Sculptor Capital LP Has $50.44 Million Stock Position in Howmet Aerospace Inc. $HWM

Sculptor Capital LP decreased its stake in shares of Howmet Aerospace Inc. (NYSE:HWM) by 26.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 246,000 shares of the company’s stock after selling 90,500 shares during the quarter. Sculptor Capital LP’s holdings in Howmet Aerospace were worth $50,435,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in HWM. Brighton Jones LLC increased its holdings in shares of Howmet Aerospace by 5.4% during the 4th quarter. Brighton Jones LLC now owns 2,548 shares of the company’s stock worth $279,000 after acquiring an additional 130 shares during the last quarter. Acadian Asset Management LLC acquired a new position in shares of Howmet Aerospace during the 1st quarter worth approximately $399,000. Sivia Capital Partners LLC acquired a new position in shares of Howmet Aerospace during the 2nd quarter worth approximately $216,000. Brown Advisory Inc. increased its holdings in shares of Howmet Aerospace by 31.0% during the 2nd quarter. Brown Advisory Inc. now owns 4,180 shares of the company’s stock worth $778,000 after acquiring an additional 990 shares during the last quarter. Finally, Cary Street Partners Financial LLC acquired a new position in shares of Howmet Aerospace during the 2nd quarter worth approximately $145,000. Institutional investors and hedge funds own 90.46% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on HWM. The Goldman Sachs Group set a $228.00 target price on Howmet Aerospace in a report on Tuesday, February 17th. Morgan Stanley reissued an “overweight” rating and set a $315.00 target price on shares of Howmet Aerospace in a report on Friday, May 8th. Sanford C. Bernstein reissued an “outperform” rating and set a $280.00 target price on shares of Howmet Aerospace in a report on Tuesday, February 17th. Truist Financial set a $280.00 price objective on Howmet Aerospace in a report on Wednesday, March 11th. Finally, Susquehanna upped their price objective on Howmet Aerospace from $300.00 to $330.00 and gave the company a “positive” rating in a report on Friday, May 8th. 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 currently has an average rating of “Moderate Buy” and a consensus price target of $285.53.

Insider Activity

In other news, EVP Neil Edward Marchuk sold 41,932 shares of the stock in a transaction on 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 sale, the executive vice president directly owned 65,105 shares of the company’s stock, valued at approximately $17,545,797.50. This represents a 39.18% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 0.85% of the company’s stock.

Howmet Aerospace Stock Performance

HWM opened at $270.91 on Tuesday. The firm has a market cap of $108.39 billion, a P/E ratio of 62.86, a price-to-earnings-growth ratio of 2.10 and a beta of 1.19. Howmet Aerospace Inc. has a 52-week low of $169.06 and a 52-week high of $280.74. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.59 and a current ratio of 2.44. The business’s fifty day moving average is $254.22 and its 200-day moving average is $234.50.

Howmet Aerospace (NYSE:HWM) last released its 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 company 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%.Howmet Aerospace’s quarterly revenue was up 19.1% on a year-over-year basis. During the same period in the prior year, the firm posted $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. Sell-side analysts expect that Howmet Aerospace Inc. will post 5.04 EPS for the current fiscal year.

Howmet Aerospace Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, May 26th. Stockholders of record on Friday, May 8th were issued a dividend of $0.12 per share. This represents a $0.48 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend was Friday, May 8th. Howmet Aerospace’s dividend payout ratio is 11.14%.

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.