57 EPS for the current year.

Howmet Aerospace Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, May 26th. Shareholders of record on Friday, May 8th will be paid a dividend of $0.12 per share. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date is Friday, May 8th. Howmet Aerospace's payout ratio is currently 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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