Mitsubishi UFJ Asset Management Co. Ltd. Purchases New Position in Hexcel Corporation $HXL

Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in shares of Hexcel Corporation (NYSE:HXL) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 129,553 shares of the aerospace company’s stock, valued at approximately $12,963,000. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.17% of Hexcel at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Royal Bank of Canada grew its holdings in shares of Hexcel by 12.6% in the first quarter. Royal Bank of Canada now owns 119,501 shares of the aerospace company’s stock worth $6,544,000 after acquiring an additional 13,374 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in Hexcel by 7.9% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 6,360 shares of the aerospace company’s stock valued at $348,000 after acquiring an additional 468 shares during the period. Caxton Associates LLP purchased a new position in Hexcel in the first quarter worth about $234,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in Hexcel by 14.5% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 274,522 shares of the aerospace company’s stock worth $15,033,000 after purchasing an additional 34,822 shares during the last quarter. Finally, Geneos Wealth Management Inc. grew its stake in shares of Hexcel by 138.7% during the 1st quarter. Geneos Wealth Management Inc. now owns 759 shares of the aerospace company’s stock valued at $42,000 after purchasing an additional 441 shares during the period. Institutional investors own 95.47% of the company’s stock.

Hexcel Stock Performance

HXL opened at $94.18 on Friday. The stock has a market capitalization of $7.12 billion, a price-to-earnings ratio of 47.33, a PEG ratio of 1.40 and a beta of 1.06. The company has a fifty day moving average of $101.43 and a 200 day moving average of $92.22. Hexcel Corporation has a fifty-two week low of $60.26 and a fifty-two week high of $111.74. The company has a debt-to-equity ratio of 0.74, a quick ratio of 1.37 and a current ratio of 2.43.

Hexcel (NYSE:HXL) last announced its quarterly earnings results on Wednesday, July 29th. The aerospace company reported $0.66 EPS for the quarter, beating analysts’ consensus estimates of $0.57 by $0.09. The company had revenue of $529.30 million during the quarter, compared to analyst estimates of $528.08 million. Hexcel had a return on equity of 12.34% and a net margin of 7.76%.The firm’s revenue was up 8.0% on a year-over-year basis. During the same period in the prior year, the company earned $0.50 earnings per share. Hexcel has set its FY 2026 guidance at 2.300-2.400 EPS. As a group, sell-side analysts forecast that Hexcel Corporation will post 2.36 earnings per share for the current fiscal year.

Hexcel Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, August 17th. Investors of record on Monday, August 10th were issued a dividend of $0.18 per share. The ex-dividend date was Monday, August 10th. This represents a $0.72 dividend on an annualized basis and a yield of 0.8%. Hexcel’s payout ratio is presently 36.18%.

Insider Transactions at Hexcel

In other news, insider Gina Fitzsimons sold 9,675 shares of Hexcel stock in a transaction on Friday, August 14th. The stock was sold at an average price of $103.14, for a total transaction of $997,879.50. Following the completion of the sale, the insider directly owned 7,712 shares in the company, valued at approximately $795,415.68. This trade represents a 55.65% 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 link. 1.84% of the stock is currently owned by insiders.

Key Hexcel News

Here are the key news stories impacting Hexcel this week:

• Positive Sentiment: Long-term earnings outlook improved: Zacks Research raised its FY2028 EPS estimate to $4.02 from $3.88 and lifted its FY2026 forecast to $2.34 from $2.23. Analysts also increased estimates for Q2 2027 and Q1/Q2 2028, suggesting expectations for stronger aerospace demand and earnings growth over time. Hexcel analyst estimates
• Neutral Sentiment: Overall earnings expectations remain broadly intact: Zacks projects FY2027 EPS of $2.99 and the current-year consensus remains $2.36, indicating that the revisions have not materially changed the broader earnings narrative. However, the stock’s elevated valuation—approximately 47 times earnings based on the provided background—leaves less room for disappointing updates.
• Negative Sentiment: Several near-term estimates were reduced: Zacks cut its Q4 2026 EPS forecast to $0.62 from $0.64, Q1 2027 to $0.61 from $0.62, Q3 2027 to $0.71 from $0.72, and FY2027 to $2.99 from $3.02. Q4 2027 was also lowered to $0.94 from $0.96. These reductions may signal caution about the pace of near-term recovery or execution.
• Neutral Sentiment: Aerospace-sector context: A separate report compares Woodward’s second-quarter results with other aerospace companies, including Hexcel, but the supplied headline does not provide specific Hexcel operating or earnings information. Q2 earnings highlights: Woodward versus aerospace stocks

Wall Street Analysts Forecast Growth

HXL has been the topic of several recent research reports. UBS Group increased their price target on shares of Hexcel from $113.00 to $126.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Jefferies Financial Group restated a “hold” rating and issued a $110.00 price objective on shares of Hexcel in a research note on Sunday, August 2nd. Bank of America cut Hexcel from a “peer perform” rating to a “market perform” rating and set a $110.00 target price on the stock. in a report on Monday, August 3rd. The Goldman Sachs Group lifted their target price on Hexcel from $88.00 to $97.00 and gave the company a “neutral” rating in a research report on Tuesday, August 4th. Finally, Wells Fargo & Company boosted their price target on Hexcel from $95.00 to $120.00 and gave the company an “overweight” rating in a report on Tuesday, August 4th. Five equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Hexcel presently has a consensus rating of “Hold” and a consensus target price of $107.18.

Hexcel Company Profile

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.