Vinva Investment Management Ltd Increases Stock Position in Howmet Aerospace Inc. $HWM

Key Points

• Vinva Investment Management Ltd boosted its stake in Howmet Aerospace by 42.7% in Q3 and now owns 61,757 shares valued at about $11.85 million.
• There has been notable insider selling: EVP Neil Edward Marchuk sold 45,150 shares (~$11.36M, a 29.7% reduction) and VP Barbara Lou Shultz sold 1,000 shares, with insiders now holding 1.04% of the stock.
• Howmet beat Q results (EPS $1.05 vs. $0.97 consensus), issued FY2026 guidance of 4.35–4.55 EPS, and draws mostly Buy ratings with a consensus target of $252.95, though it trades at a high valuation (PE ~67.4) and a market cap near $100.3 billion.

Vinva Investment Management Ltd grew its stake in Howmet Aerospace Inc. (NYSE:HWM - Free Report) by 42.7% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 61,757 shares of the company's stock after acquiring an additional 18,481 shares during the period. Vinva Investment Management Ltd's holdings in Howmet Aerospace were worth $11,852,000 as of its most recent filing with the SEC.

Other large investors have also recently made changes to their positions in the company. Traub Capital Management LLC purchased a new stake in Howmet Aerospace in the second quarter valued at approximately $25,000. Winnow Wealth LLC acquired a new stake in shares of Howmet Aerospace in the second quarter valued at $25,000. Newbridge Financial Services Group Inc. raised its holdings in shares of 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. Tradewinds Capital Management LLC lifted its stake in Howmet Aerospace by 52.0% during the 3rd quarter. Tradewinds Capital Management LLC now owns 152 shares of the company's stock worth $30,000 after acquiring an additional 52 shares in the last quarter. Finally, Atlantic Union Bankshares Corp acquired a new position in Howmet Aerospace during the 2nd quarter worth about $32,000. 90.46% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Howmet Aerospace

In related news, VP Barbara Lou Shultz sold 1,000 shares of the firm's stock in a transaction that occurred on 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 in the company, valued at $6,207,240. This trade represents a 4.02% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Neil Edward Marchuk sold 45,150 shares of Howmet Aerospace stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $251.70, for a total value of $11,364,255.00. Following the transaction, the executive vice president directly owned 107,008 shares in the company, valued at approximately $26,933,913.60. This trade represents a 29.67% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.04% of the stock is currently owned by insiders.

Howmet Aerospace Stock Performance

NYSE:HWM opened at $250.10 on Monday. Howmet Aerospace Inc. has a 12 month low of $105.04 and a 12 month high of $267.31. The company has a debt-to-equity ratio of 0.53, a current ratio of 2.13 and a quick ratio of 1.09. The firm has a market capitalization of $100.28 billion, a PE ratio of 67.41, a price-to-earnings-growth ratio of 2.32 and a beta of 1.21. The business's fifty day moving average price is $229.24 and its 200 day moving average price is $206.32.

Howmet Aerospace (NYSE:HWM - Get Free Report) last announced its quarterly earnings results on Thursday, February 12th. The company reported $1.05 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 company had revenue of $2.17 billion for the quarter, compared to analyst estimates of $2.12 billion. During the same period in the prior year, the firm posted $0.77 earnings per share. The firm'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. On average, sell-side analysts anticipate that Howmet Aerospace Inc. will post 3.27 earnings per share for the current fiscal year.

Howmet Aerospace Announces Dividend

The company also recently disclosed 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. The ex-dividend date of this dividend was Friday, February 6th. This represents a $0.48 annualized dividend and a dividend yield of 0.2%. Howmet Aerospace's dividend payout ratio (DPR) is presently 12.94%.

Wall Street Analysts Forecast Growth

HWM has been the topic of a number of recent research reports. JPMorgan Chase & Co. boosted their price target on shares of Howmet Aerospace from $227.00 to $265.00 and gave the stock an "overweight" rating in a research note on Thursday, February 19th. Deutsche Bank Aktiengesellschaft set a $278.00 target price on shares of Howmet Aerospace and gave the stock a "buy" rating in a report on Friday, February 13th. Citigroup upped their price objective on Howmet Aerospace from $255.00 to $283.00 and gave the stock a "buy" rating in a research report on Tuesday, February 17th. Jefferies Financial Group reissued a "buy" rating and set a $315.00 target price on shares of Howmet Aerospace in a research note on Sunday, February 15th. Finally, Weiss Ratings reaffirmed a "buy (b)" rating on shares of Howmet Aerospace in a research report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $252.95.

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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