Howmet Aerospace Inc. (HWM)

Howmet Aerospace's stock has shown strong performance over the past six months, outperforming its benchmark and peers, reaching an all-time high on June 26, 2025, at $185.52 USD. HWM stock increased by 134.21% over the last year as of November 5, 2024, and surged 96.1% as of April 16, 2025. Key events include strong Q1 2025 earnings with revenue increasing by 6% year-over-year and adjusted EPS rising by 51%, a 25% dividend increase to $0.10 per share, $125 million in share buybacks, raised full-year 2024 guidance, and analyst upgrades. Insiders have engaged in 5 sales and 0 purchases, while members of Congress have made 1 purchase and 1 sale. 589 institutional investors added shares, while 449 decreased their positions.

Demand for Howmet Aerospace's products is influenced by the aerospace and transportation industries. The commercial aerospace market drives growth due to increased air travel and fleet modernization, while defense aerospace and industrial markets also contribute. Historically, the third quarter sees lower revenue due to customer inventory corrections and a seasonal slowdown in Europe, with a recovery expected in the fourth quarter. The commercial transportation revenue declined in Q4 2024 due to weakening market conditions, though the long-term outlook for Forged Wheels remains positive.

Howmet Aerospace, Inc. is a global leader in lightweight metals engineering and manufacturing, providing advanced engineered solutions for the aerospace and transportation industries. The company operates within the Industrials sector, specifically in the Aerospace & Defense industry. Its major products include investment castings, aerospace fastening systems, engineered structures, and forged aluminum commercial vehicle wheels.

Howmet Aerospace is headquartered in Pittsburgh, Pennsylvania, U.S., and operates 27 facilities globally. These facilities are located in the United States, Canada, Mexico, France, the United Kingdom, China, Brazil, Hungary, Japan, Germany, Italy, Poland, Morocco, and the Netherlands.

Howmet Aerospace maintains a positive brand reputation through strong financial performance, innovation, and market leadership. The company focuses on sustainability and ESG initiatives to reduce the carbon footprint of its customers. However, in 2024, Howmet's Pittsburgh headquarters were targeted by pro-Palestinian protestors due to the company's production of titanium components used in Lockheed Martin fighter jets sold to Israel.

Institutional investors hold a significant portion of Howmet Aerospace's stock, with 90.46% owned by hedge funds and other institutional investors, totaling 1,964 institutional owners. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and JPMorgan Chase & Co. Elliott International LP is the largest individual shareholder, holding 7.41% of the company's shares, along with Elliott Associates LP.