Shell Asset Management Co. Sells 3,735 Shares of Howmet Aerospace Inc. $HWM

Shell Asset Management Co. decreased its position in Howmet Aerospace Inc. (NYSE:HWM) by 30.1% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 8,685 shares of the company’s stock after selling 3,735 shares during the period. Shell Asset Management Co.’s holdings in Howmet Aerospace were worth $1,704,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of HWM. Traub Capital Management LLC bought a new stake in Howmet Aerospace during the second quarter worth $25,000. Winnow Wealth LLC purchased a new position in Howmet Aerospace during the second quarter valued at $25,000. Newbridge Financial Services Group Inc. boosted its holdings in shares of Howmet Aerospace by 119.7% during the 2nd quarter. Newbridge Financial Services Group Inc. now owns 134 shares of the company’s stock valued at $25,000 after buying an additional 73 shares in the last quarter. Tradewinds Capital Management LLC boosted its stake in Howmet Aerospace by 52.0% during the third quarter. Tradewinds Capital Management LLC now owns 152 shares of the company’s stock worth $30,000 after acquiring an additional 52 shares in the last quarter. Finally, Atlantic Union Bankshares Corp purchased a new stake in Howmet Aerospace in the second quarter worth about $32,000. Hedge funds and other institutional investors own 90.46% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have commented on HWM shares. Bank of America boosted their target price on Howmet Aerospace from $215.00 to $250.00 and gave the stock a “buy” rating in a report on Friday, November 14th. Truist Financial set a $258.00 price target on shares of Howmet Aerospace in a report on Friday, January 9th. Morgan Stanley restated an “overweight” rating and issued a $280.00 price objective on shares of Howmet Aerospace in a report on Friday. UBS Group increased their price objective on Howmet Aerospace from $199.00 to $209.00 and gave the company a “neutral” rating in a research report on Friday, October 31st. Finally, Deutsche Bank Aktiengesellschaft set a $278.00 price objective on Howmet Aerospace and gave the stock a “buy” rating in a report on Friday. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $238.95.

Howmet Aerospace Stock Performance

NYSE:HWM opened at $250.46 on Monday. The stock has a 50-day simple moving average of $212.52 and a two-hundred day simple moving average of $198.03. The firm has a market capitalization of $100.42 billion, a PE ratio of 67.51, a P/E/G ratio of 2.36 and a beta of 1.26. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.09 and a current ratio of 2.13. Howmet Aerospace Inc. has a 52-week low of $105.04 and a 52-week high of $256.70.

Howmet Aerospace (NYSE:HWM) last issued its quarterly earnings results on Thursday, February 12th. The company reported $1.05 earnings per share for the quarter, beating the consensus estimate of $0.97 by $0.08. The business had revenue of $2.17 billion for the quarter, compared to the consensus estimate of $2.12 billion. Howmet Aerospace had a net margin of 18.27% and a return on equity of 30.41%. The company’s revenue for the quarter was up 14.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.77 earnings per share. 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. Analysts forecast that Howmet Aerospace Inc. will post 3.27 EPS for the current year.

Howmet Aerospace Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, February 25th. Investors of record on Friday, February 6th will be given a $0.12 dividend. The ex-dividend date is Friday, February 6th. This represents a $0.48 annualized dividend and a yield of 0.2%. Howmet Aerospace’s dividend payout ratio (DPR) is currently 12.94%.

More Howmet Aerospace News

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

• Positive Sentiment: Q4 beat and strong financials — Howmet reported adjusted EPS $1.05 (vs. $0.97 est.), revenue roughly $2.17B (beat), double‑digit revenue growth and margin expansion, citing record profit and cash generation. Howmet Aerospace Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Raised guidance — HWM set Q1 2026 EPS guidance of $1.09–1.11 and FY2026 EPS $4.35–4.55, with revenue guidance above consensus, giving investors more confidence in near‑term execution. Howmet forecasts first-quarter profit above estimates on strong aerospace demand
• Positive Sentiment: Durable multi‑year growth thesis — Analysts point to three aligned growth engines (commercial aerospace, aftermarket/spare parts mix and gas‑turbine demand) and strong incremental margins that support a premium multiple. Howmet Aerospace: Premium Valuation Justified By Rare Multi-Year Growth
• Positive Sentiment: Capital returns and cash flow — FY2025 showed heavy cash generation, large buybacks ($700M YTD) and a dividend, which supports shareholder returns and offsets some valuation concerns. Howmet Aerospace Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Primary materials for due diligence — The full earnings call transcript and slide deck are available for detailed review of segment dynamics and backlog. Howmet Aerospace Inc. (HWM) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Market context — Broader equity markets were positive on the day, which likely helped momentum in industrial and aerospace stocks including HWM. Continuing Claims Climb for a Second Week
• Negative Sentiment: Valuation sensitivity — Several writeups note an elevated P/E (and commentary about 50+ P/E ranges), so the stock could be vulnerable to any slowdown in aerospace demand or a miss vs. current high expectations. Howmet Aerospace: Earnings And Share Price Continue Skyward, 50+ P/E

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.