HUNTINGTON INGALLS INDUSTRIES, INC.
In the published model solve dated 2026-Q2, anchored at $294.21, HUNTINGTON INGALLS INDUSTRIES, INC. (HII) is priced for +5.0% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 26, 2026 from SEC EDGAR filings.
• Huntington Ingalls is the sole designer and builder of US Navy nuclear-powered aircraft carriers and a key submarine builder, a position no competitor can replicate, with a backlog of $54.0 billion. [Source: HII Q1 2026 results, May 2026] • The defining risk is margin, not demand: shipbuilding operating margin slipped to 5.6% from 6.3% as inflation and labor costs pressured long-cycle, partly fixed-price contracts. [Source: HII Q1 2026 results, May 2026] • Watch the margin trajectory and subma
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871 institutional managers reported holding HII in 13F filings for the quarter ended 2026-03-31. Together they hold about 89% of the company; the top 10 hold 51%. 143 opened new positions that quarter. Held by Vanguard Group, BlackRock, FMR (Fidelity), among others. On the short side, 811k shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (1.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
HII has cut its share count 2.5% over the past five years, spending $321.00M on repurchases. It pays a dividend, and has for 13 years running, raised 12 years straight; the current rate is $5.43 a share annually. Cash returned over the past three years: $574.00M in dividends and $222.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at HII over the trailing three years: 2024: 1 buy totaling $104k; 2025: 4 buys totaling $1.58M. 29 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
HII's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -0.4% | -10.7% |
| 2023-11-03 | +5.9% | +7.9% |
| 2024-02-02 | +3.7% | +6.5% |
| 2024-05-03 | -11.1% | -1.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
HII's latest 8-K filings: 2026-07-30 (items 2.02, 9.01); 2026-05-05 (items 2.02, 9.01); 2026-05-01 (items 5.07, 9.01); 2026-02-05 (items 2.02, 9.01); 2025-10-30 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.