UBS Group Raises Howmet Aerospace (NYSE:HWM) Price Target to $326.00

Key Points

• UBS Group raised its Howmet Aerospace price target to $326 from $299 while maintaining a neutral rating, implying approximately 15.4% upside. The analyst consensus remains “Moderate Buy,” with an average target of $304.28.
• Howmet reported strong quarterly results, including $1.33 earnings per share and $2.55 billion in revenue, exceeding estimates and rising 24% year over year. The company also issued 2026 EPS guidance of $5.23–$5.31, supported by aerospace, aftermarket and gas-turbine demand.
• The stock fell 2.5% to $282.42 despite the positive results and outlook, as valuation and profit-taking concerns weigh on shares that have risen sharply. An executive also sold 41,932 shares, while institutional investors own 90.46% of the company.

Howmet Aerospace (NYSE:HWM - Get Free Report) had its price target upped by UBS Group from $299.00 to $326.00 in a report issued on Friday,Benzinga reports. The brokerage currently has a "neutral" rating on the stock. UBS Group's price objective indicates a potential upside of 15.43% from the company's current price.

A number of other analysts have also weighed in on the company. JPMorgan Chase & Co. increased their target price on Howmet Aerospace from $265.00 to $310.00 and gave the stock an "overweight" rating in a research note on Monday, May 11th. Weiss Ratings cut shares of Howmet Aerospace from a "buy (b)" rating to a "buy (b-)" rating in a report on Wednesday. Wall Street Zen downgraded shares of Howmet Aerospace from a "strong-buy" rating to a "buy" rating in a research note on Sunday, July 5th. TD Cowen lifted their price objective on shares of Howmet Aerospace from $300.00 to $320.00 and gave the company a "buy" rating in a report on Monday, July 13th. Finally, Morgan Stanley reissued an "overweight" rating and issued a $315.00 price objective on shares of Howmet Aerospace in a research report on Friday, May 8th. Sixteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $304.28.

Howmet Aerospace Trading Down 2.5%

Howmet Aerospace stock traded down $7.30 during midday trading on Friday, reaching $282.42. The stock had a trading volume of 2,000,068 shares, compared to its average volume of 2,620,501. The company has a quick ratio of 1.59, a current ratio of 2.44 and a debt-to-equity ratio of 0.73. The firm has a market cap of $113.00 billion, a price-to-earnings ratio of 65.53, a price-to-earnings-growth ratio of 2.29 and a beta of 1.20. Howmet Aerospace has a 52-week low of $169.45 and a 52-week high of $310.00. The company has a fifty day moving average of $272.81 and a 200 day moving average of $253.96.

Howmet Aerospace (NYSE:HWM - Get Free Report) last released its earnings results on Thursday, August 6th. The company reported $1.33 EPS for the quarter, beating analysts' consensus estimates of $1.24 by $0.09. Howmet Aerospace had a return on equity of 29.27% and a net margin of 20.23%.The firm had revenue of $2.55 billion for the quarter, compared to analysts' expectations of $2.43 billion. During the same quarter in the prior year, the firm posted $0.91 earnings per share. The company's quarterly revenue was up 24.1% on a year-over-year basis. Howmet Aerospace has set its Q3 2026 guidance at 1.340-1.360 EPS and its FY 2026 guidance at 5.230-5.310 EPS. On average, analysts anticipate that Howmet Aerospace will post 5.05 earnings per share for the current fiscal year.

Insider Activity at Howmet Aerospace

In other news, EVP Neil Edward Marchuk sold 41,932 shares of the firm's stock in a transaction on Monday, May 11th. The stock was sold at an average price of $269.50, for a total transaction of $11,300,674.00. Following the transaction, the executive vice president owned 65,105 shares in the company, valued at approximately $17,545,797.50. This trade represents a 39.18% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Corporate insiders own 0.85% of the company's stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. BlackRock Inc. bought a new stake in shares of Howmet Aerospace in the 2nd quarter valued at about $12,318,939,000. Norges Bank purchased a new position in shares of Howmet Aerospace in the 4th quarter worth approximately $1,793,698,000. Bank of New York Mellon Corp bought a new position in shares of Howmet Aerospace during the 2nd quarter worth approximately $1,099,765,000. Price T Rowe Associates Inc. MD raised its stake in shares of Howmet Aerospace by 27.0% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 16,632,206 shares of the company's stock worth $3,409,936,000 after acquiring an additional 3,531,700 shares in the last quarter. Finally, Auto Owners Insurance Co lifted its position in Howmet Aerospace by 20,402.0% during the fourth quarter. Auto Owners Insurance Co now owns 1,441,906 shares of the company's stock valued at $29,562,000 after acquiring an additional 1,434,873 shares during the last quarter. 90.46% of the stock is currently owned by institutional investors.

More Howmet Aerospace News

Here are the key news stories impacting Howmet Aerospace this week:

• Positive Sentiment: Strong Q2 performance: Howmet reported revenue of $2.55 billion, up 24% year over year, and adjusted EPS of $1.33, exceeding the $1.24 analyst consensus. Operating margins, cash flow and adjusted EBITDA also improved significantly. Howmet Aerospace Reports Second Quarter 2026 Results
• Positive Sentiment: Raised 2026 outlook: The company now expects full-year EPS of $5.23-$5.31 and revenue of approximately $10.0-$10.1 billion, above consensus estimates. Third-quarter EPS guidance of $1.34-$1.36 also exceeds expectations. HWM Q2 Earnings Beat Estimates on Aerospace, Turbine Growth
• Positive Sentiment: Favorable demand trends: Rising commercial aircraft production, aftermarket spares demand and gas-turbine activity are supporting capacity expansion and growth into 2027. Howmet also generated $479 million in free cash flow and repurchased $300 million of stock during the quarter. HWM Q2 Earnings Call Centers on Capacity and Higher Outlook
• Positive Sentiment: Analyst support: Susquehanna raised its price target from $330 to $340 and assigned a positive rating, implying meaningful potential upside from the recent trading level. Benzinga analyst price-target report
• Neutral Sentiment: Howmet completed its $1.8 billion CAM acquisition and increased its quarterly dividend by 17% to $0.14 per share. The acquisition expands the company’s capabilities but also increases integration and execution requirements.
• Negative Sentiment: The stock’s pullback may reflect valuation and profit-taking concerns: HWM has risen sharply over the past year, trades at a high earnings multiple, and investors may have expected strong results following the recent rally. Higher capital spending to expand capacity could also limit near-term free cash flow.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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