Lee Johnson Capital Management LLC Takes $5.61 Million Position in Howmet Aerospace Inc. $HWM

Lee Johnson Capital Management LLC bought a new stake in Howmet Aerospace Inc. (NYSE:HWM) in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 20,849 shares of the company’s stock, valued at approximately $5,605,000. Howmet Aerospace accounts for about 1.8% of Lee Johnson Capital Management LLC’s investment portfolio, making the stock its 20th biggest position.

Other hedge funds have also recently added to or reduced their stakes in the company. Bartlett & CO. Wealth Management LLC lifted its stake in Howmet Aerospace by 55.1% in the second quarter. Bartlett & CO. Wealth Management LLC now owns 107 shares of the company’s stock valued at $29,000 after buying an additional 38 shares during the last quarter. UMB Bank n.a. grew its position in shares of Howmet Aerospace by 2.6% during the fourth quarter. UMB Bank n.a. now owns 1,620 shares of the company’s stock worth $332,000 after acquiring an additional 41 shares during the last quarter. Tudor Financial Inc. increased its holdings in shares of Howmet Aerospace by 2.6% in the 4th quarter. Tudor Financial Inc. now owns 1,650 shares of the company’s stock valued at $338,000 after acquiring an additional 42 shares during the period. Physician Wealth Advisors Inc. increased its holdings in shares of Howmet Aerospace by 2.5% in the 1st quarter. Physician Wealth Advisors Inc. now owns 1,730 shares of the company’s stock valued at $399,000 after acquiring an additional 42 shares during the period. Finally, Roman Butler Fullerton & Co. raised its position in Howmet Aerospace by 0.4% in the 1st quarter. Roman Butler Fullerton & Co. now owns 10,537 shares of the company’s stock valued at $2,634,000 after purchasing an additional 42 shares during the last quarter. Hedge funds and other institutional investors own 90.46% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have issued reports on HWM shares. BNP Paribas Exane reissued an “outperform” rating and set a $340.00 price objective (up from $265.00) on shares of Howmet Aerospace in a research report on Friday, May 8th. Weiss Ratings lowered Howmet Aerospace from a “buy (b)” rating to a “buy (b-)” rating in a report on Wednesday, August 5th. TD Cowen boosted their price target on Howmet Aerospace from $300.00 to $320.00 and gave the company a “buy” rating in a research report on Monday, July 13th. BTIG Research upped their price objective on Howmet Aerospace from $300.00 to $340.00 and gave the company a “buy” rating in a research note on Monday, August 10th. Finally, Royal Bank Of Canada increased their price objective on Howmet Aerospace from $325.00 to $350.00 and gave the stock an “outperform” rating in a research report on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $315.67.

Howmet Aerospace Price Performance

HWM stock opened at $289.37 on Tuesday. The firm has a 50 day moving average of $276.89 and a 200-day moving average of $256.96. Howmet Aerospace Inc. has a 12-month low of $169.45 and a 12-month high of $310.00. The company has a current ratio of 1.82, a quick ratio of 0.87 and a debt-to-equity ratio of 0.71. The company has a market cap of $115.78 billion, a price-to-earnings ratio of 62.36, a PEG ratio of 2.07 and a beta of 1.20.

Howmet Aerospace (NYSE:HWM) last released its quarterly earnings results on Thursday, August 6th. The company reported $1.33 earnings per share for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. Howmet Aerospace had a return on equity of 33.91% and a net margin of 20.52%.The business had revenue of $2.55 billion for the quarter, compared to analysts’ expectations of $2.43 billion. During the same quarter in the prior year, the firm posted $0.91 EPS. The company’s revenue was up 24.1% compared to the same quarter last year. 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. As a group, equities analysts expect that Howmet Aerospace Inc. will post 5.33 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 given a $0.14 dividend. This is an increase 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 is Friday, August 7th. Howmet Aerospace’s dividend payout ratio (DPR) is 12.07%.

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.