Melius Research Analysts Cut Earnings Estimates for HII

Huntington Ingalls Industries, Inc. (NYSE:HII) – Research analysts at Melius Research cut their Q4 2026 earnings per share estimates for shares of Huntington Ingalls Industries in a research report issued to clients and investors on Tuesday, May 26th. Melius Research analyst S. Mikus now expects that the aerospace company will post earnings of $4.95 per share for the quarter, down from their previous forecast of $5.05. The consensus estimate for Huntington Ingalls Industries’ current full-year earnings is $17.32 per share. Melius Research also issued estimates for Huntington Ingalls Industries’ FY2027 earnings at $20.28 EPS and FY2028 earnings at $25.00 EPS.

Several other analysts have also commented on the company. Wells Fargo & Company assumed coverage on Huntington Ingalls Industries in a research note on Wednesday, April 1st. They issued an “equal weight” rating and a $400.00 price target on the stock. Bank of America raised Huntington Ingalls Industries from an “underperform” rating to a “neutral” rating and boosted their price target for the company from $300.00 to $400.00 in a research note on Thursday, February 12th. Citigroup reduced their price objective on Huntington Ingalls Industries from $441.00 to $405.00 and set a “buy” rating on the stock in a research note on Monday, May 18th. TD Cowen reduced their price objective on Huntington Ingalls Industries from $460.00 to $420.00 and set a “buy” rating on the stock in a research note on Thursday, May 14th. Finally, Weiss Ratings lowered Huntington Ingalls Industries from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. Four research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $388.50.

Huntington Ingalls Industries Price Performance

Shares of HII stock opened at $308.10 on Monday. The stock’s fifty day simple moving average is $363.35 and its 200 day simple moving average is $372.58. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.19 and a quick ratio of 1.11. The firm has a market cap of $12.14 billion, a price-to-earnings ratio of 20.05, a P/E/G ratio of 1.30 and a beta of 0.23. Huntington Ingalls Industries has a one year low of $215.04 and a one year high of $460.00.

Huntington Ingalls Industries (NYSE:HII) last announced its quarterly earnings results on Tuesday, May 5th. The aerospace company reported $3.79 EPS for the quarter, beating the consensus estimate of $3.70 by $0.09. The business had revenue of $3.10 billion for the quarter, compared to analyst estimates of $3.02 billion. Huntington Ingalls Industries had a return on equity of 12.05% and a net margin of 4.71%.Huntington Ingalls Industries’s quarterly revenue was up 13.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.79 EPS.

Huntington Ingalls Industries Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, June 12th. Shareholders of record on Friday, May 29th will be paid a $1.38 dividend. The ex-dividend date of this dividend is Friday, May 29th. This represents a $5.52 dividend on an annualized basis and a yield of 1.8%. Huntington Ingalls Industries’s payout ratio is currently 35.91%.

Insiders Place Their Bets

In other Huntington Ingalls Industries news, VP Edmond E. Jr. Hughes sold 3,500 shares of the business’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $319.58, for a total value of $1,118,530.00. Following the transaction, the vice president owned 8,391 shares of the company’s stock, valued at approximately $2,681,595.78. The trade was a 29.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Eric D. Chewning sold 1,700 shares of the business’s stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $433.44, for a total value of $736,848.00. Following the completion of the transaction, the executive vice president directly owned 1,949 shares in the company, valued at approximately $844,774.56. This represents a 46.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 9,600 shares of company stock valued at $3,714,158. 0.80% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Huntington Ingalls Industries

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Personal CFO Solutions LLC raised its position in shares of Huntington Ingalls Industries by 3.7% during the first quarter. Personal CFO Solutions LLC now owns 775 shares of the aerospace company’s stock worth $294,000 after acquiring an additional 28 shares during the last quarter. TriaGen Wealth Management LLC raised its position in shares of Huntington Ingalls Industries by 1.6% during the fourth quarter. TriaGen Wealth Management LLC now owns 1,971 shares of the aerospace company’s stock worth $670,000 after acquiring an additional 31 shares during the last quarter. CI Investments Inc. raised its position in shares of Huntington Ingalls Industries by 16.7% during the third quarter. CI Investments Inc. now owns 231 shares of the aerospace company’s stock worth $67,000 after acquiring an additional 33 shares during the last quarter. Intrust Bank NA raised its position in shares of Huntington Ingalls Industries by 4.5% during the fourth quarter. Intrust Bank NA now owns 821 shares of the aerospace company’s stock worth $279,000 after acquiring an additional 35 shares during the last quarter. Finally, Oakworth Capital Inc. raised its position in shares of Huntington Ingalls Industries by 1.7% during the fourth quarter. Oakworth Capital Inc. now owns 2,205 shares of the aerospace company’s stock worth $750,000 after acquiring an additional 36 shares during the last quarter. 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: Alembic Global Advisors raised its FY2026 and FY2027 EPS estimates for Huntington Ingalls Industries, signaling improving expectations for future profitability.
• Positive Sentiment: Melius Research increased its Q3 2026 EPS forecast for HII, adding to the view that earnings may strengthen later in the year.
• Positive Sentiment: Alembic also lifted its Q4 2026 EPS estimate, reinforcing optimism about the company’s second-half earnings trajectory.
• Neutral Sentiment: HII presented at Bernstein’s 42nd Annual Strategic Decisions Conference, which may have helped keep the company in focus for investors. Article Title
• Neutral Sentiment: Broader defense-sector news around U.S. policy toward Iran and sanctions was also in the mix, but it appears to be a secondary macro factor rather than a direct company-specific driver. Article Title
• Negative Sentiment: Despite the analyst optimism, the stock has been under pressure and is trading below its recent moving averages, suggesting investors remain cautious about execution and near-term momentum.
• Negative Sentiment: Melius and Alembic both trimmed their Q2 2026 EPS estimates, which points to some near-term softness even as later-period forecasts improved.

About Huntington Ingalls Industries

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.