Trillium Asset Management LLC Acquires New Position in Hexcel Corporation $HXL

Key Points

• Trillium Asset Management acquired 75,302 Hexcel shares worth approximately $7.5 million during the second quarter, while institutional investors collectively owned 95.47% of the company.
• Analysts maintain a consensus “Hold” rating with an average price target of $107.18; ratings include five Buys, ten Holds and one Sell.
• Hexcel exceeded quarterly expectations with $0.66 EPS and $529.3 million in revenue, up 8% year over year, and continues to pay a quarterly dividend of $0.18, yielding approximately 0.8%.

Trillium Asset Management LLC bought a new position in shares of Hexcel Corporation (NYSE:HXL - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 75,302 shares of the aerospace company's stock, valued at approximately $7,535,000. Trillium Asset Management LLC owned 0.10% of Hexcel at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in HXL. Madison Asset Management LLC bought a new position in shares of Hexcel in the second quarter worth approximately $3,270,000. NewEdge Wealth LLC purchased a new stake in shares of Hexcel in the second quarter worth $222,000. Great Lakes Advisors LLC bought a new stake in shares of Hexcel during the 2nd quarter valued at $1,263,000. Compass Wealth Management LLC bought a new stake in shares of Hexcel during the 2nd quarter valued at $953,000. Finally, Grandfield & Dodd LLC purchased a new position in shares of Hexcel during the 2nd quarter valued at $32,711,000. Hedge funds and other institutional investors own 95.47% of the company's stock.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the stock. Jefferies Financial Group reaffirmed a "hold" rating and issued a $110.00 target price on shares of Hexcel in a report on Sunday, August 2nd. Wall Street Zen downgraded Hexcel from a "strong-buy" rating to a "buy" rating in a research report on Sunday, August 16th. Wells Fargo & Company boosted their price objective on Hexcel from $95.00 to $120.00 and gave the company an "overweight" rating in a research report on Tuesday, August 4th. Deutsche Bank Aktiengesellschaft reaffirmed a "hold" rating and issued a $100.00 price objective on shares of Hexcel in a research note on Tuesday, August 4th. Finally, Morgan Stanley increased their target price on Hexcel from $97.00 to $110.00 and gave the stock an "equal weight" rating in a research report on Friday, July 31st. Five analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the stock presently has a consensus rating of "Hold" and an average price target of $107.18.

Insider Activity at Hexcel

In other news, insider Gina Fitzsimons sold 9,675 shares of the business's stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $103.14, for a total value of $997,879.50. Following the sale, the insider directly owned 7,712 shares in the company, valued at $795,415.68. The trade was a 55.65% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 1.84% of the stock is owned by insiders.

Hexcel Stock Performance

NYSE:HXL opened at $94.18 on Friday. The company has a debt-to-equity ratio of 0.74, a current ratio of 2.43 and a quick ratio of 1.37. Hexcel Corporation has a 1 year low of $60.26 and a 1 year high of $111.74. The stock's 50 day simple moving average is $101.43 and its two-hundred day simple moving average is $92.22. The company has a market cap of $7.12 billion, a price-to-earnings ratio of 47.33, a PEG ratio of 1.40 and a beta of 1.06.

Hexcel (NYSE:HXL - Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The aerospace company reported $0.66 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.57 by $0.09. Hexcel had a return on equity of 12.34% and a net margin of 7.76%.The business had revenue of $529.30 million for the quarter, compared to analysts' expectations of $528.08 million. During the same period in the prior year, the firm earned $0.50 EPS. The company's revenue for the quarter was up 8.0% on a year-over-year basis. Hexcel has set its FY 2026 guidance at 2.300-2.400 EPS. As a group, equities analysts anticipate 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. Shareholders of record on Monday, August 10th were paid a $0.18 dividend. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Monday, August 10th. Hexcel's dividend payout ratio (DPR) is presently 36.18%.

Hexcel News Roundup

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

Hexcel 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.

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