Sapient Capital LLC Increases Stake in Howmet Aerospace Inc. $HWM

Sapient Capital LLC raised its position in shares of Howmet Aerospace Inc. (NYSE:HWM) by 7.2% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 46,434 shares of the company’s stock after purchasing an additional 3,130 shares during the quarter. Sapient Capital LLC’s holdings in Howmet Aerospace were worth $12,484,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. UMB Bank n.a. increased its position in shares of Howmet Aerospace by 2.6% during the fourth quarter. UMB Bank n.a. now owns 1,620 shares of the company’s stock valued at $332,000 after acquiring an additional 41 shares in the last quarter. Tudor Financial Inc. lifted its position in Howmet Aerospace by 2.6% in the 4th quarter. Tudor Financial Inc. now owns 1,650 shares of the company’s stock valued at $338,000 after acquiring an additional 42 shares in the last quarter. Physician Wealth Advisors Inc. lifted its position in Howmet Aerospace by 2.5% in the 1st quarter. Physician Wealth Advisors Inc. now owns 1,730 shares of the company’s stock valued at $399,000 after acquiring an additional 42 shares in the last quarter. Roman Butler Fullerton & Co. boosted its stake in Howmet Aerospace by 0.4% during the 1st quarter. Roman Butler Fullerton & Co. now owns 10,537 shares of the company’s stock valued at $2,634,000 after purchasing an additional 42 shares during the last quarter. Finally, Parkside Financial Bank & Trust boosted its stake in Howmet Aerospace by 4.1% during the 4th quarter. Parkside Financial Bank & Trust now owns 1,077 shares of the company’s stock valued at $221,000 after purchasing an additional 42 shares during the last quarter. 90.46% of the stock is owned by hedge funds and other institutional investors.

Howmet Aerospace News Roundup

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

• Positive Sentiment: Strong Q2 performance: Howmet reported revenue of $2.55 billion, up 24% year over year, and adjusted EPS of $1.33, exceeding the $1.24 analyst consensus. Operating margins, cash flow and adjusted EBITDA also improved significantly. Howmet Aerospace Reports Second Quarter 2026 Results
• Positive Sentiment: Raised 2026 outlook: The company now expects full-year EPS of $5.23-$5.31 and revenue of approximately $10.0-$10.1 billion, above consensus estimates. Third-quarter EPS guidance of $1.34-$1.36 also exceeds expectations. HWM Q2 Earnings Beat Estimates on Aerospace, Turbine Growth
• Positive Sentiment: Favorable demand trends: Rising commercial aircraft production, aftermarket spares demand and gas-turbine activity are supporting capacity expansion and growth into 2027. Howmet also generated $479 million in free cash flow and repurchased $300 million of stock during the quarter. HWM Q2 Earnings Call Centers on Capacity and Higher Outlook
• Positive Sentiment: Analyst support: Susquehanna raised its price target from $330 to $340 and assigned a positive rating, implying meaningful potential upside from the recent trading level. Benzinga analyst price-target report
• Neutral Sentiment: Howmet completed its $1.8 billion CAM acquisition and increased its quarterly dividend by 17% to $0.14 per share. The acquisition expands the company’s capabilities but also increases integration and execution requirements.
• Negative Sentiment: The stock’s pullback may reflect valuation and profit-taking concerns: HWM has risen sharply over the past year, trades at a high earnings multiple, and investors may have expected strong results following the recent rally. Higher capital spending to expand capacity could also limit near-term free cash flow.

Howmet Aerospace Stock Performance

Shares of HWM opened at $282.42 on Monday. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.82 and a quick ratio of 0.87. Howmet Aerospace Inc. has a one year low of $169.45 and a one year high of $310.00. The firm has a market capitalization of $113.00 billion, a P/E ratio of 60.87, a PEG ratio of 2.23 and a beta of 1.20. The business has a fifty day moving average of $272.81 and a 200 day moving average of $254.16.

Howmet Aerospace (NYSE:HWM) last posted its earnings results on Thursday, August 6th. The company reported $1.33 earnings per share for the quarter, beating analysts’ consensus estimates of $1.24 by $0.09. Howmet Aerospace had a return on equity of 33.91% and a net margin of 20.52%.The company had revenue of $2.55 billion for the quarter, compared to the consensus estimate of $2.43 billion. During the same quarter in the prior year, the company earned $0.91 earnings per share. Howmet Aerospace’s revenue was up 24.1% on a year-over-year basis. Howmet Aerospace has set its Q3 2026 guidance at 1.340-1.360 EPS and its FY 2026 guidance at 5.230-5.310 EPS. As a group, sell-side analysts anticipate that Howmet Aerospace Inc. will post 5 EPS for the current year.

Howmet Aerospace Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, August 25th. Stockholders of record on Friday, August 7th will be given a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend is Friday, August 7th. This is an increase from Howmet Aerospace’s previous quarterly dividend of $0.12. Howmet Aerospace’s payout ratio is currently 12.07%.

Analysts Set New Price Targets

A number of analysts have commented on the company. BTIG Research lifted their target price on Howmet Aerospace from $275.00 to $300.00 and gave the stock a “buy” rating in a report on Friday, May 8th. UBS Group upped their price target on Howmet Aerospace from $299.00 to $326.00 and gave the company a “neutral” rating in a report on Friday. Morgan Stanley reaffirmed an “overweight” rating and set a $315.00 price objective on shares of Howmet Aerospace in a research report on Friday, May 8th. Wall Street Zen downgraded Howmet Aerospace from a “strong-buy” rating to a “buy” rating in a report on Sunday, July 5th. Finally, Royal Bank Of Canada boosted their target price on Howmet Aerospace from $325.00 to $350.00 and gave the stock an “outperform” rating in a research report on Friday. Sixteen analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $305.94.

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.