Sapient Capital LLC Acquires 3,130 Shares of Howmet Aerospace Inc. $HWM

Sapient Capital LLC lifted its stake in Howmet Aerospace Inc. (NYSE:HWM) by 7.2% in the 2nd quarter, HoldingsChannel reports. The firm owned 46,434 shares of the company’s stock after acquiring an additional 3,130 shares during the period. Sapient Capital LLC’s holdings in Howmet Aerospace were worth $12,484,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of the stock. Universal Beteiligungs und Servicegesellschaft mbH raised its position in shares of Howmet Aerospace by 8.2% during the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 475,814 shares of the company’s stock valued at $96,916,000 after purchasing an additional 36,195 shares during the period. MUFG Securities EMEA plc boosted its holdings in Howmet Aerospace by 752.6% in the 4th quarter. MUFG Securities EMEA plc now owns 65,783 shares of the company’s stock worth $13,487,000 after buying an additional 58,067 shares during the period. M&T Bank Corp increased its stake in Howmet Aerospace by 75.0% in the 4th quarter. M&T Bank Corp now owns 42,975 shares of the company’s stock worth $8,810,000 after buying an additional 18,417 shares in the last quarter. Sequoia Financial Advisors LLC increased its stake in Howmet Aerospace by 57.5% in the 4th quarter. Sequoia Financial Advisors LLC now owns 14,190 shares of the company’s stock worth $2,909,000 after buying an additional 5,181 shares in the last quarter. Finally, Zurcher Kantonalbank Zurich Cantonalbank raised its holdings in Howmet Aerospace by 9.8% during the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 315,508 shares of the company’s stock valued at $64,685,000 after acquiring an additional 28,217 shares during the period. 90.46% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the company. JPMorgan Chase & Co. boosted their price objective on Howmet Aerospace from $265.00 to $310.00 and gave the company an “overweight” rating in a research report on Monday, May 11th. Citigroup increased their target price on Howmet Aerospace from $303.00 to $311.00 and gave the stock a “buy” rating in a research report on Wednesday, July 1st. UBS Group lifted their target price on Howmet Aerospace from $299.00 to $326.00 and gave the company a “neutral” rating in a research note on Friday. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $320.00 price target on shares of Howmet Aerospace in a report on Friday, May 8th. Finally, BTIG Research upped their price target on Howmet Aerospace from $275.00 to $300.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Sixteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $305.94.

More Howmet Aerospace News

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 Up 0.2%

Shares of HWM stock opened at $282.42 on Monday. The company’s fifty day simple moving average is $272.81 and its two-hundred day simple moving average is $254.16. Howmet Aerospace Inc. has a 52 week low of $169.45 and a 52 week high of $310.00. The stock has a market cap of $113.00 billion, a P/E ratio of 60.87, a PEG ratio of 2.23 and a beta of 1.20. The company has a quick ratio of 0.87, a current ratio of 1.82 and a debt-to-equity ratio of 0.71.

Howmet Aerospace (NYSE:HWM) last issued its quarterly earnings data 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 firm had revenue of $2.55 billion during the quarter, compared to analyst estimates of $2.43 billion. During the same quarter last year, the business posted $0.91 earnings per share. The business’s quarterly revenue was up 24.1% compared to the same quarter last year. 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. Analysts predict that Howmet Aerospace Inc. will post 5 EPS for the current fiscal year.

Howmet Aerospace Increases Dividend

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

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.