Get emailed when HWM changes direction
Insider selling: $169,969,137 sold by 17 insiders (30d)
Est. revisions:
+0.0%
(3 up, 1 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +1.2)
Factor Model
net +1.2 2.8 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.8
Narrative Gap
+0.0
Cramer says HWM hits sweet spot in aerospace bull
Watch: March 10 technology presentation could detail product roadmap or capacity expansion; watch for any forward 2026 guidance revisions on defense momentum.
Howmet Aerospace gained 26.2% in the last month as the aerospace bull market accelerates. Jim Cramer flagged the stock as ideally positioned, noting its dual exposure to commercial and defense cycles — both running hot. The company hosts a technology presentation on March 10, 2026, following strong Q4 beats that showed commercial up 13% and defense up 20% for the quarter.
Cramer's bullish call validates Howmet's structural advantage: diversified exposure across commercial and defense protects against single-cycle downturns. With defense surging 20% and commercial sustained at 13% quarterly growth, the company has fewer macro headwinds than peers locked into one segment.
Evidence
8d ago
Insider sell by MARCHUK NEIL EDWARD (HWM): $11,364,427
8d ago
Insider sell by PLANT JOHN C (HWM): $125,570,480
8d ago
Insider sell by GIACOBBE KENNETH J (HWM): $14,960,414
41d ago
Howmet Aerospace and GE Vernova Stocks Are Up Big in 2026, Extending Massive Rallies
yahoo-finance
53d ago
Insider Sale: Vice President and Controller of $HWM Sells 1,000 Shares - Quiver Quantitative
google-news-insider
1 older signals
Fundamentals & Data ▾
Howmet Aerospace Inc.
Industrials · Aerospace & Defense
Mkt Cap
$99B
P/E
66.7 fwd 43.9
Beta
1.24
Div Yield
18.00%
52w Range
$121.07 - $267.31
Short Interest
10.2M 2.56%
Days to Cover
4.2 -5%
Technicals
downtrend
from 52w Hi
-4.0%
1w return
-4.0%
Insiders
mixed
0B / 0S
EPS Estimate
$1.11
+0.0% 30d
3up / 1dn
Est. Dispersion
4%
18 analysts
Analyst Target
$279
$215 - $315
Options P/C
17.84
Insider Cluster
strong sell
0B / 5S
Fund Convergence
strong
D.E. Shaw, Citadel, Renaissance, Bridgewater, Two Sigma
Financials
Revenue
$2.2B +15% YoY
FCF
$530M
Gross Margin
35%
Op Margin
26%
Momentum:
accelerating
Top Holders
D.E. Shaw
$237M
Citadel
$135M
Renaissance
$38M
Bridgewater
$13M
Two Sigma
$9M
Recent Filings & Data
insider trade
77
net selling
· $169,969,137 sold
17 insiders · 77 transactions (30d)
Recent transactions
CANTIE JOSEPH S. · award · $36,065
SHULTZ BARBARA LOU · sell · $260,005
MARCHUK NEIL EDWARD · sell · $11,364,427
SHULTZ BARBARA LOU · award
CHANATRY MICHAEL NIEM · award
PLANT JOHN C · award
MARCHUK NEIL EDWARD · award
WINTERLICH PATRICK J · award
SHULTZ BARBARA LOU · award
CHANATRY MICHAEL NIEM · award
MARCHUK NEIL EDWARD · award
MILLER JODY G · award · $33,641
CANTIE JOSEPH S. · award · $33,641
LEDUC ROBERT F. · award · $5,962
MILLER JODY G · award · $33,630
CANTIE JOSEPH S. · award · $33,630
LEDUC ROBERT F. · award · $5,923
LIN LOLA FELICE · sell · $2,365,073
MILLER JODY G · award · $33,606
CANTIE JOSEPH S. · award · $33,606
LEDUC ROBERT F. · award · $5,982
PLANT JOHN C · award
SCHMIDT ULRICH R · award
ALBAUGH JAMES F · award
MILLER JODY G · award
CANTIE JOSEPH S. · award
LEDUC ROBERT F. · award
ALVING AMY E · award
BARNER SHARON R. · award
SMITH GUNNER · award
PLANT JOHN C · sell · $125,570,480
MARCHUK NEIL EDWARD · sell · $4,756,017
SHULTZ BARBARA LOU · sell · $193,962
MILLER JODY G · award · $33,743
CANTIE JOSEPH S. · award · $33,743
LEDUC ROBERT F. · award · $5,892
LEDUC ROBERT F. · award · $11,917
SHULTZ BARBARA LOU · award
LIN LOLA FELICE · award
LIN LOLA FELICE · sell · $902,886
CHANATRY MICHAEL NIEM · award
PLANT JOHN C · award
MARCHUK NEIL EDWARD · award
GIACOBBE KENNETH J · award
SHULTZ BARBARA LOU · award
LIN LOLA FELICE · award
CHANATRY MICHAEL NIEM · award
MARCHUK NEIL EDWARD · award
GIACOBBE KENNETH J · award
CANTIE JOSEPH S. · award · $33,715
LEDUC ROBERT F. · award · $11,163
MARCHUK NEIL EDWARD · award
CANTIE JOSEPH S. · award · $33,730
LEDUC ROBERT F. · award · $11,243
CHANATRY MICHAEL NIEM · other
MARCHUK NEIL EDWARD · sell · $6,847,749
GIACOBBE KENNETH J · sell · $14,960,414
CANTIE JOSEPH S. · award · $31,540
LEDUC ROBERT F. · award · $12,882
SCHMIDT ULRICH R · other
MARCHUK NEIL EDWARD · sell · $2,748,124
SCHMIDT ULRICH R · award
ALBAUGH JAMES F · award
MILLER JODY G · award
CANTIE JOSEPH S. · award
LEDUC ROBERT F. · award
MILLER DAVID J · award
ALVING AMY E · award
BARNER SHARON R. · award
SMITH GUNNER · award
SHULTZ BARBARA LOU · award
LIN LOLA FELICE · award
CHANATRY MICHAEL NIEM · award
MARCHUK NEIL EDWARD · award
GIACOBBE KENNETH J · award
CHANATRY MICHAEL NIEM · award
ARENA JONATHAN A · award
9 signals · latest 8d ago
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