Huntington Ingalls Industries, Inc. (HII)

Over the past six months, Huntington Ingalls Industries' stock has experienced significant positive momentum. The stock price has increased by 20.99% over the past 30 days and 104.08% over the past 12 months, reaching a new 52-week high of $399.61 on January 12, 2026. On January 7, 2026, the share price was $356.45, marking an 87.94% increase from January 8, 2025. Strong Q3 2025 earnings, a proposed increase in the U.S. military budget, and a new U.S. Navy contract contributed to this performance. The company declared a quarterly dividend increase and received analyst upgrades from Melius and Wall Street Zen.

Demand for Huntington Ingalls Industries' products and services is generally robust and sustained, driven by U.S. Navy modernization efforts and the geopolitical landscape. The U.S. Navy's long-term shipbuilding plan ensures a steady need for HII's capabilities. Global geopolitical tensions and modernization programs further contribute to the surging demand for advanced warships. HII's strategic expansion and workforce optimization efforts are aimed at meeting this increasing demand and improving production efficiency. The company anticipates increased unit sales for unmanned systems due to rising defense budgets.

Huntington Ingalls Industries (HII) is the largest military shipbuilding company in the United States, providing professional services to government and commercial clients. HII operates in the Aerospace and Defense sector, specializing in Shipbuilding and Defense industries. Its products and services include naval vessels like nuclear-powered aircraft carriers and submarines, surface combatants, and U.S. Coast Guard national security cutters. Additionally, HII offers advanced mission technologies, including C5ISR systems, unmanned systems, and fleet sustainment services.

HII's primary operations are in the United States, with key facilities in Newport News, Virginia; Pascagoula, Mississippi; and Goose Creek, South Carolina. It also has facilities in Virginia Beach, Virginia; San Diego, California; Huntsville, Alabama; and Fairfax, Virginia. HII serves the U.S. Government and allied partners worldwide, expanding its international presence, including doubling the footprint of its site in Portchester, England. HII also engages in international collaborations with companies like Hyundai Heavy Industries and Babcock International Group.

HII maintains a strong brand reputation as the largest military shipbuilder in the U.S., known for its expertise in naval vessel production. Strategic expansion through a distributed shipbuilding model and workforce optimization efforts have been highlighted as positive developments. However, HII's reputation has faced challenges due to operational oversight and quality control issues, regulatory and legal risks, supply chain issues and labor shortages, and missed financial guidance.

Huntington Ingalls Industries is predominantly owned by institutional shareholders, holding approximately 94.07% to 94.19% of the stock. Insiders own about 4.23% to 3.05%, and retail investors hold around 1.71% of the company's shares. Major institutional owners include Vanguard Group Inc., Fmr LLC, BlackRock, Inc., State Street Corp, Van Eck Associates Corp, Geode Capital Management, Llc, and Invesco Ltd. The largest individual shareholder is C. Michael Petters, owning 457,169 shares, representing 1.17% of the company.