Longbow Finance SA Increases Position in Howmet Aerospace Inc. $HWM

Posted by Amy Steele on Feb 13th, 2026

Longbow Finance SA lifted its stake in Howmet Aerospace Inc. (NYSE:HWM – Free Report) by 7.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 40,397 shares of the company’s stock after purchasing an additional 2,692 shares during the period. Longbow Finance SA’s holdings in Howmet Aerospace were worth $7,927,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its position in shares of Howmet Aerospace by 1.4% during the 2nd quarter. Vanguard Group Inc. now owns 48,475,394 shares of the company’s stock valued at $9,022,725,000 after acquiring an additional 662,132 shares during the period. JPMorgan Chase & Co. grew its holdings in shares of Howmet Aerospace by 30.1% in the 2nd quarter. JPMorgan Chase & Co. now owns 31,806,624 shares of the company’s stock worth $5,920,181,000 after acquiring an additional 7,356,077 shares during the period. State Street Corp increased its stake in Howmet Aerospace by 1.2% in the 2nd quarter. State Street Corp now owns 17,686,075 shares of the company’s stock valued at $3,291,909,000 after purchasing an additional 205,424 shares in the last quarter. Geode Capital Management LLC raised its holdings in Howmet Aerospace by 7.0% during the second quarter. Geode Capital Management LLC now owns 10,938,815 shares of the company’s stock worth $2,032,221,000 after purchasing an additional 719,888 shares during the last quarter. Finally, Norges Bank acquired a new position in Howmet Aerospace during the second quarter worth $1,633,157,000. Hedge funds and other institutional investors own 90.46% of the company’s stock.

Key Howmet Aerospace News

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

Positive Sentiment: Q4 beat — Howmet reported adjusted EPS $1.05 vs. consensus $0.97 and revenue ~$2.17B (+14.6% YoY), with higher margins and strong cash flow, driving bullish investor sentiment. Howmet (HWM) Q4 Earnings and Revenues Beat Estimates
Positive Sentiment: Raised guidance — Company set Q1 2026 EPS guidance of $1.090–$1.110 and FY2026 EPS $4.350–$4.550 with revenue guidance $9.0B–$9.2B, above some Street assumptions, implying continued demand strength. Howmet Aerospace Reports Fourth Quarter and Full Year 2025 Results
Positive Sentiment: Operational highlights — Record revenue and profit for FY2025, strong free cash flow, $700M of buybacks in 2025 and continued capital returns bolster investor confidence. Howmet Aerospace Reports Fourth Quarter and Full Year 2025 Results
Positive Sentiment: Market/analyst reaction — Upward analyst revisions and coverage note growing conviction as aerospace demand (aircraft production & spare parts) supports revenue momentum. Recent upward revisions drive broader analyst sentiment on Howmet Aerospace (HWM)
Neutral Sentiment: Conference materials available — Full earnings slide deck and call transcript provide detail on segment trends and guidance assumptions for due diligence. Howmet Aerospace Inc. (HWM) Q4 2025 Earnings Call Transcript
Neutral Sentiment: Broader market tailwinds — Positive pre-market macro moves lifted stocks generally; that helped momentum but is not company-specific. Continuing Claims Climb for a Second Week
Negative Sentiment: Valuation risks — Several notes flag a steep multiple after the rally (discussions of 50+ P/E and fair-value estimates near ~$231), raising the risk of multiple compression if growth falters. Howmet Aerospace: Earnings And Share Price Continue Skyward, 50+ P/E

Howmet Aerospace Stock Performance

Shares of NYSE:HWM opened at $244.41 on Friday. The business has a 50-day moving average of $211.33 and a two-hundred day moving average of $197.50. The firm has a market capitalization of $98.27 billion, a PE ratio of 68.65, a P/E/G ratio of 2.19 and a beta of 1.26. The company has a debt-to-equity ratio of 0.63, a current ratio of 2.35 and a quick ratio of 1.14. Howmet Aerospace Inc. has a 12 month low of $105.04 and a 12 month high of $256.70.

Howmet Aerospace (NYSE:HWM – Get Free Report) last issued its quarterly earnings data on Thursday, February 12th. The company reported $1.05 EPS for the quarter, topping analysts’ consensus estimates of $0.97 by $0.08. Howmet Aerospace had a net margin of 18.18% and a return on equity of 29.21%. The firm had revenue of $2.17 billion for the quarter, compared to analyst estimates of $2.12 billion. During the same quarter in the previous year, the business posted $0.77 EPS. The firm’s revenue 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. As a group, research analysts forecast that Howmet Aerospace Inc. will post 3.27 earnings per share for the current year.

Howmet Aerospace Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 25th. Investors of record on Friday, February 6th will be issued a $0.12 dividend. This represents a $0.48 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend is Friday, February 6th. Howmet Aerospace’s payout ratio is currently 13.48%.

Analysts Set New Price Targets

HWM has been the topic of several research reports. Royal Bank Of Canada upped their target price on Howmet Aerospace from $210.00 to $235.00 and gave the company an “outperform” rating in a report on Friday, October 31st. BTIG Research boosted their price objective on shares of Howmet Aerospace from $205.00 to $240.00 and gave the stock a “buy” rating in a research report on Monday, November 3rd. The Goldman Sachs Group raised their target price on shares of Howmet Aerospace from $205.00 to $226.00 and gave the company a “buy” rating in a report on Monday, November 3rd. TD Cowen restated a “buy” rating on shares of Howmet Aerospace in a research report on Friday, October 31st. Finally, Citigroup increased their price target on shares of Howmet Aerospace from $246.00 to $255.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Howmet Aerospace has an average rating of “Moderate Buy” and an average target price of $224.53.

View Our Latest Report on Howmet Aerospace

Howmet Aerospace Profile

(Free Report)

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.