Howmet Aerospace Inc. $HWM Stock Position Reduced by South Street Advisors LLC

South Street Advisors LLC lessened its stake in Howmet Aerospace Inc. (NYSE:HWM) by 5.1% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 133,473 shares of the company’s stock after selling 7,125 shares during the quarter. Howmet Aerospace accounts for about 3.4% of South Street Advisors LLC’s holdings, making the stock its 10th biggest position. South Street Advisors LLC’s holdings in Howmet Aerospace were worth $26,191,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Traub Capital Management LLC acquired a new stake in shares of Howmet Aerospace during the 2nd quarter valued at $25,000. Winnow Wealth LLC acquired a new position in shares of Howmet Aerospace in the second quarter worth $25,000. Newbridge Financial Services Group Inc. raised its holdings in shares of 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 acquiring an additional 73 shares in the last quarter. Tradewinds Capital Management LLC raised its holdings in shares of Howmet Aerospace by 52.0% during the third quarter. Tradewinds Capital Management LLC now owns 152 shares of the company’s stock worth $30,000 after acquiring an additional 52 shares in the last quarter. Finally, Manning & Napier Advisors LLC acquired a new stake in Howmet Aerospace during the third quarter valued at $32,000. Hedge funds and other institutional investors own 90.46% of the company’s stock.

Analyst Ratings Changes

HWM has been the topic of a number of recent research reports. Royal Bank Of Canada boosted their target price on Howmet Aerospace from $275.00 to $300.00 and gave the company an “outperform” rating in a research note on Wednesday. Wolfe Research set a $270.00 price target on Howmet Aerospace and gave the stock an “outperform” rating in a research note on Wednesday. Sanford C. Bernstein reiterated an “outperform” rating and set a $280.00 price target on shares of Howmet Aerospace in a report on Tuesday, February 17th. BTIG Research boosted their price target on Howmet Aerospace from $240.00 to $275.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. Finally, Jefferies Financial Group restated a “buy” rating and issued a $315.00 price objective on shares of Howmet Aerospace in a report on Sunday, February 15th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Howmet Aerospace presently has an average rating of “Moderate Buy” and an average price target of $256.15.

Howmet Aerospace Price Performance

NYSE HWM opened at $236.76 on Friday. Howmet Aerospace Inc. has a fifty-two week low of $105.04 and a fifty-two week high of $267.31. The stock’s 50-day moving average is $233.28 and its two-hundred day moving average is $208.49. The company has a debt-to-equity ratio of 0.53, a current ratio of 2.13 and a quick ratio of 1.09. The firm has a market cap of $94.93 billion, a P/E ratio of 63.82, a price-to-earnings-growth ratio of 2.26 and a beta of 1.21.

Howmet Aerospace (NYSE:HWM) last released its quarterly earnings results on Thursday, February 12th. The company reported $1.05 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.97 by $0.08. The company had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.12 billion. Howmet Aerospace had a return on equity of 30.41% and a net margin of 18.27%.The firm’s revenue was up 14.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $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. On average, analysts anticipate that Howmet Aerospace Inc. will post 3.27 earnings per share for the current fiscal year.

Howmet Aerospace Announces Dividend

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

Insider Activity at Howmet Aerospace

In other news, VP Barbara Lou Shultz sold 1,000 shares of the business’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $260.00, for a total value of $260,000.00. Following the completion of the sale, the vice president directly owned 23,874 shares in the company, valued at approximately $6,207,240. The trade was a 4.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Neil Edward Marchuk sold 45,150 shares of the company’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $251.70, for a total transaction of $11,364,255.00. Following the sale, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.04% of the company’s stock.

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.