NewEdge Wealth LLC Cuts Stock Position in Howmet Aerospace Inc. $HWM

NewEdge Wealth LLC cut its holdings in shares of Howmet Aerospace Inc. (NYSE:HWM) by 16.1% in the 3rd quarter, HoldingsChannel reports. The firm owned 39,366 shares of the company’s stock after selling 7,554 shares during the quarter. NewEdge Wealth LLC’s holdings in Howmet Aerospace were worth $8,122,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently made changes to their positions in the business. Global Trust Asset Management LLC grew its position in Howmet Aerospace by 1.2% during the third quarter. Global Trust Asset Management LLC now owns 4,110 shares of the company’s stock valued at $807,000 after buying an additional 50 shares during the period. REAP Financial Group LLC grew its position in shares of Howmet Aerospace by 24.1% during the 3rd quarter. REAP Financial Group LLC now owns 263 shares of the company’s stock valued at $52,000 after acquiring an additional 51 shares during the period. Tradewinds Capital Management LLC increased its stake in shares of Howmet Aerospace by 52.0% during the 3rd quarter. Tradewinds Capital Management LLC now owns 152 shares of the company’s stock worth $30,000 after purchasing an additional 52 shares during the last quarter. Wedbush Securities Inc. raised its holdings in shares of Howmet Aerospace by 1.4% in the 3rd quarter. Wedbush Securities Inc. now owns 3,885 shares of the company’s stock worth $762,000 after purchasing an additional 52 shares during the period. Finally, Mystic Asset Management Inc. lifted its stake in Howmet Aerospace by 2.6% in the third quarter. Mystic Asset Management Inc. now owns 2,154 shares of the company’s stock valued at $423,000 after purchasing an additional 55 shares during the last quarter. 90.46% of the stock is currently owned by institutional investors.

Key Stories Impacting Howmet Aerospace

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

• Positive Sentiment: Multiple broker upgrades and price‑target raises (JPMorgan raised its target to $265 and moved to “overweight”), which can drive buying from momentum and model‑driven funds. JPMorgan price target raise
• Positive Sentiment: BTIG boosted its target to $275 and kept a Buy — another sell‑side endorsement that supports upward valuation revisions. BTIG price target raise
• Positive Sentiment: Goldman Sachs raised its price target to $257, adding more sell‑side support that can sustain demand. Goldman Sachs price target raise
• Positive Sentiment: Recent earnings beat and guidance: Howmet reported a quarterly EPS beat and raised FY/Q1 2026 guidance, underpinning the optimistic analyst revisions and justifying higher multiples. MarketBeat earnings & guidance
• Positive Sentiment: Institutional inflows have been substantial since mid‑2024, supporting sustained buying pressure and liquidity in the shares. Institutional inflows report
• Neutral Sentiment: Zacks and other media pieces highlight Howmet as a long‑term momentum/growth name — useful for sentiment but not an immediate price catalyst. Zacks momentum piece
• Neutral Sentiment: Howmet priced $1.2B of notes across maturities to fund an acquisition — this secures financing but raises leverage; impact depends on deal execution and realized synergies. Debt offering press release
• Negative Sentiment: Insider sale: EVP Neil Marchuk sold 45,150 shares (~$11.4M), trimming his stake by ~30% — some investors view large insider sales as a negative signal even when not tied to company fundamentals. SEC filing for insider sale

Howmet Aerospace Stock Up 0.8%

Shares of NYSE:HWM opened at $251.43 on Friday. The firm has a fifty day moving average price of $217.12 and a two-hundred day moving average price of $199.72. The company has a market cap of $100.81 billion, a price-to-earnings ratio of 67.77, a PEG ratio of 2.51 and a beta of 1.26. The company has a debt-to-equity ratio of 0.53, a current ratio of 2.13 and a quick ratio of 1.09. Howmet Aerospace Inc. has a one year low of $105.04 and a one year high of $256.70.

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

Howmet Aerospace Announces Dividend

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

Wall Street Analyst Weigh In

A number of research firms have issued reports on HWM. Morgan Stanley reissued an “overweight” rating and issued a $280.00 target price on shares of Howmet Aerospace in a research report on Friday, February 13th. TD Cowen reissued a “buy” rating on shares of Howmet Aerospace in a report on Friday, October 31st. Jefferies Financial Group reaffirmed a “buy” rating and set a $315.00 price objective on shares of Howmet Aerospace in a report on Sunday. Truist Financial set a $258.00 target price on shares of Howmet Aerospace in a research note on Friday, January 9th. Finally, Deutsche Bank Aktiengesellschaft set a $278.00 price target on shares of Howmet Aerospace and gave the company a “buy” rating in a research note on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $250.32.

Insider Buying and Selling at Howmet Aerospace

In related news, EVP Neil Edward Marchuk sold 45,150 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $251.70, for a total value of $11,364,255.00. Following the sale, the executive vice president directly owned 107,008 shares of the company’s stock, valued at $26,933,913.60. This trade represents a 29.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Company insiders own 1.04% of the company’s stock.

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.