Capital International Inc. CA Trims Stake in Howmet Aerospace Inc. $HWM

Capital International Inc. CA cut its position in shares of Howmet Aerospace Inc. (NYSE:HWM) by 7.6% in the third quarter, HoldingsChannel reports. The firm owned 68,357 shares of the company’s stock after selling 5,651 shares during the period. Capital International Inc. CA’s holdings in Howmet Aerospace were worth $13,414,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in HWM. Norges Bank bought a new stake in Howmet Aerospace during the second quarter valued at about $1,633,157,000. JPMorgan Chase & Co. lifted its position in shares of Howmet Aerospace by 30.1% during the second quarter. JPMorgan Chase & Co. now owns 31,806,624 shares of the company’s stock valued at $5,920,181,000 after buying an additional 7,356,077 shares during the last quarter. American Century Companies Inc. boosted its holdings in shares of Howmet Aerospace by 51.8% in the 2nd quarter. American Century Companies Inc. now owns 3,635,999 shares of the company’s stock valued at $676,769,000 after buying an additional 1,240,071 shares in the last quarter. Westfield Capital Management Co. LP boosted its holdings in shares of Howmet Aerospace by 68.8% in the 2nd quarter. Westfield Capital Management Co. LP now owns 1,915,955 shares of the company’s stock valued at $356,617,000 after buying an additional 780,896 shares in the last quarter. Finally, Geode Capital Management LLC grew its position in shares of Howmet Aerospace by 7.0% in the 2nd quarter. Geode Capital Management LLC now owns 10,938,815 shares of the company’s stock worth $2,032,221,000 after buying an additional 719,888 shares during the last quarter. 90.46% of the stock is currently owned by hedge funds and other institutional investors.

Howmet Aerospace Price Performance

Shares of NYSE HWM opened at $253.97 on Wednesday. Howmet Aerospace Inc. has a 52 week low of $105.04 and a 52 week high of $267.31. The business’s 50 day moving average price is $231.06 and its 200 day moving average price is $207.48. The company has a quick ratio of 1.09, a current ratio of 2.13 and a debt-to-equity ratio of 0.53. The firm has a market cap of $101.83 billion, a P/E ratio of 68.46, a P/E/G ratio of 2.36 and a beta of 1.21.

Howmet Aerospace (NYSE:HWM) last posted its quarterly earnings results on Thursday, February 12th. The company reported $1.05 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.97 by $0.08. Howmet Aerospace had a net margin of 18.27% and a return on equity of 30.41%. The company had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.12 billion. During the same period last year, the firm posted $0.77 EPS. Howmet Aerospace’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, sell-side analysts expect that Howmet Aerospace Inc. will post 3.27 earnings per share for the current year.

Howmet Aerospace Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, February 25th. Investors of record on Friday, February 6th were given a dividend of $0.12 per share. The ex-dividend date was Friday, February 6th. This represents a $0.48 dividend on an annualized basis and a yield of 0.2%. Howmet Aerospace’s payout ratio is currently 12.94%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the stock. Wall Street Zen raised shares of Howmet Aerospace from a “hold” rating to a “buy” rating in a research report on Sunday, January 18th. Jefferies Financial Group reaffirmed a “buy” rating and set a $315.00 price target on shares of Howmet Aerospace in a research report on Sunday, February 15th. The Goldman Sachs Group set a $228.00 price objective on Howmet Aerospace in a research report on Tuesday, February 17th. Bank of America boosted their target price on Howmet Aerospace from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Friday, February 20th. Finally, BNP Paribas Exane assumed coverage on Howmet Aerospace in a research report on Tuesday, November 18th. They set an “outperform” rating and a $240.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $252.95.

Insiders Place Their Bets

In other Howmet Aerospace news, VP Barbara Lou Shultz sold 1,000 shares of Howmet Aerospace stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $260.00, for a total transaction 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 position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Neil Edward Marchuk sold 45,150 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $251.70, for a total value of $11,364,255.00. Following the completion of the transaction, the executive vice president directly owned 107,008 shares of the company’s stock, valued at approximately $26,933,913.60. This trade represents a 29.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 1.12% of the company’s stock.

Howmet Aerospace Company 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.