Robeco Institutional Asset Management B.V. Has $78.63 Million Stake in Howmet Aerospace Inc. $HWM

Key Points

• Robeco decreased its holdings by 14.2% in Q4, selling 63,640 shares and ending the period with 383,508 shares of Howmet worth $78.63 million (about 0.10% of the company).
• Howmet beat Q4 estimates with $1.05 EPS vs. $0.97 expected and $2.17B revenue vs. $2.12B, set FY2026 guidance of $4.35–4.55 EPS, and carries a consensus "Moderate Buy" rating with a $260.30 target.
• Notable insider selling occurred — the EVP sold 45,150 shares for roughly $11.36 million — while insiders own 1.12% and institutional investors hold 90.46% of the stock.

Robeco Institutional Asset Management B.V. decreased its holdings in Howmet Aerospace Inc. (NYSE:HWM - Free Report) by 14.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 383,508 shares of the company's stock after selling 63,640 shares during the quarter. Robeco Institutional Asset Management B.V. owned 0.10% of Howmet Aerospace worth $78,627,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of HWM. Newbridge Financial Services Group Inc. increased its holdings 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 buying an additional 73 shares during the period. Sound Income Strategies LLC increased its holdings in Howmet Aerospace by 66.7% in the 4th quarter. Sound Income Strategies LLC now owns 125 shares of the company's stock valued at $28,000 after buying an additional 50 shares during the period. Tradewinds Capital Management LLC increased its holdings in Howmet Aerospace by 52.0% in the 3rd quarter. Tradewinds Capital Management LLC now owns 152 shares of the company's stock valued at $30,000 after buying an additional 52 shares during the period. Manning & Napier Advisors LLC bought a new position in Howmet Aerospace in the 3rd quarter valued at about $32,000. Finally, Flagship Wealth Advisors LLC bought a new position in Howmet Aerospace in the 3rd quarter valued at about $33,000. Institutional investors and hedge funds own 90.46% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts have commented on the stock. Wall Street Zen raised shares of Howmet Aerospace from a "hold" rating to a "buy" rating in a report on Sunday, January 18th. Morgan Stanley reissued an "overweight" rating and issued a $280.00 target price on shares of Howmet Aerospace in a report on Friday, February 13th. Wells Fargo & Company started coverage on shares of Howmet Aerospace in a report on Wednesday, April 1st. They issued an "equal weight" rating and a $240.00 target price on the stock. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Howmet Aerospace in a report on Thursday, January 22nd. Finally, Truist Financial set a $280.00 price target on shares of Howmet Aerospace in a report on Wednesday, March 11th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $260.30.

Insider Buying and Selling

In other Howmet Aerospace news, VP Barbara Lou Shultz sold 1,000 shares of the business's stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $260.00, for a total transaction of $260,000.00. Following the sale, the vice president directly owned 23,874 shares of the company's stock, valued at $6,207,240. The trade was a 4.02% decrease in their position. The transaction 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 transaction of $11,364,255.00. Following 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 1.12% of the company's stock.

Howmet Aerospace Trading Up 0.0%

Shares of Howmet Aerospace stock opened at $252.68 on Monday. Howmet Aerospace Inc. has a 1 year low of $118.09 and a 1 year high of $267.31. The company has a current ratio of 2.13, a quick ratio of 1.09 and a debt-to-equity ratio of 0.53. The firm has a market capitalization of $101.25 billion, a PE ratio of 68.11, a price-to-earnings-growth ratio of 2.33 and a beta of 1.24. The firm's 50 day moving average is $241.47 and its 200 day moving average is $216.59.

Howmet Aerospace (NYSE:HWM - Get Free Report) last posted its earnings results on Thursday, February 12th. The company reported $1.05 earnings per share for the quarter, topping analysts' consensus estimates of $0.97 by $0.08. Howmet Aerospace had a net margin of 18.27% and a return on equity of 30.41%. The firm had revenue of $2.17 billion for the quarter, compared to analyst estimates of $2.12 billion. During the same period in the previous year, the firm posted $0.77 EPS. The company's revenue for the quarter was up 14.6% compared to the same quarter last year. 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 forecast that Howmet Aerospace Inc. will post 3.27 earnings per share for the current fiscal year.

Howmet Aerospace Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, February 25th. Shareholders of record on Friday, February 6th were issued a dividend of $0.12 per share. This represents a $0.48 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend was Friday, February 6th. Howmet Aerospace's payout ratio is presently 12.94%.

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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