Lee Johnson Capital Management LLC Invests $5.61 Million in Howmet Aerospace Inc. $HWM

Lee Johnson Capital Management LLC bought a new stake in Howmet Aerospace Inc. (NYSE:HWM) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 20,849 shares of the company’s stock, valued at approximately $5,605,000. Howmet Aerospace makes up approximately 1.8% of Lee Johnson Capital Management LLC’s holdings, making the stock its 20th biggest position.

Other large investors have also recently bought and sold shares of the company. Newbridge Financial Services Group Inc. raised its holdings in shares of Howmet Aerospace by 119.7% in 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 during the last quarter. Acumen Wealth Advisors LLC acquired a new stake in shares of Howmet Aerospace during the fourth quarter valued at $25,000. West Paces Advisors Inc. acquired a new stake in shares of Howmet Aerospace during the second quarter valued at $27,000. Cornerstone Financial Management LLC purchased a new stake in Howmet Aerospace during the 4th quarter worth about $28,000. Finally, Vermillion & White Wealth Management Group LLC raised its stake in Howmet Aerospace by 65.1% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 137 shares of the company’s stock valued at $28,000 after purchasing an additional 54 shares during the last quarter. Institutional investors and hedge funds own 90.46% of the company’s stock.

Howmet Aerospace Trading Up 0.1%

Shares of HWM opened at $289.37 on Tuesday. The company has a current ratio of 1.82, a quick ratio of 0.87 and a debt-to-equity ratio of 0.71. The firm has a market capitalization of $115.78 billion, a P/E ratio of 62.36, a price-to-earnings-growth ratio of 2.07 and a beta of 1.20. The stock’s fifty day simple moving average is $276.89 and its 200 day simple moving average is $256.96. Howmet Aerospace Inc. has a twelve month low of $169.45 and a twelve month high of $310.00.

Howmet Aerospace (NYSE:HWM) last posted its quarterly earnings results on Thursday, August 6th. The company reported $1.33 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.24 by $0.09. The firm had revenue of $2.55 billion during the quarter, compared to the consensus estimate of $2.43 billion. Howmet Aerospace had a return on equity of 33.91% and a net margin of 20.52%.The firm’s quarterly revenue was up 24.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.91 earnings per share. 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. On average, equities research analysts forecast that Howmet Aerospace Inc. will post 5.33 earnings per share for the current year.

Howmet Aerospace Increases Dividend

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

Analyst Ratings Changes

A number of research firms have issued reports on HWM. UBS Group upped their target price on shares of Howmet Aerospace from $299.00 to $326.00 and gave the company a “neutral” rating in a report on Friday, August 7th. Royal Bank Of Canada boosted their price objective on shares of Howmet Aerospace from $325.00 to $350.00 and gave the company an “outperform” rating in a research report on Friday, August 7th. Morgan Stanley reissued an “overweight” rating and set a $335.00 price objective on shares of Howmet Aerospace in a research note on Monday, August 10th. Wells Fargo & Company restated an “outperform” rating and set a $315.00 target price on shares of Howmet Aerospace in a research report on Monday, August 10th. Finally, TD Cowen lifted their target price on shares of Howmet Aerospace from $300.00 to $320.00 and gave the stock a “buy” rating in a research note on Monday, July 13th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, Howmet Aerospace currently has a consensus rating of “Moderate Buy” and an average price target of $315.67.

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.