Huntington Ingalls Industries (NYSE:HII) Shares Gap Up – What’s Next?

Shares of Huntington Ingalls Industries, Inc. (NYSE:HII) gapped up prior to trading on Thursday . The stock had previously closed at $356.45, but opened at $380.00. Huntington Ingalls Industries shares last traded at $384.9990, with a volume of 295,243 shares.

Huntington Ingalls Industries News Summary

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

• Positive Sentiment: Melius Research upgraded HII and raised medium‑ and long‑term earnings projections materially (FY2026/FY2027/FY2028), arguing for higher multi‑year EPS and supporting a stronger valuation outlook. Article Title
• Positive Sentiment: Coverage from financial sites highlights HII’s earnings growth and price strength as reasons to watch the stock, adding positive investor attention. Article Title
• Positive Sentiment: HII hosted the Secretary of the Navy and senior naval leaders at Ingalls Shipbuilding — a visible show of government engagement that supports HII’s role in Navy procurement and could help sustain future contract flow. Article Title
• Neutral Sentiment: Market/analyst aggregators published updated HII stock forecasts; these provide context but are a mix of views and not a single new catalyst. Article Title
• Negative Sentiment: Melius issued small downward tweaks to near‑term estimates (Q4 2025 EPS trimmed slightly and FY2025 cut marginally), a modest near‑term headwind versus the larger upgrades further out. Article Title

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the stock. The Goldman Sachs Group upped their target price on shares of Huntington Ingalls Industries from $316.00 to $356.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Weiss Ratings reissued a “hold (c)” rating on shares of Huntington Ingalls Industries in a report on Wednesday, October 8th. Wall Street Zen upgraded Huntington Ingalls Industries from a “buy” rating to a “strong-buy” rating in a research note on Saturday, November 29th. Sanford C. Bernstein restated a “market perform” rating and set a $362.00 target price on shares of Huntington Ingalls Industries in a research note on Friday, November 7th. Finally, JPMorgan Chase & Co. upped their price target on shares of Huntington Ingalls Industries from $287.00 to $342.00 and gave the stock a “neutral” rating in a research report on Monday, November 3rd. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Huntington Ingalls Industries has an average rating of “Hold” and a consensus price target of $325.75.

Huntington Ingalls Industries Price Performance

The company has a market capitalization of $15.00 billion, a PE ratio of 26.45, a price-to-earnings-growth ratio of 1.55 and a beta of 0.36. The firm’s 50 day simple moving average is $325.15 and its 200 day simple moving average is $288.89. The company has a quick ratio of 1.06, a current ratio of 1.14 and a debt-to-equity ratio of 0.54.

Huntington Ingalls Industries (NYSE:HII) last posted its earnings results on Thursday, October 30th. The aerospace company reported $3.68 earnings per share for the quarter, topping analysts’ consensus estimates of $3.29 by $0.39. The company had revenue of $3.19 billion during the quarter, compared to analyst estimates of $2.95 billion. Huntington Ingalls Industries had a return on equity of 11.79% and a net margin of 4.74%.Huntington Ingalls Industries’s revenue was up 16.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.56 earnings per share. As a group, research analysts anticipate that Huntington Ingalls Industries, Inc. will post 13.99 EPS for the current fiscal year.

Huntington Ingalls Industries Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, December 12th. Investors of record on Friday, November 28th were given a dividend of $1.38 per share. The ex-dividend date was Friday, November 28th. This is a boost from Huntington Ingalls Industries’s previous quarterly dividend of $1.35. This represents a $5.52 dividend on an annualized basis and a yield of 1.4%. Huntington Ingalls Industries’s dividend payout ratio (DPR) is presently 38.12%.

Insider Activity at Huntington Ingalls Industries

In related news, CEO Christopher D. Kastner sold 15,000 shares of the company’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 completion of the sale, the chief executive officer owned 68,139 shares in the company, valued at $21,876,707.34. This represents a 18.04% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Chad N. Boudreaux sold 787 shares of the stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $314.17, for a total transaction of $247,251.79. Following the transaction, the vice president directly owned 20,441 shares of the company’s stock, valued at $6,421,948.97. This represents a 3.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 17,103 shares of company stock valued at $5,477,768 in the last quarter. Corporate insiders own 0.72% of the company’s stock.

Institutional Trading of Huntington Ingalls Industries

Several institutional investors and hedge funds have recently modified their holdings of HII. NewEdge Advisors LLC lifted its holdings in shares of Huntington Ingalls Industries by 221.8% during the 1st quarter. NewEdge Advisors LLC now owns 8,825 shares of the aerospace company’s stock worth $1,801,000 after acquiring an additional 6,083 shares during the period. MBB Public Markets I LLC purchased a new stake in shares of Huntington Ingalls Industries during the 1st quarter worth about $320,000. Optimize Financial Inc acquired a new stake in Huntington Ingalls Industries in the 1st quarter valued at $233,000. Ransom Advisory Ltd acquired a new position in Huntington Ingalls Industries during the 1st quarter worth approximately $326,000. Finally, IFM Investors Pty Ltd boosted its holdings in Huntington Ingalls Industries by 23.5% in the 1st quarter. IFM Investors Pty Ltd now owns 5,514 shares of the aerospace company’s stock worth $1,125,000 after acquiring an additional 1,051 shares during the period. Hedge funds and other institutional investors own 90.46% of the company’s stock.

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.