Munich Reinsurance Co Stock Corp in Munich Invests $33.58 Million in Howmet Aerospace Inc. $HWM

Munich Reinsurance Co Stock Corp in Munich bought a new position in Howmet Aerospace Inc. (NYSE:HWM) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 171,141 shares of the company’s stock, valued at approximately $33,583,000.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Voya Investment Management LLC increased its position in Howmet Aerospace by 9.1% during the 3rd quarter. Voya Investment Management LLC now owns 1,247,220 shares of the company’s stock worth $244,742,000 after purchasing an additional 104,207 shares in the last quarter. Nordea Investment Management AB lifted its position in Howmet Aerospace by 59.2% during the third quarter. Nordea Investment Management AB now owns 1,401,335 shares of the company’s stock valued at $273,288,000 after buying an additional 521,180 shares in the last quarter. GRIMES & Co WEALTH MANAGEMENT LLC purchased a new stake in Howmet Aerospace during the third quarter worth approximately $1,581,000. LBP AM SA raised its stake in shares of Howmet Aerospace by 18.0% in the 3rd quarter. LBP AM SA now owns 68,499 shares of the company’s stock valued at $13,442,000 after acquiring an additional 10,460 shares during the period. Finally, Greenup Street Wealth Management LLC raised its stake in shares of Howmet Aerospace by 76.3% in the 3rd quarter. Greenup Street Wealth Management LLC now owns 20,972 shares of the company’s stock valued at $4,115,000 after acquiring an additional 9,078 shares during the period. Hedge funds and other institutional investors own 90.46% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on HWM. UBS Group upped their price target on shares of Howmet Aerospace from $228.00 to $260.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 17th. BNP Paribas Exane initiated coverage on Howmet Aerospace in a research report on Tuesday, November 18th. They issued an “outperform” rating and a $240.00 target price for the company. Royal Bank Of Canada reiterated an “outperform” rating and issued a $275.00 target price on shares of Howmet Aerospace in a research note on Friday, February 13th. Morgan Stanley reiterated an “overweight” rating and set a $280.00 target price on shares of Howmet Aerospace in a report on Friday, February 13th. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $280.00 price target on shares of Howmet Aerospace in a report on Tuesday, February 17th. 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. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $252.95.

Insiders Place Their Bets

In other Howmet Aerospace news, EVP Neil Edward Marchuk sold 45,150 shares of the firm’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $251.70, for a total transaction 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 $26,933,913.60. This trade represents a 29.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Barbara Lou Shultz sold 1,000 shares of the firm’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $260.00, for a total transaction of $260,000.00. Following the transaction, the vice president directly owned 23,874 shares of the company’s stock, valued at approximately $6,207,240. This represents a 4.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.04% of the company’s stock.

Howmet Aerospace Trading Down 0.9%

NYSE:HWM opened at $250.10 on Friday. The stock has a market cap of $100.28 billion, a price-to-earnings ratio of 67.41, a price-to-earnings-growth ratio of 2.34 and a beta of 1.21. Howmet Aerospace Inc. has a one year low of $105.04 and a one year high of $267.31. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.09 and a current ratio of 2.13. The business’s 50-day simple moving average is $229.24 and its 200 day simple moving average is $205.85.

Howmet Aerospace (NYSE:HWM) last issued its quarterly earnings data on Thursday, February 12th. The company reported $1.05 earnings per share for the quarter, beating analysts’ consensus estimates of $0.97 by $0.08. Howmet Aerospace had a return on equity of 30.41% and a net margin of 18.27%.The firm had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.12 billion. During the same quarter last year, the firm earned $0.77 EPS. Howmet Aerospace’s quarterly revenue was up 14.6% on a year-over-year basis. 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, sell-side analysts predict that Howmet Aerospace Inc. will post 3.27 earnings per share for the current fiscal year.

Howmet Aerospace Dividend Announcement

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

Howmet Aerospace 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.