Swiss Life Asset Management Ltd Has $29.90 Million Stake in Howmet Aerospace Inc. $HWM

Swiss Life Asset Management Ltd increased its position in Howmet Aerospace Inc. (NYSE:HWM) by 22.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 145,822 shares of the company’s stock after purchasing an additional 26,952 shares during the period. Swiss Life Asset Management Ltd’s holdings in Howmet Aerospace were worth $29,896,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Sound Income Strategies LLC boosted its stake in Howmet Aerospace by 66.7% in the 4th 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 period. Newbridge Financial Services Group Inc. boosted its stake in Howmet Aerospace by 119.7% in the 2nd quarter. Newbridge Financial Services Group Inc. now owns 134 shares of the company’s stock worth $25,000 after purchasing an additional 73 shares during the period. Manning & Napier Advisors LLC acquired a new position in Howmet Aerospace in the 3rd quarter worth approximately $32,000. Flagship Wealth Advisors LLC acquired a new position in Howmet Aerospace in the 3rd quarter worth approximately $33,000. Finally, Laurel Wealth Advisors LLC acquired a new position in Howmet Aerospace in the 4th quarter worth approximately $36,000. Institutional investors and hedge funds own 90.46% of the company’s stock.

Analyst Upgrades and Downgrades

HWM has been the subject of a number of recent analyst reports. Wells Fargo & Company initiated coverage on shares of Howmet Aerospace in a research note on Wednesday, April 1st. They issued an “equal weight” rating and a $240.00 price objective for the company. JPMorgan Chase & Co. raised their price objective on shares of Howmet Aerospace from $227.00 to $265.00 and gave the stock an “overweight” rating in a research note on Thursday, February 19th. 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 research note on Friday. KeyCorp began coverage on shares of Howmet Aerospace in a research note on Wednesday, March 25th. They set a “sector weight” rating for the company. Finally, Wolfe Research set a $270.00 target price on shares of Howmet Aerospace and gave the company an “outperform” rating in a research note on Wednesday, March 11th. Eighteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $281.47.

Key Headlines Impacting Howmet Aerospace

Here are the key news stories impacting Howmet Aerospace this week:

• Positive Sentiment: Howmet reported first-quarter revenue of $2.31 billion and adjusted EPS of $1.22, both above Wall Street estimates, with revenue up 19% year over year and record cash generation. Howmet Aerospace Reports First Quarter 2026 Results
• Positive Sentiment: The company raised full-year 2026 guidance, signaling confidence in demand and profitability; guidance now implies stronger EPS and revenue than analysts expected. Howmet Aerospace Reports First Quarter 2026 Results
• Positive Sentiment: Several firms turned more optimistic on the stock, including BNP Paribas Exane, which reaffirmed an outperform rating and lifted its price target to $340 from $265, and Susquehanna and BTIG, which also raised targets. Analyst update via Benzinga
• Positive Sentiment: Coverage highlighted a breakout in the shares after the earnings beat and upgraded outlook, reinforcing the view that demand is driving the company’s growth narrative. Howmet Aerospace scores breakout after demand-fueled beat, lifted guidance
• Neutral Sentiment: Howmet also completed the acquisition of Consolidated Aerospace Manufacturing, which expands its aerospace footprint and adds to its long-term growth story, though the immediate stock impact is less clear. Howmet Aerospace Reports First Quarter 2026 Results

Howmet Aerospace Trading Down 0.1%

Shares of NYSE:HWM opened at $270.33 on Monday. The firm has a fifty day moving average of $245.89 and a two-hundred day moving average of $223.56. The firm has a market capitalization of $108.16 billion, a P/E ratio of 62.72, a price-to-earnings-growth ratio of 2.28 and a beta of 1.19. Howmet Aerospace Inc. has a 12-month low of $154.72 and a 12-month high of $280.74. The company has a quick ratio of 1.59, a current ratio of 2.44 and a debt-to-equity ratio of 0.73.

Howmet Aerospace (NYSE:HWM) last issued its earnings results on Thursday, May 7th. The company reported $1.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.11 by $0.11. The company had revenue of $2.31 billion during the quarter, compared to analyst estimates of $2.24 billion. Howmet Aerospace had a net margin of 20.23% and a return on equity of 29.27%. The company’s revenue for the quarter was up 19.1% on a year-over-year basis. During the same quarter last year, the business 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. On average, equities analysts expect that Howmet Aerospace Inc. will post 5 EPS for the current fiscal year.

Howmet Aerospace Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 26th. Stockholders of record on Friday, May 8th will be issued a dividend of $0.12 per share. The ex-dividend date is Friday, May 8th. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.2%. Howmet Aerospace’s dividend payout ratio (DPR) is currently 11.14%.

Insiders Place Their Bets

In other news, 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 transaction of $260,000.00. Following the transaction, the vice president owned 23,874 shares in the company, valued at approximately $6,207,240. This trade represents a 4.02% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Neil Edward Marchuk sold 45,150 shares of the firm’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 transaction, the executive vice president owned 107,008 shares in the company, valued at $26,933,913.60. This represents a 29.67% decrease in their position. The SEC filing for this sale provides additional information. 0.85% of the stock is currently owned by company insiders.

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.