Wolfe Research Brokers Lower Earnings Estimates for HII

Huntington Ingalls Industries, Inc. (NYSE:HII) – Wolfe Research dropped their Q3 2026 earnings per share estimates for shares of Huntington Ingalls Industries in a research report issued to clients and investors on Friday, July 31st. Wolfe Research analyst M. Walton now forecasts that the aerospace company will post earnings of $4.30 per share for the quarter, down from their prior estimate of $4.56. Wolfe Research currently has a “Outperform” rating and a $364.00 target price on the stock. The consensus estimate for Huntington Ingalls Industries’ current full-year earnings is $17.68 per share. Wolfe Research also issued estimates for Huntington Ingalls Industries’ Q4 2026 earnings at $5.23 EPS, FY2026 earnings at $18.58 EPS, FY2027 earnings at $20.38 EPS, FY2028 earnings at $23.31 EPS and FY2029 earnings at $25.68 EPS.

Huntington Ingalls Industries (NYSE:HII) last announced its quarterly earnings data on Thursday, July 30th. The aerospace company reported $5.27 earnings per share for the quarter, beating the consensus estimate of $3.79 by $1.48. Huntington Ingalls Industries had a return on equity of 12.89% and a net margin of 5.01%.The business had revenue of $3.42 billion during the quarter, compared to analyst estimates of $3.15 billion. During the same quarter in the prior year, the firm posted $3.86 earnings per share. The company’s revenue was up 10.9% on a year-over-year basis.

Other equities analysts have also recently issued research reports about the stock. TD Cowen lowered their price objective on shares of Huntington Ingalls Industries from $420.00 to $360.00 and set a “buy” rating on the stock in a research note on Monday, July 13th. Wall Street Zen lowered shares of Huntington Ingalls Industries from a “buy” rating to a “hold” rating in a research note on Monday, May 18th. Weiss Ratings restated a “hold (c+)” rating on shares of Huntington Ingalls Industries in a report on Monday. Citigroup lifted their price target on shares of Huntington Ingalls Industries from $349.00 to $379.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Finally, Wells Fargo & Company upped their price target on Huntington Ingalls Industries from $325.00 to $340.00 and gave the company an “equal weight” rating in a report on Tuesday. Five equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $378.88.

Huntington Ingalls Industries Price Performance

NYSE:HII opened at $322.31 on Friday. The company has a quick ratio of 1.14, a current ratio of 1.23 and a debt-to-equity ratio of 0.51. The business’s 50-day moving average price is $291.08 and its 200 day moving average price is $356.15. Huntington Ingalls Industries has a 52-week low of $259.00 and a 52-week high of $460.00. The firm has a market cap of $12.70 billion, a P/E ratio of 19.21, a PEG ratio of 1.33 and a beta of 0.24.

Huntington Ingalls Industries Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, September 11th. Stockholders of record on Friday, August 28th will be given a $1.38 dividend. This represents a $5.52 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend is Friday, August 28th. Huntington Ingalls Industries’s dividend payout ratio (DPR) is 32.90%.

Insider Buying and Selling at Huntington Ingalls Industries

In other news, VP Edmond E. Jr. Hughes sold 3,500 shares of Huntington Ingalls Industries stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $319.58, for a total transaction of $1,118,530.00. Following the transaction, the vice president owned 8,391 shares in the company, valued at approximately $2,681,595.78. The trade was a 29.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.80% of the company’s stock.

Institutional Investors Weigh In On Huntington Ingalls Industries

A number of institutional investors have recently bought and sold shares of the business. Northwestern Mutual Wealth Management Co. grew its holdings in shares of Huntington Ingalls Industries by 38,526.6% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,986,567 shares of the aerospace company’s stock valued at $675,572,000 after acquiring an additional 1,981,424 shares in the last quarter. AQR Capital Management LLC increased its stake in shares of Huntington Ingalls Industries by 85.0% in the fourth quarter. AQR Capital Management LLC now owns 1,085,619 shares of the aerospace company’s stock worth $369,186,000 after acquiring an additional 498,690 shares during the last quarter. Van ECK Associates Corp raised its holdings in shares of Huntington Ingalls Industries by 32.1% during the fourth quarter. Van ECK Associates Corp now owns 1,646,733 shares of the aerospace company’s stock worth $560,004,000 after acquiring an additional 400,428 shares in the last quarter. Marshall Wace LLP boosted its position in Huntington Ingalls Industries by 588.1% during the fourth quarter. Marshall Wace LLP now owns 351,879 shares of the aerospace company’s stock valued at $119,663,000 after purchasing an additional 300,740 shares during the last quarter. Finally, Bank of New York Mellon Corp acquired a new stake in Huntington Ingalls Industries during the second quarter valued at $75,094,000. 90.46% of the stock is currently owned by institutional investors and hedge funds.

Huntington Ingalls Industries News Summary

Here are the key news stories impacting Huntington Ingalls Industries this week:

• Positive Sentiment: Wolfe Research raised its earnings outlook. The firm maintained an “Outperform” rating and increased its EPS forecasts to $18.58 for FY2026, $20.38 for FY2027, $23.31 for FY2028 and $25.68 for FY2029. The FY2029 forecast was lifted from $23.68, signaling improved confidence in HII’s longer-term profitability. Huntington Ingalls Industries analyst estimates
• Positive Sentiment: HII signed performance-based production agreements worth up to $900 million. Partnerships with Path Robotics and GrayMatter Robotics are intended to expand shipbuilding capacity and modernize the fabrication, assembly and outfitting of complex ship structures. The multiyear commitment could support operational efficiency, production capacity and future revenue visibility. HII production agreements with Path Robotics and GrayMatter Robotics
• Positive Sentiment: Wolfe Research established a bullish FY2030 EPS forecast of $28.20 and retained its $364 price objective, reinforcing the view that HII’s earnings growth could extend well beyond the current fiscal year. Wolfe Research long-term HII estimates
• Neutral Sentiment: Near-term estimates were mixed. Wolfe Research reduced its Q3 2026 EPS forecast to $4.30 from $4.56, but raised its Q4 forecast to $5.23 from $4.68. The contrasting revisions suggest some near-term timing pressure, offset by stronger expectations for the following quarter.
• Positive Sentiment: Wells Fargo raised its HII price target to $340, adding to the favorable analyst coverage, although the target remains below Wolfe Research’s $364 objective. Wells Fargo raises HII price target

About Huntington Ingalls Industries

Huntington Ingalls Industries (NYSE: HII) is America’s largest military shipbuilding company and a leading provider of professional services to the U.S. government. Headquartered in Newport News, Virginia, HII designs, constructs and maintains nuclear-powered aircraft carriers, submarines and other complex vessels for the U.S. Navy. The company’s products include nuclear aircraft carriers, Virginia-class and Columbia-class submarines, as well as amphibious assault ships, destroyers and cutters.

Established in 2011 as a spin-off from Northrop Grumman’s shipbuilding operations, HII traces its heritage to two historic builders: Newport News Shipbuilding, founded in the 19th century, and Ingalls Shipbuilding, founded in 1938.