Hennion & Walsh Asset Management Inc. Boosts Stock Holdings in Howmet Aerospace Inc. $HWM

Hennion & Walsh Asset Management Inc. lifted its position in Howmet Aerospace Inc. (NYSE:HWM) by 13.5% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 42,505 shares of the company’s stock after acquiring an additional 5,049 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in Howmet Aerospace were worth $11,428,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. Acumen Wealth Advisors LLC purchased a new position in Howmet Aerospace in the fourth quarter valued at $25,000. Sound Income Strategies LLC boosted its stake in shares of Howmet Aerospace by 66.7% during the 4th quarter. Sound Income Strategies LLC now owns 125 shares of the company’s stock worth $28,000 after acquiring an additional 50 shares in the last quarter. Newbridge Financial Services Group Inc. boosted its stake in shares of Howmet Aerospace by 119.7% during the 2nd quarter. Newbridge Financial Services Group Inc. now owns 134 shares of the company’s stock worth $25,000 after acquiring an additional 73 shares in the last quarter. Vermillion & White Wealth Management Group LLC grew its position in shares of Howmet Aerospace by 65.1% during the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 137 shares of the company’s stock valued at $28,000 after acquiring an additional 54 shares during the period. Finally, Mcguire Capital Advisors Inc. acquired a new stake in shares of Howmet Aerospace during the 4th quarter valued at about $28,000. 90.46% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Howmet Aerospace

In related news, EVP Neil Edward Marchuk sold 41,932 shares of the business’s stock in a transaction that occurred on 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 completion of 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.85% of the company’s stock.

Howmet Aerospace Trading Down 2.5%

Shares of Howmet Aerospace stock opened at $282.42 on Friday. The company has a current ratio of 1.82, a quick ratio of 1.59 and a debt-to-equity ratio of 0.71. Howmet Aerospace Inc. has a twelve month low of $169.45 and a twelve month high of $310.00. The firm has a market capitalization of $113.00 billion, a PE ratio of 60.87, a P/E/G ratio of 2.12 and a beta of 1.20. The firm’s 50-day moving average price is $272.81 and its 200 day moving average price is $253.96.

Howmet Aerospace (NYSE:HWM) last posted its quarterly earnings data on Thursday, August 6th. The company reported $1.33 EPS for the quarter, topping the consensus estimate of $1.24 by $0.09. Howmet Aerospace had a return on equity of 33.91% and a net margin of 20.52%.The company had revenue of $2.55 billion during the quarter, compared to analyst estimates of $2.43 billion. During the same period in the previous year, the business earned $0.91 EPS. Howmet Aerospace’s quarterly revenue was up 24.1% on a year-over-year basis. Howmet Aerospace has set its Q3 2026 guidance at 1.340-1.360 EPS and its FY 2026 guidance at 5.230-5.310 EPS. On average, sell-side analysts predict that Howmet Aerospace Inc. will post 5 EPS for the current fiscal year.

Howmet Aerospace Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, August 25th. Stockholders of record on Friday, August 7th will be paid a $0.14 dividend. This is a boost from Howmet Aerospace’s previous quarterly dividend of $0.12. This represents a $0.56 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend is Friday, August 7th. Howmet Aerospace’s dividend payout ratio is presently 12.07%.

Key Stories Impacting Howmet Aerospace

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

• Positive Sentiment: Strong Q2 performance: Howmet reported revenue of $2.55 billion, up 24% year over year, and adjusted EPS of $1.33, exceeding the $1.24 analyst consensus. Operating margins, cash flow and adjusted EBITDA also improved significantly. Howmet Aerospace Reports Second Quarter 2026 Results
• Positive Sentiment: Raised 2026 outlook: The company now expects full-year EPS of $5.23-$5.31 and revenue of approximately $10.0-$10.1 billion, above consensus estimates. Third-quarter EPS guidance of $1.34-$1.36 also exceeds expectations. HWM Q2 Earnings Beat Estimates on Aerospace, Turbine Growth
• Positive Sentiment: Favorable demand trends: Rising commercial aircraft production, aftermarket spares demand and gas-turbine activity are supporting capacity expansion and growth into 2027. Howmet also generated $479 million in free cash flow and repurchased $300 million of stock during the quarter. HWM Q2 Earnings Call Centers on Capacity and Higher Outlook
• Positive Sentiment: Analyst support: Susquehanna raised its price target from $330 to $340 and assigned a positive rating, implying meaningful potential upside from the recent trading level. Benzinga analyst price-target report
• Neutral Sentiment: Howmet completed its $1.8 billion CAM acquisition and increased its quarterly dividend by 17% to $0.14 per share. The acquisition expands the company’s capabilities but also increases integration and execution requirements.
• Negative Sentiment: The stock’s pullback may reflect valuation and profit-taking concerns: HWM has risen sharply over the past year, trades at a high earnings multiple, and investors may have expected strong results following the recent rally. Higher capital spending to expand capacity could also limit near-term free cash flow.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on HWM shares. Wall Street Zen cut Howmet Aerospace from a “strong-buy” rating to a “buy” rating in a report on Sunday, July 5th. Susquehanna increased their price target on Howmet Aerospace from $330.00 to $340.00 and gave the stock a “positive” rating in a research report on Friday. Weiss Ratings lowered Howmet Aerospace from a “buy (b)” rating to a “buy (b-)” rating in a report on Wednesday. TD Cowen boosted their price objective on Howmet Aerospace from $300.00 to $320.00 and gave the company a “buy” rating in a research report on Monday, July 13th. Finally, Jefferies Financial Group upped their target price on Howmet Aerospace from $320.00 to $340.00 and gave the stock a “buy” rating in a research note on Thursday, July 9th. Sixteen 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.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $304.28.

Howmet Aerospace Company 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.