Channing Capital Management LLC Has $83.68 Million Stock Holdings in Hexcel Corporation $HXL

Channing Capital Management LLC increased its stake in shares of Hexcel Corporation (NYSE:HXL) by 5.5% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 1,334,649 shares of the aerospace company’s stock after buying an additional 69,201 shares during the period. Hexcel accounts for about 2.2% of Channing Capital Management LLC’s portfolio, making the stock its 16th largest holding. Channing Capital Management LLC owned 1.68% of Hexcel worth $83,682,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. NewSquare Capital LLC boosted its stake in Hexcel by 379.0% in the 2nd quarter. NewSquare Capital LLC now owns 479 shares of the aerospace company’s stock valued at $27,000 after purchasing an additional 379 shares during the period. Hantz Financial Services Inc. acquired a new stake in shares of Hexcel during the 2nd quarter worth approximately $28,000. Parkside Financial Bank & Trust increased its stake in Hexcel by 325.0% in the second quarter. Parkside Financial Bank & Trust now owns 493 shares of the aerospace company’s stock valued at $28,000 after acquiring an additional 377 shares during the last quarter. MMA Asset Management LLC acquired a new position in Hexcel during the third quarter valued at approximately $35,000. Finally, Smartleaf Asset Management LLC lifted its stake in Hexcel by 8,671.4% during the third quarter. Smartleaf Asset Management LLC now owns 614 shares of the aerospace company’s stock worth $38,000 after purchasing an additional 607 shares during the last quarter. 95.47% of the stock is currently owned by institutional investors and hedge funds.

Hexcel News Summary

Here are the key news stories impacting Hexcel this week:

• Positive Sentiment: Zacks raised Hexcel’s FY2027 outlook to $3.13 from $3.09 and published a FY2028 view of $3.76, signaling stronger organic recovery beyond 2026 that supports longer‑term earnings power.
• Positive Sentiment: Zacks increased Q2 2027 and Q4 2027 quarterly estimates (Q2 2027 to $0.76 and Q4 2027 to $1.01), implying improving seasonal/operational momentum into 2027.
• Neutral Sentiment: Zacks provided a full set of forward quarter and year forecasts (Q1–Q2 2026 through FY2028), giving investors more detailed visibility into modeled recovery paths; these updates reduce uncertainty around timing of margin and revenue normalization.
• Negative Sentiment: Zacks trimmed FY2026 EPS to $2.19 from $2.29, and cut several 2026 quarterly estimates (Q1 2026 to $0.40, Q2 2026 to $0.55, Q3 2026 to $0.53), reflecting softer near‑term expectations versus prior assumptions.
• Negative Sentiment: Zacks also reduced Q1 2027 to $0.61 (from $0.63), signaling some caution on the cadence of recovery in early 2027.

Hexcel Stock Up 3.0%

Hexcel stock opened at $89.84 on Friday. The company has a market capitalization of $6.82 billion, a PE ratio of 65.10, a PEG ratio of 1.37 and a beta of 1.06. Hexcel Corporation has a 12-month low of $45.28 and a 12-month high of $93.14. The firm’s fifty day moving average is $81.13 and its 200 day moving average is $71.75. The company has a quick ratio of 1.25, a current ratio of 2.26 and a debt-to-equity ratio of 0.79.

Hexcel (NYSE:HXL) last posted its quarterly earnings results on Wednesday, January 28th. The aerospace company reported $0.52 earnings per share for the quarter, topping analysts’ consensus estimates of $0.50 by $0.02. Hexcel had a return on equity of 9.54% and a net margin of 5.78%.The business had revenue of $491.30 million for the quarter, compared to the consensus estimate of $484.46 million. During the same period in the prior year, the business earned $0.52 EPS. The firm’s revenue for the quarter was up 3.7% on a year-over-year basis. Hexcel has set its FY 2026 guidance at 2.100-2.300 EPS. As a group, sell-side analysts predict that Hexcel Corporation will post 2.14 EPS for the current fiscal year.

Hexcel Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 17th. Shareholders of record on Monday, February 9th were given a $0.18 dividend. This is an increase from Hexcel’s previous quarterly dividend of $0.17. This represents a $0.72 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Monday, February 9th. Hexcel’s payout ratio is presently 52.17%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on HXL shares. Weiss Ratings reiterated a “hold (c)” rating on shares of Hexcel in a research report on Thursday, January 22nd. Bank of America upgraded shares of Hexcel from an “underperform” rating to a “neutral” rating and raised their price objective for the company from $60.00 to $95.00 in a report on Thursday, February 12th. Wall Street Zen lowered shares of Hexcel from a “buy” rating to a “hold” rating in a report on Sunday. UBS Group set a $99.00 price target on shares of Hexcel in a research report on Friday, January 30th. Finally, Truist Financial set a $94.00 price target on shares of Hexcel in a report on Friday, January 30th. Three investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $82.17.

About Hexcel

Hexcel Corporation is a global leader in advanced composite materials for aerospace and industrial applications. The company specializes in the development and manufacture of lightweight, high-performance products that enhance fuel efficiency, durability and structural strength. Its offerings are critical to the aerospace sector, where demand for lighter, more efficient aircraft drives continuous innovation in materials.

Hexcel’s product portfolio encompasses carbon fiber reinforcements, pre-impregnated composites (prepregs), honeycomb core, engineered adhesives and structural film adhesives.