Jefferies raises Howmet Aerospace stock price target to $220 on fastener market dynamics

Published 21/07/2025, 18:12
Jefferies raises Howmet Aerospace stock price target to $220 on fastener market dynamics

Investing.com - Jefferies has raised its price target on Howmet Aerospace Inc . (NYSE:HWM) to $220.00 from $210.00 while maintaining a Buy rating on the stock. The aerospace giant, currently trading at $190.16 with a market capitalization of $76.84 billion, has demonstrated remarkable performance with a 144.86% return over the past year. According to InvestingPro data, analysts maintain a Strong Buy consensus on the stock.

The adjustment follows Jefferies’ analysis of the aerospace fastener market after the loss of Precision Castparts Corp’s (PCC) Jenkintown facility, which removed approximately 10% ($400 million) of annual aerospace and defense fastener capacity from a $4 billion per year market.

Fastener activity, which was at 109% of January 2023 levels before the Jenkintown fire, fell to 100% in June 2025 due to the incident, representing an 8% decline from pre-fire levels or a $328 million annualized impact.

Excluding the Jenkintown facility, overall market activity increased 2% ($94 million annualized), with the Jenkintown situation creating a net impact exceeding $400 million.

In June, PCP’s operations excluding Jenkintown showed a 2% increase compared to pre-fire levels, while Howmet Aerospace demonstrated slightly stronger performance with a 3% increase.

In other recent news, Howmet Aerospace Inc. reported significant developments that are drawing investor attention. RBC Capital Markets has raised its price target for Howmet Aerospace to $200, maintaining an Outperform rating, citing the company’s strong first-quarter results and improved margin profile. This adjustment reflects a positive sentiment towards the aerospace sector and suggests potential for further growth. Meanwhile, KeyBanc has maintained its Sector Weight rating on Howmet Aerospace, noting increased earnings estimates for 2025 and highlighting improvements in profit margins. The firm acknowledged the company’s robust performance in commercial and operational areas, particularly in its Fasteners and Structures divisions.

Additionally, Howmet Aerospace held its annual shareholder meeting, where all proposed items, including the election of directors and executive compensation, were approved by shareholders. In another development, the company’s CEO, John Plant, sold 800,000 shares for estate and tax planning purposes, although he remains a significant shareholder. Furthermore, David J. Miller, a member of Howmet Aerospace’s Board of Directors, resigned, with the company expressing gratitude for his contributions. These events, along with the company’s strategic moves and market conditions, continue to shape investor perspectives on Howmet Aerospace.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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