Howmet Aerospace Inc. $HWM is Hardman Johnston Global Advisors LLC’s 5th Largest Position

Hardman Johnston Global Advisors LLC reduced its stake in Howmet Aerospace Inc. (NYSE:HWM) by 0.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 499,506 shares of the company’s stock after selling 2,919 shares during the quarter. Howmet Aerospace comprises approximately 4.9% of Hardman Johnston Global Advisors LLC’s portfolio, making the stock its 5th biggest holding. Hardman Johnston Global Advisors LLC owned approximately 0.12% of Howmet Aerospace worth $102,409,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Burns J W & Co. Inc. NY lifted its position in shares of Howmet Aerospace by 2.6% in the fourth quarter. Burns J W & Co. Inc. NY now owns 1,949 shares of the company’s stock valued at $400,000 after acquiring an additional 49 shares in the last quarter. Global Trust Asset Management LLC lifted its position in shares of Howmet Aerospace by 1.2% in the third quarter. Global Trust Asset Management LLC now owns 4,110 shares of the company’s stock valued at $807,000 after acquiring an additional 50 shares in the last quarter. Earned Wealth Advisors LLC lifted its position in shares of Howmet Aerospace by 1.0% in the fourth quarter. Earned Wealth Advisors LLC now owns 5,023 shares of the company’s stock valued at $1,030,000 after acquiring an additional 50 shares in the last quarter. Sound Income Strategies LLC lifted its position in shares of Howmet Aerospace by 66.7% in the fourth quarter. Sound Income Strategies LLC now owns 125 shares of the company’s stock valued at $28,000 after acquiring an additional 50 shares in the last quarter. Finally, REAP Financial Group LLC lifted its position in shares of Howmet Aerospace by 24.1% in the third quarter. REAP Financial Group LLC now owns 263 shares of the company’s stock valued at $52,000 after acquiring an additional 51 shares in the last quarter. 90.46% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several brokerages have recently issued reports on HWM. Jefferies Financial Group restated a “buy” rating and issued a $315.00 price objective on shares of Howmet Aerospace in a research report on Sunday, February 15th. JPMorgan Chase & Co. upped their price objective on Howmet Aerospace from $227.00 to $265.00 and gave the company an “overweight” rating in a research report on Thursday, February 19th. Susquehanna upped their price objective on Howmet Aerospace from $255.00 to $290.00 and gave the company a “positive” rating in a research report on Friday, February 13th. Morgan Stanley restated an “overweight” rating and issued a $280.00 price objective on shares of Howmet Aerospace in a research report on Friday, February 13th. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $280.00 price objective on shares of Howmet Aerospace in a research report on Tuesday, February 17th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $260.30.

Howmet Aerospace Stock Performance

NYSE HWM opened at $252.68 on Monday. The business’s 50-day moving average price is $241.47 and its 200 day moving average price is $216.59. Howmet Aerospace Inc. has a twelve month low of $118.09 and a twelve month high of $267.31. The company has a market capitalization of $101.25 billion, a PE ratio of 68.11, a price-to-earnings-growth ratio of 2.33 and a beta of 1.24. The company has a current ratio of 2.13, a quick ratio of 1.09 and a debt-to-equity ratio of 0.53.

Howmet Aerospace (NYSE:HWM) last released its earnings results on Thursday, February 12th. The company reported $1.05 earnings per share for the quarter, topping the consensus estimate of $0.97 by $0.08. Howmet Aerospace had a return on equity of 30.41% and a net margin of 18.27%.The firm had revenue of $2.17 billion for the quarter, compared to the consensus estimate of $2.12 billion. During the same period in the prior year, the business posted $0.77 earnings per share. The firm’s revenue for the quarter was up 14.6% compared to the same quarter last year. Howmet Aerospace has set its Q1 2026 guidance at 1.090-1.110 EPS and its FY 2026 guidance at 4.350-4.550 EPS. On average, research analysts predict that Howmet Aerospace Inc. will post 3.27 earnings per share for the current year.

Howmet Aerospace Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, February 25th. Stockholders of record on Friday, February 6th were issued a $0.12 dividend. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date was Friday, February 6th. Howmet Aerospace’s dividend payout ratio (DPR) is 12.94%.

Insider Transactions at Howmet Aerospace

In other news, EVP Neil Edward Marchuk sold 45,150 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $251.70, for a total value of $11,364,255.00. Following the transaction, the executive vice president directly owned 107,008 shares in the company, valued at $26,933,913.60. This trade represents a 29.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Barbara Lou Shultz sold 1,000 shares of the firm’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $260.00, for a total value of $260,000.00. Following the completion of the transaction, the vice president owned 23,874 shares in the company, valued at approximately $6,207,240. This trade represents a 4.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.12% of the company’s stock.

About Howmet Aerospace

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.