Melius Research Has Bullish Estimate for HII FY2026 Earnings

Key Points

• Melius Research raised Huntington Ingalls Industries’ FY2026 EPS forecast to $18.24 from $16.70, above the $18.19 consensus estimate. The firm also projects $5.11 EPS for Q4 2026 and $25.85 for FY2028.
• HII reported strong quarterly results, with $5.27 EPS versus the $3.79 consensus and revenue of $3.42 billion versus $3.15 billion expected. Revenue increased 10.9% year over year.
• Analyst sentiment remains moderately bullish, with five Buy and five Hold ratings and an average price target of $378.88. HII also declared a quarterly dividend of $1.38 per share, representing a 1.7% yield.

Huntington Ingalls Industries, Inc. (NYSE:HII - Free Report) - Equities researchers at Melius Research increased their FY2026 earnings estimates for Huntington Ingalls Industries in a research report issued to clients and investors on Tuesday, August 11th. Melius Research analyst S. Mikus now expects that the aerospace company will post earnings per share of $18.24 for the year, up from their previous estimate of $16.70. The consensus estimate for Huntington Ingalls Industries' current full-year earnings is $18.19 per share. Melius Research also issued estimates for Huntington Ingalls Industries' Q4 2026 earnings at $5.11 EPS and FY2028 earnings at $25.85 EPS.

Huntington Ingalls Industries (NYSE:HII - Get Free Report) last released its earnings results on Thursday, July 30th. The aerospace company reported $5.27 earnings per share for the quarter, beating the consensus estimate of $3.79 by $1.48. Huntington Ingalls Industries had a net margin of 5.01% and a return on equity of 12.89%. The firm had revenue of $3.42 billion during the quarter, compared to analyst estimates of $3.15 billion. During the same quarter in the previous year, the firm earned $3.86 earnings per share. The firm's revenue for the quarter was up 10.9% compared to the same quarter last year.

Other equities analysts have also recently issued research reports about the stock. Wells Fargo & Company raised their target price on shares of Huntington Ingalls Industries from $325.00 to $340.00 and gave the stock an "equal weight" rating in a report on Tuesday, August 4th. Wall Street Zen lowered Huntington Ingalls Industries from a "buy" rating to a "hold" rating in a report on Monday, May 18th. Wolfe Research upgraded Huntington Ingalls Industries from a "peer perform" rating to an "outperform" rating and set a $364.00 price target on the stock in a research report on Friday, July 31st. Weiss Ratings reissued a "hold (c+)" rating on shares of Huntington Ingalls Industries in a report on Monday, August 3rd. Finally, TD Cowen reduced their price objective on Huntington Ingalls Industries from $420.00 to $360.00 and set a "buy" rating for the company in a research report on Monday, July 13th. Five investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. According to MarketBeat.com, Huntington Ingalls Industries has an average rating of "Moderate Buy" and an average price target of $378.88.

Huntington Ingalls Industries Price Performance

Shares of NYSE:HII opened at $327.90 on Monday. The company has a quick ratio of 1.14, a current ratio of 1.23 and a debt-to-equity ratio of 0.51. Huntington Ingalls Industries has a fifty-two week low of $262.66 and a fifty-two week high of $460.00. The firm has a 50-day simple moving average of $294.87 and a 200 day simple moving average of $352.24. The company has a market cap of $12.92 billion, a PE ratio of 19.54, a P/E/G ratio of 1.25 and a beta of 0.24.

Hedge Funds Weigh In On Huntington Ingalls Industries

A number of institutional investors and hedge funds have recently added to or reduced their stakes in HII. CYBER HORNET ETFs LLC bought a new stake in Huntington Ingalls Industries during the 2nd quarter valued at $25,000. Rakuten Securities Inc. grew its stake in shares of Huntington Ingalls Industries by 140.0% in the second quarter. Rakuten Securities Inc. now owns 108 shares of the aerospace company's stock worth $26,000 after purchasing an additional 63 shares in the last quarter. Bayban acquired a new position in shares of Huntington Ingalls Industries during the first quarter valued at $27,000. NBC Securities Inc. increased its holdings in shares of Huntington Ingalls Industries by 87.2% during the fourth quarter. NBC Securities Inc. now owns 88 shares of the aerospace company's stock valued at $30,000 after purchasing an additional 41 shares during the period. Finally, Smartleaf Asset Management LLC raised its stake in shares of Huntington Ingalls Industries by 363.3% during the second quarter. Smartleaf Asset Management LLC now owns 139 shares of the aerospace company's stock valued at $33,000 after purchasing an additional 109 shares in the last quarter. 90.46% of the stock is owned by institutional investors.

Insider Activity

In other Huntington Ingalls Industries news, VP Edmond E. Jr. Hughes sold 3,500 shares of the firm's stock in a transaction that occurred 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 in the company, valued at approximately $2,681,595.78. This trade represents a 29.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Christopher D. Kastner sold 13,070 shares of Huntington Ingalls Industries stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $324.92, for a total value of $4,246,704.40. Following the sale, the chief executive officer directly owned 11,224 shares in the company, valued at approximately $3,646,902.08. This trade represents a 53.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.80% of the stock is currently owned by corporate insiders.

Huntington Ingalls Industries Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, September 11th. Shareholders of record on Friday, August 28th will be paid a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend is Friday, August 28th. Huntington Ingalls Industries's payout ratio is presently 32.90%.

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.

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