Huntington Ingalls Industries
About: Huntington Ingalls Industries is the largest independent military shipbuilder in the US, spun out from Northrop Grumman in 2011. It operates three segments, two of which are storied shipyards: Ingalls produces non-nuclear-powered ships including amphibious landing ships and Arleigh Burke-class destroyers while Newport News produces nuclear-powered ships as the only producer of Gerald Ford-class aircraft carriers and a major subcontractor on Virginia and Columbia-class nuclear submarines. Huntington Ingalls shares production of destroyers and nuclear submarines with General Dynamics' Bath Iron Works and Electric Boat shipyards, respectively. The company's Mission Technologies segment produces uncrewed sea vessels and provides a range of IT and other services to US government agencies.
Employees: 44,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
130% more first-time investments, than exits
New positions opened: 168 | Existing positions closed: 73
29% more repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 184
20% more capital invested
Capital invested by funds: $7.54B [Q1] → $9.07B (+$1.53B) [Q2]
19% more call options, than puts
Call options by funds: $70.9M | Put options by funds: $59.4M
14% more funds holding
Funds holding: 603 [Q1] → 686 (+83) [Q2]
0.46% more ownership
Funds ownership: 95.17% [Q1] → 95.63% (+0.46%) [Q2]
33% less funds holding in top 10
Funds holding in top 10: 6 [Q1] → 4 (-2) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
|
B of A Securities
Ronald Epstein
|
$260
|
Underperform
Maintained
|
13 Aug 2025 |
|
Barclays
David Strauss
|
$295
|
Equal-Weight
Maintained
|
4 Aug 2025 |
|
TD Cowen
Gautam Khanna
|
$300
|
Buy
Upgraded
|
10 Jul 2025 |
Financial journalist opinion
Based on 20 articles about HII published over the past 30 days
