Key Points
- EVP Neil Edward Marchuk sold 45,150 shares of Howmet Aerospace at an average price of $251.70 on Feb. 18, totaling about $11.36 million and reducing his stake by roughly 29.7% to 107,008 shares (SEC filing disclosed).
- Howmet reported a quarterly EPS of $1.05 versus $0.97 expected and revenue of $2.17 billion (up 14.6% year‑over‑year), and issued Q1 2026 guidance of 1.090–1.110 EPS and FY2026 guidance of 4.350–4.550 EPS.
- Analysts have been raising targets (e.g., BTIG to $275, Goldman to $257) and the consensus rating is a "Moderate Buy" with an average price target of $248.32, while the company also announced a $1.2 billion debt offering to fund an acquisition.
Howmet Aerospace Inc. (NYSE:HWM - Get Free Report) EVP Neil Edward Marchuk sold 45,150 shares of Howmet Aerospace stock in a transaction 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 completion of the transaction, the executive vice president owned 107,008 shares in the company, valued at approximately $26,933,913.60. The trade was a 29.67% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website.
Howmet Aerospace Price Performance
Howmet Aerospace stock opened at $249.56 on Thursday. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.09 and a current ratio of 2.13. Howmet Aerospace Inc. has a 52 week low of $105.04 and a 52 week high of $256.70. The stock has a market capitalization of $100.06 billion, a P/E ratio of 67.27, a price-to-earnings-growth ratio of 2.35 and a beta of 1.26. The stock has a fifty day moving average of $216.01 and a 200-day moving average of $199.36.
Howmet Aerospace (NYSE:HWM - Get Free Report) last released its earnings results on Thursday, February 12th. The company reported $1.05 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.97 by $0.08. The firm had revenue of $2.17 billion for the quarter, compared to analysts' expectations of $2.12 billion. Howmet Aerospace had a return on equity of 30.41% and a net margin of 18.27%.The business's revenue for the quarter was up 14.6% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.77 earnings per share. Howmet Aerospace has set its Q1 2026 guidance at 1.090-1.110 EPS and its FY 2026 guidance at 4.350-4.550 EPS. On average, sell-side analysts expect that Howmet Aerospace Inc. will post 3.27 earnings per share for the current fiscal year.
Howmet Aerospace Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 25th. Investors of record on Friday, February 6th will be 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 is Friday, February 6th. Howmet Aerospace's dividend payout ratio is currently 12.94%.
Trending Headlines about Howmet Aerospace
Here are the key news stories impacting Howmet Aerospace this week:
- Positive Sentiment: Analyst upgrades: BTIG raised its price target to $275 and maintained a Buy, signaling stronger earnings/valuation expectations. BTIG price target raise
- Positive Sentiment: Goldman Sachs raised its price target to $257 and kept a Buy rating, providing additional sell‑side support that can underpin the stock. Goldman Sachs price target raise
- Positive Sentiment: Institutional inflows: reports show large institutional buying since mid‑2024, which supports upward pressure on the share price and indicates ongoing investor interest. Institutional inflows report
- Neutral Sentiment: Debt offering for acquisition: Howmet priced $1.2B of notes across maturities (2028, 2029, 2036) to fund an acquisition — this secures financing but increases leverage; impact depends on deal execution and synergy realization. Debt offering press release
- Neutral Sentiment: Zacks coverage highlights Howmet as a long‑term growth name and summarizes bullish analyst commentary — useful for sentiment but not an immediate catalyst. Zacks growth piece
- Negative Sentiment: Insider sale: EVP Neil Marchuk sold 45,150 shares (~$11.36M at the reported price), reducing his stake nearly 30% — a high‑value sale can be viewed negatively by investors who watch insider activity. SEC filing for insider sale
Analyst Ratings Changes
Several research analysts have recently issued reports on the stock. Susquehanna upped their price target on shares of Howmet Aerospace from $255.00 to $290.00 and gave the stock a "positive" rating in a report on Friday, February 13th. TD Cowen restated a "buy" rating on shares of Howmet Aerospace in a research report on Friday, October 31st. iA Financial set a $240.00 target price on Howmet Aerospace in a research report on Monday, November 3rd. Weiss Ratings reissued a "buy (b)" rating on shares of Howmet Aerospace in a research note on Thursday, January 22nd. Finally, JPMorgan Chase & Co. upped their price objective on Howmet Aerospace from $190.00 to $227.00 and gave the company an "overweight" rating in a research note on Monday, November 10th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $248.32.
Get Our Latest Research Report on Howmet Aerospace
Institutional Investors Weigh In On Howmet Aerospace
Institutional investors have recently made changes to their positions in the stock. UMB Bank n.a. raised its holdings in Howmet Aerospace by 2.6% during the 4th quarter. UMB Bank n.a. now owns 1,620 shares of the company's stock worth $332,000 after purchasing an additional 41 shares during the last quarter. Tudor Financial Inc. increased its position in shares of Howmet Aerospace by 2.6% during the fourth quarter. Tudor Financial Inc. now owns 1,650 shares of the company's stock worth $338,000 after buying an additional 42 shares during the period. Parkside Financial Bank & Trust increased its position in shares of Howmet Aerospace by 4.1% during the fourth quarter. Parkside Financial Bank & Trust now owns 1,077 shares of the company's stock worth $221,000 after buying an additional 42 shares during the period. Truvestments Capital LLC raised its stake in Howmet Aerospace by 25.1% during the fourth quarter. Truvestments Capital LLC now owns 224 shares of the company's stock worth $46,000 after buying an additional 45 shares during the last quarter. Finally, Salomon & Ludwin LLC lifted its holdings in Howmet Aerospace by 12.5% in the fourth quarter. Salomon & Ludwin LLC now owns 423 shares of the company's stock valued at $90,000 after buying an additional 47 shares during the period. Institutional investors own 90.46% of the company's stock.
Howmet Aerospace Company Profile
(
Get Free Report)
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.
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