Leeward Investments LLC MA Sells 36,480 Shares of Hexcel Corporation $HXL

Leeward Investments LLC MA lowered its stake in shares of Hexcel Corporation (NYSE:HXL) by 10.8% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 302,614 shares of the aerospace company’s stock after selling 36,480 shares during the quarter. Hexcel accounts for 1.3% of Leeward Investments LLC MA’s investment portfolio, making the stock its 11th biggest position. Leeward Investments LLC MA owned 0.40% of Hexcel worth $25,395,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. BlackRock Inc. purchased a new position in shares of Hexcel in the second quarter worth about $1,422,742,000. Bank of America Corp DE boosted its holdings in Hexcel by 5.4% during the 1st quarter. Bank of America Corp DE now owns 2,264,427 shares of the aerospace company’s stock valued at $183,260,000 after acquiring an additional 115,443 shares during the period. Bank of New York Mellon Corp purchased a new stake in Hexcel during the 2nd quarter valued at about $51,460,000. The Manufacturers Life Insurance Company purchased a new stake in Hexcel during the 2nd quarter valued at about $39,649,000. Finally, Squarepoint Ops LLC grew its position in Hexcel by 26.8% during the 2nd quarter. Squarepoint Ops LLC now owns 343,283 shares of the aerospace company’s stock worth $34,349,000 after acquiring an additional 72,660 shares during the last quarter. Hedge funds and other institutional investors own 95.47% of the company’s stock.

Key Headlines Impacting Hexcel

Here are the key news stories impacting Hexcel this week:

• Positive Sentiment: Third-quarter adjusted earnings were $0.50 per share, ahead of estimates, while net sales increased 8.8% year over year to $496.4 million. Commercial aerospace sales rose approximately 21%, supported by strong demand for the A350, 787, A320 and 737 MAX programs. Hexcel Q3 Earnings Surpass Estimates, Revenues Improve Y/Y
• Positive Sentiment: Management expects peak aircraft production to generate approximately $500 million in incremental annual sales, offering a potentially significant long-term growth opportunity. Hexcel: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: Royal Bank of Canada lowered its price target from $105 to $100 but maintained an “outperform” rating, implying substantial upside based on the referenced share price. Royal Bank of Canada recommendations
• Neutral Sentiment: Hexcel declared a quarterly dividend of $0.18 per share, equivalent to $0.72 annually and a yield of roughly 0.9%. Hexcel Reports 2026 Third Quarter Results
• Negative Sentiment: Revenue of $496.4 million missed consensus estimates near $502 million. Although earnings exceeded expectations, investors were disappointed that full-year guidance was reaffirmed rather than raised.
• Negative Sentiment: Fiscal 2026 revenue guidance of $2.025 billion-$2.125 billion is around or below the $2.1 billion consensus midpoint, while adjusted EPS guidance of $2.30-$2.40 is broadly in line with expectations. Defense, Space & Other sales declined about 9%, and accelerated hiring and training are creating near-term cost pressure. Hexcel slides after Q3 revenue miss and unchanged outlook

Analysts Set New Price Targets

A number of equities analysts have commented on the company. Royal Bank Of Canada decreased their price target on Hexcel from $105.00 to $100.00 and set an “outperform” rating on the stock in a research note on Friday. Weiss Ratings upgraded shares of Hexcel from a “hold (c)” rating to a “buy (b-)” rating in a report on Tuesday, August 4th. Morgan Stanley set a $92.00 target price on shares of Hexcel in a report on Friday. Guggenheim assumed coverage on shares of Hexcel in a research note on Monday, September 14th. They issued a “buy” rating and a $120.00 target price on the stock. Finally, Bank of America lowered shares of Hexcel from a “peer perform” rating to a “market perform” rating and set a $110.00 price target for the company. in a report on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $101.67.

Hexcel Stock Down 0.2%

NYSE HXL opened at $79.45 on Monday. Hexcel Corporation has a 1 year low of $67.38 and a 1 year high of $111.74. The stock has a market capitalization of $6.01 billion, a PE ratio of 35.63, a PEG ratio of 1.09 and a beta of 1.10. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.57 and a quick ratio of 1.42. The business’s 50-day moving average is $89.65 and its 200 day moving average is $93.38.

Hexcel (NYSE:HXL) last released its quarterly earnings results on Wednesday, October 21st. The aerospace company reported $0.50 EPS for the quarter, beating analysts’ consensus estimates of $0.49 by $0.01. The business had revenue of $496.40 million during the quarter, compared to analyst estimates of $501.95 million. Hexcel had a return on equity of 13.57% and a net margin of 8.50%. Hexcel’s quarterly revenue was up 8.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.37 EPS. Sell-side analysts forecast that Hexcel Corporation will post 2.38 earnings per share for the current year.

Hexcel Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, November 9th. Investors of record on Monday, November 2nd will be paid a $0.18 dividend. The ex-dividend date of this dividend is Monday, November 2nd. This represents a $0.72 dividend on an annualized basis and a yield of 0.9%. Hexcel’s dividend payout ratio (DPR) is presently 32.29%.

Insiders Place Their Bets

In other Hexcel news, insider Gina Fitzsimons sold 9,675 shares of the business’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $103.14, for a total transaction of $997,879.50. Following the transaction, the insider directly owned 7,712 shares of the company’s stock, valued at approximately $795,415.68. The trade was a 55.65% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Gail E. Lehman sold 13,829 shares of the business’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $92.10, for a total transaction of $1,273,650.90. Following the transaction, the insider directly owned 20,148 shares in the company, valued at approximately $1,855,630.80. The trade was a 40.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 1.84% of the company’s stock.

About Hexcel

Hexcel Corporation is an advanced materials company that develops and manufactures lightweight, high-performance composite materials and structural components. Its products are designed to improve strength, durability, fuel efficiency, and performance across demanding applications.

The company’s portfolio includes carbon fiber, fiberglass, specialty reinforcements, prepregs, adhesives, honeycomb materials, engineered core products, and composite structures. These materials and components are used in commercial aircraft, military and space systems, helicopters, wind turbine blades, and various industrial applications.

Hexcel serves customers worldwide through manufacturing, research, and distribution operations in North America, Europe, Asia, and other international markets.