Leeward Investments LLC MA Sells 36,480 Shares of Hexcel Corporation $HXL

Leeward Investments LLC MA decreased its position in shares of Hexcel Corporation (NYSE:HXL) by 10.8% during the third quarter, Holdings Channel reports. The fund owned 302,614 shares of the aerospace company’s stock after selling 36,480 shares during the period. Hexcel makes up about 1.3% of Leeward Investments LLC MA’s holdings, making the stock its 11th biggest holding. Leeward Investments LLC MA’s holdings in Hexcel were worth $25,395,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently made changes to their positions in HXL. BlackRock Inc. bought a new position in shares of Hexcel in the 2nd quarter worth approximately $1,422,742,000. Bank of America Corp DE purchased a new position in shares of Hexcel in the 2nd quarter valued at approximately $216,948,000. Bank of New York Mellon Corp bought a new stake in shares of Hexcel during the second quarter valued at approximately $51,460,000. The Manufacturers Life Insurance Company bought a new stake in shares of Hexcel during the second quarter valued at approximately $39,649,000. Finally, Squarepoint Ops LLC boosted its position in shares of Hexcel by 26.8% during the second quarter. Squarepoint Ops LLC now owns 343,283 shares of the aerospace company’s stock valued at $34,349,000 after purchasing an additional 72,660 shares in the last quarter. Institutional investors own 95.47% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on HXL shares. Guggenheim began coverage on Hexcel in a research note on Monday, September 14th. They issued a “buy” rating and a $120.00 price target on the stock. Bank of America lowered Hexcel from a “peer perform” rating to a “market perform” rating and set a $110.00 price objective for the company. in a research report on Monday, August 3rd. UBS Group lowered their price objective on Hexcel from $123.00 to $117.00 and set a “buy” rating for the company in a research report on Friday. Wall Street Zen cut shares of Hexcel from a “buy” rating to a “hold” rating in a report on Saturday. Finally, The Goldman Sachs Group upped their target price on shares of Hexcel from $88.00 to $97.00 and gave the stock a “neutral” rating in a research report on Tuesday, August 4th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $101.67.

Key Stories Impacting Hexcel

Here are the key news stories impacting Hexcel this week:

• Positive Sentiment: Third-quarter adjusted earnings were $0.50 per share, ahead of estimates, while net sales increased 8.8% year over year to $496.4 million. Commercial aerospace sales rose approximately 21%, supported by strong demand for the A350, 787, A320 and 737 MAX programs. Hexcel Q3 Earnings Surpass Estimates, Revenues Improve Y/Y
• Positive Sentiment: Management expects peak aircraft production to generate approximately $500 million in incremental annual sales, offering a potentially significant long-term growth opportunity. Hexcel: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: Royal Bank of Canada lowered its price target from $105 to $100 but maintained an “outperform” rating, implying substantial upside based on the referenced share price. Royal Bank of Canada recommendations
• Neutral Sentiment: Hexcel declared a quarterly dividend of $0.18 per share, equivalent to $0.72 annually and a yield of roughly 0.9%. Hexcel Reports 2026 Third Quarter Results
• Negative Sentiment: Revenue of $496.4 million missed consensus estimates near $502 million. Although earnings exceeded expectations, investors were disappointed that full-year guidance was reaffirmed rather than raised.
• Negative Sentiment: Fiscal 2026 revenue guidance of $2.025 billion-$2.125 billion is around or below the $2.1 billion consensus midpoint, while adjusted EPS guidance of $2.30-$2.40 is broadly in line with expectations. Defense, Space & Other sales declined about 9%, and accelerated hiring and training are creating near-term cost pressure. Hexcel slides after Q3 revenue miss and unchanged outlook

Insiders Place Their Bets

In other news, insider Gina Fitzsimons sold 9,675 shares of the stock in a transaction on Friday, August 14th. The stock was sold at an average price of $103.14, for a total value of $997,879.50. Following the sale, the insider directly owned 7,712 shares of the company’s stock, valued at approximately $795,415.68. This represents a 55.65% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Gail E. Lehman sold 13,829 shares of the firm’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $92.10, for a total value of $1,273,650.90. Following the transaction, the insider owned 20,148 shares of the company’s stock, valued at $1,855,630.80. The trade was a 40.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.84% of the stock is currently owned by insiders.

Hexcel Price Performance

Shares of NYSE HXL opened at $79.45 on Monday. The company has a 50 day simple moving average of $89.65 and a two-hundred day simple moving average of $93.38. Hexcel Corporation has a fifty-two week low of $67.38 and a fifty-two week high of $111.74. The company has a market capitalization of $6.01 billion, a price-to-earnings ratio of 35.63, a P/E/G ratio of 1.09 and a beta of 1.10. The company has a debt-to-equity ratio of 0.71, a quick ratio of 1.42 and a current ratio of 2.57.

Hexcel (NYSE:HXL) last issued its quarterly earnings results on Wednesday, October 21st. The aerospace company reported $0.50 EPS for the quarter, topping analysts’ consensus estimates of $0.49 by $0.01. The firm had revenue of $496.40 million for the quarter, compared to analysts’ expectations of $501.95 million. Hexcel had a return on equity of 13.57% and a net margin of 8.50%. The business’s revenue for the quarter was up 8.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.37 EPS. Analysts expect that Hexcel Corporation will post 2.38 EPS for the current fiscal year.

Hexcel Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, November 9th. Shareholders of record on Monday, November 2nd will be paid a dividend of $0.18 per share. The ex-dividend date is Monday, November 2nd. This represents a $0.72 dividend on an annualized basis and a yield of 0.9%. Hexcel’s payout ratio is presently 32.29%.

Hexcel Profile

Hexcel Corporation is an advanced materials company that develops and manufactures lightweight, high-performance composite materials and structural components. Its products are designed to improve strength, durability, fuel efficiency, and performance across demanding applications.

The company’s portfolio includes carbon fiber, fiberglass, specialty reinforcements, prepregs, adhesives, honeycomb materials, engineered core products, and composite structures. These materials and components are used in commercial aircraft, military and space systems, helicopters, wind turbine blades, and various industrial applications.

Hexcel serves customers worldwide through manufacturing, research, and distribution operations in North America, Europe, Asia, and other international markets.