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Sienna Gestion Makes New Investment in Howmet Aerospace Inc. $HWM

Howmet Aerospace logo with Aerospace background
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Key Points

  • Several institutional investors initiated or expanded large stakes in Howmet, including Sienna Gestion's new 34,335‑share (~$6.14M) position and multi‑billion dollar buys by Norges Bank and JPMorgan, leaving 90.46% institutional ownership.
  • Company insiders have been selling: EVP Neil Edward Marchuk sold 45,150 shares for about $11.36M, reducing his stake by roughly 29.7%.
  • Howmet beat quarterly EPS and revenue estimates (EPS $1.05 vs. $0.97) with 14.6% YoY revenue growth, provided Q1 2026 EPS guidance of 1.090–1.110 and FY2026 guidance of 4.350–4.550, and carries a consensus “Moderate Buy” rating with an average target of $252.95.
  • MarketBeat previews top five stocks to own in May.

Sienna Gestion acquired a new position in shares of Howmet Aerospace Inc. (NYSE:HWM - Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 34,335 shares of the company's stock, valued at approximately $6,143,000.

Several other institutional investors and hedge funds have also modified their holdings of the business. Norges Bank bought a new stake in Howmet Aerospace during the 2nd quarter worth approximately $1,633,157,000. JPMorgan Chase & Co. boosted its stake in Howmet Aerospace by 30.1% in the second quarter. JPMorgan Chase & Co. now owns 31,806,624 shares of the company's stock worth $5,920,181,000 after purchasing an additional 7,356,077 shares in the last quarter. American Century Companies Inc. grew its holdings in shares of Howmet Aerospace by 51.8% during the second quarter. American Century Companies Inc. now owns 3,635,999 shares of the company's stock worth $676,769,000 after purchasing an additional 1,240,071 shares during the last quarter. Westfield Capital Management Co. LP increased its stake in shares of Howmet Aerospace by 68.8% in the second quarter. Westfield Capital Management Co. LP now owns 1,915,955 shares of the company's stock valued at $356,617,000 after buying an additional 780,896 shares in the last quarter. Finally, Geode Capital Management LLC increased its stake in shares of Howmet Aerospace by 7.0% in the second quarter. Geode Capital Management LLC now owns 10,938,815 shares of the company's stock valued at $2,032,221,000 after buying an additional 719,888 shares in the last quarter. 90.46% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Howmet Aerospace

In related news, EVP Neil Edward Marchuk sold 45,150 shares of the company's stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $251.70, for a total value of $11,364,255.00. Following the completion of the sale, the executive vice president owned 107,008 shares in the company, valued at $26,933,913.60. This represents a 29.67% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, VP Barbara Lou Shultz sold 1,000 shares of the firm's stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $260.00, for a total value of $260,000.00. Following the sale, the vice president directly owned 23,874 shares in the company, valued at $6,207,240. The trade was a 4.02% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 1.04% of the company's stock.

Howmet Aerospace Stock Performance

Shares of Howmet Aerospace stock opened at $250.10 on Monday. The firm has a fifty day moving average of $229.24 and a two-hundred day moving average of $206.32. 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 $100.28 billion, a price-to-earnings ratio of 67.41, a PEG ratio of 2.32 and a beta of 1.21. Howmet Aerospace Inc. has a 52 week low of $105.04 and a 52 week high of $267.31.

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

Howmet Aerospace Dividend Announcement

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

Analyst Ratings Changes

Several brokerages recently issued reports on HWM. Citigroup upped their price target on shares of Howmet Aerospace from $255.00 to $283.00 and gave the stock a "buy" rating in a research report on Tuesday, February 17th. Sanford C. Bernstein reissued an "outperform" rating and set a $280.00 price objective on shares of Howmet Aerospace in a report on Tuesday, February 17th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Howmet Aerospace in a research note on Thursday, January 22nd. Truist Financial set a $258.00 target price on shares of Howmet Aerospace in a research report on Friday, January 9th. Finally, BNP Paribas Exane began coverage on shares of Howmet Aerospace in a research note on Tuesday, November 18th. They set an "outperform" rating and a $240.00 price target on the stock. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $252.95.

Read Our Latest Report on HWM

Howmet Aerospace Company Profile

(Free Report)

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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Institutional Ownership by Quarter for Howmet Aerospace (NYSE:HWM)

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