Trillium Asset Management LLC Invests $7.54 Million in Hexcel Corporation $HXL

Trillium Asset Management LLC bought a new stake in shares of Hexcel Corporation (NYSE:HXL) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 75,302 shares of the aerospace company’s stock, valued at approximately $7,535,000.

A number of other institutional investors also recently bought and sold shares of HXL. BlackRock Inc. purchased a new position in Hexcel during the second quarter worth $1,422,742,000. Price T Rowe Associates Inc. MD raised its stake in shares of Hexcel by 18.3% in the fourth 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 raised its stake in shares of Hexcel by 4.3% in the second quarter. State Street Corp now owns 4,690,924 shares of the aerospace company’s stock valued at $264,990,000 after acquiring an additional 191,649 shares during the period. Brandes Investment Partners LP lifted its holdings in shares of Hexcel by 0.3% in the 4th quarter. Brandes Investment Partners LP now owns 2,506,068 shares of the aerospace company’s stock worth $185,199,000 after acquiring an additional 7,371 shares during the last quarter. Finally, Bank of America Corp DE boosted its stake in shares of Hexcel by 5.9% during the 2nd quarter. Bank of America Corp DE now owns 2,283,626 shares of the aerospace company’s stock worth $129,002,000 after purchasing an additional 126,338 shares during the period. 95.47% of the stock is currently owned by institutional investors.

Hexcel Trading Down 3.7%

Shares of NYSE HXL opened at $94.18 on Friday. The company has a quick ratio of 1.37, a current ratio of 2.43 and a debt-to-equity ratio of 0.74. The business has a fifty day simple moving average of $101.43 and a two-hundred day simple moving average of $92.22. The firm has a market cap 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 twelve month low of $60.26 and a twelve month high of $111.74.

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

Hexcel Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, August 17th. Investors of record on Monday, August 10th were paid a $0.18 dividend. The ex-dividend date of this dividend was Monday, August 10th. This represents a $0.72 dividend on an annualized basis and a yield of 0.8%. Hexcel’s dividend payout ratio is 36.18%.

Hexcel News Summary

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

Insider Transactions at Hexcel

In other Hexcel news, insider Gina Fitzsimons sold 9,675 shares of the stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $103.14, for a total transaction of $997,879.50. Following the transaction, the insider directly owned 7,712 shares in the company, valued at $795,415.68. This represents a 55.65% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 1.84% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several equities analysts recently commented on HXL shares. Weiss Ratings upgraded shares of Hexcel from a “hold (c)” rating to a “buy (b-)” rating in a report on Tuesday, August 4th. Wall Street Zen downgraded shares of Hexcel from a “strong-buy” rating to a “buy” rating in a research note on Sunday, August 16th. BMO Capital Markets boosted their target price on Hexcel from $85.00 to $97.00 and gave the company a “market perform” rating in a research report on Friday, April 24th. TD Cowen upped their target price on Hexcel from $85.00 to $100.00 and gave the company a “hold” rating in a research note on Monday, July 13th. Finally, The Goldman Sachs Group increased their price target on Hexcel from $88.00 to $97.00 and gave the stock a “neutral” rating in a report on Tuesday, August 4th. Five investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $107.18.

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.