129,553 Shares in Hexcel Corporation $HXL Bought by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in Hexcel Corporation (NYSE:HXL) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 129,553 shares of the aerospace company’s stock, valued at approximately $12,963,000.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Price T Rowe Associates Inc. MD increased its position in shares of Hexcel by 18.3% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 5,104,121 shares of the aerospace company’s stock valued at $377,196,000 after acquiring an additional 790,320 shares during the period. State Street Corp lifted its position in Hexcel by 4.3% during the 2nd quarter. State Street Corp now owns 4,690,924 shares of the aerospace company’s stock worth $264,990,000 after acquiring an additional 191,649 shares during the period. Brandes Investment Partners LP grew its stake in Hexcel by 0.3% during the 4th quarter. Brandes Investment Partners LP now owns 2,506,068 shares of the aerospace company’s stock valued at $185,199,000 after purchasing an additional 7,371 shares during the last quarter. Bank of America Corp DE increased its holdings in shares of Hexcel by 5.9% in the second quarter. Bank of America Corp DE now owns 2,283,626 shares of the aerospace company’s stock valued at $129,002,000 after purchasing an additional 126,338 shares during the period. Finally, Alliancebernstein L.P. increased its holdings in shares of Hexcel by 1,918.9% in the second quarter. Alliancebernstein L.P. now owns 2,178,259 shares of the aerospace company’s stock valued at $123,050,000 after purchasing an additional 2,070,366 shares during the period. 95.47% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

HXL has been the subject of a number of recent research reports. Wall Street Zen lowered shares of Hexcel from a “strong-buy” rating to a “buy” rating in a research report on Sunday, August 16th. Morgan Stanley upped their price objective on shares of Hexcel from $97.00 to $110.00 and gave the company an “equal weight” rating in a report on Friday, July 31st. Wells Fargo & Company increased their price objective on shares of Hexcel from $95.00 to $120.00 and gave the stock an “overweight” rating in a research note on Tuesday, August 4th. Jefferies Financial Group reissued a “hold” rating and set a $110.00 target price on shares of Hexcel in a report on Sunday, August 2nd. Finally, TD Cowen boosted their target price on shares of Hexcel from $85.00 to $100.00 and gave the company a “hold” rating in a research report on Monday, July 13th. Five equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $107.18.

Hexcel Stock Down 3.7%

Hexcel stock opened at $94.18 on Friday. The stock has a market capitalization of $7.12 billion, a PE ratio of 47.33, a price-to-earnings-growth ratio of 1.40 and a beta of 1.06. Hexcel Corporation has a 12 month low of $60.26 and a 12 month high of $111.74. The business has a 50 day simple moving average of $101.43 and a 200-day simple moving average of $92.22. The company has a debt-to-equity ratio of 0.74, a current ratio of 2.43 and a quick ratio of 1.37.

Hexcel (NYSE:HXL) last posted its quarterly earnings data on Wednesday, July 29th. The aerospace company reported $0.66 earnings per share for the quarter, topping analysts’ consensus estimates of $0.57 by $0.09. The company had revenue of $529.30 million during the quarter, compared to analysts’ expectations of $528.08 million. Hexcel had a net margin of 7.76% and a return on equity of 12.34%. The firm’s revenue for the quarter was up 8.0% on a year-over-year basis. During the same period in the prior year, the business posted $0.50 earnings per share. Hexcel has set its FY 2026 guidance at 2.300-2.400 EPS. On average, analysts anticipate that Hexcel Corporation will post 2.36 EPS for the current fiscal year.

Hexcel Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, August 17th. Stockholders of record on Monday, August 10th were issued a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a dividend yield of 0.8%. The ex-dividend date was Monday, August 10th. Hexcel’s payout ratio is currently 36.18%.

Insider Activity

In other Hexcel news, insider Gina Fitzsimons sold 9,675 shares of the business’s stock in a transaction on Friday, August 14th. The stock was sold at an average price of $103.14, for a total transaction of $997,879.50. Following the transaction, the insider owned 7,712 shares of the company’s stock, valued at approximately $795,415.68. The trade was a 55.65% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. 1.84% of the stock is owned by company insiders.

More Hexcel News

Here are the key news stories impacting Hexcel this week:

• Positive Sentiment: Long-term earnings outlook improved: Zacks Research raised its FY2028 EPS estimate to $4.02 from $3.88 and lifted its FY2026 forecast to $2.34 from $2.23. Analysts also increased estimates for Q2 2027 and Q1/Q2 2028, suggesting expectations for stronger aerospace demand and earnings growth over time. Hexcel analyst estimates
• Neutral Sentiment: Overall earnings expectations remain broadly intact: Zacks projects FY2027 EPS of $2.99 and the current-year consensus remains $2.36, indicating that the revisions have not materially changed the broader earnings narrative. However, the stock’s elevated valuation—approximately 47 times earnings based on the provided background—leaves less room for disappointing updates.
• Negative Sentiment: Several near-term estimates were reduced: Zacks cut its Q4 2026 EPS forecast to $0.62 from $0.64, Q1 2027 to $0.61 from $0.62, Q3 2027 to $0.71 from $0.72, and FY2027 to $2.99 from $3.02. Q4 2027 was also lowered to $0.94 from $0.96. These reductions may signal caution about the pace of near-term recovery or execution.
• Neutral Sentiment: Aerospace-sector context: A separate report compares Woodward’s second-quarter results with other aerospace companies, including Hexcel, but the supplied headline does not provide specific Hexcel operating or earnings information. Q2 earnings highlights: Woodward versus aerospace stocks

Hexcel Profile

Hexcel Corporation is a global leader in advanced composite materials for aerospace and industrial applications. The company specializes in the development and manufacture of lightweight, high-performance products that enhance fuel efficiency, durability and structural strength. Its offerings are critical to the aerospace sector, where demand for lighter, more efficient aircraft drives continuous innovation in materials.

Hexcel’s product portfolio encompasses carbon fiber reinforcements, pre-impregnated composites (prepregs), honeycomb core, engineered adhesives and structural film adhesives.