Earnest Partners 13F: Cuts HII Stake by $8.7M

Earnest Partners Scales Back Huntington Ingalls Holdings

Earnest Partners trimmed its investment in Huntington Ingalls Industries, Inc. NYSE: HII during the period, according to a recent Form 13F filing with the Securities and Exchange Commission. The firm sold 30,954 shares, a 3.6% reduction from its prior count of 845,295 shares. At the close of the reporting period, the fund's remaining stake stood at 814,341 shares with a reported value of roughly $227.9 million. Remember that 13F filings look backward at a prior quarter and may not reflect the fund's current holdings today.

Huntington Ingalls Stock Trades Near Lower Bounds

Huntington Ingalls Industries, Inc. shares changed hands around $279.89 on Sunday. The stock has experienced a challenging stretch, trading near its 52-week low of $263.62 compared to its yearly high of $460.00. The defense contractor currently trades well below its 200-day moving average of $346.43 and its 50-day moving average of $296.08. With a price-to-earnings ratio of 16.4 and a forward P/E of 13.2, the company continues to navigate shifting market conditions across its major shipbuilding programs.

Analysts Set New Price Targets

On October 14, 2026, Bernstein maintained its Market Perform rating on Huntington Ingalls Industries, Inc. and lowered its price target to $304.00 from $327.00. Earlier in October, TD Cowen maintained a Buy rating while trimming its target from $360.00 to $340.00. Across the broader analyst community, the stock holds a consensus recommendation from 12 analysts with a mean price target of $368.42, stretching from a high of $439.00 down to a low of $304.00.

Inside the Defense Contractor's Operations

Huntington Ingalls Industries, Inc. designs, builds, overhauls, and repairs military ships for the U.S. Navy and Coast Guard. Headquartered in Newport News, Virginia, the company operates through divisions focused on nuclear-powered aircraft carriers, submarines, amphibious assault ships, and advanced technological solutions like autonomous systems and electronic warfare. Founded in 1886, the firm employs roughly 45,000 workers to support critical national security needs.

What to Watch at Huntington Ingalls Industries, Inc.

Investors tracking Huntington Ingalls Industries, Inc. should look ahead to the company's next earnings report scheduled for October 29, 2026. Future institutional filings will also show whether other major asset managers followed Earnest Partners in trimming their positions or chose to hold steady. As always, these regulatory reports offer a snapshot of past portfolio choices rather than advice for future trades.