Night Owl Capital Management LLC Purchases 3,355 Shares of Howmet Aerospace Inc. $HWM

Night Owl Capital Management LLC boosted its position in shares of Howmet Aerospace Inc. (NYSE:HWM) by 4.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 77,366 shares of the company’s stock after acquiring an additional 3,355 shares during the period. Howmet Aerospace accounts for 1.3% of Night Owl Capital Management LLC’s investment portfolio, making the stock its 21st biggest holding. Night Owl Capital Management LLC’s holdings in Howmet Aerospace were worth $10,037,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Pinpoint Asset Management Ltd lifted its position in Howmet Aerospace by 42.8% during the 1st quarter. Pinpoint Asset Management Ltd now owns 237 shares of the company’s stock worth $31,000 after buying an additional 71 shares in the last quarter. Hemington Wealth Management raised its stake in shares of Howmet Aerospace by 46.6% in the first quarter. Hemington Wealth Management now owns 255 shares of the company’s stock worth $33,000 after acquiring an additional 81 shares during the last quarter. CVA Family Office LLC lifted its position in shares of Howmet Aerospace by 15.7% during the first quarter. CVA Family Office LLC now owns 605 shares of the company’s stock worth $78,000 after purchasing an additional 82 shares in the last quarter. Mount Lucas Management LP boosted its position in Howmet Aerospace by 3.2% in the 1st quarter. Mount Lucas Management LP now owns 2,661 shares of the company’s stock valued at $345,000 after buying an additional 82 shares during the last quarter. Finally, MassMutual Private Wealth & Trust FSB boosted its holdings in Howmet Aerospace by 4.9% in the first quarter. MassMutual Private Wealth & Trust FSB now owns 1,971 shares of the company’s stock valued at $256,000 after acquiring an additional 92 shares during the last quarter. 90.46% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several brokerages recently weighed in on HWM. Truist Financial increased their price objective on shares of Howmet Aerospace from $161.00 to $192.00 and gave the company a “buy” rating in a report on Thursday, June 12th. JPMorgan Chase & Co. boosted their target price on Howmet Aerospace from $150.00 to $190.00 and gave the stock an “overweight” rating in a research report on Monday, August 4th. Barclays reiterated an “overweight” rating and issued a $190.00 price target (up from $140.00) on shares of Howmet Aerospace in a research report on Monday, August 4th. Zacks Research upgraded shares of Howmet Aerospace from a “hold” rating to a “strong-buy” rating in a report on Monday, August 25th. Finally, Morgan Stanley upped their target price on shares of Howmet Aerospace from $170.00 to $210.00 and gave the company an “overweight” rating in a research note on Thursday, July 17th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $172.13.

Howmet Aerospace Stock Performance

HWM opened at $179.39 on Friday. The business’s 50-day moving average price is $180.20 and its two-hundred day moving average price is $157.24. Howmet Aerospace Inc. has a 1 year low of $90.71 and a 1 year high of $193.26. The company has a market capitalization of $72.32 billion, a price-to-earnings ratio of 52.45, a P/E/G ratio of 2.26 and a beta of 1.45. The company has a debt-to-equity ratio of 0.65, a current ratio of 2.31 and a quick ratio of 1.08.

Howmet Aerospace (NYSE:HWM) last announced its quarterly earnings data on Thursday, July 31st. The company reported $0.91 EPS for the quarter, topping analysts’ consensus estimates of $0.87 by $0.04. The business had revenue of $2.05 billion for the quarter, compared to analyst estimates of $1.99 billion. Howmet Aerospace had a net margin of 18.09% and a return on equity of 28.17%. The firm’s revenue for the quarter was up 9.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.67 earnings per share. Howmet Aerospace has set its Q3 2025 guidance at 0.890-0.910 EPS. FY 2025 guidance at 3.560-3.640 EPS. Equities analysts expect that Howmet Aerospace Inc. will post 3.27 EPS for the current fiscal year.

Howmet Aerospace Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, August 25th. Investors of record on Friday, August 8th were issued a dividend of $0.12 per share. The ex-dividend date was Friday, August 8th. This is a boost from Howmet Aerospace’s previous quarterly dividend of $0.10. This represents a $0.48 annualized dividend and a yield of 0.3%. Howmet Aerospace’s dividend payout ratio is currently 14.04%.

Howmet Aerospace Company Profile

Howmet Aerospace Inc provides advanced engineered solutions for the aerospace and transportation industries in the United States, Japan, France, Germany, the United Kingdom, Mexico, Italy, Canada, Poland, China, and internationally. It operates through four segments: Engine Products, Fastening Systems, Engineered Structures, and Forged Wheels.