Moran Wealth Management 13F: Cuts HWM Stake by $2.3M

In a Form 13F filing on October 22, 2026, Moran Wealth Management revealed it had reduced its position in Howmet Aerospace Inc. (NYSE: HWM). The firm reported selling 9,995 shares during the period, marking a 6.7% decrease in its holdings. That leaves the fund with 138,924 shares valued at roughly $31.4 million.

HWM Howmet Aerospace Inc.

$193.29 ▼ -8.56% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Moran Wealth Management's Howmet Aerospace Position

Moran Wealth Management pared back its exposure to the aerospace components provider after previously holding 148,919 shares. The reduction of 9,995 shares brought the portfolio's stake down to 138,924 shares by the filing date on October 22, 2026.

Other Institutional Activity in Howmet Aerospace

Other institutional investors made notable adjustments to their Howmet Aerospace positions recently. Adams Diversified Equity Fund grew its holdings by 8,900 shares, a 10.7% increase, ending with 92,300 shares worth about $20.9 million. Meanwhile, Y-Intercept completely exited its position, selling all 54,786 of its shares.

Howmet Aerospace Inc. Stock Down 5.5%

Howmet Aerospace shares recently traded around $196.78 as of October 23, 2026, up about 1.8% from the closing price of $193.29 on the day of the filing. The stock sits below its 50-day moving average of $241.57 and its 52-week high of $310.00, though it remains above its 52-week low of $188.83.

Recent Earnings

The company reported trailing twelve month revenue of $9.12 billion alongside earnings of $4.64 per share. Howmet Aerospace carries a net profit margin of 20.5% and a return on equity of 34.7%, with its next corporate earnings update scheduled for October 29, 2026.

Dividend

Howmet Aerospace pays an annual dividend rate of $0.56 per share, which translates to a dividend yield of 0.27%. The payout ratio stands at 10.3% of earnings.

Insider Buying and Selling at Howmet Aerospace Inc.

Company insiders completed several stock 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 $11.4 million, followed by another sale of 41,932 shares on May 11, 2026, at $269.50. Officer Barbara Lou Shultz also sold 1,000 shares on February 26, 2026, at $260.00.

Analysts Set New Price Targets

Wall Street firms have kept a close eye on the stock through recent rating updates and target adjustments. Bernstein maintained its Outperform rating on August 24, lifting its target to $328 from $318. Guggenheim initiated coverage on September 15 with a Buy rating and a $350 target. Wells Fargo maintained an Equal-Weight rating on September 30 while lowering its target from $315 to $255. TD Cowen maintained a Buy rating on October 9, adjusting its target down to $280 from $320. Most recently, RBC Capital maintained an Outperform rating on October 15 while dropping its target from $350 to $300. Across the broader analyst community tracked by consensus data, the stock holds a strong buy recommendation backed by 20 analyst opinions and a mean price target of $324.55.

About Howmet Aerospace

Howmet Aerospace Inc. designs and manufactures advanced engineered components for the aerospace and transportation sectors worldwide. Its product lineup includes engine parts, fastening systems, structural elements, and forged wheels used in commercial and defense applications.

Bottom Line

Institutional adjustments and shifting analyst price targets highlight ongoing repositioning around Howmet Aerospace. Investors will look to the upcoming earnings report on October 29, 2026, for fresh details on operational performance and revenue trends.