Themes Management Co LLC Raises Stake in Howmet Aerospace Inc. $HWM

Themes Management Co LLC grew its position in shares of Howmet Aerospace Inc. (NYSE:HWM) by 67.3% during the first quarter, Holdings Channel.com reports. The fund owned 19,676 shares of the company’s stock after purchasing an additional 7,918 shares during the quarter. Howmet Aerospace comprises 2.8% of Themes Management Co LLC’s portfolio, making the stock its 6th biggest holding. Themes Management Co LLC’s holdings in Howmet Aerospace were worth $4,535,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Brighton Jones LLC grew its position in shares of 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 acquiring an additional 130 shares during the period. Acadian Asset Management LLC bought a new stake in shares of Howmet Aerospace in the first quarter valued at approximately $399,000. Sivia Capital Partners LLC bought a new stake in shares of Howmet Aerospace in the second quarter valued at approximately $216,000. Brown Advisory Inc. lifted its stake 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 valued at $778,000 after buying an additional 990 shares in the last quarter. Finally, Cary Street Partners Financial LLC purchased a new stake in shares of Howmet Aerospace during the 2nd quarter valued at approximately $145,000. Hedge funds and other institutional investors own 90.46% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently issued reports on HWM. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $320.00 price objective on shares of Howmet Aerospace in a report on Friday, May 8th. Citigroup increased their price target on shares of Howmet Aerospace from $303.00 to $311.00 and gave the stock a “buy” rating in a report on Wednesday, July 1st. Weiss Ratings reissued a “buy (b)” rating on shares of Howmet Aerospace in a research note on Friday, July 17th. Wall Street Zen cut Howmet Aerospace from a “strong-buy” rating to a “buy” rating in a research report on Sunday, July 5th. Finally, Sanford C. Bernstein reiterated an “outperform” rating and set a $318.00 price target on shares of Howmet Aerospace in a research report on Tuesday, June 16th. Eighteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $293.21.

Insider Transactions at Howmet Aerospace

In related news, EVP Neil Edward Marchuk sold 41,932 shares of the stock in a transaction on Monday, May 11th. The shares were sold at an average price of $269.50, for a total transaction of $11,300,674.00. Following the transaction, the executive vice president owned 65,105 shares of the company’s stock, valued at approximately $17,545,797.50. This trade represents a 39.18% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 0.85% of the stock is currently owned by corporate insiders.

Howmet Aerospace Trading Up 0.7%

Shares of HWM stock opened at $289.09 on Friday. The business has a 50-day moving average price of $267.50 and a two-hundred day moving average price of $249.26. Howmet Aerospace Inc. has a 12-month low of $169.45 and a 12-month high of $293.00. The company has a quick ratio of 1.59, a current ratio of 2.44 and a debt-to-equity ratio of 0.73. The firm has a market cap of $115.67 billion, a P/E ratio of 67.07, a price-to-earnings-growth ratio of 2.27 and a beta of 1.19.

Howmet Aerospace (NYSE:HWM) last announced its quarterly earnings data on Thursday, May 7th. The company reported $1.22 EPS for the quarter, beating the consensus estimate of $1.11 by $0.11. The firm 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 company’s revenue was up 19.1% on a year-over-year basis. During the same period in the prior year, the company earned $0.86 EPS. 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 analysts anticipate that Howmet Aerospace Inc. will post 5.05 EPS for the current fiscal year.

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.