Howmet Aerospace Inc. $HWM Position Lowered by DSM Capital Partners LLC

Posted by Stanley Muller on Jul 9th, 2026

DSM Capital Partners LLC lessened its stake in Howmet Aerospace Inc. (NYSE:HWM – Free Report) by 11.9% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 769,737 shares of the company’s stock after selling 103,958 shares during the quarter. Howmet Aerospace makes up about 3.1% of DSM Capital Partners LLC’s investment portfolio, making the stock its 9th largest position. DSM Capital Partners LLC’s holdings in Howmet Aerospace were worth $177,394,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Weitzel Financial Services Inc. purchased a new position in Howmet Aerospace during the first quarter valued at $218,000. Frank Rimerman Advisors LLC lifted its stake in Howmet Aerospace by 0.9% in the 1st quarter. Frank Rimerman Advisors LLC now owns 14,875 shares of the company’s stock worth $3,428,000 after purchasing an additional 135 shares in the last quarter. Axxcess Wealth Management LLC boosted its holdings in shares of Howmet Aerospace by 9.6% during the 1st quarter. Axxcess Wealth Management LLC now owns 18,716 shares of the company’s stock valued at $4,313,000 after purchasing an additional 1,632 shares during the last quarter. Cvfg LLC bought a new position in shares of Howmet Aerospace during the 1st quarter valued at about $6,187,000. Finally, Nicholas Hoffman & Company LLC. grew its position in shares of Howmet Aerospace by 5.1% during the first quarter. Nicholas Hoffman & Company LLC. now owns 3,731 shares of the company’s stock valued at $860,000 after purchasing an additional 181 shares in the last quarter. Institutional investors own 90.46% of the company’s stock.

Insider Buying and Selling at Howmet Aerospace

In other Howmet Aerospace news, EVP Neil Edward Marchuk sold 41,932 shares of the company’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $269.50, for a total value of $11,300,674.00. Following the completion of the sale, the executive vice president directly owned 65,105 shares in the company, valued at approximately $17,545,797.50. This represents a 39.18% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.85% of the company’s stock.

Howmet Aerospace Price Performance

HWM stock opened at $271.53 on Thursday. Howmet Aerospace Inc. has a 12 month low of $169.45 and a 12 month high of $290.63. The company has a current ratio of 2.44, a quick ratio of 1.59 and a debt-to-equity ratio of 0.73. The company has a 50-day moving average price of $263.27 and a 200 day moving average price of $243.78. The stock has a market cap of $108.64 billion, a PE ratio of 63.00, a P/E/G ratio of 2.18 and a beta of 1.19.

Howmet Aerospace (NYSE:HWM – Get Free Report) last released its earnings results on Thursday, May 7th. The company reported $1.22 earnings per share for the quarter, topping analysts’ consensus estimates of $1.11 by $0.11. The business had revenue of $2.31 billion for the quarter, compared to analyst estimates of $2.24 billion. Howmet Aerospace had a return on equity of 29.27% and a net margin of 20.23%.The business’s revenue was up 19.1% compared to the same quarter last year. During the same quarter last year, the firm posted $0.86 earnings per share. Howmet Aerospace has set its FY 2026 guidance at 4.880-5.000 EPS and its Q2 2026 guidance at 1.220-1.240 EPS. Equities research analysts anticipate that Howmet Aerospace Inc. will post 5.05 earnings per share for the current year.

Howmet Aerospace Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, May 26th. Shareholders of record on Friday, May 8th were given a dividend of $0.12 per share. The ex-dividend date of this dividend was Friday, May 8th. This represents a $0.48 dividend on an annualized basis and a yield of 0.2%. Howmet Aerospace’s payout ratio is 11.14%.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on HWM. Wells Fargo & Company assumed coverage on Howmet Aerospace in a report on Wednesday, April 1st. They issued an “equal weight” rating and a $240.00 target price on the stock. Wall Street Zen lowered Howmet Aerospace from a “strong-buy” rating to a “buy” rating in a research note on Sunday. Morgan Stanley restated an “overweight” rating and set a $315.00 price target on shares of Howmet Aerospace in a report on Friday, May 8th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $320.00 price objective on shares of Howmet Aerospace in a research note on Friday, May 8th. Finally, BTIG Research upped their price objective on Howmet Aerospace from $275.00 to $300.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Eighteen investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, Howmet Aerospace has a consensus rating of “Moderate Buy” and a consensus target price of $287.95.

Check Out Our Latest Analysis on HWM

Howmet Aerospace Company Profile

(Free Report)

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.