Cumberland Partners Ltd Has $8.75 Million Holdings in Howmet Aerospace Inc. $HWM

Cumberland Partners Ltd cut its stake in Howmet Aerospace Inc. (NYSE:HWM) by 4.5% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 42,670 shares of the company’s stock after selling 2,000 shares during the quarter. Cumberland Partners Ltd’s holdings in Howmet Aerospace were worth $8,748,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the stock. Salomon & Ludwin LLC raised its holdings in shares of Howmet Aerospace by 12.5% in the 4th quarter. Salomon & Ludwin LLC now owns 423 shares of the company’s stock worth $90,000 after buying an additional 47 shares in the last quarter. Catalyst Financial Partners LLC raised its holdings in shares of Howmet Aerospace by 0.9% in the 4th quarter. Catalyst Financial Partners LLC now owns 5,561 shares of the company’s stock worth $1,140,000 after buying an additional 48 shares in the last quarter. Burns J W & Co. Inc. NY raised its holdings in shares of Howmet Aerospace by 2.6% in the 4th quarter. Burns J W & Co. Inc. NY now owns 1,949 shares of the company’s stock worth $400,000 after buying an additional 49 shares in the last quarter. HBW Advisory Services LLC raised its holdings in shares of Howmet Aerospace by 2.5% in the 4th quarter. HBW Advisory Services LLC now owns 1,990 shares of the company’s stock worth $408,000 after buying an additional 49 shares in the last quarter. Finally, Earned Wealth Advisors LLC raised its holdings in shares of Howmet Aerospace by 1.0% in the 4th quarter. Earned Wealth Advisors LLC now owns 5,023 shares of the company’s stock worth $1,030,000 after buying an additional 50 shares in the last quarter. 90.46% of the stock is owned by institutional investors and hedge funds.

Howmet Aerospace Stock Down 1.3%

NYSE:HWM opened at $256.52 on Friday. Howmet Aerospace Inc. has a 12-month low of $160.01 and a 12-month high of $280.74. The company has a quick ratio of 1.59, a current ratio of 2.44 and a debt-to-equity ratio of 0.73. The firm has a market capitalization of $102.64 billion, a P/E ratio of 59.52, a P/E/G ratio of 2.06 and a beta of 1.19. The stock’s fifty day simple moving average is $247.46 and its 200-day simple moving average is $228.37.

Howmet Aerospace (NYSE:HWM) last posted its quarterly earnings results on Thursday, May 7th. The company reported $1.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.11 by $0.11. The business had revenue of $2.31 billion for the quarter, compared to analyst estimates of $2.24 billion. Howmet Aerospace had a return on equity of 29.27% and a net margin of 20.23%.The firm’s revenue was up 19.1% on a year-over-year basis. During the same period last year, the company earned $0.86 EPS. 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. Equities research analysts expect that Howmet Aerospace Inc. will post 5.04 earnings per share for the current year.

Howmet Aerospace Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 26th. Shareholders 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 annualized dividend and a yield of 0.2%. Howmet Aerospace’s payout ratio is currently 11.14%.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the company. JPMorgan Chase & Co. increased their target price on Howmet Aerospace from $265.00 to $310.00 and gave the stock an “overweight” rating in a report on Monday, May 11th. Morgan Stanley reissued an “overweight” rating and issued a $315.00 target price on shares of Howmet Aerospace in a report on Friday, May 8th. Weiss Ratings restated a “buy (b)” rating on shares of Howmet Aerospace in a research report on Tuesday, April 21st. UBS Group increased their price target on Howmet Aerospace from $260.00 to $290.00 and gave the stock a “neutral” rating in a research report on Friday, May 8th. Finally, KeyCorp began coverage on Howmet Aerospace in a research report on Wednesday, March 25th. They set a “sector weight” rating on the stock. Eighteen investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $285.53.

Insider Activity

In other Howmet Aerospace news, EVP Neil Edward Marchuk sold 41,932 shares of Howmet Aerospace stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $269.50, for a total transaction of $11,300,674.00. Following the transaction, the executive vice president directly owned 65,105 shares in the company, valued at approximately $17,545,797.50. The trade was a 39.18% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, 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 value of $260,000.00. Following the transaction, the vice president owned 23,874 shares in the company, valued at approximately $6,207,240. This represents a 4.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.85% 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.