Melius Research Analysts Lower Earnings Estimates for HII

Huntington Ingalls Industries, Inc. (NYSE:HII) – Equities researchers at Melius Research cut their Q2 2026 EPS estimates for shares of Huntington Ingalls Industries in a research note issued to investors on Tuesday, May 26th. Melius Research analyst S. Mikus now forecasts that the aerospace company will earn $3.64 per share for the quarter, down from their prior forecast of $3.94. The consensus estimate for Huntington Ingalls Industries’ current full-year earnings is $17.29 per share. Melius Research also issued estimates for Huntington Ingalls Industries’ Q3 2026 earnings at $4.38 EPS.

HII has been the subject of several other research reports. Wall Street Zen cut shares of Huntington Ingalls Industries from a “buy” rating to a “hold” rating in a research report on Monday, May 18th. Wells Fargo & Company started coverage on shares of Huntington Ingalls Industries in a research report on Wednesday, April 1st. They issued an “equal weight” rating and a $400.00 target price for the company. Citigroup decreased their target price on shares of Huntington Ingalls Industries from $441.00 to $405.00 and set a “buy” rating for the company in a research report on Monday, May 18th. Bank of America upgraded shares of Huntington Ingalls Industries from an “underperform” rating to a “neutral” rating and upped their target price for the stock from $300.00 to $400.00 in a research report on Thursday, February 12th. Finally, Sanford C. Bernstein restated a “market perform” rating and issued a $421.00 target price on shares of Huntington Ingalls Industries in a research report on Wednesday, February 11th. Four equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $388.50.

Huntington Ingalls Industries Price Performance

Shares of NYSE:HII opened at $320.53 on Friday. The company has a quick ratio of 1.11, a current ratio of 1.19 and a debt-to-equity ratio of 0.52. Huntington Ingalls Industries has a fifty-two week low of $215.04 and a fifty-two week high of $460.00. The firm has a 50-day simple moving average of $365.74 and a 200 day simple moving average of $372.66. The company has a market cap of $12.63 billion, a PE ratio of 20.85, a P/E/G ratio of 1.35 and a beta of 0.29.

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

Huntington Ingalls Industries Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 12th. Stockholders of record on Friday, May 29th will be issued a $1.38 dividend. The ex-dividend date is Friday, May 29th. This represents a $5.52 annualized dividend and a dividend yield of 1.7%. Huntington Ingalls Industries’s dividend payout ratio (DPR) is 35.91%.

Insider Activity at Huntington Ingalls Industries

In other news, EVP Eric D. Chewning sold 1,700 shares of the stock in a transaction that occurred on Wednesday, March 4th. The shares were 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 $844,774.56. This trade represents a 46.59% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP Chad N. Boudreaux sold 4,400 shares of the stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $422.45, for a total transaction of $1,858,780.00. Following the completion of the transaction, the vice president owned 20,360 shares of the company’s stock, valued at $8,601,082. This trade represents a 17.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.80% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of Huntington Ingalls Industries by 38,526.6% in 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 acquiring an additional 1,981,424 shares in the last quarter. Van ECK Associates Corp lifted its stake in Huntington Ingalls Industries by 32.1% during the fourth quarter. Van ECK Associates Corp now owns 1,646,733 shares of the aerospace company’s stock valued at $560,004,000 after purchasing an additional 400,428 shares during the last quarter. Geode Capital Management LLC lifted its stake in Huntington Ingalls Industries by 5.3% during the fourth quarter. Geode Capital Management LLC now owns 1,116,501 shares of the aerospace company’s stock valued at $379,098,000 after purchasing an additional 56,618 shares during the last quarter. AQR Capital Management LLC lifted its stake in Huntington Ingalls Industries by 85.0% during the fourth quarter. AQR Capital Management LLC now owns 1,085,619 shares of the aerospace company’s stock valued at $369,186,000 after purchasing an additional 498,690 shares during the last quarter. Finally, Dimensional Fund Advisors LP lifted its stake in Huntington Ingalls Industries by 1.2% during the fourth quarter. Dimensional Fund Advisors LP now owns 978,365 shares of the aerospace company’s stock valued at $332,717,000 after purchasing an additional 11,743 shares during the last quarter. 90.46% of the stock is currently owned by institutional investors.

Huntington Ingalls Industries Company 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.