Strs Ohio Boosts Stock Holdings in Howmet Aerospace Inc. $HWM

Key Points

• Strs Ohio raised its stake in Howmet Aerospace by 55.6% in Q4 to 192,206 shares, valued at about $39.4 million at the end of the quarter.
• Analysts are mostly bullish: MarketBeat shows a consensus rating of "Moderate Buy" with an average target of $266.89 and individual price targets ranging roughly $228–$315.
• Despite institutional buying, insiders have been selling—EVP Neil Marchuk sold 45,150 shares for roughly $11.36 million—and the company recently beat quarterly EPS and set FY2026 guidance of 4.35–4.55 EPS.

Strs Ohio lifted its position in Howmet Aerospace Inc. (NYSE:HWM - Free Report) by 55.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 192,206 shares of the company's stock after acquiring an additional 68,717 shares during the quarter. Strs Ohio's holdings in Howmet Aerospace were worth $39,406,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Newbridge Financial Services Group Inc. boosted its holdings in Howmet Aerospace by 119.7% during the second quarter. Newbridge Financial Services Group Inc. now owns 134 shares of the company's stock worth $25,000 after purchasing an additional 73 shares during the last quarter. Sound Income Strategies LLC increased its stake 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 last quarter. Tradewinds Capital Management LLC increased its stake 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 last quarter. Manning & Napier Advisors LLC bought a new position in shares of Howmet Aerospace during the 3rd quarter worth approximately $32,000. Finally, Flagship Wealth Advisors LLC purchased a new position in shares of Howmet Aerospace in the 3rd quarter worth approximately $33,000. Hedge funds and other institutional investors own 90.46% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the company. JPMorgan Chase & Co. upped their target price on Howmet Aerospace from $227.00 to $265.00 and gave the company an "overweight" rating in a report on Thursday, February 19th. The Goldman Sachs Group set a $228.00 price target on Howmet Aerospace in a report on Tuesday, February 17th. Jefferies Financial Group reissued a "buy" rating and issued a $315.00 price objective on shares of Howmet Aerospace in a research report on Sunday, February 15th. Wells Fargo & Company started coverage on Howmet Aerospace in a research note on Wednesday, April 1st. They issued an "equal weight" rating and a $240.00 price objective for the company. Finally, Citigroup decreased their target price on Howmet Aerospace from $283.00 to $271.00 and set a "buy" rating for the company in a research report on Thursday, April 2nd. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $266.89.

Insider Activity

In other Howmet Aerospace news, EVP Neil Edward Marchuk sold 45,150 shares of the company's stock in a transaction dated Wednesday, February 18th. The shares were 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 of the company's stock, valued at $26,933,913.60. This represents a 29.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Barbara Lou Shultz sold 1,000 shares of the 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 transaction, the vice president owned 23,874 shares of the company's stock, valued at $6,207,240. This represents a 4.02% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.85% of the company's stock.

Howmet Aerospace Trading Down 1.4%

NYSE:HWM opened at $239.74 on Friday. 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 stock has a market capitalization of $96.07 billion, a PE ratio of 64.62, a price-to-earnings-growth ratio of 2.21 and a beta of 1.19. The firm's 50 day moving average is $245.96 and its 200 day moving average is $221.95. Howmet Aerospace Inc. has a 12 month low of $150.21 and a 12 month high of $267.31.

Howmet Aerospace (NYSE:HWM - Get Free Report) last announced its quarterly earnings data 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. Howmet Aerospace had a return on equity of 30.41% and a net margin of 18.27%.The business had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.12 billion. During the same period in the prior year, the company earned $0.77 earnings per share. Howmet Aerospace's revenue 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. Sell-side analysts expect that Howmet Aerospace Inc. will post 4.57 earnings per share for the current year.

Howmet Aerospace Announces Dividend

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