Melius Research Has Pessimistic View of HII FY2026 Earnings

Huntington Ingalls Industries, Inc. (NYSE:HII) – Equities researchers at Melius Research dropped their FY2026 EPS estimates for shares of Huntington Ingalls Industries in a research note issued on Monday, July 13th. Melius Research analyst S. Mikus now forecasts that the aerospace company will post earnings per share of $16.70 for the year, down from their prior estimate of $16.76. The consensus estimate for Huntington Ingalls Industries’ current full-year earnings is $17.31 per share. Melius Research also issued estimates for Huntington Ingalls Industries’ Q4 2026 earnings at $4.88 EPS and FY2028 earnings at $24.94 EPS.

A number of other equities analysts have also commented on the company. Wells Fargo & Company began coverage on Huntington Ingalls Industries in a research note on Wednesday, April 1st. They issued an “equal weight” rating and a $400.00 price objective on the stock. TD Cowen dropped their price target on Huntington Ingalls Industries from $420.00 to $360.00 and set a “buy” rating on the stock in a research report on Monday, July 13th. Citigroup cut their price target on Huntington Ingalls Industries from $405.00 to $349.00 and set a “buy” rating for the company in a report on Wednesday, July 1st. Weiss Ratings cut Huntington Ingalls Industries from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, May 6th. Finally, Wall Street Zen lowered shares of Huntington Ingalls Industries from a “buy” rating to a “hold” rating in a research report on Monday, May 18th. Four investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $374.00.

Huntington Ingalls Industries Stock Up 0.1%

HII stock opened at $269.33 on Monday. The stock has a market capitalization of $10.61 billion, a price-to-earnings ratio of 17.52, a price-to-earnings-growth ratio of 1.15 and a beta of 0.25. The company has a 50-day moving average of $298.06 and a two-hundred day moving average of $363.91. Huntington Ingalls Industries has a 52-week low of $250.91 and a 52-week high of $460.00. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.19 and a quick ratio of 1.11.

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

Institutional Trading of Huntington Ingalls Industries

Several institutional investors have recently made changes to their positions in HII. Northwestern Mutual Wealth Management Co. boosted 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 valued at $675,572,000 after purchasing an additional 1,981,424 shares in the last quarter. AQR Capital Management LLC raised its holdings in shares of Huntington Ingalls Industries by 85.0% in the 4th 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 in the last quarter. Van ECK Associates Corp lifted its position in shares of Huntington Ingalls Industries by 32.1% during the 4th quarter. Van ECK Associates Corp now owns 1,646,733 shares of the aerospace company’s stock worth $560,004,000 after buying an additional 400,428 shares during the period. Marshall Wace LLP grew its position in Huntington Ingalls Industries by 588.1% in the fourth quarter. Marshall Wace LLP now owns 351,879 shares of the aerospace company’s stock valued at $119,663,000 after acquiring an additional 300,740 shares during the period. Finally, Price T Rowe Associates Inc. MD raised its stake in Huntington Ingalls Industries by 390.2% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 285,339 shares of the aerospace company’s stock worth $97,036,000 after acquiring an additional 227,126 shares in the last quarter. 90.46% of the stock is currently owned by institutional investors and hedge funds.

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 shares were sold at an average price of $319.58, for a total value of $1,118,530.00. Following the sale, the vice president owned 8,391 shares of the company’s stock, valued at $2,681,595.78. The trade was a 29.43% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 0.80% of the stock is owned by corporate insiders.

Huntington Ingalls Industries Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, June 12th. Investors of record on Friday, May 29th were paid a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date was Friday, May 29th. Huntington Ingalls Industries’s dividend payout ratio is presently 35.91%.

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.