Hennion & Walsh Asset Management Inc. Raises Stock Position in Huntington Ingalls Industries, Inc. $HII

Hennion & Walsh Asset Management Inc. boosted its stake in shares of Huntington Ingalls Industries, Inc. (NYSE:HII) by 54.9% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 8,113 shares of the aerospace company’s stock after acquiring an additional 2,875 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in Huntington Ingalls Industries were worth $2,336,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Forza Wealth Management LLC boosted its holdings in shares of Huntington Ingalls Industries by 1.6% during the 3rd quarter. Forza Wealth Management LLC now owns 3,020 shares of the aerospace company’s stock worth $869,000 after purchasing an additional 49 shares during the last quarter. Byrne Asset Management LLC lifted its position in Huntington Ingalls Industries by 1.0% during the third quarter. Byrne Asset Management LLC now owns 4,498 shares of the aerospace company’s stock worth $1,295,000 after buying an additional 44 shares in the last quarter. Robeco Institutional Asset Management B.V. acquired a new position in Huntington Ingalls Industries during the third quarter worth $2,044,000. CWA Asset Management Group LLC boosted its stake in Huntington Ingalls Industries by 51.2% during the third quarter. CWA Asset Management Group LLC now owns 24,746 shares of the aerospace company’s stock worth $7,125,000 after buying an additional 8,384 shares during the last quarter. Finally, TriaGen Wealth Management LLC grew its holdings in Huntington Ingalls Industries by 5.0% in the 3rd quarter. TriaGen Wealth Management LLC now owns 1,940 shares of the aerospace company’s stock valued at $559,000 after buying an additional 93 shares in the last quarter. 90.46% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the company. Melius upgraded Huntington Ingalls Industries from a “hold” rating to a “buy” rating in a report on Monday. Citigroup assumed coverage on shares of Huntington Ingalls Industries in a research report on Friday, December 12th. They set a “buy” rating and a $376.00 price objective for the company. JPMorgan Chase & Co. boosted their target price on shares of Huntington Ingalls Industries from $287.00 to $342.00 and gave the company a “neutral” rating in a report on Monday, November 3rd. The Goldman Sachs Group increased their price target on shares of Huntington Ingalls Industries from $316.00 to $356.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Finally, TD Cowen increased their price target on shares of Huntington Ingalls Industries from $320.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Huntington Ingalls Industries currently has a consensus rating of “Hold” and a consensus target price of $325.75.

Huntington Ingalls Industries Trading Down 3.0%

Shares of HII stock opened at $356.52 on Thursday. Huntington Ingalls Industries, Inc. has a 1-year low of $158.88 and a 1-year high of $374.26. The firm has a market cap of $13.99 billion, a PE ratio of 24.62, a price-to-earnings-growth ratio of 1.55 and a beta of 0.36. The company has a 50-day moving average of $325.15 and a two-hundred day moving average of $288.89. The company has a debt-to-equity ratio of 0.54, a current ratio of 1.14 and a quick ratio of 1.06.

Huntington Ingalls Industries (NYSE:HII) last issued its quarterly earnings data on Thursday, October 30th. The aerospace company reported $3.68 EPS for the quarter, topping the consensus estimate of $3.29 by $0.39. The firm had revenue of $3.19 billion for the quarter, compared to analyst estimates of $2.95 billion. Huntington Ingalls Industries had a net margin of 4.74% and a return on equity of 11.79%. The business’s revenue for the quarter was up 16.1% compared to the same quarter last year. During the same period in the prior year, the business posted $2.56 EPS. On average, analysts predict that Huntington Ingalls Industries, Inc. will post 13.99 EPS for the current year.

Huntington Ingalls Industries Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, December 12th. Stockholders of record on Friday, November 28th were given a dividend of $1.38 per share. This is an increase from Huntington Ingalls Industries’s previous quarterly dividend of $1.35. This represents a $5.52 annualized dividend and a dividend yield of 1.5%. The ex-dividend date was Friday, November 28th. Huntington Ingalls Industries’s dividend payout ratio (DPR) is 38.12%.

Insider Transactions at Huntington Ingalls Industries

In other Huntington Ingalls Industries news, VP Edmond E. Jr. Hughes sold 850 shares of the business’s stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $315.44, for a total transaction of $268,124.00. Following the sale, the vice president directly owned 8,731 shares in the company, valued at $2,754,106.64. This represents a 8.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Chad N. Boudreaux sold 787 shares of the firm’s stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $314.17, for a total transaction of $247,251.79. Following the completion of the transaction, the vice president directly owned 20,441 shares of the company’s stock, valued at approximately $6,421,948.97. The trade was a 3.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 17,103 shares of company stock valued at $5,477,768. Corporate insiders own 0.72% of the company’s stock.

Key Huntington Ingalls Industries News

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

• Positive Sentiment: Melius Research raised FY2026 EPS to $18.01 (from $17.73) and increased FY2027 to $21.83 (from $21.54), signaling steady multi-year earnings upside that supports a higher valuation multiple and long-term growth expectations.
• Positive Sentiment: Melius published an aggressive FY2028 EPS view of $25.24, well above consensus — this bolsters the narrative of accelerating earnings out years if backlog and program execution remain strong.
• Positive Sentiment: Melius’ analyst actions included an upgrade/rating lift reported by market press, which helped push the stock to a 1-year high on the upgrade (increased buy-side attention can support near-term demand). Huntington Ingalls Industries (NYSE:HII) Stock Rating Upgraded by Melius HII Sets New 1-Year High on Analyst Upgrade
• Positive Sentiment: HII hosted the Secretary of the Navy and senior naval leaders at Ingalls Shipbuilding — a high-visibility engagement that underscores HII’s strategic role in Navy surface combatant programs and can help pipeline and political visibility. HII Hosts Secretary of The Navy and Top Naval Leaders at Ingalls Shipbuilding
• Positive Sentiment: Zacks highlighted HII for earnings growth and price strength, reinforcing positive sell-side/back-test narratives that can attract momentum and quant flows. Earnings Growth & Price Strength Make Huntington Ingalls (HII) a Stock to Watch
• Neutral Sentiment: Melius trimmed its FY2025 EPS slightly to $14.97 (from $14.99); the move is marginal versus consensus (~$13.99) and unlikely to materially alter investor expectations on its own.
• Neutral Sentiment: Melius cut its Q4 2025 EPS estimate from $3.66 to $3.64 — a tiny revision that likely reflects modest modeling tweaks rather than a change in program fundamentals.

Huntington Ingalls Industries 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.