HII gains as defense rally and company contract momentum buoy shares

Huntington Ingalls Industries (HII) is up 5.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be a broad defense-stock rally after strong quarterly updates from major sector peers, which improved sentiment toward military suppliers and shipbuilders. HII also entered the session with supportive company-specific momentum from recent Navy-related unmanned systems wins and with investors looking ahead to its July 30 earnings report, although there does not appear to be a single clear same-day HII announcement behind the move.

Details:

HII said on July 10 that it will release second-quarter 2026 financial results on July 30, giving investors a near-term catalyst for the shares.

In first-quarter results, HII posted $3.1 billion in revenue, earned $3.79 per diluted share, and reaffirmed its full-year 2026 guidance.

Earlier this month, HII announced an option-year production award for the U.S. Navy’s Lionfish unmanned undersea vehicle program, which the company said could scale to as many as 200 vehicles with total value above $347 million.

Defense sentiment strengthened on July 23 after large peers delivered strong second-quarter results and raised outlooks, which could be lifting HII in sympathy as another key naval and defense platform supplier.

Sources:

HII, Lockheed Martin, RTX

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$HII Insider Trading Activity

$HII insiders have traded $HII stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $HII stock by insiders over the last 6 months:

THOMAS E. STIEHLE (Ex. VP and CFO) sold 4,500 shares for an estimated $1,937,430
CHAD N. BOUDREAUX (Ex VP & Chief Legal Officer) sold 4,400 shares for an estimated $1,858,780
EDMOND E. JR. HUGHES (Ex VP & Chief HR Officer) sold 3,500 shares for an estimated $1,118,533
ERIC D. CHEWNING (EVP, Maritime Sys & Corp STR) sold 1,700 shares for an estimated $736,848

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$HII Hedge Fund Activity

We have seen 377 institutional investors add shares of $HII stock to their portfolio, and 370 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 1,980,448 shares (-99.7%) from their portfolio in Q1 2026, for an estimated $739,538,892
VAN ECK ASSOCIATES CORP removed 572,487 shares (-34.8%) from their portfolio in Q1 2026, for an estimated $213,778,095
MILLENNIUM MANAGEMENT LLC removed 557,517 shares (-83.7%) from their portfolio in Q1 2026, for an estimated $208,187,998
TD ASSET MANAGEMENT INC added 307,635 shares (+599.4%) to their portfolio in Q1 2026, for an estimated $114,877,061
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 241,938 shares (+inf%) to their portfolio in Q1 2026, for an estimated $90,344,487
DIMENSIONAL FUND ADVISORS LP removed 212,290 shares (-21.7%) from their portfolio in Q1 2026, for an estimated $79,273,331
FMR LLC removed 204,323 shares (-6.2%) from their portfolio in Q1 2026, for an estimated $76,298,294

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$HII Government Contracts

We have seen $6,682,475,359 of award payments to $HII over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

CVN 80 ENGINEERING EFFORTS AND STEEL: $1,681,623,928
LPD 33, 34, AND 35 DD&CS: $845,000,000
LHA 10 ADVANCE PROCUREMENT: $500,630,020
FY21 RCOH ACCOMPLISHMENT: $460,827,171
AWARD LOGISTICS INTELLIGENCE SURVEILLANCE AND RECONNAISSANCE ISR AND NEXTGEN TECHNOLOGY (LOGIX): $394,578,589

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$HII Congressional Stock Trading

Members of Congress have traded $HII stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $HII stock by members of Congress over the last 6 months:

REPRESENTATIVE BRIAN BABIN sold up to $50,000 on 05/05.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$HII Price Targets

Multiple analysts have issued price targets for $HII recently. We have seen 4 analysts offer price targets for $HII in the last 6 months, with a median target of $400.0.

Here are some recent targets:

John Godyn from Citigroup set a target price of $349.0 on 07/01/2026
Gautam Khanna from TD Cowen set a target price of $420.0 on 05/14/2026
David Strauss from Wells Fargo set a target price of $400.0 on 04/01/2026
Ronald Epstein from B of A Securities set a target price of $400.0 on 02/12/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.