Adams Diversified Equity Fund 13F: Adds $2M to HWM Stake

Adams Diversified Equity Fund boosted its holdings in Howmet Aerospace Inc. HWM by 8,900 shares during the quarter, according to a Form 13F filing with the U.S. Securities and Exchange Commission on October 21, 2026. The purchase grew the fund's stake by 10.6% to a total of 92,300 shares. That block of stock carried a reported value of $20,876,414 at the time of the filing.

HWM Howmet Aerospace Inc.

$208.15 ▼ -1.53% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Adams Diversified Equity Fund's Howmet Aerospace Position

The fund expanded its footprint in the aerospace supplier, moving from a prior count of 83,400 shares up to 92,300 shares. This 10.6% increase lifts the total value of the holding past $20.8 million based on the $208.15 close price on October 21, 2026.

Other Institutional Activity in Howmet Aerospace

Other large funds made adjustments to their positions in the jet engine parts manufacturer around the same reporting period. Y-Intercept completely exited its position, selling off all 54,786 shares it held to bring its ending stake down to zero.

Howmet Aerospace Inc. Stock Down 5.5%

Howmet shares recently changed hands around $196.78 as of October 22, 2026, sitting roughly 5.5% lower than the $208.15 close recorded on the day of the fund's filing. The equity has traded between a 52-week low of $188.83 and a high of $310.00.

Recent Earnings

Howmet reported trailing twelve month revenue of $9,117.0 million alongside $4.64 in earnings per share. The company posts a net profit margin of 20.5% and a return on equity of 34.7%, with its next earnings update scheduled for October 29, 2026.

Dividend

The company pays an annual dividend of $0.56 per share, which works out to a dividend yield of 0.27% based on recent pricing.

Insider Buying and Selling at Howmet Aerospace Inc.

Company insiders executed several sales earlier in the year. Officer Neil Edward Marchuk sold 45,150 shares on February 18, 2026, at an average price of $251.70 for a total of $11,364,427. Barbara Lou Shultz sold 1,000 shares on February 26, 2026, at $260.00 per share, totaling $260,005. Later, on May 11, 2026, Neil Edward Marchuk disposed of another 41,932 shares at $269.50 apiece, realizing $11,300,536.

Analysts Set New Price Targets

Wall Street research firms have regularly updated their outlooks on the manufacturer. On August 24, 2026, Bernstein maintained its outperform rating and raised its target from $318.00 to $328.00. Guggenheim initiated coverage on September 15, 2026, with a buy rating and a $350.00 price target. Wells Fargo maintained an equal-weight rating on September 30, 2026, while lowering its target from $315.00 to $255.00. TD Cowen maintained a buy rating on October 9, 2026, while adjusting its target down from $320.00 to $280.00. RBC Capital maintained an outperform rating on October 15, 2026, lowering its target from $350.00 to $300.00. Overall, the stock carries a consensus strong buy rating with a mean price target of $324.55 across 20 analyst opinions.

About Howmet Aerospace

Howmet Aerospace builds advanced engineered components for the aerospace and transportation sectors. Its manufacturing operations span four core divisions: engine products, fastening systems, structural parts, and forged wheels used globally in commercial and defense equipment.

Bottom Line

Investors will look to the company's upcoming earnings report on October 29, 2026, for fresh details on profit margins and segment demand. Additional institutional filings will show whether other major funds followed Adams Diversified in adding to their positions.