Bearing Point Capital LLC Increases Stock Holdings in Howmet Aerospace Inc. $HWM

Bearing Point Capital LLC lifted its stake in shares of Howmet Aerospace Inc. (NYSE:HWM) by 9.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 54,619 shares of the company’s stock after buying an additional 4,757 shares during the period. Howmet Aerospace comprises about 1.7% of Bearing Point Capital LLC’s holdings, making the stock its 13th largest position. Bearing Point Capital LLC’s holdings in Howmet Aerospace were worth $11,198,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently modified their holdings of HWM. Newbridge Financial Services Group Inc. boosted its position in shares of Howmet Aerospace by 119.7% during the second quarter. Newbridge Financial Services Group Inc. now owns 134 shares of the company’s stock valued at $25,000 after buying an additional 73 shares during the last quarter. Sound Income Strategies LLC boosted its position in Howmet Aerospace by 66.7% in the fourth quarter. Sound Income Strategies LLC now owns 125 shares of the company’s stock worth $28,000 after purchasing an additional 50 shares during the last quarter. Laurel Wealth Advisors LLC purchased a new position in Howmet Aerospace in the fourth quarter worth $36,000. Harbor Investment Advisory LLC boosted its position in Howmet Aerospace by 339.0% in the fourth quarter. Harbor Investment Advisory LLC now owns 180 shares of the company’s stock worth $37,000 after purchasing an additional 139 shares during the last quarter. Finally, Ares Financial Consulting LLC purchased a new position in Howmet Aerospace in the fourth quarter worth $37,000. Hedge funds and other institutional investors own 90.46% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on HWM shares. Sanford C. Bernstein reissued an “outperform” rating and issued a $280.00 price objective on shares of Howmet Aerospace in a research report on Tuesday, February 17th. BNP Paribas Exane reissued an “outperform” rating and issued a $340.00 price objective (up from $265.00) on shares of Howmet Aerospace in a research report on Friday, May 8th. Wells Fargo & Company started coverage on Howmet Aerospace in a research report on Wednesday, April 1st. They issued an “equal weight” rating and a $240.00 price objective on the stock. KeyCorp began coverage on Howmet Aerospace in a research report on Wednesday, March 25th. They issued a “sector weight” rating on the stock. Finally, Citigroup boosted their target price on Howmet Aerospace from $271.00 to $303.00 and gave the company a “buy” rating in a research note on Monday, May 18th. Eighteen equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $285.53.

Howmet Aerospace Stock Performance

Shares of HWM opened at $258.61 on Friday. The stock’s 50-day simple moving average is $249.31 and its 200 day simple moving average is $230.22. The stock has a market capitalization of $103.47 billion, a price-to-earnings ratio of 60.00, a price-to-earnings-growth ratio of 2.04 and a beta of 1.19. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.59 and a current ratio of 2.44. Howmet Aerospace Inc. has a 52-week low of $165.51 and a 52-week high of $280.74.

Howmet Aerospace (NYSE:HWM) last issued its quarterly earnings data on Thursday, May 7th. The company reported $1.22 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.11 by $0.11. The business 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 firm’s quarterly revenue was up 19.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $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. Research analysts forecast that Howmet Aerospace Inc. will post 5.04 EPS for the current fiscal year.

Howmet Aerospace Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, May 26th. Investors of record on Friday, May 8th were issued a dividend of $0.12 per share. The ex-dividend date of this dividend was Friday, May 8th. This represents a $0.48 dividend on an annualized basis and a yield of 0.2%. Howmet Aerospace’s dividend payout ratio is 11.14%.

Insider Transactions at Howmet Aerospace

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

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.