Nordea Investment Management AB Decreases Stock Position in Howmet Aerospace Inc. $HWM

Nordea Investment Management AB trimmed its position in shares of Howmet Aerospace Inc. (NYSE:HWM) by 26.0% in the 4th quarter, Holdings Channel reports. The institutional investor owned 1,037,091 shares of the company’s stock after selling 364,244 shares during the quarter. Nordea Investment Management AB’s holdings in Howmet Aerospace were worth $213,485,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Norges Bank purchased a new stake in shares of Howmet Aerospace in the second quarter valued at $1,633,157,000. American Century Companies Inc. boosted its stake in shares of Howmet Aerospace by 51.8% during the 2nd quarter. American Century Companies Inc. now owns 3,635,999 shares of the company’s stock worth $676,769,000 after purchasing an additional 1,240,071 shares during the period. Invesco Ltd. boosted its stake in shares of Howmet Aerospace by 12.2% during the 3rd quarter. Invesco Ltd. now owns 7,367,438 shares of the company’s stock worth $1,445,712,000 after purchasing an additional 801,093 shares during the period. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its holdings in Howmet Aerospace by 4,994.0% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 687,684 shares of the company’s stock valued at $127,999,000 after purchasing an additional 674,184 shares during the last quarter. Finally, Vanguard Group Inc. grew its holdings in Howmet Aerospace by 1.4% during the 3rd quarter. Vanguard Group Inc. now owns 49,139,989 shares of the company’s stock valued at $9,642,740,000 after purchasing an additional 664,595 shares during the last quarter. Institutional investors own 90.46% of the company’s stock.

Howmet Aerospace Trading Down 0.8%

Shares of HWM opened at $231.07 on Monday. The firm has a market capitalization of $92.64 billion, a price-to-earnings ratio of 62.28, a PEG ratio of 2.14 and a beta of 1.20. The company has a 50-day moving average of $235.66 and a 200 day moving average of $211.16. Howmet Aerospace Inc. has a 1-year low of $105.04 and a 1-year high of $267.31. The company has a debt-to-equity ratio of 0.53, a current ratio of 2.13 and a quick ratio of 1.09.

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

Howmet Aerospace Dividend Announcement

The company also recently announced 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. The ex-dividend date of this dividend was Friday, February 6th. This represents a $0.48 dividend on an annualized basis and a yield of 0.2%. Howmet Aerospace’s payout ratio is 12.94%.

Insider Buying and Selling at Howmet Aerospace

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

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the stock. The Goldman Sachs Group set a $228.00 price objective on shares of Howmet Aerospace in a research note on Tuesday, February 17th. BTIG Research reaffirmed a “buy” rating and set a $275.00 target price on shares of Howmet Aerospace in a research note on Tuesday, March 17th. Royal Bank Of Canada increased their price target on Howmet Aerospace from $275.00 to $300.00 and gave the stock an “outperform” rating in a report on Wednesday, March 11th. Deutsche Bank Aktiengesellschaft set a $278.00 price target on Howmet Aerospace and gave the stock a “buy” rating in a research note on Friday, February 13th. Finally, Truist Financial set a $280.00 price objective on Howmet Aerospace in a report on Wednesday, March 11th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $256.15.

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.