New York State Common Retirement Fund Buys 86,625 Shares of Hexcel Corporation $HXL

New York State Common Retirement Fund boosted its holdings in shares of Hexcel Corporation (NYSE:HXL) by 25.8% during the third quarter, Holdings Channel reports. The firm owned 421,980 shares of the aerospace company’s stock after acquiring an additional 86,625 shares during the quarter. New York State Common Retirement Fund’s holdings in Hexcel were worth $26,458,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in the stock. Fort Washington Investment Advisors Inc. OH boosted its position in shares of Hexcel by 12.6% during the third quarter. Fort Washington Investment Advisors Inc. OH now owns 403,881 shares of the aerospace company’s stock worth $25,323,000 after acquiring an additional 45,061 shares during the last quarter. DAVENPORT & Co LLC raised its holdings in shares of Hexcel by 1.2% in the second quarter. DAVENPORT & Co LLC now owns 541,899 shares of the aerospace company’s stock worth $30,834,000 after buying an additional 6,167 shares during the period. State of New Jersey Common Pension Fund D increased its stake in Hexcel by 16.7% in the 2nd quarter. State of New Jersey Common Pension Fund D now owns 36,171 shares of the aerospace company’s stock worth $2,043,000 after buying an additional 5,179 shares during the period. Commonwealth Equity Services LLC increased its holdings in Hexcel by 7.3% during the 3rd quarter. Commonwealth Equity Services LLC now owns 126,794 shares of the aerospace company’s stock worth $7,950,000 after purchasing an additional 8,661 shares during the period. Finally, AXQ Capital LP increased its position in Hexcel by 101.1% during the 2nd quarter. AXQ Capital LP now owns 16,446 shares of the aerospace company’s stock valued at $929,000 after purchasing an additional 8,269 shares during the period. 95.47% of the stock is owned by hedge funds and other institutional investors.

Hexcel Stock Performance

Shares of HXL stock opened at $82.89 on Friday. The firm has a fifty day moving average price of $77.79 and a 200 day moving average price of $69.05. Hexcel Corporation has a 12 month low of $45.28 and a 12 month high of $88.00. The company has a current ratio of 2.26, a quick ratio of 1.50 and a debt-to-equity ratio of 0.79. The company has a market cap of $6.60 billion, a P/E ratio of 60.07, a PEG ratio of 2.25 and a beta of 1.08.

Hexcel (NYSE:HXL) last announced its quarterly earnings data on Wednesday, January 28th. The aerospace company reported $0.52 EPS for the quarter, topping analysts’ consensus estimates of $0.50 by $0.02. Hexcel had a net margin of 5.78% and a return on equity of 9.54%. The company had revenue of $491.30 million during the quarter, compared to the consensus estimate of $484.46 million. During the same quarter in the prior year, the firm earned $0.52 EPS. Hexcel’s quarterly revenue was up 3.7% on a year-over-year basis. Hexcel has set its FY 2026 guidance at 2.100-2.300 EPS. Sell-side analysts predict that Hexcel Corporation will post 2.14 earnings per share for the current fiscal year.

Hexcel Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 17th. Stockholders of record on Monday, February 9th will be paid a $0.18 dividend. The ex-dividend date of this dividend is Monday, February 9th. This represents a $0.72 annualized dividend and a dividend yield of 0.9%. This is an increase from Hexcel’s previous quarterly dividend of $0.17. Hexcel’s dividend payout ratio is presently 49.28%.

Analysts Set New Price Targets

Several equities analysts have issued reports on the stock. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $65.00 price target on shares of Hexcel in a report on Wednesday, October 8th. Truist Financial set a $94.00 price target on shares of Hexcel in a report on Friday. Citigroup reaffirmed a “reduce” rating on shares of Hexcel in a research report on Thursday, October 23rd. UBS Group set a $99.00 target price on shares of Hexcel in a report on Friday. Finally, BMO Capital Markets restated a “market perform” rating and set a $85.00 target price on shares of Hexcel in a research report on Friday. Three research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Hexcel currently has an average rating of “Hold” and an average target price of $80.10.

Hexcel News Roundup

Here are the key news stories impacting Hexcel this week:

• Positive Sentiment: Q4 beat — Hexcel reported $0.52 EPS and revenue above estimates, with rising aerospace sales and improved operating income, which underpins near-term earnings momentum. Zacks: Hexcel’s Q4 Earnings Beat Estimates
• Positive Sentiment: Dividend hike — Management lifted the quarterly dividend ~5.9% to $0.18/share (annualized yield ~0.9%), a shareholder-friendly move that often supports sentiment for industrial/aerospace names. MSN: Hexcel raises quarterly dividend
• Positive Sentiment: Analyst upgrade — Morgan Stanley moved HXL from Underweight to Equal Weight and raised its price target to $90 (from $67), signaling improved conviction in the recovery case and providing upside from current levels. The Fly: HXL upgraded at Morgan Stanley
• Neutral Sentiment: Commercial aerospace recovery & cost discipline — Management and analysts point to improving commercial aerospace demand and better cost control as drivers for durable margin recovery; these factors support medium-term guidance execution but are already partly priced in. Yahoo: HXL Q4 Deep Dive
• Neutral Sentiment: Earnings call detail available — Full transcript and highlights show management commentary supporting the beat, useful for investors modeling revenue cadence and margin drivers. Seeking Alpha: Q4 earnings call transcript
• Negative Sentiment: Guidance slightly cautious — FY2026 EPS guidance of $2.10–$2.30 and revenue guidance near $2.0–$2.1B sit around or a touch below consensus (consensus ~2.28 EPS, revenue ~$2.1B), which can temper upside despite the quarter’s beat. Yahoo: Q4 2025 Earnings Call Highlights

About Hexcel

Hexcel Corporation is a global leader in advanced composite materials for aerospace and industrial applications. The company specializes in the development and manufacture of lightweight, high-performance products that enhance fuel efficiency, durability and structural strength. Its offerings are critical to the aerospace sector, where demand for lighter, more efficient aircraft drives continuous innovation in materials.

Hexcel’s product portfolio encompasses carbon fiber reinforcements, pre-impregnated composites (prepregs), honeycomb core, engineered adhesives and structural film adhesives.