Cibc World Market Inc. Sells 23,446 Shares of Howmet Aerospace Inc. $HWM

Cibc World Market Inc. decreased its position in Howmet Aerospace Inc. (NYSE:HWM) by 41.1% during the third quarter, HoldingsChannel reports. The firm owned 33,575 shares of the company’s stock after selling 23,446 shares during the quarter. Cibc World Market Inc.’s holdings in Howmet Aerospace were worth $6,588,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also made changes to their positions in HWM. Caprock Group LLC bought a new stake in Howmet Aerospace in the 3rd quarter valued at $2,998,000. Krilogy Financial LLC acquired a new position in shares of Howmet Aerospace during the third quarter worth approximately $854,000. Advisors Asset Management Inc. boosted its position in Howmet Aerospace by 1.5% in the 3rd quarter. Advisors Asset Management Inc. now owns 74,133 shares of the company’s stock valued at $14,547,000 after buying an additional 1,102 shares during the last quarter. Stratos Wealth Partners LTD. boosted its holdings in Howmet Aerospace by 20.3% in the third quarter. Stratos Wealth Partners LTD. now owns 153,889 shares of the company’s stock valued at $30,198,000 after acquiring an additional 25,957 shares during the last quarter. Finally, Wesbanco Bank Inc. grew its position in shares of Howmet Aerospace by 1.4% during the 3rd quarter. Wesbanco Bank Inc. now owns 5,659 shares of the company’s stock worth $1,110,000 after buying an additional 78 shares during the period. Institutional investors and hedge funds own 90.46% of the company’s stock.

Howmet Aerospace News Summary

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 Price Performance

Howmet Aerospace stock opened at $250.46 on Friday. Howmet Aerospace Inc. has a 12 month low of $105.04 and a 12 month high of $256.70. The company has a current ratio of 2.13, a quick ratio of 1.14 and a debt-to-equity ratio of 0.53. The company has a market capitalization of $100.70 billion, a PE ratio of 67.51, a P/E/G ratio of 2.37 and a beta of 1.26. The stock has a 50-day moving average price of $212.52 and a two-hundred day moving average price of $198.00.

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

Howmet Aerospace Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 25th. Shareholders of record on Friday, February 6th will be paid 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 (DPR) is 12.94%.

Analyst Ratings Changes

Several research firms recently weighed in on HWM. Wall Street Zen raised shares of Howmet Aerospace from a “hold” rating to a “buy” rating in a research note on Sunday, January 18th. Weiss Ratings reissued a “buy (b)” rating on shares of Howmet Aerospace in a research report on Thursday, January 22nd. Morgan Stanley reissued an “overweight” rating and set a $280.00 price target on shares of Howmet Aerospace in a research report on Friday. Bank of America raised their target price on shares of Howmet Aerospace from $215.00 to $250.00 and gave the company a “buy” rating in a research note on Friday, November 14th. Finally, UBS Group upped their price objective on Howmet Aerospace from $199.00 to $209.00 and gave the company a “neutral” rating in a research note on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, Howmet Aerospace currently has an average rating of “Moderate Buy” and an average target price of $234.72.

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.