Equities Analysts Offer Predictions for HII FY2026 Earnings

Huntington Ingalls Industries, Inc. (NYSE:HII) – Investment analysts at Wolfe Research raised their FY2026 earnings estimates for shares of Huntington Ingalls Industries in a report released on Thursday, October 29th. Wolfe Research analyst M. Walton now anticipates that the aerospace company will earn $19.42 per share for the year, up from their prior 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.

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

HII has been the topic of several other reports. The Goldman Sachs Group reissued a “conviction-buy” rating and issued a $406.00 target price on shares of Huntington Ingalls Industries in a research note on Friday, October 30th. Sanford C. Bernstein upped their price target on Huntington Ingalls Industries from $304.00 to $352.00 and gave the company a “market perform” rating in a research report on Tuesday. TD Cowen dropped 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. Weiss Ratings upgraded Huntington Ingalls Industries from a “hold (c)” rating to a “hold (c+)” rating in a research report on Monday, August 31st. Finally, Wall Street Zen raised Huntington Ingalls Industries from a “hold” rating to a “buy” rating in a research note on Saturday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $369.50.

Huntington Ingalls Industries Price Performance

HII stock opened at $303.75 on Thursday. The stock has a market capitalization of $11.97 billion, a price-to-earnings ratio of 16.35, a PEG ratio of 1.17 and a beta of 0.17. The firm’s 50-day moving average price is $279.01 and its two-hundred day moving average price is $334.55. 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 has a 12-month low of $255.35 and a 12-month high of $460.00.

Huntington Ingalls Industries Increases Dividend

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

Insider Transactions at Huntington Ingalls Industries

In other Huntington Ingalls Industries 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 completion of the sale, the chief executive officer directly owned 11,224 shares in the company, valued at $3,646,902.08. This trade represents a 53.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.80% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in HII. BlackRock Inc. purchased a new stake in Huntington Ingalls Industries in the second quarter worth $944,877,000. State Street Corp lifted its position in Huntington Ingalls Industries by 8.4% during the second quarter. State Street Corp now owns 2,922,717 shares of the aerospace company’s stock valued at $818,039,000 after buying an additional 227,439 shares during the period. First Trust Advisors LP lifted its position in Huntington Ingalls Industries by 2.4% during the first quarter. First Trust Advisors LP now owns 832,452 shares of the aerospace company’s stock valued at $316,249,000 after buying an additional 19,843 shares during the period. Sei Investments Co. lifted its position in Huntington Ingalls Industries by 2.3% during the first quarter. Sei Investments Co. now owns 471,429 shares of the aerospace company’s stock valued at $179,097,000 after buying an additional 10,406 shares during the period. Finally, Bank of New York Mellon Corp bought a new stake in shares of Huntington Ingalls Industries during the 2nd quarter valued at $75,094,000. Institutional investors own 90.46% of the company’s stock.

More Huntington Ingalls Industries News

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.