HII hosted Navy leaders at Ingalls Shipbuilding to discuss shipbuilding initiatives and the "Golden Fleet" modernization effort.
Quiver AI Summary
HII (Huntington Ingalls Industries) hosted key naval leaders, including Secretary of the Navy John Phelan, at its Ingalls Shipbuilding division to discuss the company’s role in supporting the U.S. Navy's modernization efforts, specifically the "Golden Fleet" initiative aimed at enhancing surface combatant capabilities. During the visit, the leaders toured the shipyard and met with HII personnel to review current shipbuilding programs, emphasizing the importance of shipbuilders in national security. HII has invested over $1 billion in infrastructure and technologies to bolster its shipbuilding capacity, ensuring it can meet the Navy's urgent demands for new ships while also contributing to the construction of the next-generation battleship and small surface combatants. The visit reinforced HII's commitment to aligning its capabilities with the operational needs of the Navy and Marine Corps.
Potential Positives
- HII hosted key military leaders, including the Secretary of the Navy, which reinforces the company's strategic partnerships and commitment to national defense.
- The visit showcased HII's advanced manufacturing capabilities and investment in infrastructure, emphasizing its readiness to meet the U.S. Navy's urgent shipbuilding needs.
- HII's investment of over $1 billion to enhance shipbuilding facilities positions the company favorably for future contracts, including the next-generation battleship and small surface combatant projects.
- The recognition of shipbuilders by Navy leadership highlights the vital role of HII's workforce in national security, potentially boosting morale and attracting talent to the company.
Potential Negatives
- Despite showcasing the company’s commitment to advancing U.S. naval capabilities, the press release heavily emphasizes the need for urgent ship delivery, which could suggest potential current shortcomings in meeting demand.
- The mention of $1 billion investment in infrastructure might raise concerns about financial health and cash flow, indicating the company may be under pressure to deliver expected outcomes from these expenditures.
- The focus on workforce initiatives and retention highlights possible challenges in labor stability and the quality of skilled labor available for shipbuilding tasks.
FAQ
What was the purpose of the visit by the Navy leaders to HII?
The visit aimed to discuss HII's shipbuilding capabilities and support for the Navy’s future fleets and national security.
How is HII contributing to the U.S. Navy's "Golden Fleet" initiative?
HII is supporting the design and construction of advanced surface combatants, enhancing shipbuilding capacity and technologies.
What investments has HII made in the Ingalls Shipbuilding facility?
HII has invested over $1 billion in infrastructure and facilities to support next-generation shipbuilding programs.
What types of ships are currently under construction at Ingalls Shipbuilding?
Ingalls Shipbuilding is constructing the America-class amphibious assault ship and the Arleigh Burke-class destroyer.
Who is HII and what do they specialize in?
HII is a global defense provider specializing in military shipbuilding, unmanned systems, and advanced technology solutions for national security.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$HII Insider Trading Activity
$HII insiders have traded $HII stock on the open market 8 times in the past 6 months. Of those trades, 1 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $HII stock by insiders over the last 6 months:
- CHRISTOPHER D KASTNER (Director, President & CEO) sold 15,000 shares for an estimated $4,815,900
- EDGAR A III GREEN (Ex VP, Pres. HII Mission Tech) sold 4,206 shares for an estimated $1,117,427
- NICK L STANAGE purchased 3,500 shares for an estimated $954,729
- VICTORIA D HARKER has made 0 purchases and 2 sales selling 2,000 shares for an estimated $585,235.
- EDMOND E. JR. HUGHES (Ex VP & Chief HR Officer) sold 850 shares for an estimated $268,124
- CHAD N. BOUDREAUX (Ex VP & Chief Legal Officer) sold 786 shares for an estimated $247,215
- NICOLAS G SCHUCK (Corp VP, Controller & CAO) sold 465 shares for an estimated $146,389
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$HII Revenue
$HII had revenues of $3.2B in Q3 2025. This is an increase of 16.11% from the same period in the prior year.
You can track HII financials on Quiver Quantitative's HII stock page.
$HII Hedge Fund Activity
We have seen 388 institutional investors add shares of $HII stock to their portfolio, and 273 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AQR CAPITAL MANAGEMENT LLC added 490,587 shares (+509.2%) to their portfolio in Q3 2025, for an estimated $141,244,903
- MAVERICK CAPITAL LTD removed 386,533 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $111,286,716
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 313,694 shares (+234.4%) to their portfolio in Q3 2025, for an estimated $90,315,639
- FMR LLC removed 277,046 shares (-7.2%) from their portfolio in Q3 2025, for an estimated $79,764,313
- CITADEL ADVISORS LLC removed 217,092 shares (-93.1%) from their portfolio in Q3 2025, for an estimated $62,502,957
- UBS GROUP AG removed 205,315 shares (-25.1%) from their portfolio in Q3 2025, for an estimated $59,112,241
- ORION PORFOLIO SOLUTIONS, LLC removed 191,850 shares (-98.0%) from their portfolio in Q3 2025, for an estimated $55,235,533
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$HII Analyst Ratings
Wall Street analysts have issued reports on $HII in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 12/12/2025
- TD Cowen issued a "Buy" rating on 10/31/2025
- Goldman Sachs issued a "Buy" rating on 10/31/2025
To track analyst ratings and price targets for $HII, check out Quiver Quantitative's $HII forecast page.
$HII Price Targets
Multiple analysts have issued price targets for $HII recently. We have seen 6 analysts offer price targets for $HII in the last 6 months, with a median target of $346.0.
Here are some recent targets:
- John Godyn from Citigroup set a target price of $376.0 on 12/12/2025
- Seth Seifman from JP Morgan set a target price of $342.0 on 11/03/2025
- Noah Poponak from Goldman Sachs set a target price of $356.0 on 10/31/2025
- Gautam Khanna from TD Cowen set a target price of $350.0 on 10/31/2025
- Ronald Epstein from B of A Securities set a target price of $260.0 on 08/13/2025
- David Strauss from Barclays set a target price of $295.0 on 08/04/2025
Full Release
PASCAGOULA, Miss., Jan. 07, 2026 (GLOBE NEWSWIRE) -- HII (NYSE: HII) hosted John Phelan, secretary of the Navy, along with Adm. Daryl Caudle, chief of naval operations, and Gen. Eric Smith, commandant of the Marine Corps, at its Ingalls Shipbuilding division Wednesday. The senior leaders toured the shipyard, gained insights into HII’s workforce initiatives and discussed Ingalls’ role in delivering the U.S. Navy’s “Golden Fleet” of advanced surface combatants.
“Ingalls Shipbuilding represents the ingenuity and commitment required to meet the Navy’s current and future needs. The shipbuilders I met today are on the front lines of American strength — men and women whose hard work protects our national security, underwrites our liberty, and sustains the way of life we are sworn to defend. There is no maritime dominance without their skill, innovation, and relentless commitment to excellence,” said John C. Phelan, 79 th secretary of the Navy.
“We want to thank Secretary Phelan and Department of Navy leadership for visiting with our shipbuilders who are proud to support America’s efforts to maintain maritime supremacy,” said Chris Kastner, HII’s president and CEO. “Across our shipyards we recognize the U.S. Navy’s urgent need for ships. HII has worked diligently in partnership with our customer to expand our capacity to deliver on this increased and urgent demand, by investing in our yards, establishing partnerships, increasing our hiring retention, and increasing shipbuilder proficiency to support performance.”
Ingalls Shipbuilding is actively supporting early engineering and design discussions for the Navy’s next battleship, which is part of the broader “Golden Fleet” effort to modernize and leverage state-of-the-art capabilities. Concurrently, Ingalls Shipbuilding was selected to design and construct the Navy’s future small surface combatant (SSC) platform, leveraging the proven design of the Legend -class national security cutter.
The decisive combat power our Navy needs doesn’t start at sea — it starts right here, on the deck plates, with the welders, engineers, planners, and tradesmen who show up every day to build America’s Navy,” Caudle said. “What shipbuilders do matters and our Sailors depend on it. We’re working with shipyard leaders and industry partners to bring the President's vision for our Golden Fleet to life and what it will take to make that vision real.”
During the visit, Phelan, Caudle and Smith met with HII and Ingalls leadership to discuss current shipbuilding programs and observed the advanced manufacturing technologies that are being utilized in the shipyard to increase shipbuilding throughput. The leaders also spent time aboard America -class amphibious assault ship Bougainville (LHA 8), currently under construction, and the recently delivered Arleigh Burke -class destroyer Ted Stevens (DDG 128).
The Navy and Marine Corps visit highlighted HII’s commitment to aligning its engineering expertise, manufacturing capabilities, and workforce proficiency with the Navy’s long-term operational needs.
“The work being done here is vital to our national interest,” Smith said. “These workers should be proud to know they are directly contributing to America’s Naval Expeditionary Force. These ships will project American power across the globe, with Marines aboard ready to respond to any crisis or conflict.”
HII has invested more than $1 billion in infrastructure, facilities, and advanced toolsets at Ingalls Shipbuilding to prepare for the delivery of next-generation capabilities. These investments have enhanced every facet of production, ensuring the shipyard is ready to meet the demands of upcoming programs such as the battleship class and SSC, while continuing to deliver destroyers and amphibious assault ships.
About HII
HII is a global, all-domain defense provider. HII’s mission is to deliver the world’s most powerful ships and all-domain solutions in service of the nation, creating the advantage for our customers to protect peace and freedom around the world.
As the nation’s largest military shipbuilder, and with a more than 135-year history of advancing U.S. national security, HII delivers critical capabilities extending from ships to unmanned systems, cyber, ISR, AI/ML and synthetic training. Headquartered in Virginia, HII’s workforce is 44,000 strong. For more information, visit:
- HII on the web: https://www.HII.com/
- HII on Facebook: https://www.facebook.com/TeamHII
- HII on X: https://www.twitter.com/WeAreHII
- HII on Instagram: https://www.instagram.com/WeAreHII
Contact:
Kimberly Aguillard
[email protected]
(228) 355-5663
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/8000976d-3146-4bda-a49f-81c1f7d6e1fa