Carrier Sea Trials: Social media lit up with acclaim as Huntington Ingalls completed builder’s sea trials for the USS John F. Kennedy, the latest Ford-class carrier. Enthusiasts emphasized its role in bolstering U.S. naval power amid escalating global tensions. The milestone signals robust execution on critical defense projects.
Earnings Beat: Chatter surged after the company surpassed Q4 expectations with $3.5 billion in revenue, drawing buy ratings from analysts. Posters on social media spotlighted a $53-57 billion backlog as a foundation for sustained growth. Discussions reflect confidence in steady cash flows from shipbuilding contracts.
Stock Surge: Investors celebrated HII reaching a 52-week high, linking the rally to war cycle dynamics and policy boosts like maritime dominance initiatives. Traders recounted doubling their stakes on the defense giant’s prospects. Momentum points to enduring bullish interest.
Note: This discussion summary was generated from an AI condensation of post data.
Huntington Ingalls Industries Insider Trading Activity
Huntington Ingalls Industries insiders have traded $HII stock on the open market 6 times in the past 6 months. Of those trades, 1 have been purchases and 5 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
- NICK L STANAGE purchased 3,500 shares for an estimated $954,729
- VICTORIA D HARKER sold 1,000 shares for an estimated $316,605
- 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.
Huntington Ingalls Industries Revenue
Huntington Ingalls Industries had revenues of $3.5B in Q4 2025. This is an increase of 15.71% from the same period in the prior year.
You can track HII financials on Quiver Quantitative's HII stock page.
Huntington Ingalls Industries Hedge Fund Activity
We have seen 415 institutional investors add shares of Huntington Ingalls Industries stock to their portfolio, and 371 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 1,981,424 shares (+38526.6%) to their portfolio in Q4 2025, for an estimated $673,822,859
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 665,285 shares (-74.3%) from their portfolio in Q4 2025, for an estimated $226,243,469
- AQR CAPITAL MANAGEMENT LLC added 498,690 shares (+85.0%) to their portfolio in Q4 2025, for an estimated $169,589,508
- VAN ECK ASSOCIATES CORP added 400,428 shares (+32.1%) to their portfolio in Q4 2025, for an estimated $136,173,549
- MAVERICK CAPITAL LTD removed 386,533 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $111,286,716
- ROKOS CAPITAL MANAGEMENT LLP removed 363,824 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $123,725,627
- MARSHALL WACE, LLP added 300,740 shares (+588.1%) to their portfolio in Q4 2025, for an estimated $102,272,651
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Huntington Ingalls Industries Government Contracts
We have seen $7,094,143,268 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:
- CONSTRUCTION OF DDG 51 SHIPS FY23-27: $2,535,513,252
- LPD 33, 34, AND 35 DD&CS: $772,000,000
- CVN 80 ENGINEERING EFFORTS AND STEEL: $427,446,302
- FY21 RCOH ACCOMPLISHMENT: $368,083,633
- CVN 75 RCOH ADVANCE PLANNING: $315,000,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Huntington Ingalls Industries 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:
- Goldman Sachs issued a "Buy" rating on 01/20/2026
- Citigroup issued a "Buy" rating on 01/13/2026
- TD Cowen issued a "Buy" rating on 10/31/2025
To track analyst ratings and price targets for Huntington Ingalls Industries, check out Quiver Quantitative's $HII forecast page.
Huntington Ingalls Industries Price Targets
Multiple analysts have issued price targets for $HII recently. We have seen 5 analysts offer price targets for $HII in the last 6 months, with a median target of $400.0.
Here are some recent targets:
- Ronald Epstein from B of A Securities set a target price of $400.0 on 02/12/2026
- John Godyn from Citigroup set a target price of $465.0 on 02/10/2026
- Noah Poponak from Goldman Sachs set a target price of $425.0 on 01/20/2026
- Seth Seifman from JP Morgan set a target price of $342.0 on 11/03/2025
- Gautam Khanna from TD Cowen set a target price of $350.0 on 10/31/2025
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.
