Moody Lynn & Lieberson LLC Increases Holdings in Howmet Aerospace Inc. $HWM

Moody Lynn & Lieberson LLC increased its stake in shares of Howmet Aerospace Inc. (NYSE:HWM) by 563.6% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 10,219 shares of the company’s stock after purchasing an additional 8,679 shares during the period. Moody Lynn & Lieberson LLC’s holdings in Howmet Aerospace were worth $2,095,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Burns J W & Co. Inc. NY grew its holdings in Howmet Aerospace by 2.6% during the 4th quarter. Burns J W & Co. Inc. NY now owns 1,949 shares of the company’s stock valued at $400,000 after buying an additional 49 shares in the last quarter. Global Trust Asset Management LLC lifted its holdings in shares of Howmet Aerospace by 1.2% in the third quarter. Global Trust Asset Management LLC now owns 4,110 shares of the company’s stock worth $807,000 after buying an additional 50 shares in the last quarter. REAP Financial Group LLC boosted its position in shares of Howmet Aerospace by 24.1% in the third 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. Parallel Advisors LLC boosted its position in shares of Howmet Aerospace by 1.7% in the third quarter. Parallel Advisors LLC now owns 3,134 shares of the company’s stock valued at $615,000 after acquiring an additional 51 shares during the period. Finally, Tradewinds Capital Management LLC grew its stake in Howmet Aerospace by 52.0% during the third quarter. Tradewinds Capital Management LLC now owns 152 shares of the company’s stock valued at $30,000 after acquiring an additional 52 shares in the last quarter. Institutional investors own 90.46% of the company’s stock.

Insider Transactions at Howmet Aerospace

In related news, VP Barbara Lou Shultz sold 1,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $260.00, for a total transaction of $260,000.00. Following the transaction, the vice president directly owned 23,874 shares in the company, valued at $6,207,240. This trade represents a 4.02% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Neil Edward Marchuk sold 45,150 shares of Howmet Aerospace stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $251.70, for a total value of $11,364,255.00. Following the completion of the transaction, the executive vice president directly owned 107,008 shares in the company, valued at $26,933,913.60. This trade represents a 29.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.12% of the stock is currently owned by company insiders.

Howmet Aerospace Price Performance

Shares of Howmet Aerospace stock opened at $229.80 on Wednesday. The firm has a market capitalization of $92.14 billion, a PE ratio of 61.94, a price-to-earnings-growth ratio of 2.06 and a beta of 1.21. The company has a current ratio of 2.13, a quick ratio of 1.09 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 $267.31. The business’s 50-day moving average price is $237.11 and its 200-day moving average price is $213.68.

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

Howmet Aerospace Announces Dividend

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

Wall Street Analyst Weigh In

A number of research firms recently weighed in on HWM. UBS Group upped their target price on shares of Howmet Aerospace from $228.00 to $260.00 and gave the stock a “neutral” rating in a report on Tuesday, February 17th. JPMorgan Chase & Co. boosted their price target on shares of Howmet Aerospace from $227.00 to $265.00 and gave the company an “overweight” rating in a research report on Thursday, February 19th. KeyCorp started coverage on shares of Howmet Aerospace in a report on Wednesday, March 25th. They issued a “sector weight” rating on the stock. The Goldman Sachs Group set a $228.00 price objective on Howmet Aerospace in a research report on Tuesday, February 17th. Finally, Jefferies Financial Group reissued a “buy” rating and set a $315.00 price objective on shares of Howmet Aerospace in a research note on Sunday, February 15th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Howmet Aerospace has a consensus rating of “Moderate Buy” and an average price target of $256.15.

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.