Huntington Ingalls Industries, Inc. (NYSE:HII) Stock Has Consensus Price Target of $361.75

Huntington Ingalls Industries, Inc. (NYSE:HII) has earned an average recommendation of “Moderate Buy” from the ten ratings firms that are covering the company, Marketbeat Ratings reports. Five equities research analysts have rated the stock with a hold rating, four have assigned a buy rating and one has issued a strong buy rating on the company. The average 1-year target price among analysts that have covered the stock in the last year is $359.38.

HII has been the topic of several recent research reports. Sanford C. Bernstein lowered their target price on shares of Huntington Ingalls Industries from $327.00 to $304.00 and set a “market perform” rating on the stock in a report on Wednesday, October 14th. The Goldman Sachs Group restated a “conviction-buy” rating and issued a $406.00 price target on shares of Huntington Ingalls Industries in a research note on Friday. Wells Fargo & Company upped their price target on shares of Huntington Ingalls Industries from $325.00 to $340.00 and gave the company an “equal weight” rating in a report on Tuesday, August 4th. TD Cowen cut their price objective on shares of Huntington Ingalls Industries from $360.00 to $340.00 and set a “buy” rating on the stock in a research note on Friday, October 9th. Finally, 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 report on Friday, July 31st.

Key Stories Impacting Huntington Ingalls Industries

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

• Positive Sentiment: Quarterly results significantly exceeded expectations. HII reported adjusted earnings of $5.48 per share, well above the roughly $4.36–$4.41 analyst consensus and up from $3.68 a year earlier. Revenue rose 10.8% year over year to $3.54 billion, beating estimates of approximately $3.38 billion. HII Reports Third Quarter 2026 Results
• Positive Sentiment: Shipbuilding execution and margins improved. Higher shipbuilding volumes, contract awards and operational improvements helped drive the earnings beat. Reports cited an approximately 180-basis-point expansion in operating margin to 7.4%, including benefits from legacy-contract roll-offs at Newport News Shipbuilding.
• Positive Sentiment: Revenue visibility remains strong. Approximately 90% of shipbuilding revenue is reportedly covered by contracts through 2030, supporting confidence in future sales. HII also highlighted demand for unmanned systems, including a new sea-drone program for the U.S. Navy, which could provide an additional growth avenue. Huntington Ingalls is building a new sea drone for the US Navy
• Positive Sentiment: Cash generation reinforced the earnings quality. Free cash flow reportedly reached roughly twice reported net income in the quarter, while management raised its shipbuilding outlook. Wall Street coverage remains generally supportive, with HII receiving a “Moderate Buy” consensus rating.
• Neutral Sentiment: Management appointed a new chief human resources officer. Renee Swan will become executive vice president and CHRO on Dec. 7, 2026, joining from Atmus Filtration Technologies. The change is strategically relevant but is unlikely to materially affect near-term earnings. HII Appoints Renee Swan as Executive Vice President and Chief Human Resources Officer
• Negative Sentiment: Political and funding risks limit the upside. Analysts noted that defense-spending constraints and potential congressional gridlock could slow contract growth despite HII’s secure backlog. The stock’s rally therefore reflects strong current execution, but investors may remain cautious about longer-term expansion.

Huntington Ingalls Industries Stock Up 0.1%

HII opened at $317.24 on Friday. Huntington Ingalls Industries has a one year low of $255.35 and a one year high of $460.00. The company has a market cap of $12.50 billion, a price-to-earnings ratio of 17.07, a PEG ratio of 1.17 and a beta of 0.17. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.18 and a current ratio of 1.26. The business’s fifty day moving average is $278.01 and its two-hundred day moving average is $336.11.

Huntington Ingalls Industries (NYSE:HII) last announced its quarterly earnings results on Thursday, October 29th. The aerospace company reported $5.48 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.36 by $1.12. The company had revenue of $3.54 billion during the quarter, compared to the consensus estimate of $3.38 billion. Huntington Ingalls Industries had a net margin of 5.42% and a return on equity of 13.95%. The company’s revenue for the quarter was up 10.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.68 earnings per share. Analysts anticipate that Huntington Ingalls Industries will post 18.60 EPS for the current fiscal year.

Huntington Ingalls Industries Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, December 11th. Investors of record on Friday, November 27th will be paid a $1.41 dividend. This represents a $5.64 dividend on an annualized basis and a dividend yield of 1.8%. This is a boost from Huntington Ingalls Industries’s previous quarterly dividend of $1.38. The ex-dividend date is Friday, November 27th. Huntington Ingalls Industries’s payout ratio is presently 29.71%.

Insider Activity at Huntington Ingalls Industries

In other Huntington Ingalls Industries news, CEO Christopher Kastner sold 13,070 shares of Huntington Ingalls Industries stock in a transaction on Monday, August 10th. The shares were sold at an average price of $324.92, for a total transaction of $4,246,704.40. Following the completion of the sale, the chief executive officer owned 11,224 shares of the company’s stock, valued at $3,646,902.08. This trade represents a 53.80% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.80% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the company. Pathway Financial Advisers LLC increased its stake in shares of Huntington Ingalls Industries by 26.3% in the third quarter. Pathway Financial Advisers LLC now owns 2,573 shares of the aerospace company’s stock valued at $687,000 after buying an additional 536 shares during the period. Covestor Ltd lifted its holdings in Huntington Ingalls Industries by 216.9% in the 3rd quarter. Covestor Ltd now owns 412 shares of the aerospace company’s stock worth $111,000 after buying an additional 282 shares during the period. Provenance Wealth Advisors LLC boosted its holdings in Huntington Ingalls Industries by 6,250.0% in the third quarter. Provenance Wealth Advisors LLC now owns 127 shares of the aerospace company’s stock worth $34,000 after acquiring an additional 125 shares in the last quarter. Oregon Public Employees Retirement Fund grew its stake in shares of Huntington Ingalls Industries by 1.0% during the 3rd quarter. Oregon Public Employees Retirement Fund now owns 4,845 shares of the aerospace company’s stock valued at $1,294,000 after purchasing an additional 47 shares during the period. Finally, Torray Investment Partners LLC bought a new stake in Huntington Ingalls Industries during the 3rd quarter valued at approximately $1,422,000. 90.46% of the stock is currently owned by institutional investors and hedge funds.

Huntington Ingalls Industries Company Profile

Huntington Ingalls Industries, Inc (NYSE:HII) is an American defense company that designs, builds, maintains and modernizes ships for the U.S. Navy and other government customers. Its shipbuilding activities include nuclear-powered aircraft carriers, submarines, amphibious assault ships, destroyers and other surface vessels, along with fleet sustainment and modernization services.

HII operates through its Newport News Shipbuilding and Ingalls Shipbuilding divisions. Newport News Shipbuilding is involved in the construction and maintenance of nuclear-powered aircraft carriers and submarines, while Ingalls Shipbuilding builds surface combatants and amphibious ships.