Howmet Aerospace (NYSE:HWM) Updates Q2 2026 Earnings Guidance

Howmet Aerospace (NYSE:HWM) updated its second quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 1.220-1.240 for the period, compared to the consensus earnings per share estimate of 1.160. The company issued revenue guidance of $2.4 billion-$2.4 billion, compared to the consensus revenue estimate of $2.4 billion. Howmet Aerospace also updated its FY 2026 guidance to 4.880-5.000 EPS.

Analyst Ratings Changes

Several research firms recently weighed in on HWM. Sanford C. Bernstein restated an “outperform” rating and issued a $280.00 target price on shares of Howmet Aerospace in a report on Tuesday, February 17th. Citigroup reduced their target price on Howmet Aerospace from $283.00 to $271.00 and set a “buy” rating for the company in a report on Thursday, April 2nd. The Goldman Sachs Group set a $228.00 target price on Howmet Aerospace in a report on Tuesday, February 17th. Deutsche Bank Aktiengesellschaft set a $278.00 target price on shares of Howmet Aerospace and gave the stock a “buy” rating in a research report on Friday, February 13th. Finally, Wolfe Research set a $270.00 target price on shares of Howmet Aerospace and gave the stock an “outperform” rating in a research report on Wednesday, March 11th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, Howmet Aerospace presently has a consensus rating of “Moderate Buy” and an average price target of $266.89.

Howmet Aerospace Stock Up 5.9%

Shares of HWM stock opened at $257.10 on Thursday. Howmet Aerospace has a 12 month low of $154.31 and a 12 month high of $267.31. The firm has a market cap of $103.02 billion, a PE ratio of 69.30, a price-to-earnings-growth ratio of 2.24 and a beta of 1.19. The stock has a 50 day moving average of $245.66 and a 200-day moving average of $222.97. 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 issued its quarterly earnings results on Thursday, May 7th. The company reported $1.22 EPS for the quarter, topping analysts’ consensus estimates of $1.11 by $0.11. Howmet Aerospace had a return on equity of 30.41% and a net margin of 18.27%.The company had revenue of $2.31 billion during the quarter, compared to analyst estimates of $2.24 billion. Howmet Aerospace has set its FY 2026 guidance at 4.880-5.000 EPS and its Q2 2026 guidance at 1.220-1.240 EPS. On average, equities analysts predict that Howmet Aerospace will post 4.57 EPS for the current year.

Howmet Aerospace Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 26th. Stockholders of record on Friday, May 8th will be issued a dividend of $0.12 per share. The ex-dividend date is Friday, May 8th. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.2%. Howmet Aerospace’s payout ratio is 12.94%.

Insider Buying and Selling

In other news, EVP Neil Edward Marchuk sold 45,150 shares of the company’s stock in a transaction that occurred 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 completion of the transaction, the executive vice president directly owned 107,008 shares in the company, valued at $26,933,913.60. The trade was a 29.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Barbara Lou Shultz sold 1,000 shares of the company’s stock in a transaction dated Thursday, February 26th. The shares were 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 $6,207,240. This represents a 4.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.85% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in HWM. Mcguire Capital Advisors Inc. acquired a new position in shares of Howmet Aerospace in the fourth quarter valued at $28,000. Compound Planning Inc. raised its stake in shares of Howmet Aerospace by 2.3% in the fourth quarter. Compound Planning Inc. now owns 8,013 shares of the company’s stock valued at $1,643,000 after purchasing an additional 181 shares in the last quarter. Axxcess Wealth Management LLC raised its stake in shares of Howmet Aerospace by 59.2% in the fourth quarter. Axxcess Wealth Management LLC now owns 17,084 shares of the company’s stock valued at $3,503,000 after purchasing an additional 6,352 shares in the last quarter. Corient Private Wealth LLC raised its stake in shares of Howmet Aerospace by 115.8% in the fourth quarter. Corient Private Wealth LLC now owns 97,380 shares of the company’s stock valued at $19,965,000 after purchasing an additional 52,246 shares in the last quarter. Finally, Strive Financial Group LLC acquired a new position in shares of Howmet Aerospace in the fourth quarter valued at $99,000. Institutional investors and hedge funds own 90.46% 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.