Jones Financial Companies Lllp increased its stake in Huntington Ingalls Industries, Inc. (NYSE:HII – Free Report) by 31.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 12,560 shares of the aerospace company’s stock after purchasing an additional 2,990 shares during the period. Jones Financial Companies Lllp’s holdings in Huntington Ingalls Industries were worth $3,502,000 as of its most recent filing with the Securities and Exchange Commission.
Other large investors have also recently added to or reduced their stakes in the company. UMB Bank n.a. lifted its holdings in shares of Huntington Ingalls Industries by 74.5% in the third quarter. UMB Bank n.a. now owns 246 shares of the aerospace company’s stock valued at $71,000 after purchasing an additional 105 shares in the last quarter. Independent Advisor Alliance raised its position in Huntington Ingalls Industries by 37.6% in the 3rd quarter. Independent Advisor Alliance now owns 1,271 shares of the aerospace company’s stock valued at $366,000 after buying an additional 347 shares during the last quarter. Fourth Dimension Wealth LLC bought a new stake in Huntington Ingalls Industries in the 3rd quarter valued at approximately $240,000. Frank Rimerman Advisors LLC bought a new stake in Huntington Ingalls Industries in the 3rd quarter valued at approximately $202,000. Finally, Twin City Private Wealth LLC grew its stake in shares of Huntington Ingalls Industries by 1.5% during the 3rd quarter. Twin City Private Wealth LLC now owns 4,739 shares of the aerospace company’s stock worth $1,365,000 after acquiring an additional 68 shares in the last quarter. Institutional investors own 90.46% of the company’s stock.
Key Headlines Impacting Huntington Ingalls Industries
Here are the key news stories impacting Huntington Ingalls Industries this week:
- Positive Sentiment: Q4 beat: HII reported $4.04 EPS vs. $3.72 consensus and revenue of $3.48B (up ~15.7% y/y), driven by broad segment strength — a core reason for bullish investor reaction. GlobeNewswire: Q4 Results
- Positive Sentiment: Program milestone — successful sea trials of the aircraft carrier John F. Kennedy (CVN 79) reduce technical/program risk on a high-value program and support backlog visibility and future revenue recognition. Naval News: Sea Trials
- Positive Sentiment: Medium-term outlook tightened up — HII raised its medium-term shipbuilding growth target to ~6%, signaling management confidence in sustained demand for naval shipbuilding. This supports longer-term revenue and margin expectations. MSN: Growth Target
- Positive Sentiment: Analyst/style support — coverage pieces highlighting HII as a long-term growth stock (Zacks style/coverage) can draw additional investor interest and buy-side flows. Zacks: Growth Thesis
- Neutral Sentiment: FY‑2026 revenue guidance roughly in line with consensus ($12.7B–$13.1B); guidance keeps expectations anchored but doesn’t materially change the story unless management updates margins or cash-flow outlook. GlobeNewswire: Guidance
- Negative Sentiment: Near-term cash-flow warning — management said it expects negative free cash flow in the current quarter, which sparked an earlier intraday pullback and remains a risk for valuation and near-term returns. Reuters: Negative FCF
- Negative Sentiment: Investors flagged cash-flow and working-capital dynamics on the earnings call and in coverage pieces, which could cap multiple expansion until cash conversion improves. Seeking Alpha: Cash Flow Concern
Huntington Ingalls Industries Stock Performance
Huntington Ingalls Industries (NYSE:HII – Get Free Report) last issued its earnings results on Thursday, February 5th. The aerospace company reported $4.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.72 by $0.32. Huntington Ingalls Industries had a net margin of 4.85% and a return on equity of 12.28%. The company had revenue of $3.48 billion for the quarter, compared to analysts’ expectations of $3.09 billion. During the same period in the prior year, the firm earned $3.15 EPS. Huntington Ingalls Industries’s quarterly revenue was up 15.7% compared to the same quarter last year. As a group, equities analysts forecast that Huntington Ingalls Industries, Inc. will post 13.99 earnings per share for the current year.
Huntington Ingalls Industries Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Friday, February 27th will be paid a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Friday, February 27th. Huntington Ingalls Industries’s payout ratio is currently 35.91%.
Analysts Set New Price Targets
HII has been the topic of a number of research reports. Weiss Ratings reissued a “hold (c)” rating on shares of Huntington Ingalls Industries in a research report on Thursday, January 22nd. Sanford C. Bernstein reiterated a “market perform” rating and issued a $362.00 price target on shares of Huntington Ingalls Industries in a research note on Friday, November 7th. Wall Street Zen downgraded shares of Huntington Ingalls Industries from a “strong-buy” rating to a “buy” rating in a research note on Saturday, January 31st. TD Cowen raised their price objective on Huntington Ingalls Industries from $320.00 to $350.00 and gave the company a “buy” rating in a report on Friday, October 31st. Finally, The Goldman Sachs Group upped their target price on Huntington Ingalls Industries from $384.00 to $425.00 and gave the stock a “buy” rating in a report on Tuesday, January 20th. Five investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $343.63.
Get Our Latest Research Report on HII
Insider Transactions at Huntington Ingalls Industries
In related news, VP Edmond E. Jr. Hughes sold 850 shares of the business’s stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $315.44, for a total transaction of $268,124.00. Following the transaction, the vice president directly owned 8,731 shares of the company’s stock, valued at approximately $2,754,106.64. The trade was a 8.87% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Christopher D. Kastner sold 15,000 shares of the firm’s stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $321.06, for a total value of $4,815,900.00. Following the sale, the chief executive officer directly owned 68,139 shares of the company’s stock, valued at $21,876,707.34. This represents a 18.04% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 16,637 shares of company stock worth $5,331,276. 0.72% of the stock is owned by company insiders.
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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