JPMorgan Chase & Co. Has $5.64 Billion Stake in Howmet Aerospace Inc. $HWM

JPMorgan Chase & Co. lowered its holdings in shares of Howmet Aerospace Inc. (NYSE:HWM) by 9.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 28,732,520 shares of the company’s stock after selling 3,074,104 shares during the quarter. JPMorgan Chase & Co. owned 7.15% of Howmet Aerospace worth $5,638,198,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Norges Bank bought a new stake in Howmet Aerospace during the 2nd quarter worth approximately $1,633,157,000. American Century Companies Inc. boosted its holdings in shares of Howmet Aerospace by 51.8% in the second quarter. American Century Companies Inc. now owns 3,635,999 shares of the company’s stock valued at $676,769,000 after buying an additional 1,240,071 shares during the period. Westfield Capital Management Co. LP raised its holdings in shares of Howmet Aerospace by 68.8% during the second quarter. Westfield Capital Management Co. LP now owns 1,915,955 shares of the company’s stock worth $356,617,000 after acquiring an additional 780,896 shares during the period. Geode Capital Management LLC lifted its position in Howmet Aerospace by 7.0% in the 2nd quarter. Geode Capital Management LLC now owns 10,938,815 shares of the company’s stock valued at $2,032,221,000 after acquiring an additional 719,888 shares in the last quarter. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its position in Howmet Aerospace by 4,994.0% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 687,684 shares of the company’s stock valued at $127,999,000 after acquiring an additional 674,184 shares in the last quarter. Institutional investors own 90.46% of the company’s stock.

Analyst Ratings Changes

Several analysts have issued reports on HWM shares. UBS Group lifted their price target on Howmet Aerospace from $199.00 to $209.00 and gave the company a “neutral” rating in a research note on Friday, October 31st. Susquehanna boosted their target price on Howmet Aerospace from $255.00 to $290.00 and gave the company a “positive” rating in a research note on Friday. Citigroup raised their price target on shares of Howmet Aerospace from $246.00 to $255.00 and gave the stock a “buy” rating in a research note on Tuesday, January 13th. Wall Street Zen upgraded shares of Howmet Aerospace from a “hold” rating to a “buy” rating in a report on Sunday, January 18th. Finally, JPMorgan Chase & Co. increased their target price on shares of Howmet Aerospace from $190.00 to $227.00 and gave the stock an “overweight” rating in a report on Monday, November 10th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $238.95.

Key Headlines Impacting Howmet Aerospace

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

• Positive Sentiment: Q4 beat and strong financials — Howmet reported adjusted EPS $1.05 (vs. $0.97 est.), revenue roughly $2.17B (beat), double‑digit revenue growth and margin expansion, citing record profit and cash generation. Howmet Aerospace Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Raised guidance — HWM set Q1 2026 EPS guidance of $1.09–1.11 and FY2026 EPS $4.35–4.55, with revenue guidance above consensus, giving investors more confidence in near‑term execution. Howmet forecasts first-quarter profit above estimates on strong aerospace demand
• Positive Sentiment: Durable multi‑year growth thesis — Analysts point to three aligned growth engines (commercial aerospace, aftermarket/spare parts mix and gas‑turbine demand) and strong incremental margins that support a premium multiple. Howmet Aerospace: Premium Valuation Justified By Rare Multi-Year Growth
• Positive Sentiment: Capital returns and cash flow — FY2025 showed heavy cash generation, large buybacks ($700M YTD) and a dividend, which supports shareholder returns and offsets some valuation concerns. Howmet Aerospace Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Primary materials for due diligence — The full earnings call transcript and slide deck are available for detailed review of segment dynamics and backlog. Howmet Aerospace Inc. (HWM) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Market context — Broader equity markets were positive on the day, which likely helped momentum in industrial and aerospace stocks including HWM. Continuing Claims Climb for a Second Week
• Negative Sentiment: Valuation sensitivity — Several writeups note an elevated P/E (and commentary about 50+ P/E ranges), so the stock could be vulnerable to any slowdown in aerospace demand or a miss vs. current high expectations. Howmet Aerospace: Earnings And Share Price Continue Skyward, 50+ P/E

Howmet Aerospace Trading Up 2.3%

Shares of Howmet Aerospace stock opened at $250.46 on Monday. The stock has a market cap of $100.42 billion, a P/E ratio of 67.51, a P/E/G ratio of 2.36 and a beta of 1.26. 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 Inc. has a 12-month low of $105.04 and a 12-month high of $256.70. The business’s 50 day moving average is $212.52 and its 200-day moving average is $198.03.

Howmet Aerospace (NYSE:HWM) last issued its earnings results on Thursday, February 12th. The company reported $1.05 earnings per share for the quarter, topping analysts’ consensus estimates of $0.97 by $0.08. Howmet Aerospace had a net margin of 18.27% and a return on equity of 30.41%. The business had revenue of $2.17 billion for the quarter, compared to the consensus estimate of $2.12 billion. During the same period in the previous year, the company earned $0.77 earnings per share. The firm’s revenue for the quarter was up 14.6% on a year-over-year basis. 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. Equities research analysts predict that Howmet Aerospace Inc. will post 3.27 earnings per share for the current fiscal year.

Howmet Aerospace Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, February 25th. Stockholders of record on Friday, February 6th will be issued a $0.12 dividend. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend is Friday, February 6th. Howmet Aerospace’s dividend payout ratio is presently 12.94%.

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.