Howmet Aerospace (HWM) is down 3.7% today. Here is some analysis on what might have caused this price movement.
Analysis: There does not appear to be a clear new company-specific catalyst behind today’s drop. The move looks more like profit-taking after a strong stretch for the shares, with investors weighing a rich valuation and digesting earlier gains tied to strong earnings, higher guidance, and recent deal activity.
Details:
Howmet’s first-quarter 2026 results showed revenue rising 19% year over year, adjusted EPS up 42%, and full-year 2026 guidance moving higher, reinforcing that the business had been executing well heading into this pullback.The company completed its roughly $1.8 billion acquisition of Consolidated Aerospace Manufacturing in April, a deal that can support growth but also keeps investor focus on integration and capital deployment.Recent investor materials highlighted continued strength in commercial aerospace, defense aerospace, and gas turbines, suggesting the long-term operating story remains intact even as the stock slips on the day.This could be because the shares had become priced for near-perfect execution: HWM was trading near 61 times earnings, while recent analyst price targets still implied only limited upside from already elevated levels.Sources:
Howmet Aerospace, SEC, OpenAI Finance
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$HWM Insider Trading Activity
$HWM insiders have traded $HWM stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $HWM stock by insiders over the last 6 months:
- NEIL EDWARD MARCHUK (EVP, CAO) sold 45,150 shares for an estimated $11,364,426
- BARBARA LOU SHULTZ (Vice President and Controller) sold 1,000 shares for an estimated $260,005
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
EARLY ACCESS
Receive HWM Data Alerts
Real-time alerts on filings, insider trades, and market signals — before everyone else.
Get Alerts →
$HWM Hedge Fund Activity
We have seen 785 institutional investors add shares of $HWM stock to their portfolio, and 601 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 2,185,774 shares (-22.3%) from their portfolio in Q1 2026, for an estimated $503,733,476
- AUTO-OWNERS INSURANCE CO removed 1,434,873 shares (-99.5%) from their portfolio in Q1 2026, for an estimated $330,680,831
- JANE STREET GROUP, LLC added 1,210,742 shares (+2875.9%) to their portfolio in Q1 2026, for an estimated $279,027,601
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,203,217 shares (-7.2%) from their portfolio in Q1 2026, for an estimated $277,293,389
- NUVEEN, LLC added 1,170,957 shares (+29.9%) to their portfolio in Q1 2026, for an estimated $269,858,750
- CAPITAL RESEARCH GLOBAL INVESTORS added 1,169,915 shares (+81.8%) to their portfolio in Q1 2026, for an estimated $269,618,610
- JPMORGAN CHASE & CO removed 1,004,648 shares (-3.5%) from their portfolio in Q4 2025, for an estimated $205,972,932
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$HWM Congressional Stock Trading
Members of Congress have traded $HWM stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $HWM stock by members of Congress over the last 6 months:
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$HWM Analyst Ratings
Wall Street analysts have issued reports on $HWM in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 05/08/2026
- Citigroup issued a "Buy" rating on 01/13/2026
To track analyst ratings and price targets for $HWM, check out Quiver Quantitative's $HWM forecast page.
$HWM Price Targets
Multiple analysts have issued price targets for $HWM recently. We have seen 10 analysts offer price targets for $HWM in the last 6 months, with a median target of $300.0.
Here are some recent targets:
- John Godyn from Citigroup set a target price of $303.0 on 05/18/2026
- Seth Seifman from JP Morgan set a target price of $310.0 on 05/11/2026
- Andre Madrid from BTIG set a target price of $300.0 on 05/08/2026
- Charles Minervino from Susquehanna set a target price of $330.0 on 05/08/2026
- Matt Akers from BNP Paribas set a target price of $340.0 on 05/08/2026
- Gavin Parsons from UBS set a target price of $290.0 on 05/08/2026
- David Strauss from Wells Fargo set a target price of $240.0 on 04/01/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »
View the Zacks #1 Rank List
Howmet Aerospace Falls as Investors Appear to Take Profits After a Strong Run
Howmet Aerospace (HWM) is down 3.7% today. Here is some analysis on what might have caused this price movement.
Analysis: There does not appear to be a clear new company-specific catalyst behind today’s drop. The move looks more like profit-taking after a strong stretch for the shares, with investors weighing a rich valuation and digesting earlier gains tied to strong earnings, higher guidance, and recent deal activity.
Details:
Sources:
Howmet Aerospace, SEC, OpenAI Finance
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$HWM Insider Trading Activity
$HWM insiders have traded $HWM stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $HWM stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$HWM Hedge Fund Activity
We have seen 785 institutional investors add shares of $HWM stock to their portfolio, and 601 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$HWM Congressional Stock Trading
Members of Congress have traded $HWM stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $HWM stock by members of Congress over the last 6 months:
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$HWM Analyst Ratings
Wall Street analysts have issued reports on $HWM in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
To track analyst ratings and price targets for $HWM, check out Quiver Quantitative's $HWM forecast page.
$HWM Price Targets
Multiple analysts have issued price targets for $HWM recently. We have seen 10 analysts offer price targets for $HWM in the last 6 months, with a median target of $300.0.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »