Wolfe Research Brokers Lower Earnings Estimates for HII

Huntington Ingalls Industries, Inc. (NYSE:HII) – Equities researchers at Wolfe Research decreased their Q3 2026 earnings estimates for Huntington Ingalls Industries in a report released on Friday, July 31st. Wolfe Research analyst M. Walton now expects that the aerospace company will post earnings per share of $4.30 for the quarter, down from their previous forecast of $4.56. Wolfe Research has a “Outperform” rating and a $364.00 price objective on the stock. The consensus estimate for Huntington Ingalls Industries’ current full-year earnings is $17.68 per share. Wolfe Research also issued estimates for Huntington Ingalls Industries’ Q4 2026 earnings at $5.23 EPS, FY2026 earnings at $18.58 EPS, FY2027 earnings at $20.38 EPS, FY2028 earnings at $23.31 EPS and FY2029 earnings at $25.68 EPS.

A number of other research firms also recently weighed in on HII. TD Cowen decreased their price target on shares of 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. Citigroup upped their target price on Huntington Ingalls Industries from $349.00 to $379.00 and gave the company a “buy” rating in a report on Friday, July 31st. Wells Fargo & Company boosted their price objective on Huntington Ingalls Industries from $325.00 to $340.00 and gave the company an “equal weight” rating in a research report on Tuesday. Wall Street Zen downgraded Huntington Ingalls Industries from a “buy” rating to a “hold” rating in a research note on Monday, May 18th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Huntington Ingalls Industries in a research report on Monday. Five research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $378.88.

Huntington Ingalls Industries Stock Performance

Shares of HII stock opened at $322.31 on Friday. Huntington Ingalls Industries has a 12 month low of $259.00 and a 12 month high of $460.00. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.23 and a quick ratio of 1.14. The firm has a market capitalization of $12.70 billion, a P/E ratio of 19.21, a P/E/G ratio of 1.33 and a beta of 0.24. The company’s fifty day moving average price is $291.08 and its two-hundred day moving average price is $356.15.

Huntington Ingalls Industries (NYSE:HII) last posted its earnings results on Thursday, July 30th. The aerospace company reported $5.27 EPS for the quarter, topping analysts’ consensus estimates of $3.79 by $1.48. The business had revenue of $3.42 billion for the quarter, compared to analysts’ expectations of $3.15 billion. Huntington Ingalls Industries had a net margin of 5.01% and a return on equity of 12.89%. The business’s revenue for the quarter was up 10.9% compared to the same quarter last year. During the same period in the previous year, the company posted $3.86 earnings per share.

Huntington Ingalls Industries Announces Dividend

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

Insider Buying and Selling at Huntington Ingalls Industries

In other news, VP Edmond E. Jr. Hughes sold 3,500 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $319.58, for a total transaction of $1,118,530.00. Following the completion of the transaction, the vice president directly owned 8,391 shares in the company, valued at approximately $2,681,595.78. The trade was a 29.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 0.80% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in HII. Bayban acquired a new position in shares of Huntington Ingalls Industries during the first quarter valued at $27,000. NBC Securities Inc. grew its position in Huntington Ingalls Industries by 87.2% in the 4th quarter. NBC Securities Inc. now owns 88 shares of the aerospace company’s stock valued at $30,000 after buying an additional 41 shares in the last quarter. Cassaday & Co Wealth Management LLC acquired a new position in Huntington Ingalls Industries during the 1st quarter valued at about $36,000. CYBER HORNET ETFs LLC bought a new stake in shares of Huntington Ingalls Industries during the 2nd quarter worth about $25,000. Finally, Rakuten Securities Inc. raised its position in shares of Huntington Ingalls Industries by 140.0% during the 2nd quarter. Rakuten Securities Inc. now owns 108 shares of the aerospace company’s stock worth $26,000 after buying an additional 63 shares in the last quarter. Institutional investors and hedge funds own 90.46% of the company’s stock.

Trending Headlines about Huntington Ingalls Industries

Here are the key news stories impacting Huntington Ingalls Industries this week:

• Positive Sentiment: Wolfe Research raised its earnings outlook. The firm maintained an “Outperform” rating and increased its EPS forecasts to $18.58 for FY2026, $20.38 for FY2027, $23.31 for FY2028 and $25.68 for FY2029. The FY2029 forecast was lifted from $23.68, signaling improved confidence in HII’s longer-term profitability. Huntington Ingalls Industries analyst estimates
• Positive Sentiment: HII signed performance-based production agreements worth up to $900 million. Partnerships with Path Robotics and GrayMatter Robotics are intended to expand shipbuilding capacity and modernize the fabrication, assembly and outfitting of complex ship structures. The multiyear commitment could support operational efficiency, production capacity and future revenue visibility. HII production agreements with Path Robotics and GrayMatter Robotics
• Positive Sentiment: Wolfe Research established a bullish FY2030 EPS forecast of $28.20 and retained its $364 price objective, reinforcing the view that HII’s earnings growth could extend well beyond the current fiscal year. Wolfe Research long-term HII estimates
• Neutral Sentiment: Near-term estimates were mixed. Wolfe Research reduced its Q3 2026 EPS forecast to $4.30 from $4.56, but raised its Q4 forecast to $5.23 from $4.68. The contrasting revisions suggest some near-term timing pressure, offset by stronger expectations for the following quarter.
• Positive Sentiment: Wells Fargo raised its HII price target to $340, adding to the favorable analyst coverage, although the target remains below Wolfe Research’s $364 objective. Wells Fargo raises HII price target

About Huntington Ingalls Industries

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.