Jupiter Asset Management Ltd. Acquires 31,028 Shares of Huntington Ingalls Industries, Inc. $HII

Jupiter Asset Management Ltd. lifted its holdings in shares of Huntington Ingalls Industries, Inc. (NYSE:HII) by 585.0% in the 4th quarter, HoldingsChannel reports. The fund owned 36,332 shares of the aerospace company’s stock after purchasing an additional 31,028 shares during the period. Jupiter Asset Management Ltd.’s holdings in Huntington Ingalls Industries were worth $12,355,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the business. M&T Bank Corp increased its holdings in Huntington Ingalls Industries by 205.8% during the 4th quarter. M&T Bank Corp now owns 40,031 shares of the aerospace company’s stock worth $13,613,000 after purchasing an additional 26,940 shares in the last quarter. Jones Financial Companies Lllp lifted its holdings in shares of Huntington Ingalls Industries by 31.2% in the third quarter. Jones Financial Companies Lllp now owns 12,560 shares of the aerospace company’s stock valued at $3,502,000 after purchasing an additional 2,990 shares in the last quarter. Atlantic Union Bankshares Corp boosted its position in shares of Huntington Ingalls Industries by 8,712.8% during the third quarter. Atlantic Union Bankshares Corp now owns 3,437 shares of the aerospace company’s stock valued at $990,000 after buying an additional 3,398 shares during the last quarter. Builder Investment Group Inc. ADV purchased a new position in shares of Huntington Ingalls Industries during the fourth quarter valued at approximately $6,815,000. Finally, Kettle Hill Capital Management LLC grew its holdings in Huntington Ingalls Industries by 87.3% during the third quarter. Kettle Hill Capital Management LLC now owns 60,816 shares of the aerospace company’s stock worth $17,510,000 after buying an additional 28,347 shares in the last quarter. Institutional investors own 90.46% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently commented on HII shares. Citigroup lowered their price target on Huntington Ingalls Industries from $441.00 to $405.00 and set a “buy” rating for the company in a research report on Monday, May 18th. Bank of America upgraded shares of Huntington Ingalls Industries from an “underperform” rating to a “neutral” rating and upped their target price for the stock from $300.00 to $400.00 in a research note on Thursday, February 12th. Weiss Ratings downgraded shares of Huntington Ingalls Industries from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, May 6th. Sanford C. Bernstein reissued a “market perform” rating and set a $421.00 price target on shares of Huntington Ingalls Industries in a research report on Wednesday, February 11th. Finally, TD Cowen reduced their price objective on shares of Huntington Ingalls Industries from $460.00 to $420.00 and set a “buy” rating for the company in a research report on Thursday, May 14th. Four equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, Huntington Ingalls Industries presently has a consensus rating of “Hold” and a consensus target price of $388.50.

Insider Buying and Selling

In other Huntington Ingalls Industries news, EVP Eric D. Chewning sold 1,700 shares of the firm’s stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $433.44, for a total value of $736,848.00. Following the completion of the sale, the executive vice president directly owned 1,949 shares of the company’s stock, valued at $844,774.56. This trade represents a 46.59% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, VP Chad N. Boudreaux sold 4,400 shares of the business’s stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $422.45, for a total value of $1,858,780.00. Following the completion of the sale, the vice president owned 20,360 shares in the company, valued at approximately $8,601,082. The trade was a 17.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 9,600 shares of company stock valued at $3,714,158. 0.80% of the stock is owned by company insiders.

Huntington Ingalls Industries Price Performance

Shares of NYSE:HII opened at $308.10 on Friday. The company has a market capitalization of $12.14 billion, a P/E ratio of 20.05, a price-to-earnings-growth ratio of 1.36 and a beta of 0.29. The company’s 50-day moving average is $363.35 and its 200 day moving average is $372.21. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.11 and a current ratio of 1.19. Huntington Ingalls Industries, Inc. has a fifty-two week low of $215.04 and a fifty-two week high of $460.00.

Huntington Ingalls Industries (NYSE:HII) last posted its quarterly earnings data on Tuesday, May 5th. The aerospace company reported $3.79 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.70 by $0.09. The business had revenue of $3.10 billion during the quarter, compared to the consensus estimate of $3.02 billion. Huntington Ingalls Industries had a net margin of 4.71% and a return on equity of 12.05%. The firm’s quarterly revenue was up 13.4% compared to the same quarter last year. During the same quarter last year, the company posted $3.79 earnings per share. On average, equities research analysts forecast that Huntington Ingalls Industries, Inc. will post 17.32 earnings per share for the current year.

Huntington Ingalls Industries Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, June 12th. Stockholders of record on Friday, May 29th will be paid a dividend of $1.38 per share. The ex-dividend date is Friday, May 29th. This represents a $5.52 annualized dividend and a dividend yield of 1.8%. Huntington Ingalls Industries’s dividend payout ratio (DPR) is presently 35.91%.

Key Stories Impacting Huntington Ingalls Industries

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

• Positive Sentiment: Alembic Global Advisors raised its FY2026 and FY2027 EPS estimates for Huntington Ingalls Industries, signaling improving expectations for future profitability.
• Positive Sentiment: Melius Research increased its Q3 2026 EPS forecast for HII, adding to the view that earnings may strengthen later in the year.
• Positive Sentiment: Alembic also lifted its Q4 2026 EPS estimate, reinforcing optimism about the company’s second-half earnings trajectory.
• Neutral Sentiment: HII presented at Bernstein’s 42nd Annual Strategic Decisions Conference, which may have helped keep the company in focus for investors. Article Title
• Neutral Sentiment: Broader defense-sector news around U.S. policy toward Iran and sanctions was also in the mix, but it appears to be a secondary macro factor rather than a direct company-specific driver. Article Title
• Negative Sentiment: Despite the analyst optimism, the stock has been under pressure and is trading below its recent moving averages, suggesting investors remain cautious about execution and near-term momentum.
• Negative Sentiment: Melius and Alembic both trimmed their Q2 2026 EPS estimates, which points to some near-term softness even as later-period forecasts improved.

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.