Gradient Investments LLC Raises Stock Position in Huntington Ingalls Industries, Inc. $HII

Gradient Investments LLC increased its position in shares of Huntington Ingalls Industries, Inc. (NYSE:HII) by 14.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 48,527 shares of the aerospace company’s stock after acquiring an additional 6,180 shares during the period. Gradient Investments LLC owned approximately 0.12% of Huntington Ingalls Industries worth $13,582,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of HII. Northwestern Mutual Wealth Management Co. increased its holdings in shares of Huntington Ingalls Industries by 38,526.6% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,986,567 shares of the aerospace company’s stock worth $675,572,000 after purchasing an additional 1,981,424 shares during the period. AQR Capital Management LLC boosted its stake in Huntington Ingalls Industries by 85.0% during the fourth quarter. AQR Capital Management LLC now owns 1,085,619 shares of the aerospace company’s stock valued at $369,186,000 after buying an additional 498,690 shares during the period. Van ECK Associates Corp boosted its stake in Huntington Ingalls Industries by 32.1% during the fourth quarter. Van ECK Associates Corp now owns 1,646,733 shares of the aerospace company’s stock valued at $560,004,000 after buying an additional 400,428 shares during the period. Marshall Wace LLP grew its position in Huntington Ingalls Industries by 588.1% during the fourth quarter. Marshall Wace LLP now owns 351,879 shares of the aerospace company’s stock worth $119,663,000 after buying an additional 300,740 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD raised its holdings in shares of Huntington Ingalls Industries by 390.2% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 285,339 shares of the aerospace company’s stock valued at $97,036,000 after acquiring an additional 227,126 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 business’s stock in a transaction dated 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 transaction, the vice president 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.80% of the company’s stock.

Analyst Ratings Changes

HII has been the subject of a number of research analyst reports. Weiss Ratings reiterated a “hold (c+)” rating on shares of Huntington Ingalls Industries in a research report on Monday, August 3rd. Wall Street Zen downgraded shares of Huntington Ingalls Industries from a “buy” rating to a “hold” rating in a research note on Monday, May 18th. Citigroup lifted their target price on shares of Huntington Ingalls Industries from $349.00 to $379.00 and gave the company a “buy” rating in a research report on Friday, July 31st. Wells Fargo & Company boosted their price target on shares of Huntington Ingalls Industries from $325.00 to $340.00 and gave the stock an “equal weight” rating in a research note on Tuesday, August 4th. Finally, Wolfe Research raised shares of Huntington Ingalls Industries from a “peer perform” rating to an “outperform” rating and set a $364.00 price target on the stock in a report on Friday, July 31st. Five investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $378.88.

Huntington Ingalls Industries Stock Performance

Shares of HII stock opened at $324.39 on Friday. The company has a market capitalization of $12.78 billion, a P/E ratio of 19.33, a PEG ratio of 1.34 and a beta of 0.24. Huntington Ingalls Industries, Inc. has a fifty-two week low of $262.66 and a fifty-two week high of $460.00. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.14 and a current ratio of 1.23. The stock has a 50 day moving average price of $291.41 and a two-hundred day moving average price of $355.93.

Huntington Ingalls Industries (NYSE:HII) last issued its earnings results on Thursday, July 30th. The aerospace company reported $5.27 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to analysts’ expectations of $3.15 billion. During the same quarter last year, the business earned $3.86 earnings per share. The business’s revenue was up 10.9% on a year-over-year basis. Analysts expect that Huntington Ingalls Industries, Inc. will post 18.04 earnings per share for the current year.

Huntington Ingalls Industries Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, September 11th. Shareholders of record on Friday, August 28th will be issued a $1.38 dividend. 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 dividend payout ratio (DPR) is 32.90%.

Key Stories Impacting Huntington Ingalls Industries

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

• Positive Sentiment: HII signed performance-based, multiyear production agreements with Path Robotics and GrayMatter Robotics worth up to $900 million. The initiative is intended to expand shipbuilding capacity and automate the fabrication, assembly, and outfitting of complex structures. Although the value is contingent on performance and does not represent guaranteed near-term revenue, the agreement supports HII’s productivity and capacity-expansion strategy. HII Signs Performance-based Production Agreements with Path Robotics and GrayMatter Robotics
• Positive Sentiment: Wolfe Research maintained an Outperform rating and a $364 price target while raising its EPS forecasts for FY2026 through FY2029. Estimates increased to $18.58 for FY2026, $20.38 for FY2027, $23.31 for FY2028, and $25.68 for FY2029, compared with the current consensus FY2026 estimate of $17.68. Wolfe also projects $28.20 EPS for FY2030, reinforcing expectations for sustained earnings growth. Wolfe Research earnings estimates
• Positive Sentiment: Wells Fargo raised its price target for HII to $340, providing additional analyst support for the stock’s valuation. Wells Fargo increases Huntington Ingalls Industries price target
• Neutral Sentiment: Wolfe Research lowered its Q3 2026 EPS forecast to $4.30 from $4.56, indicating some expected near-term earnings pressure. However, the reduction was more than offset by a Q4 estimate increase to $5.23 from $4.68 and higher full-year forecasts.

Huntington Ingalls Industries 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.