Huntington Ingalls Industries, Inc. $HII Holdings Trimmed by Vanguard Group Inc.
Vanguard Group Inc. reduced its stake in Huntington Ingalls Industries (NYSE:HII) by 0.8% in the third quarter, selling 37,456 shares and holding over 4.8 million shares valued at approximately $1.4 billion. Other institutional investors also adjusted their positions in the aerospace company. Several analysts have updated their ratings and price targets for HII, contributing to an average "Moderate Buy" rating with a consensus price target of $370.38.
CenterBook Partners LP Increases Stock Holdings in Huntington Ingalls Industries, Inc. $HII
CenterBook Partners LP significantly increased its stake in Huntington Ingalls Industries (HII) by 140.5% in the third quarter, bringing its total holdings to 4,615 shares valued at approximately $1.33 million. This comes as institutional investors now collectively own about 90.46% of the company's stock. Huntington Ingalls Industries also reported strong financial results, beating quarterly estimates for both EPS and revenue, and announced a quarterly dividend of $1.38 per share.
Karman Space & Defense Reports Second Quarter Fiscal Year 2025 Financial Results
Karman Space & Defense announced record second-quarter 2025 financial results, including a 35% increase in quarterly revenue to $115.1 million and a 29% rise in adjusted EBITDA. The company also raised its full-year guidance for 2025, projecting total revenue between $452 million and $458 million and adjusted EBITDA between $138.5 million and $141.5 million, due to strong demand across its end markets and strategic acquisitions.
ICICI Prudential Asset Management Co Ltd Decreases Holdings in Huntington Ingalls Industries, Inc. $HII
ICICI Prudential Asset Management Co Ltd reduced its stake in Huntington Ingalls Industries (NYSE:HII) by 8.8% in Q3, now holding 38,679 shares valued at $11.14 million. Despite the reduction, Huntington Ingalls remains a significant holding for the firm, accounting for 1.2% of its portfolio. The aerospace company recently exceeded earnings expectations, reporting an EPS of $4.04 against an anticipated $3.72, and revenue of $3.48 billion, representing a 15.7% year-over-year increase.
Huntington Ingalls Industries Stock: Is Wall Street Bullish or Bearish?
Huntington Ingalls Industries (HII) has significantly outperformed the S&P 500 and the Invesco Aerospace & Defense ETF over the past year, with its stock rallying 147.3%. Despite a temporary plunge after Q4 2025 results, which still beat estimates, analysts maintain a "Moderate Buy" rating for the defense company. The consensus points to positive EPS growth for fiscal 2026 and a potential upside from current levels based on the Street-high price target.
Huntington Ingalls (NYSE:HII) Sets 12M High in S&P 500 Indices
Huntington Ingalls Industries (NYSE:HII) has achieved a new 12-month high within the S&P 500 indices, signaling strong performance. This milestone is attributed to the company's revenue growth and robust trading strength. The article highlights its significant role among S&P 500 companies, emphasizing its specialization in naval vessel design and construction for the U.S. government.
L3Harris to deliver communications systems for US Navy submarines
L3Harris Technologies secured a full-rate production contract from General Dynamics Electric Boat to supply 26 communications shipsets for Virginia- and Columbia-class submarines. This marks L3Harris's largest order of its kind, with the systems designed to enhance situational awareness and secure communication for submarine crews. The agreement extends to 2033 and includes support for future Columbia-class submarines and allied navies.
Drucker Wealth 3.0 LLC Lowers Stock Position in Huntington Ingalls Industries, Inc. $HII
Drucker Wealth 3.0 LLC significantly reduced its stake in Huntington Ingalls Industries (NYSE:HII) by 61.2% in the third quarter, selling 3,568 shares and now owning 2,265 shares valued at $652,000. Despite this, other institutional investors like Geode Capital Management LLC and Bank of America Corp DE increased their positions. The article also notes recent insider selling by a VP and provides an overview of analyst ratings, with an average target price of $370.38, and financial data for the company.
L3Harris to provide communications systems for Virginia and Columbia-class subs
L3Harris Technologies has secured its largest full-rate production contract from General Dynamics Electric Boat to supply 26 shipsets of communications systems for Virginia- and Columbia-class submarines. This follow-on award ensures production through 2033, with potential support for future Columbia-class platforms and allied navies. The agreement extends L3Harris's long-standing support for U.S. Navy submarine programs, emphasizing the critical role of undetectable communications systems for strategic advantage.
Columbus AI robotics company signs R&D deal with nation's largest shipbuilder
Path Robotics, a Columbus-based AI robotics company, has signed a research and development deal with HII, the nation's largest shipbuilder. This partnership aims to integrate Path Robotics' AI-powered welding robots into the construction of U.S. Navy vessels. The company's technology uses software, neural networks, cameras, and sensors to enable robots to perform welding tasks without complex programming.
Why Huntington Ingalls (HII) is a Top Stock for the Long-Term
This article from Zacks Equity Research identifies Huntington Ingalls Industries (HII) as a top stock for long-term investment. It encourages readers to download a free report to receive the latest recommendations. The article includes the stock symbol HII and briefly mentions its performance.
Huntington Ingalls Industries, Inc. (NYSE:HII) Sees Large Decrease in Short Interest
Huntington Ingalls Industries (NYSE:HII) experienced a significant 14.1% decrease in short interest in January, totaling 1,284,905 shares. This represents about 3.3% of shares outstanding and a days-to-cover ratio of 2.4 days. The company recently beat Q4 earnings expectations with EPS of $4.04 and revenue of $3.48 billion, while analyst price targets show mixed but generally positive sentiment, with a consensus "Hold" rating.
HII Teams with Path Robotics to Integrate Physical AI into Manned and Unmanned Shipbuilding
HII and Path Robotics have signed a memorandum of understanding to integrate Path's physical AI for welding into shipbuilding operations, aiming to accelerate throughput and strengthen the maritime industrial base. This partnership seeks to augment the shipbuilding workforce and increase production, with a goal to improve HII's throughput by an additional 15% in 2026. The collaboration will focus on autonomous shipbuilding capability development, workforce training for automation, and establishing an intellectual property framework for AI-based autonomous welding systems.
Robots that learn to weld: HII bets on AI to speed U.S. Navy shipbuilding
HII and Path Robotics have signed a memorandum of understanding (MOU) to integrate Path's physical AI welding technology into HII's shipbuilding operations, aiming to boost throughput by an additional 15% in 2026 after a 14% increase in 2025. This collaboration seeks to accelerate U.S. Navy shipbuilding for both manned and unmanned vessels, including HII's ROMULUS unmanned surface vehicles. The partnership will focus on autonomous shipbuilding capability development, workforce training, and IP frameworks to scale the AI welding systems across HII's shipyards.
Why Huntington Ingalls (HII) Is Up 10.1% After Strong 2025 Results And AI Shipbuilding Advances
Huntington Ingalls Industries (HII) reported strong fourth-quarter and full-year 2025 results, with higher revenue and net income, alongside a confirmed dividend. The company also completed sea trials for the John F. Kennedy aircraft carrier and is advancing in autonomous systems and AI-enabled manufacturing, including a collaboration with Path Robotics. While analysts project revenue and earnings growth for HII, there are discussions about potential risks from shifts in U.S. defense funding priorities towards smaller, unmanned platforms.
Looking Into Huntington Ingalls Industries Inc's Recent Short Interest
Huntington Ingalls Industries Inc's (NYSE: HII) short interest as a percentage of its float has decreased by 14.09% since the last report, now standing at 1.28 million shares sold short, which is 3.78% of its tradable shares. This reduction indicates a potentially more bullish sentiment from investors, although it does not guarantee an immediate stock price increase. Compared to its peers, Huntington Ingalls Industries Inc still has a higher short interest, with its peer group average at 2.98%.
Huntington Ingalls Industries, Inc. $HII Shares Purchased by Assetmark Inc.
Assetmark Inc. has increased its stake in Huntington Ingalls Industries (NYSE:HII) by 29.1% during the third quarter, now owning 29,689 shares valued at $8.55 million. Other institutional investors have also adjusted their holdings in the aerospace company. Huntington Ingalls Industries recently reported strong earnings, exceeding analyst estimates, and announced a quarterly dividend of $1.38 per share.
Huntington Ingalls Industries (HII) is Unlocking Its Growth Potential
Sound Shore Management highlighted Huntington Ingalls Industries (HII) as a top contributor in its Q4 2025 investor letter. The firm initially purchased HII stock, noting its undervaluation and significant backlog growth following post-COVID recovery. Despite HII's strong performance, Sound Shore Management suggests that certain AI stocks may offer even higher potential returns in a shorter timeframe.
Todd Asset Management LLC Boosts Stake in Huntington Ingalls Industries, Inc. $HII
Todd Asset Management LLC significantly increased its stake in Huntington Ingalls Industries (HII) by 21.2% in the third quarter, now holding 127,329 shares valued at $36.66 million. This boost comes as HII reported strong quarterly earnings, surpassing analyst estimates, and announced a quarterly dividend of $1.38 per share. Despite some insider selling, institutional investors maintain a substantial ownership in the company, with analysts generally assigning a "Hold" rating.
Equal-Weight Industrials ETF Accelerates Gains as 2026 Begins
The Invesco S&P 500 Equal Weight Industrials ETF (RSPN) has demonstrated significant growth, climbing nearly 9.78% since the start of 2026 within a market increasingly driven by digitalization and emissions reduction efforts. This equal-weight ETF diversifies across approximately 83 holdings, including major positions like Huntington Ingalls Industries, Boeing, and L3Harris Technologies, ensuring broader exposure to industrial firms. The sector's momentum is supported by anticipated double-digit earnings growth for 2026, driven by rising corporate capital expenditure and a global shift towards digital, lower-emission production.
Atria Investments Inc Has $5.12 Million Position in Huntington Ingalls Industries, Inc. $HII
Atria Investments Inc significantly increased its stake in Huntington Ingalls Industries (NYSE:HII) by 125.6% in the third quarter, bringing its total holdings to 17,791 shares valued at $5.12 million. Huntington Ingalls Industries reported strong Q4 results, surpassing earnings and revenue expectations, and institutional investors now own over 90% of the company's stock. The company also declared a quarterly dividend of $1.38, and analysts currently have a consensus "Hold" rating with an average price target of $370.38.
Old Dominion's Baseball Trailer Promotes Series Sweepstakes
Old Dominion Freight Line has launched a special promotional trailer with plexiglass panels filled with baseballs to celebrate its role as the Official Freight Carrier of MLB. This trailer is part of the "OD Seats to the World Series" sweepstakes, offering tickets to the next three World Series to whoever guesses the number of baseballs inside. The trailer will embark on a cross-country tour, visiting MLB clubs sponsored by Old Dominion and promoting the brand to fans and logistics managers.
Krilogy Financial LLC Takes $878,000 Position in Huntington Ingalls Industries, Inc. $HII
Krilogy Financial LLC initiated a new position in Huntington Ingalls Industries (NYSE:HII) during the third quarter, purchasing 2,863 shares valued at approximately $878,000. Other institutional investors also adjusted their holdings in the aerospace company, which currently has 90.46% of its stock owned by hedge funds and institutional investors. Analysts have a "Hold" rating on HII with an average price target of $370.38, while company insiders have recently sold shares.
(HII) Movement as an Input in Quant Signal Sets
The article provides a quantitative analysis of Huntington Ingalls Industries Inc. (NYSE: HII), highlighting its near-term positive sentiment, mid-term weak bias, and long-term strength. It details specific AI-generated trading strategies for different risk profiles, including long, breakout, and risk hedging strategies. The analysis also includes multi-timeframe signal information with support and resistance levels.
$9.8 Billion in Autonomy Spending Hits the AI-Boosted Defense Supply Chain
Congress has approved an $839 billion defense spending bill for fiscal 2026, earmarking $9.8 billion for autonomous and unmanned systems development across all military branches. This significant investment is fueling growth in the global AI in defense and aerospace market, projected to reach $42.8 billion by 2036. Several companies, including VisionWave Holdings, Howmet Aerospace Inc., Curtiss-Wright Corporation, Parsons Corporation, and HII, are positioned to benefit from this increased spending by providing critical technologies and services in AI, automation, and advanced manufacturing for defense applications.
LSV Asset Management Sells 32,022 Shares of Huntington Ingalls Industries, Inc. $HII
LSV Asset Management reduced its stake in Huntington Ingalls Industries (NYSE:HII) by 6.5% in the third quarter, selling 32,022 shares. Several other institutional investors have also adjusted their positions in the aerospace company. Analysts have issued various ratings and price targets, with the company currently holding a consensus "Hold" rating and an average price target of $370.38.
ZenaTech’s Drone as a Service Opens the 23rd Global Location in Orlando, Fla. to Focus on Government Agencies
ZenaTech Inc. has opened its 23rd global Drone as a Service (DaaS) location in Orlando, Florida, strategically placed to target government and defense agencies. This new hub, integrated into their Orlando headquarters, will offer surveying and mapping services and plans to build strong relationships with federal, state, and local agencies. The company expects full operations to begin by early April, with a focus on both traditional survey methods and future drone-based applications following certification.
Huntington Ingalls Industries, Inc. $HII Shares Sold by Sound Shore Management Inc CT
Sound Shore Management Inc CT reduced its stake in Huntington Ingalls Industries (HII) by 13.4% in the third quarter, selling 44,481 shares. Despite this, HII reported strong Q3 earnings, exceeding expectations with $4.04 EPS and $3.48 billion in revenue, and announced a quarterly dividend of $1.38. The company's stock, 90.46% owned by institutional investors, has a consensus "Hold" rating from analysts with an average price target of $370.38.
Oppenheimer Asset Management Inc. Reduces Position in Huntington Ingalls Industries, Inc. $HII
Oppenheimer Asset Management Inc. significantly reduced its stake in Huntington Ingalls Industries (NYSE:HII) by 62.5% in Q3, selling 18,707 shares and retaining 11,242 shares valued at $3.237 million. Despite the reduction by one institutional investor, others like Geneos Wealth Management and IFP Advisors increased their holdings, and institutional investors collectively own 90.46% of the company's stock. Huntington Ingalls recently exceeded earnings expectations, with an EPS of $4.04 against an estimated $3.72, and declared a quarterly dividend of $1.38 per share.
Bernstein Maintains Market Perform on HII Huntington Ingalls Feb 2026
Bernstein maintained a "Market Perform" rating for HII Huntington Ingalls on February 11, 2026, while raising its price target to $421. This action signals modest confidence in the company's medium-term cash flow and shipbuilding throughput gains. The rating suggests investors should view HII as a hold, with market performance expected to track the broader market or peers, and upgrades possible if margins and cash flow significantly improve.
5 Must-Read Analyst Questions From Huntington Ingalls's Q4 Earnings Call
Huntington Ingalls (HII) reported strong Q4 revenue and EPS, exceeding analyst expectations, driven by improved shipbuilding throughput. Despite the positive top-line growth, the market responded negatively due to concerns about margin progression and the sustainability of recent gains, as management acknowledged ongoing cost pressures. Analysts' questions focused on productivity sustainability, margin improvement, and strategic investments in areas like unmanned technologies, highlighting key challenges and catalysts for future performance.
Envestnet Asset Management Inc. Has $34.87 Million Stock Holdings in Huntington Ingalls Industries, Inc. $HII
Envestnet Asset Management Inc. increased its stake in Huntington Ingalls Industries (HII) by 7.4% in the third quarter, now holding 121,116 shares valued at $34.87 million, representing 0.31% ownership. Institutional investors collectively own 90.46% of the company. Despite HII beating quarterly earnings expectations with $4.04 EPS on $3.48 billion revenue, analysts maintain a "Hold" rating with an average price target of $352.88, and insider selling by two VPs has been noted.
Is Huntington Ingalls (HII) Still Reasonably Priced After Its Strong 145.8% One Year Rally
Huntington Ingalls Industries (HII) has seen a significant 145.8% rally over the past year. A Discounted Cash Flow (DCF) analysis suggests the stock is currently undervalued by 15.8% at $392.70 per share, with an intrinsic value of $466.42. Additionally, the company's P/E ratio of 25.47x is below both the industry average and its proprietary "Fair Ratio," further indicating it may be undervalued.
HII’s Ingalls Shipbuilding Awards $95,700 in STEM Grants
HII’s Ingalls Shipbuilding division has awarded $95,700 in STEM grants to 22 schools and educational organizations across south Mississippi and Alabama. These grants will fund hands-on projects, classroom technology upgrades, and STEM-based curricula to encourage students to explore careers in shipbuilding and engineering. This initiative, now in its 16th year, aims to develop a skilled workforce and strengthen the talent pipeline for the industry.
HII's Ingalls Shipbuilding Awards $95,700 in STEM Grants
HII's Ingalls Shipbuilding division has awarded $95,700 in STEM grants to 22 schools and educational organizations across south Mississippi and Alabama. These grants will fund hands-on projects, technology upgrades, and STEM-based curricula to encourage students in STEM-related careers, including shipbuilding and engineering. This annual program, now in its 16th year, aims to support education and workforce development by providing up to $5,000 for educators to implement STEM initiatives.
HII’s Ingalls Shipbuilding Awards $95,700 in STEM Grants
HII’s Ingalls Shipbuilding division has awarded $95,700 in STEM grants to 22 schools and educational organizations in south Mississippi and Alabama. These grants will fund hands-on projects, technology upgrades, and STEM-based curricula to encourage students to explore careers in STEM fields, including shipbuilding and engineering. The program, now in its 16th year, aims to develop a skilled workforce and build a stronger talent pipeline for the region's industries.
Kratos Selected to Participate in Phase 1 Gauntlet for the O
Kratos Defense & Security Solutions has been chosen to participate in the initial Phase 1 Gauntlet for the Office of the Secretary of War’s Drone Dominance Program. This program aims to evaluate and identify platforms capable of performing multiple one-way attack missions through live competition, with a $1.1 billion investment to procure approximately 350,000 unmanned units over two years. Kratos emphasizes its ability to deliver highly capable and affordable unmanned systems quickly, which is critical for national security.
Huntington Ingalls Industries (NYSE:HII) Given New $465.00 Price Target at Citigroup
Citigroup has raised its price target for Huntington Ingalls Industries (NYSE:HII) to $465.00 from $450.00, maintaining a "buy" rating. This adjustment suggests a potential upside of 16.24% from HII's current trading price. The aerospace company recently reported strong quarterly earnings, beating analyst expectations with $4.04 EPS and a 15.7% year-over-year revenue increase to $3.48 billion.
Citigroup Raises Price Target for Huntington Ingalls Industries (HII) | HII Stock News
Citigroup analyst John Godyn has increased the price target for Huntington Ingalls Industries (HII) from $450.00 to $465.00, reiterating a 'Buy' rating. This adjustment reflects a positive outlook on the company's future performance, consistent with recent positive sentiment and 'Buy' ratings from other leading analysts. Despite the raised target, Wall Street analysts' average target price suggests a slight downside from the current price, while GuruFocus estimates a more significant downside based on its fair value calculation.
Bernstein Adjusts Huntington Ingalls Industries Price Target to $421 From $412, Maintains Market Perform Rating
Bernstein has increased its price target for Huntington Ingalls Industries (HII) to $421 from $412, while maintaining a Market Perform rating on the stock. This adjustment comes amidst other analyst actions, with Citigroup, JPMorgan, and Goldman Sachs also recently revising their price targets for the military shipbuilder. The article also provides recent news on Huntington Ingalls, including its Q4 2025 earnings and dividend announcement.
‘Drone Dominance’ program taps Kratos for one-way attack drone trials
Kratos Defense & Security Solutions (NASDAQ: KTOS) has been selected to participate in Phase 1 of the Office of the Secretary of War’s Drone Dominance Program. This gauntlet is a live competition designed to evaluate platforms for various one-way attack missions, with potential prototype delivery awards tied to performance and placement. Kratos emphasizes its small unmanned aerial systems portfolio, highlighting speed and affordability as key differentiators for this critical national security initiative.
Citigroup Adjusts Price Target on Huntington Ingalls Industries to $465 From $450, Maintains Buy Rating
Citigroup has increased its price target for Huntington Ingalls Industries (HII) to $465, up from $450, while reiterating its 'Buy' rating on the stock. This adjustment comes amidst recent news for HII, including updated earnings forecasts and successful sea trials for naval vessels. Other analysts like JPMorgan and Goldman Sachs have also recently adjusted their price targets for the naval military construction group.
Versor Investments LP Has $1.82 Million Stock Position in Huntington Ingalls Industries, Inc. $HII
Versor Investments LP significantly increased its stake in Huntington Ingalls Industries (NYSE:HII) by 107.9% in Q3, owning shares valued at $1.82 million. This comes despite notable insider selling, including transactions by the CEO and VP. Huntington Ingalls recently reported strong quarterly earnings, beating analyst estimates, and declared a quarterly dividend, while analysts maintain an average "Hold" rating with a price target of $343.63.
Australian Maritime College and HII Report Near-Perfect Availability as REMUS 100 Completes 935 Missions with Only Two Days of Downtime
The Australian Maritime College (AMC) and HII announced a significant reliability milestone for AMC's Legacy REMUS 100 autonomous underwater vehicle (AUV). Over seven years, the AUV achieved near-perfect operational availability, completing 935 missions with only two days of material-related downtime. This impressive performance highlights the REMUS 100's robust engineering and the AMC team's technical expertise, reinforcing its reputation as a highly dependable autonomous underwater system.
Eltek Receives Purchase Orders Totaling $12.2 Million
Eltek Ltd., a manufacturer of printed circuit board solutions, announced that it has secured new orders totaling $12.2 million from a U.S. defense customer. These products are scheduled for delivery throughout 2026 and 2027 and will be integrated into an ongoing defense project. CEO Eli Yaffe expressed satisfaction, highlighting the strategic importance of expanding Eltek's presence in the U.S. market with high value-added products.
HII Carrier Trials Progress Highlight Long Cycle Growth And Budget Watchpoints
Huntington Ingalls Industries (HII) successfully completed builder's sea trials for the John F. Kennedy (CVN 79), marking a significant step for its Ford-class aircraft carrier program. This achievement underscores HII's role in the defense sector, especially given its long-cycle shipbuilding projects and recent financial performance, including record revenue and significant contract awards. Investors should monitor future program updates, budget decisions, and HII's progress in balancing growth with potential cost pressures and policy uncertainties.
Diamond Hill Capital Management Inc. Reduces Holdings in Huntington Ingalls Industries, Inc. $HII
Diamond Hill Capital Management Inc. decreased its stake in Huntington Ingalls Industries (NYSE:HII) by 6.6% in the third quarter, selling 31,279 shares and now owning 441,832 shares valued at approximately $127.2 million. Despite this reduction and recent insider selling, Huntington Ingalls Industries reported strong Q4 results, beating EPS and revenue estimates, and raised its medium-term shipbuilding growth target. However, the company warned of expected negative free cash flow in the current quarter, posing a near-term risk.
Jones Financial Companies Lllp Purchases 2,990 Shares of Huntington Ingalls Industries, Inc. $HII
Jones Financial Companies Lllp increased its stake in Huntington Ingalls Industries (NYSE:HII) by 31.2%, acquiring an additional 2,990 shares, bringing its total to 12,560 shares valued at $3.50 million. This comes as Huntington Ingalls beat Q4 earnings estimates and raised its shipbuilding growth target, despite warnings of expected negative free cash flow in the current quarter. Insider activity shows CEO Christopher D. Kastner sold 15,000 shares, and institutional investors collectively own 90.46% of the company's stock.
Citigroup Lifts Price Target on RTX Corporation (RTX) to $238, Keeps Buy Rating
Citigroup has raised its price target for RTX Corporation (RTX) to $238 from $227, maintaining a Buy rating, following a significant seven-year agreement with the Department of War to boost missile production. This deal, amid global demand for precision munitions, includes drastically increasing production of Tomahawk and AMRAAM missiles. The aerospace and defense company also reported strong Q4 2025 results with increased sales and adjusted EPS beating estimates, alongside a positive outlook for 2026 sales and EPS.
Huntington Ingalls (HII) EPS Beat Reinforces Bullish High‑Quality Earnings Narrative
Huntington Ingalls Industries (HII) reported strong Q4 2025 results with revenues of US$3.5 billion and EPS of US$4.05, suggesting a more bullish outlook despite a prior five-year earnings decline. The company's trailing twelve-month EPS is US$15.39 on US$12.5 billion in revenue, and its P/E ratio is 25.8x, which is lower than the industry average, implying the shares are undervalued based on a DCF fair value of US$486.63. While growth forecasts are below US market averages, the stable margins and earnings power, coupled with a dividend yield, support a bullish case for the stock.
