Insider Trading February 18, 2026

Howmet Executive Disposes $11.36M in Shares as Company Lines Up Debt to Fund Acquisition

EVP Neil Marchuk sells blocks of stock while Howmet moves ahead with $1.2 billion note offering to finance Consolidated Aerospace purchase

By Avery Klein HWM
Howmet Executive Disposes $11.36M in Shares as Company Lines Up Debt to Fund Acquisition
HWM

Howmet Aerospace Executive Vice President and CAO Neil Edward Marchuk sold equity totaling roughly $11.36 million on February 18, 2026, and completed related stock transactions surrounding a vested award. Separately, Howmet announced a $1.2 billion public note offering to support its planned $1.8 billion all-cash acquisition of Consolidated Aerospace Manufacturing, LLC, expected to close in the first half of 2026 pending regulatory approval.

Key Points

  • Neil Edward Marchuk sold 45,150 Howmet shares on February 18, 2026, for about $11.36 million at prices between $250.07 and $253.00 per share.
  • Marchuk also sold 28,651 shares on February 16, 2026, to cover tax obligations tied to vested awards and acquired 3,881 restricted-share-unit shares on February 17, 2026; he now directly owns 107,008 shares and indirectly owns 10.
  • Howmet launched a $1.2 billion public note offering to help fund its planned $1.8 billion cash acquisition of Consolidated Aerospace Manufacturing, LLC; the deal is expected to close in H1 2026 pending regulatory approval.

Howmet Aerospace reported a series of insider transactions and corporate financing steps this month. According to a Form 4 filing with the Securities and Exchange Commission, Executive Vice President and Chief Administrative Officer Neil Edward Marchuk sold a total of 45,150 shares of Howmet common stock on February 18, 2026. The block sale generated approximately $11.36 million, with execution prices ranging from $250.07 to $253.00 per share.

The filing also shows Marchuk disposed of 28,651 shares on February 16, 2026, to satisfy tax obligations stemming from the vesting of a stock award. That February 16 transaction was reported at a price of $250.21 per share and valued at $7,168,766.

In related paperwork, Marchuk is recorded as having acquired 3,881 shares on February 17, 2026, representing restricted share unit awards. That acquisition is listed with a reported value of $0 in the filing, consistent with the administrative conversion of vested awards into shares.

After these moves, Marchuk directly holds 107,008 shares of Howmet Aerospace common stock. The filing further notes indirect ownership of 10 shares held through a revocable trust.


Beyond insider activity, Howmet announced a planned public offering of notes totaling $1.2 billion to finance its proposed acquisition of Consolidated Aerospace Manufacturing, LLC. The financing package is broken into three tranches: $400 million of 3.750% notes due 2028, $300 million of 3.900% notes due 2029, and $500 million of 4.750% notes due 2036.

The acquisition itself is structured as an all-cash transaction valued at approximately $1.8 billion, and the company said the deal is expected to close in the first half of 2026, subject to regulatory approval.

Howmet provided projections for the acquired business, estimating revenue in the range of $485 million to $495 million for fiscal year 2026. The company also indicated an adjusted EBITDA margin in excess of 20% prior to accounting for synergies.

In addition to the financing and acquisition disclosures, investment bank UBS adjusted its valuation view on Howmet, raising its price target to $260 from $228 while maintaining a Neutral rating. UBS cited strong execution and record EBITDA margins in its rationale for the target increase.

Howmet also declared a quarterly dividend of $0.12 per share, payable on February 25, 2026, to shareholders of record as of February 6, 2026.


Taken together, the SEC filing and corporate announcements outline recent senior officer stock sales related to award vesting, the company’s plans to access the public debt markets to fund a near-term acquisition, external analyst reassessment of valuation, and a scheduled cash dividend.

Risks

  • Closing of the Consolidated Aerospace Manufacturing transaction is subject to regulatory approval, introducing timing and completion uncertainty - impacts aerospace and industrial sectors.
  • The planned $1.2 billion public offering of notes increases Howmet’s near-term debt obligations and exposes the company to capital markets conditions for execution - impacts fixed-income and corporate finance markets.
  • Insider sales tied to tax obligations and award vesting alter the executive’s immediate shareholding and may influence perceptions of insider liquidity - impacts investor sentiment in equity markets.

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