10 Best Aerospace and Defense Stocks to Invest In Right Now
On January 24, Tony Bancroft, Portfolio Manager at Gabelli Funds, appeared in an interview with Yahoo Finance to discuss the outlook for aerospace and defense stocks in 2026.
Howmet Aerospace Inc. (HWM)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Kensico Capital Michael Lowenstein | 5,264,500 | $1,079,327,790 | 18.34% | |
| 2. | AQR Capital Management Cliff Asness | 1,131,188 | $231,915,986 | -8% | 0.12% |
| 3. | Squarepoint Ops LLC Maxime Fortin (Cio) | 1,034,192 | $212,030,044 | +357% | 0.23% |
| 4. | Millennium Management Israel Englander | 944,827 | $193,708,432 | +73% | 0.08% |
| 5. | Adage Capital Management Phill Gross And Robert Atchinson | 393,000 | $80,572,860 | -13% | 0.12% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $29.50 | 5,000 | $147,523.00 | 29,486 | 2019-11-12 | Filing | |
| $24.18 | 12,643 | $305,645.79 | 80,463 | 2019-08-07 | Filing | |
| $24.10 | 17,820 | $429,410.32 | 67,820 | 2019-08-06 | Filing | |
| $22.14 | 50,000 | $1,106,930.00 | 50,000 | 2019-05-02 | Filing | |
| $22.10 | 22,603 | $499,447.19 | 38,420 | 2019-05-02 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $251.70 | 45,150 | $11,364,426.57 | 107,008 | 2026-02-18 | Filing | |
| $180.51 | 13,102 | $2,365,073.46 | 63,150 | 2025-08-05 | Filing | |
| $158.53 | 30,000 | $4,756,017.00 | 131,859 | 2025-05-12 | Filing | |
| $156.96 | 150,000 | $23,544,465.00 | 236,544 | 2025-05-12 | Filing | |
| $156.96 | 650,000 | $102,026,015.00 | 551,186 | 2025-05-12 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 48,937,802 | $10,033,228,166 | 0.15% | |
| 2. | 47,241,701 | $9,685,493,597 | 0.16% | |
| 3. | 27,727,872 | $5,684,768,692 | 0.36% | |
| 4. | 18,365,429 | $3,765,280,254 | 0.13% | |
| 5. | 15,501,464 | $3,178,110,182 | 0.16% |
News See All
Howmet Aerospace Inc. (NYSE:HWM) Q4 2025 Earnings Call Transcript
Operator: Good morning, and welcome to the Howmet Aerospace Fourth Quarter and Full Year 2025 Conference Call. [Operator Instructions] Please note, this event is being recorded.
Recent Upward Revisions Drive Broader Analyst Sentiment on Howmet Aerospace (HWM)
As of February 6, 2026, more than 80% of analysts covering the stock remained bullish, with a consensus price target of $240.00, implying a 14.50% upside. Analyst sentiment on Howmet Aerospace Inc.
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Jefferies Backs Howmet (HWM) Acquisition, Sees EPS Lift into 2026
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