Equities Analysts Offer Predictions for HII FY2026 Earnings

Huntington Ingalls Industries, Inc. (NYSE:HII) – Equities research analysts at Wolfe Research upped their FY2026 earnings per share (EPS) estimates for Huntington Ingalls Industries in a note issued to investors on Thursday, October 29th. Wolfe Research analyst M. Walton now anticipates that the aerospace company will post earnings per share of $19.42 for the year, up from their previous forecast of $18.58. Wolfe Research has an “Outperform” rating and a $364.00 price target on the stock. The consensus estimate for Huntington Ingalls Industries’ current full-year earnings is $18.73 per share. Wolfe Research also issued estimates for Huntington Ingalls Industries’ FY2030 earnings at $27.55 EPS.

Other analysts also recently issued reports about the company. Citigroup raised their target price on Huntington Ingalls Industries from $349.00 to $379.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Sanford C. Bernstein upped their price target on Huntington Ingalls Industries from $304.00 to $352.00 and gave the stock a “market perform” rating in a research note on Tuesday. Weiss Ratings upgraded Huntington Ingalls Industries from a “hold (c)” rating to a “hold (c+)” rating in a report on Monday, August 31st. The Goldman Sachs Group reissued a “conviction-buy” rating and issued a $406.00 price objective on shares of Huntington Ingalls Industries in a research note on Friday, October 30th. Finally, TD Cowen decreased their price objective on Huntington Ingalls Industries from $360.00 to $340.00 and set a “buy” rating for the company in a report on Friday, October 9th. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, Huntington Ingalls Industries has a consensus rating of “Moderate Buy” and a consensus target price of $369.50.

Huntington Ingalls Industries Trading Down 4.2%

HII opened at $303.75 on Thursday. The company has a fifty day moving average price of $279.01 and a two-hundred day moving average price of $334.55. Huntington Ingalls Industries has a 1-year low of $255.35 and a 1-year high of $460.00. The company has a market cap of $11.97 billion, a P/E ratio of 16.35, a price-to-earnings-growth ratio of 1.17 and a beta of 0.17. The company has a current ratio of 1.26, a quick ratio of 1.18 and a debt-to-equity ratio of 0.49.

Huntington Ingalls Industries (NYSE:HII) last released its earnings results on Thursday, October 29th. The aerospace company reported $5.48 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.36 by $1.12. The company had revenue of $3.54 billion for the quarter, compared to the consensus estimate of $3.38 billion. Huntington Ingalls Industries had a net margin of 5.42% and a return on equity of 13.95%. Huntington Ingalls Industries’s quarterly revenue was up 10.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.68 EPS.

Huntington Ingalls Industries Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, December 11th. Investors of record on Friday, November 27th will be issued a $1.41 dividend. The ex-dividend date is Friday, November 27th. This represents a $5.64 dividend on an annualized basis and a dividend yield of 1.9%. This is a boost from Huntington Ingalls Industries’s previous quarterly dividend of $1.38. Huntington Ingalls Industries’s dividend payout ratio (DPR) is currently 29.71%.

Insiders Place Their Bets

In related news, CEO Christopher Kastner sold 13,070 shares of the firm’s stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $324.92, for a total value of $4,246,704.40. Following the transaction, the chief executive officer owned 11,224 shares of the company’s stock, valued at approximately $3,646,902.08. This trade represents a 53.80% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.80% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of HII. Cassaday & Co Wealth Management LLC bought a new position in shares of Huntington Ingalls Industries in the 1st quarter worth $36,000. Eastern Bank purchased a new stake in Huntington Ingalls Industries during the third quarter valued at about $26,000. Provenance Wealth Advisors LLC boosted its position in Huntington Ingalls Industries by 6,250.0% during the third quarter. Provenance Wealth Advisors LLC now owns 127 shares of the aerospace company’s stock valued at $34,000 after buying an additional 125 shares during the period. Bogart Wealth LLC grew its stake in shares of Huntington Ingalls Industries by 1,775.0% during the first quarter. Bogart Wealth LLC now owns 150 shares of the aerospace company’s stock valued at $57,000 after buying an additional 142 shares during the last quarter. Finally, Latitude Advisors LLC bought a new position in shares of Huntington Ingalls Industries during the third quarter valued at about $42,000. Institutional investors own 90.46% of the company’s stock.

Key Headlines Impacting Huntington Ingalls Industries

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

• Positive Sentiment: Ingalls Shipbuilding completed builder’s sea trials for Harrisburg (LPD 30), the first Flight II San Antonio-class amphibious transport dock. Testing covered propulsion, control, communications, mission and combat systems—an important construction milestone ahead of the next steps toward delivery. HII Successfully Completes Builder’s Trials on Harrisburg (LPD 30)
• Positive Sentiment: HII and Thales demonstrated an end-to-end autonomous mine-countermeasure mission using Expeditionary PathMaster. The demonstration highlights HII’s autonomous-seapower capabilities, though no contract or financial impact was disclosed. HII and Thales Demonstrate Expeditionary PathMaster
• Positive Sentiment: HII has moved its first ROMULUS drone ship closer to completion, another sign of progress in its uncrewed-vessel program. The report provides no additional details on timing or contract value. HII Moves First ROMULUS Drone Ship Closer to Completion
• Neutral Sentiment: JPMorgan raised its HII price target from $370 to $375 while maintaining a Neutral rating; Sanford C. Bernstein raised its target from $304 to $352 and kept a Market Perform rating. The higher targets are supportive, but neither firm upgraded its view. JPMorgan rating information Bernstein rating information
• Neutral Sentiment: Zacks described HII as a top-ranked momentum stock, a stock-screening signal rather than new company-specific news. Zacks momentum-stock article

About Huntington Ingalls Industries

Huntington Ingalls Industries, Inc (NYSE:HII) is an American defense company that designs, builds, maintains and modernizes ships for the U.S. Navy and other government customers. Its shipbuilding activities include nuclear-powered aircraft carriers, submarines, amphibious assault ships, destroyers and other surface vessels, along with fleet sustainment and modernization services.

HII operates through its Newport News Shipbuilding and Ingalls Shipbuilding divisions. Newport News Shipbuilding is involved in the construction and maintenance of nuclear-powered aircraft carriers and submarines, while Ingalls Shipbuilding builds surface combatants and amphibious ships.