Dakota Wealth Management Cuts Stock Position in Howmet Aerospace Inc. $HWM

Dakota Wealth Management lessened its stake in shares of Howmet Aerospace Inc. (NYSE:HWM) by 10.5% in the third quarter, Holdings Channel reports. The institutional investor owned 87,428 shares of the company’s stock after selling 10,242 shares during the period. Dakota Wealth Management’s holdings in Howmet Aerospace were worth $17,156,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in HWM. Brighton Jones LLC increased its holdings in shares of Howmet Aerospace by 5.4% during the fourth quarter. Brighton Jones LLC now owns 2,548 shares of the company’s stock valued at $279,000 after acquiring an additional 130 shares in the last quarter. Acadian Asset Management LLC purchased a new stake in Howmet Aerospace during the 1st quarter valued at about $399,000. Sivia Capital Partners LLC bought a new stake in Howmet Aerospace during the 2nd quarter valued at about $216,000. Stephens Inc. AR purchased a new position in Howmet Aerospace in the second quarter worth about $256,000. Finally, Brookstone Capital Management bought a new position in shares of Howmet Aerospace in the second quarter worth approximately $647,000. 90.46% of the stock is owned by institutional investors.

Howmet Aerospace Stock Down 0.6%

HWM stock opened at $256.51 on Tuesday. The company has a market cap of $102.84 billion, a price-to-earnings ratio of 69.14, a P/E/G ratio of 2.57 and a beta of 1.26. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.09 and a current ratio of 2.13. The business’s 50-day moving average is $219.50 and its two-hundred day moving average is $201.06. Howmet Aerospace Inc. has a fifty-two week low of $105.04 and a fifty-two week high of $258.83.

Howmet Aerospace (NYSE:HWM) last released its quarterly earnings results on Thursday, February 12th. The company reported $1.05 EPS for the quarter, beating the consensus estimate of $0.97 by $0.08. Howmet Aerospace had a net margin of 18.27% and a return on equity of 30.41%. The firm had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.12 billion. During the same quarter in the prior year, the firm earned $0.77 EPS. The business’s revenue for the quarter 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. As a group, analysts forecast that Howmet Aerospace Inc. will post 3.27 earnings per share for the current year.

Howmet Aerospace Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, February 25th. Stockholders of record on Friday, February 6th will be paid 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 is Friday, February 6th. Howmet Aerospace’s dividend payout ratio (DPR) is currently 12.94%.

Wall Street Analyst Weigh In

HWM has been the subject of several analyst reports. UBS Group raised their price target on shares of Howmet Aerospace from $228.00 to $260.00 and gave the company a “neutral” rating in a research report on Tuesday, February 17th. iA Financial set a $240.00 target price on Howmet Aerospace in a research note on Monday, November 3rd. The Goldman Sachs Group set a $228.00 target price on Howmet Aerospace in a report on Tuesday, February 17th. Truist Financial set a $258.00 price target on Howmet Aerospace in a research note on Friday, January 9th. Finally, JPMorgan Chase & Co. increased their price objective on Howmet Aerospace from $227.00 to $265.00 and gave the company an “overweight” rating in a research report on Thursday, February 19th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $252.95.

Insider Activity

In other news, EVP Neil Edward Marchuk sold 45,150 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $251.70, for a total transaction of $11,364,255.00. Following the completion of the sale, the executive vice president owned 107,008 shares of the company’s stock, valued at $26,933,913.60. The trade was a 29.67% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 1.12% of the stock is currently owned by insiders.

About Howmet Aerospace

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.