Howmet Aerospace Inc. $HWM Shares Sold by Massachusetts Financial Services Co. MA

Massachusetts Financial Services Co. MA reduced its holdings in Howmet Aerospace Inc. (NYSE:HWM) by 17.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,616,761 shares of the company’s stock after selling 2,447,458 shares during the quarter. Howmet Aerospace accounts for 0.7% of Massachusetts Financial Services Co. MA’s holdings, making the stock its 26th biggest position. Massachusetts Financial Services Co. MA owned about 2.88% of Howmet Aerospace worth $2,279,557,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in HWM. Norges Bank bought a new stake in shares of Howmet Aerospace during the 2nd quarter worth $1,633,157,000. JPMorgan Chase & Co. increased its stake in Howmet Aerospace by 30.1% in the 2nd quarter. JPMorgan Chase & Co. now owns 31,806,624 shares of the company’s stock worth $5,920,181,000 after purchasing an additional 7,356,077 shares in the last quarter. American Century Companies Inc. raised its holdings in Howmet Aerospace by 51.8% during the 2nd quarter. American Century Companies Inc. now owns 3,635,999 shares of the company’s stock worth $676,769,000 after buying an additional 1,240,071 shares during the period. Nordea Investment Management AB lifted its stake in Howmet Aerospace by 1,340.2% during the second quarter. Nordea Investment Management AB now owns 880,155 shares of the company’s stock valued at $163,137,000 after buying an additional 819,040 shares in the last quarter. Finally, Westfield Capital Management Co. LP increased its position in shares of Howmet Aerospace by 68.8% in the second quarter. Westfield Capital Management Co. LP now owns 1,915,955 shares of the company’s stock worth $356,617,000 after acquiring an additional 780,896 shares in the last quarter. 90.46% of the stock is currently owned by institutional investors.

Key Stories Impacting Howmet Aerospace

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

• Positive Sentiment: Analyst upgrades: KeyCorp raised FY2026 and FY2027 EPS forecasts (FY2026 to $4.57, FY2027 to $5.52), signaling stronger expected earnings power and giving investors confidence in future profitability. KeyCorp raises FY2026/FY2027 estimates
• Positive Sentiment: Margin momentum: Zacks highlights that Howmet expanded margins despite rising input costs, driven by pricing power and efficiency; the firm also raised 2025 EBITDA guidance, supporting the narrative that profitability can sustain through cost pressure. Howmet’s Margins Expand Despite Rising Costs: Will the Momentum Sustain?
• Positive Sentiment: Strategic shift praised: Coverage notes investor enthusiasm around Howmet’s pivot to higher‑margin aftermarket and CAM deals, which lengthen revenue visibility and improve long‑term margins. That strategic narrative is attracting buying interest. How Investors Are Reacting To Howmet Aerospace (HWM) Pivot Toward High-Margin Aftermarket And CAM Deal
• Positive Sentiment: Defense tailwind: Industry pieces list Howmet among defense/industrial names that could benefit from rising defense budgets and remilitarization in Europe, a potential demand tailwind for certain product lines. Best defense stocks to buy in 2026
• Neutral Sentiment: Upcoming catalyst: Howmet set its Q4 and full‑year 2025 results release for Feb. 12 — an earnings event that could further move the stock depending on results vs. guidance. Howmet Aerospace to Host Webcast and Announce Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Market commentary: Several outlets (MSN, Yahoo) note HWM’s strong 1‑year performance and debate valuation — these pieces raise visibility but also highlight that much positive news may already be priced in. Howmet (HWM) outpaces stock market gains: What you should know
• Negative Sentiment: Valuation questions: Commentary asking “Is it too late?” after an ~81% one‑year surge underscores investor concern about stretched multiples (HWM currently trading at a high P/E), which could limit further upside absent continued strong execution. Is It Too Late To Consider Howmet Aerospace (HWM) After An 81% One Year Surge?

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the stock. Cowen reiterated a “buy” rating on shares of Howmet Aerospace in a research report on Friday, October 31st. TD Cowen boosted their target price on shares of Howmet Aerospace from $210.00 to $240.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Citigroup lifted their price target on shares of Howmet Aerospace from $246.00 to $255.00 and gave the company a “buy” rating in a report on Tuesday. Morgan Stanley set a $225.00 price target on Howmet Aerospace and gave the stock an “overweight” rating in a research report on Friday, October 31st. Finally, Wall Street Zen raised Howmet Aerospace from a “hold” rating to a “buy” rating in a report on Sunday. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Howmet Aerospace presently has an average rating of “Moderate Buy” and an average price target of $224.53.

Howmet Aerospace Trading Up 0.4%

Shares of Howmet Aerospace stock opened at $225.22 on Friday. The company has a quick ratio of 1.14, a current ratio of 2.35 and a debt-to-equity ratio of 0.63. The business’s 50 day moving average is $204.92 and its 200-day moving average is $192.96. Howmet Aerospace Inc. has a 12-month low of $105.04 and a 12-month high of $226.87. The stock has a market cap of $90.55 billion, a P/E ratio of 63.26, a P/E/G ratio of 2.13 and a beta of 1.29.

Howmet Aerospace (NYSE:HWM) last released its quarterly earnings data on Thursday, October 30th. The company reported $0.95 EPS for the quarter, beating the consensus estimate of $0.91 by $0.04. The firm had revenue of $2.09 billion for the quarter, compared to the consensus estimate of $2.04 billion. Howmet Aerospace had a net margin of 18.18% and a return on equity of 29.21%. The company’s quarterly revenue was up 13.8% on a year-over-year basis. During the same period in the previous year, the company earned $0.81 earnings per share. Howmet Aerospace has set its FY 2025 guidance at 3.660-3.680 EPS and its Q4 2025 guidance at 0.940-0.960 EPS. Equities research analysts predict that Howmet Aerospace Inc. will post 3.27 earnings per share for the current fiscal year.

Howmet Aerospace 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.