Melius Research Has Bullish Outlook for HII FY2026 Earnings

Huntington Ingalls Industries, Inc. (NYSE:HII) – Equities researchers at Melius Research increased their FY2026 EPS estimates for shares of Huntington Ingalls Industries in a research report issued on Tuesday, August 11th. Melius Research analyst S. Mikus now expects that the aerospace company will post earnings of $18.24 per share for the year, up from their previous forecast of $16.70. The consensus estimate for Huntington Ingalls Industries’ current full-year earnings is $18.19 per share. Melius Research also issued estimates for Huntington Ingalls Industries’ Q4 2026 earnings at $5.11 EPS and FY2028 earnings at $25.85 EPS.

Several other equities research analysts also recently issued reports on HII. TD Cowen lowered their price target on Huntington Ingalls Industries from $420.00 to $360.00 and set a “buy” rating for the company in a report on Monday, July 13th. Citigroup lifted their price objective on Huntington Ingalls Industries from $349.00 to $379.00 and gave the company a “buy” rating in a report on Friday, July 31st. Wall Street Zen lowered Huntington Ingalls Industries from a “buy” rating to a “hold” rating in a research report on Monday, May 18th. Wolfe Research raised Huntington Ingalls Industries from a “peer perform” rating to an “outperform” rating and set a $364.00 target price for the company in a research note on Friday, July 31st. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Huntington Ingalls Industries in a report on Monday, August 3rd. Five analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $378.88.

Huntington Ingalls Industries Stock Performance

HII stock opened at $318.46 on Monday. Huntington Ingalls Industries has a 1-year low of $262.66 and a 1-year high of $460.00. The company has a current ratio of 1.23, a quick ratio of 1.14 and a debt-to-equity ratio of 0.51. The firm has a market cap of $12.55 billion, a PE ratio of 18.98, a P/E/G ratio of 1.25 and a beta of 0.24. The business’s 50-day moving average price is $295.40 and its two-hundred day moving average price is $351.51.

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

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the stock. BlackRock Inc. acquired a new stake in shares of Huntington Ingalls Industries in the 2nd quarter valued at approximately $944,877,000. Northwestern Mutual Wealth Management Co. increased its holdings in Huntington Ingalls Industries by 38,526.6% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,986,567 shares of the aerospace company’s stock worth $675,572,000 after buying an additional 1,981,424 shares during the last quarter. AQR Capital Management LLC increased its holdings in Huntington Ingalls Industries by 85.0% during the fourth quarter. AQR Capital Management LLC now owns 1,085,619 shares of the aerospace company’s stock worth $369,186,000 after buying an additional 498,690 shares during the last quarter. Van ECK Associates Corp raised its position in 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. Finally, Marshall Wace LLP raised 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 worth $119,663,000 after acquiring an additional 300,740 shares in the last quarter. Institutional investors and hedge funds own 90.46% of the company’s stock.

Insider Transactions at Huntington Ingalls Industries

In related news, CEO Christopher D. Kastner sold 13,070 shares of the stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $324.92, for a total transaction of $4,246,704.40. Following the completion of the transaction, the chief executive officer directly owned 11,224 shares of the company’s stock, valued at approximately $3,646,902.08. This represents a 53.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Edmond E. Jr. Hughes sold 3,500 shares of the stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $319.58, for a total value of $1,118,530.00. Following the transaction, the vice president directly owned 8,391 shares of the company’s stock, valued at $2,681,595.78. This trade represents a 29.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.80% of the stock is currently owned by insiders.

Huntington Ingalls Industries Dividend Announcement

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

Huntington Ingalls Industries Company Profile

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.