Howmet Aerospace (NYSE:HWM) Price Target Raised to $326.00 at UBS Group

Howmet Aerospace (NYSE:HWM) had its target price upped by UBS Group from $299.00 to $326.00 in a research note published on Friday,Benzinga reports. The brokerage currently has a neutral rating on the stock.

Several other equities analysts have also recently issued reports on the stock. BNP Paribas Exane reissued an “outperform” rating and issued a $340.00 price objective (up from $265.00) on shares of Howmet Aerospace in a research note on Friday, May 8th. Morgan Stanley restated an “overweight” rating and issued a $315.00 target price on shares of Howmet Aerospace in a research note on Friday, May 8th. Royal Bank Of Canada lifted their target price on shares of Howmet Aerospace from $325.00 to $350.00 and gave the company an “outperform” rating in a report on Friday. JPMorgan Chase & Co. boosted their price target on shares of Howmet Aerospace from $265.00 to $310.00 and gave the stock an “overweight” rating in a research note on Monday, May 11th. Finally, Susquehanna increased their price target on shares of Howmet Aerospace from $330.00 to $340.00 and gave the stock a “positive” rating in a report on Friday. Sixteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $304.28.

Howmet Aerospace Trading Down 2.5%

Shares of HWM stock opened at $282.42 on Friday. The business’s 50 day moving average is $272.81 and its two-hundred day moving average is $253.96. Howmet Aerospace has a twelve month low of $169.45 and a twelve month high of $310.00. The company has a market capitalization of $113.00 billion, a P/E ratio of 60.87, a price-to-earnings-growth ratio of 2.18 and a beta of 1.20. The company has a current ratio of 1.82, a quick ratio of 1.59 and a debt-to-equity ratio of 0.71.

Howmet Aerospace (NYSE:HWM) last released its earnings results on Thursday, August 6th. The company reported $1.33 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.24 by $0.09. Howmet Aerospace had a return on equity of 33.91% and a net margin of 20.52%.The business had revenue of $2.55 billion for the quarter, compared to analyst estimates of $2.43 billion. During the same quarter in the previous year, the company posted $0.91 earnings per share. The company’s revenue for the quarter 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. Equities analysts forecast that Howmet Aerospace will post 5.27 EPS for the current year.

Howmet Aerospace Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, August 25th. Stockholders of record on Friday, August 7th will be paid a dividend of $0.14 per share. This is a positive change from Howmet Aerospace’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend is Friday, August 7th. This represents a $0.56 annualized dividend and a dividend yield of 0.2%. Howmet Aerospace’s dividend payout ratio is presently 11.14%.

Insider Buying and Selling at Howmet Aerospace

In other news, EVP Neil Edward Marchuk sold 41,932 shares of the firm’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 transaction, the executive vice president owned 65,105 shares in the company, valued at $17,545,797.50. This trade represents a 39.18% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.85% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Newbridge Financial Services Group Inc. increased its position in Howmet Aerospace by 119.7% during the second quarter. Newbridge Financial Services Group Inc. now owns 134 shares of the company’s stock worth $25,000 after buying an additional 73 shares in the last quarter. Acumen Wealth Advisors LLC purchased a new stake in shares of Howmet Aerospace in the fourth quarter valued at $25,000. West Paces Advisors Inc. purchased a new stake in shares of Howmet Aerospace in the second quarter valued at $27,000. Sound Income Strategies LLC boosted its stake in shares of Howmet Aerospace by 66.7% during 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 during the last quarter. Finally, Cornerstone Financial Management LLC acquired a new stake in shares of Howmet Aerospace during the fourth quarter valued at $28,000. 90.46% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Howmet Aerospace

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

• 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.

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.