Alberta Investment Management Corp Grows Stake in Howmet Aerospace Inc. $HWM

Alberta Investment Management Corp raised its holdings in shares of Howmet Aerospace Inc. (NYSE:HWM) by 18.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 29,700 shares of the company’s stock after purchasing an additional 4,600 shares during the period. Alberta Investment Management Corp’s holdings in Howmet Aerospace were worth $5,828,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Global Trust Asset Management LLC increased its position in Howmet Aerospace by 1.2% during the 3rd quarter. Global Trust Asset Management LLC now owns 4,110 shares of the company’s stock valued at $807,000 after buying an additional 50 shares in the last quarter. REAP Financial Group LLC lifted its stake in shares of Howmet Aerospace by 24.1% during the third quarter. REAP Financial Group LLC now owns 263 shares of the company’s stock worth $52,000 after buying an additional 51 shares during the period. Tradewinds Capital Management LLC grew its stake in Howmet Aerospace by 52.0% during the 3rd quarter. Tradewinds Capital Management LLC now owns 152 shares of the company’s stock valued at $30,000 after purchasing an additional 52 shares during the last quarter. Wedbush Securities Inc. boosted its position in Howmet Aerospace by 1.4% in the third quarter. Wedbush Securities Inc. now owns 3,885 shares of the company’s stock valued at $762,000 after buying an additional 52 shares during the last quarter. Finally, Mystic Asset Management Inc. increased its stake in shares of Howmet Aerospace by 2.6% in the third quarter. Mystic Asset Management Inc. now owns 2,154 shares of the company’s stock worth $423,000 after acquiring an additional 55 shares during the period. Institutional investors and hedge funds own 90.46% of the company’s stock.

Insider Activity

In related news, EVP Neil Edward Marchuk sold 45,150 shares of the stock in a transaction on Wednesday, February 18th. The stock was 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 represents a 29.67% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.04% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the company. Susquehanna lifted their price target on Howmet Aerospace from $255.00 to $290.00 and gave the company a “positive” rating in a research report on Friday, February 13th. TD Cowen reissued a “buy” rating on shares of Howmet Aerospace in a report on Friday, October 31st. Deutsche Bank Aktiengesellschaft set a $278.00 price target on shares of Howmet Aerospace and gave the company a “buy” rating in a research report on Friday, February 13th. Citigroup upped their price objective on shares of Howmet Aerospace from $255.00 to $283.00 and gave the stock a “buy” rating in a research report on Tuesday. Finally, Sanford C. Bernstein restated an “outperform” rating and set a $280.00 target price on shares of Howmet Aerospace in a research report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $248.32.

Howmet Aerospace News Roundup

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

• Positive Sentiment: Analyst upgrades: BTIG raised its price target to $275 and maintained a Buy, signaling stronger earnings/valuation expectations. BTIG price target raise
• Positive Sentiment: Goldman Sachs raised its price target to $257 and kept a Buy rating, providing additional sell‑side support that can underpin the stock. Goldman Sachs price target raise
• Positive Sentiment: Institutional inflows: reports show large institutional buying since mid‑2024, which supports upward pressure on the share price and indicates ongoing investor interest. Institutional inflows report
• Neutral Sentiment: Debt offering for acquisition: Howmet priced $1.2B of notes across maturities (2028, 2029, 2036) to fund an acquisition — this secures financing but increases leverage; impact depends on deal execution and synergy realization. Debt offering press release
• Neutral Sentiment: Zacks coverage highlights Howmet as a long‑term growth name and summarizes bullish analyst commentary — useful for sentiment but not an immediate catalyst. Zacks growth piece
• Negative Sentiment: Insider sale: EVP Neil Marchuk sold 45,150 shares (~$11.36M at the reported price), reducing his stake nearly 30% — a high‑value sale can be viewed negatively by investors who watch insider activity. SEC filing for insider sale

Howmet Aerospace Stock Performance

HWM opened at $249.56 on Thursday. The firm’s fifty day simple moving average is $216.01 and its two-hundred day simple moving average is $199.36. Howmet Aerospace Inc. has a 52-week low of $105.04 and a 52-week high of $256.70. The company has a market cap of $100.06 billion, a price-to-earnings ratio of 67.27, a PEG ratio of 2.35 and a beta of 1.26. The company has a quick ratio of 1.09, a current ratio of 2.13 and a debt-to-equity ratio of 0.53.

Howmet Aerospace (NYSE:HWM) last released its quarterly earnings results on Thursday, February 12th. The company reported $1.05 earnings per share for the quarter, topping the consensus estimate of $0.97 by $0.08. The firm had revenue of $2.17 billion during 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 prior year, the firm earned $0.77 EPS. 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. Equities analysts anticipate that Howmet Aerospace Inc. will post 3.27 earnings per share for the current fiscal year.

Howmet Aerospace Dividend Announcement

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

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.