Landscape Capital Management L.L.C. Has $5.88 Million Stake in Howmet Aerospace Inc. $HWM

Landscape Capital Management L.L.C. increased its holdings in shares of Howmet Aerospace Inc. (NYSE:HWM) by 28.4% in the 4th quarter, HoldingsChannel.com reports. The firm owned 28,671 shares of the company’s stock after acquiring an additional 6,345 shares during the period. Landscape Capital Management L.L.C.’s holdings in Howmet Aerospace were worth $5,878,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the business. Vanguard Group Inc. boosted its holdings in Howmet Aerospace by 1.4% during the third quarter. Vanguard Group Inc. now owns 49,139,989 shares of the company’s stock worth $9,642,740,000 after purchasing an additional 664,595 shares during the last quarter. State Street Corp boosted its holdings in Howmet Aerospace by 2.2% during the fourth quarter. State Street Corp now owns 18,365,429 shares of the company’s stock worth $3,765,280,000 after purchasing an additional 400,767 shares during the last quarter. Geode Capital Management LLC boosted its holdings in Howmet Aerospace by 2.0% during the fourth quarter. Geode Capital Management LLC now owns 11,307,538 shares of the company’s stock worth $2,316,277,000 after purchasing an additional 221,775 shares during the last quarter. Bank of America Corp DE boosted its holdings in Howmet Aerospace by 2.4% during the third quarter. Bank of America Corp DE now owns 10,877,771 shares of the company’s stock worth $2,134,545,000 after purchasing an additional 255,419 shares during the last quarter. Finally, Norges Bank acquired a new position in Howmet Aerospace during the fourth quarter worth $1,793,698,000. Institutional investors and hedge funds own 90.46% of the company’s stock.

Insider Buying and Selling

In related news, EVP Neil Edward Marchuk sold 41,932 shares of the firm’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $269.50, for a total transaction of $11,300,674.00. Following the transaction, the executive vice president directly owned 65,105 shares of the company’s stock, valued at approximately $17,545,797.50. This trade represents a 39.18% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.85% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently commented on HWM shares. The Goldman Sachs Group set a $228.00 target price on shares of Howmet Aerospace in a report on Tuesday, February 17th. JPMorgan Chase & Co. lifted their price objective on shares of Howmet Aerospace from $265.00 to $310.00 and gave the company an “overweight” rating in a research report on Monday, May 11th. Susquehanna lifted their price objective on shares of Howmet Aerospace from $300.00 to $330.00 and gave the company a “positive” rating in a research report on Friday, May 8th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $320.00 price objective on shares of Howmet Aerospace in a research report on Friday, May 8th. Finally, Bank of America lifted their price objective on shares of Howmet Aerospace from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Friday, February 20th. Eighteen equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $285.53.

Howmet Aerospace Stock Performance

NYSE HWM opened at $264.46 on Friday. The firm has a 50-day moving average of $253.46 and a 200-day moving average of $233.79. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.59 and a current ratio of 2.44. The stock has a market cap of $105.81 billion, a PE ratio of 61.36, a P/E/G ratio of 2.10 and a beta of 1.19. Howmet Aerospace Inc. has a 52-week low of $169.06 and a 52-week high of $280.74.

Howmet Aerospace (NYSE:HWM) last posted its 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 during the quarter, compared to analysts’ expectations of $2.24 billion. Howmet Aerospace had a net margin of 20.23% and a return on equity of 29.27%. Howmet Aerospace’s quarterly revenue was up 19.1% compared to the same quarter last year. During the same quarter last year, the company 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, sell-side analysts anticipate that Howmet Aerospace Inc. will post 5.04 EPS for the current year.

Howmet Aerospace Dividend Announcement

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

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.