Howmet Aerospace’s (HWM) Outperform Rating Reiterated at BNP Paribas Exane

BNP Paribas Exane restated their outperform rating on shares of Howmet Aerospace (NYSE:HWM) in a report issued on Friday,Benzinga reports. The firm currently has a $340.00 price target on the stock, up from their previous price target of $265.00.

Other equities analysts also recently issued research reports about the company. The Goldman Sachs Group set a $228.00 price target on Howmet Aerospace in a research report on Tuesday, February 17th. UBS Group increased their price target on Howmet Aerospace from $260.00 to $290.00 and gave the stock a “neutral” rating in a research report on Friday. Susquehanna increased their price target on Howmet Aerospace from $300.00 to $330.00 and gave the stock a “positive” rating in a research report on Friday. Wolfe Research set a $270.00 price target on Howmet Aerospace and gave the stock an “outperform” rating in a research report on Wednesday, March 11th. Finally, Royal Bank Of Canada increased their price target on Howmet Aerospace from $275.00 to $300.00 and gave the stock an “outperform” rating in a research report on Wednesday, March 11th. Eighteen investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, Howmet Aerospace currently has an average rating of “Moderate Buy” and a consensus price target of $281.47.

Howmet Aerospace Stock Performance

Shares of HWM stock opened at $270.33 on Friday. The company has a market capitalization of $108.16 billion, a P/E ratio of 62.72, a P/E/G ratio of 2.28 and a beta of 1.19. The business’s 50 day moving average is $245.89 and its two-hundred day moving average is $223.56. The company has a current ratio of 2.44, a quick ratio of 1.59 and a debt-to-equity ratio of 0.73. Howmet Aerospace has a 12-month low of $154.72 and a 12-month high of $280.74.

Howmet Aerospace (NYSE:HWM) last issued its quarterly earnings results 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 company had revenue of $2.31 billion for the quarter, compared to the consensus estimate of $2.24 billion. Howmet Aerospace had a return on equity of 29.27% and a net margin of 20.23%.Howmet Aerospace’s revenue for the quarter was up 19.1% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.86 earnings per share. 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. Analysts expect that Howmet Aerospace will post 5 EPS for the current fiscal year.

Howmet Aerospace Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, May 26th. Shareholders of record on Friday, May 8th will be issued a dividend of $0.12 per share. The ex-dividend date of this dividend 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 is presently 11.14%.

Insider Buying and Selling

In other Howmet Aerospace news, VP Barbara Lou Shultz sold 1,000 shares of the stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $260.00, for a total transaction of $260,000.00. Following the completion of the transaction, the vice president owned 23,874 shares of the company’s stock, valued at $6,207,240. This represents a 4.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Neil Edward Marchuk sold 45,150 shares of the stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $251.70, for a total value of $11,364,255.00. Following the transaction, the executive vice president directly owned 107,008 shares of the company’s stock, valued at $26,933,913.60. The trade was a 29.67% decrease in their position. The SEC filing for this sale provides additional information. 0.85% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Howmet Aerospace

Several hedge funds and other institutional investors have recently made changes to their positions in HWM. Newbridge Financial Services Group Inc. increased its holdings in shares of Howmet Aerospace by 119.7% in the second quarter. Newbridge Financial Services Group Inc. now owns 134 shares of the company’s stock valued at $25,000 after purchasing an additional 73 shares during the last quarter. Acumen Wealth Advisors LLC acquired a new stake in shares of Howmet Aerospace in the fourth quarter valued at approximately $25,000. Sound Income Strategies LLC increased its holdings in shares of Howmet Aerospace by 66.7% in the fourth quarter. Sound Income Strategies LLC now owns 125 shares of the company’s stock valued at $28,000 after purchasing an additional 50 shares during the last quarter. Cornerstone Financial Management LLC acquired a new stake in shares of Howmet Aerospace in the fourth quarter valued at approximately $28,000. Finally, Vermillion & White Wealth Management Group LLC increased its holdings in shares of Howmet Aerospace by 65.1% in the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 137 shares of the company’s stock valued at $28,000 after purchasing an additional 54 shares during the last quarter. Institutional investors and hedge funds own 90.46% of the company’s stock.

Key Stories 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

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.