Chilton Investment Boosts Stake in Howmet Aerospace to $1.36 Million

Chilton Investment Co. Inc. has significantly increased its investment in Howmet Aerospace Inc., raising its stake by 181.0% during the third quarter of 2023, according to a recent filing with the Securities and Exchange Commission (SEC). The firm now holds 6,904 shares valued at approximately $1.36 million after acquiring an additional 4,447 shares during the period.

Several other institutional investors have also adjusted their positions in Howmet Aerospace. For instance, Global Trust Asset Management LLC increased its holdings by 1.2%, now owning 4,110 shares worth an estimated $807,000. Similarly, REAP Financial Group LLC expanded its stake by 24.1%, bringing its total to 263 shares, valued at about $52,000. Parallel Advisors LLC and Tradewinds Capital Management LLC also reported increases in their holdings, demonstrating a growing interest in Howmet Aerospace among institutional investors.

The trend is reflective of a broader confidence in Howmet Aerospace, with about 90.46% of the company’s stock currently owned by institutional investors and hedge funds. Analysts have weighed in on the stock, with various firms adjusting their price targets. For instance, Sanford C. Bernstein reaffirmed an “outperform” rating with a target price of $280.00, while Jefferies Financial Group set a more ambitious target of $315.00.

Market Performance and Analyst Ratings

As of Monday, February 12, 2026, Howmet Aerospace shares opened at $236.76, reflecting a 2.9% decline. The company has experienced significant fluctuations over the past year, with a 52-week low of $105.04 and a high of $267.31. The market capitalization stands at $94.93 billion, and the company reports a price-to-earnings ratio of 63.82, alongside a price-to-earnings-growth ratio of 2.19.

Howmet Aerospace’s recent performance includes a quarterly earnings report released on February 12, 2026. The company posted earnings of $1.05 per share, exceeding analysts’ expectations of $0.97 by $0.08. The firm’s revenue for the quarter reached $2.17 billion, surpassing projections of $2.12 billion and marking a year-over-year increase of 14.6%.

Looking ahead, Howmet Aerospace has provided guidance for the first quarter of 2026, projecting earnings per share between $1.090 and $1.110. Analysts anticipate an average of $3.27 earnings per share for the current year.

Dividends and Insider Transactions

In addition to its strong earnings report, Howmet Aerospace announced a quarterly dividend of $0.12 per share, paid on February 25, 2026, to shareholders of record as of February 6, 2026. This dividend reflects an annualized payout of $0.48 and a yield of 0.2%.

Insider trading activity has also been notable. Executive Vice President Neil Edward Marchuk sold 45,150 shares on February 18, 2026, at an average price of $251.70, amounting to approximately $11.36 million. Following this transaction, Marchuk retained 107,008 shares valued at about $26.93 million. Vice President Barbara Lou Shultz also sold 1,000 shares for $260,000 on February 26, 2026.

Howmet Aerospace operates as an industrial technology company, focusing on the design, manufacture, and repair of engineered metal products for various markets, including aerospace and transportation. Its extensive product range includes precision castings, engineered fasteners, and components for turbine engines and airframes, serving a global customer base with facilities in North America, Europe, and Asia.