Shares of Howmet Aerospace Inc. (NYSE:HWM – Get Free Report) have earned an average rating of “Moderate Buy” from the twenty brokerages that are currently covering the company, Marketbeat reports. Four research analysts have rated the stock with a hold rating and sixteen have assigned a buy rating to the company. The average 12 month target price among analysts that have issued a report on the stock in the last year is $304.2778.
A number of equities analysts have recently commented on HWM shares. BTIG Research lifted their price target on shares of Howmet Aerospace from $275.00 to $300.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Royal Bank Of Canada upped their price objective on shares of Howmet Aerospace from $325.00 to $350.00 and gave the stock an “outperform” rating in a report on Friday. BNP Paribas Exane reiterated an “outperform” rating and issued a $340.00 target price (up from $265.00) on shares of Howmet Aerospace in a report on Friday, May 8th. Wall Street Zen lowered shares of Howmet Aerospace from a “strong-buy” rating to a “buy” rating in a research report on Sunday, July 5th. Finally, Susquehanna upped their price target on shares of Howmet Aerospace from $330.00 to $340.00 and gave the company a “positive” rating in a report on Friday.
View Our Latest Research Report on HWM
Key Stories Impacting Howmet Aerospace
- 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.
Insider Buying and Selling at Howmet Aerospace
In related news, EVP Neil Edward Marchuk sold 41,932 shares of the stock in a transaction that occurred 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 completion of the sale, the executive vice president owned 65,105 shares in the company, valued at $17,545,797.50. This represents a 39.18% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.85% of the company’s stock.
Institutional Inflows and Outflows
Large investors have recently modified their holdings of the business. Brighton Jones LLC raised its stake in Howmet Aerospace by 5.4% during the 4th quarter. Brighton Jones LLC now owns 2,548 shares of the company’s stock valued at $279,000 after purchasing an additional 130 shares during the last quarter. Acadian Asset Management LLC acquired a new stake in Howmet Aerospace in the 1st quarter worth $399,000. Sivia Capital Partners LLC bought a new position in shares of Howmet Aerospace during the 2nd quarter worth about $216,000. Brown Advisory Inc. increased its holdings in shares of Howmet Aerospace by 31.0% during the 2nd quarter. Brown Advisory Inc. now owns 4,180 shares of the company’s stock worth $778,000 after purchasing an additional 990 shares during the period. Finally, Cary Street Partners Financial LLC acquired a new position in shares of Howmet Aerospace during the second quarter valued at about $145,000. 90.46% of the stock is currently owned by institutional investors and hedge funds.
Howmet Aerospace Trading Down 2.5%
Shares of NYSE HWM opened at $282.42 on Friday. The company has a quick ratio of 1.59, a current ratio of 1.82 and a debt-to-equity ratio of 0.71. Howmet Aerospace has a 12 month low of $169.45 and a 12 month high of $310.00. The company has a market cap of $113.00 billion, a price-to-earnings ratio of 60.87, a P/E/G ratio of 2.18 and a beta of 1.20. The business has a fifty day simple moving average of $272.81 and a 200-day simple 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 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. Howmet Aerospace had a net margin of 20.52% and a return on equity of 33.91%. The company had revenue of $2.55 billion during the quarter, compared to the consensus estimate of $2.43 billion. During the same quarter in the prior year, the firm earned $0.91 EPS. The company’s revenue was up 24.1% compared to the same quarter last year. 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. Sell-side analysts predict that Howmet Aerospace will post 5.27 EPS for the current year.
Howmet Aerospace Increases Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 25th. Stockholders of record on Friday, August 7th will be paid a $0.14 dividend. The ex-dividend date is Friday, August 7th. This is a boost from Howmet Aerospace’s previous quarterly dividend of $0.12. This represents a $0.56 dividend on an annualized basis and a dividend yield of 0.2%. Howmet Aerospace’s dividend payout ratio is presently 11.14%.
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.
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