IFM Investors Pty Ltd Boosts Stake in Howmet Aerospace Inc. $HWM

IFM Investors Pty Ltd lifted its stake in shares of Howmet Aerospace Inc. (NYSE:HWM) by 5.0% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 77,034 shares of the company’s stock after buying an additional 3,703 shares during the period. IFM Investors Pty Ltd’s holdings in Howmet Aerospace were worth $17,753,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in HWM. UMB Bank n.a. increased its holdings in shares of Howmet Aerospace by 2.6% in the fourth quarter. UMB Bank n.a. now owns 1,620 shares of the company’s stock valued at $332,000 after purchasing an additional 41 shares during the period. Tudor Financial Inc. boosted its position in Howmet Aerospace by 2.6% in the fourth quarter. Tudor Financial Inc. now owns 1,650 shares of the company’s stock valued at $338,000 after buying an additional 42 shares during the last quarter. Parkside Financial Bank & Trust increased its holdings in Howmet Aerospace by 4.1% in the 4th quarter. Parkside Financial Bank & Trust now owns 1,077 shares of the company’s stock worth $221,000 after buying an additional 42 shares during the period. Truvestments Capital LLC increased its holdings in Howmet Aerospace by 25.1% in the 4th quarter. Truvestments Capital LLC now owns 224 shares of the company’s stock worth $46,000 after buying an additional 45 shares during the period. Finally, Salomon & Ludwin LLC raised its position in Howmet Aerospace by 12.5% during the 4th quarter. Salomon & Ludwin LLC now owns 423 shares of the company’s stock worth $90,000 after buying an additional 47 shares during the last quarter. Institutional investors and hedge funds own 90.46% of the company’s stock.

Howmet Aerospace Stock Down 0.6%

HWM opened at $267.35 on Thursday. Howmet Aerospace Inc. has a fifty-two week low of $169.45 and a fifty-two week high of $290.63. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.59 and a current ratio of 2.44. The company has a fifty day moving average of $260.35 and a two-hundred day moving average of $241.06. The stock has a market capitalization of $106.97 billion, a price-to-earnings ratio of 62.03, a PEG ratio of 2.13 and a beta of 1.19.

Howmet Aerospace (NYSE:HWM) last posted its earnings results on Thursday, May 7th. The company reported $1.22 EPS for the quarter, beating analysts’ consensus estimates of $1.11 by $0.11. The firm had revenue of $2.31 billion for the quarter, compared to analysts’ expectations of $2.24 billion. Howmet Aerospace had a return on equity of 29.27% and a net margin of 20.23%.The company’s quarterly revenue was up 19.1% on a year-over-year basis. During the same period last year, the firm earned $0.86 EPS. Howmet Aerospace has set its FY 2026 guidance at 4.880-5.000 EPS and its Q2 2026 guidance at 1.220-1.240 EPS. On average, research analysts expect that Howmet Aerospace Inc. will post 5.04 earnings per share for the current year.

Howmet Aerospace Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, May 26th. Investors of record on Friday, May 8th were given 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 was Friday, May 8th. Howmet Aerospace’s dividend payout ratio is 11.14%.

Insiders Place Their Bets

In related news, EVP Neil Edward Marchuk sold 41,932 shares of Howmet Aerospace stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $269.50, for a total value of $11,300,674.00. Following the sale, the executive vice president directly owned 65,105 shares in the company, valued at approximately $17,545,797.50. The trade was a 39.18% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.85% of the company’s stock.

Analyst Ratings Changes

HWM has been the topic of several recent research reports. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $318.00 price objective on shares of Howmet Aerospace in a report on Tuesday, June 16th. BNP Paribas Exane reissued an “outperform” rating and set a $340.00 target price (up from $265.00) on shares of Howmet Aerospace in a report on Friday, May 8th. Citigroup upped their price target on shares of Howmet Aerospace from $303.00 to $311.00 and gave the company a “buy” rating in a report on Wednesday. Wolfe Research set a $270.00 price objective on Howmet Aerospace and gave the company an “outperform” rating in a research note on Wednesday, March 11th. Finally, Truist Financial set a $280.00 price objective on Howmet Aerospace in a report on Wednesday, March 11th. Eighteen equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, Howmet Aerospace presently has an average rating of “Moderate Buy” and a consensus target price of $287.95.

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.