U.S. Capital Wealth Advisors LLC Trims Stake in Howmet Aerospace Inc. $HWM

Key Points

• U.S. Capital Wealth Advisors LLC trimmed its position in Howmet Aerospace by 7.9% in Q4, selling 4,578 shares and leaving it with 53,268 shares worth about $10.92 million.
• Analysts are largely bullish with a consensus rating of "Moderate Buy" and a consensus target of $260.30, as several firms raised price targets (e.g., BofA to $300, Morgan Stanley $280, JPMorgan $265).
• Howmet beat Q4 expectations with $1.05 EPS vs. $0.97 expected and revenue up 14.6% year‑over‑year, and it issued Q1 2026 guidance of 1.090–1.110 EPS and FY 2026 guidance of 4.350–4.550 EPS.

U.S. Capital Wealth Advisors LLC reduced its holdings in Howmet Aerospace Inc. (NYSE:HWM - Free Report) by 7.9% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 53,268 shares of the company's stock after selling 4,578 shares during the quarter. U.S. Capital Wealth Advisors LLC's holdings in Howmet Aerospace were worth $10,921,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of HWM. Newbridge Financial Services Group Inc. increased its position in shares of Howmet Aerospace by 119.7% in 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 lifted its position in Howmet Aerospace by 66.7% during the fourth quarter. Sound Income Strategies LLC now owns 125 shares of the company's stock valued at $28,000 after purchasing an additional 50 shares during the last quarter. Tradewinds Capital Management LLC grew 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 worth $30,000 after buying an additional 52 shares in the last quarter. Manning & Napier Advisors LLC bought a new position in shares of Howmet Aerospace in the 3rd quarter worth $32,000. Finally, Flagship Wealth Advisors LLC bought a new position in shares of Howmet Aerospace in the 3rd quarter worth $33,000. Hedge funds and other institutional investors own 90.46% of the company's stock.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on HWM shares. Wall Street Zen raised shares of Howmet Aerospace from a "hold" rating to a "buy" rating in a report on Sunday, January 18th. JPMorgan Chase & Co. raised their price target on Howmet Aerospace from $227.00 to $265.00 and gave the company an "overweight" rating in a research report on Thursday, February 19th. Morgan Stanley reaffirmed an "overweight" rating and set a $280.00 price target on shares of Howmet Aerospace in a research note on Friday, February 13th. Bank of America upped their price objective on Howmet Aerospace from $250.00 to $300.00 and gave the stock a "buy" rating in a report on Friday, February 20th. Finally, UBS Group increased their price objective on Howmet Aerospace from $228.00 to $260.00 and gave the company a "neutral" rating in a research report on Tuesday, February 17th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $260.30.

Insider Activity at Howmet Aerospace

In other Howmet Aerospace news, VP Barbara Lou Shultz sold 1,000 shares of Howmet Aerospace stock in a transaction that occurred 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 transaction, 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Neil Edward Marchuk sold 45,150 shares of the business's stock in a transaction that occurred 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 of the company's stock, valued at $26,933,913.60. The trade was a 29.67% decrease in their position. The SEC filing for this sale provides additional information. 1.04% of the stock is owned by company insiders.

Howmet Aerospace Price Performance

Shares of NYSE:HWM opened at $252.68 on Friday. The company has a quick ratio of 1.09, a current ratio of 2.13 and a debt-to-equity ratio of 0.53. The stock has a market cap of $101.25 billion, a PE ratio of 68.11, a PEG ratio of 2.33 and a beta of 1.24. The company's fifty day moving average is $241.47 and its 200 day moving average is $216.41. Howmet Aerospace Inc. has a 52 week low of $118.09 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. Howmet Aerospace had a net margin of 18.27% and a return on equity of 30.41%. 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 business posted $0.77 earnings per share. The company's revenue was up 14.6% on a year-over-year basis. 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. Research analysts anticipate that Howmet Aerospace Inc. will post 3.27 earnings per share for the current year.

Howmet Aerospace Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, February 25th. Investors of record on Friday, February 6th were given a dividend of $0.12 per share. This represents a $0.48 annualized dividend and a yield of 0.2%. The ex-dividend date was Friday, February 6th. Howmet Aerospace's dividend payout ratio (DPR) 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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