Alta Capital Management Llc/ 13F: New $3.5M Stake in Hexcel (HXL)

On October 26, 2026, Alta Capital Management disclosed taking a new position in Hexcel Corporation (HXL) with 41,530 shares valued at $3,485,247. This information comes from the fund's latest Form 13F filing with the SEC.

HXL Hexcel Corporation

$80.18 ▲ +4.89% year to date

1M 3M YTD

Daily close · Oct 26, 2026

What Changed in Alta Capital Management's Hexcel Position

Alta Capital Management opened a new position with 41,530 shares of Hexcel, representing a value of $3,485,247. This new stake accounts for 0.33% of the fund's total reported value of about $1.07 billion.

Where Hexcel Fits in Alta Capital Management's Portfolio

Hexcel Corporation ranks 49 out of 215 positions in Alta Capital Management's portfolio. The new position is significant for the fund, reflecting its strategy to diversify into the aerospace and defense sector.

Other Institutional Activity in Hexcel

Several other funds have also made moves in Hexcel. Massachusetts Financial Services Co. increased its stake by 71,522 shares, bringing its total to 2,471,596 shares valued at about $197.1 million. Meanwhile, Earnest Partners LLC reduced its holdings by 119,966 shares, now holding 4,584,594 shares worth approximately $365.6 million.

Hexcel Corporation Stock Up 0.2%

Hexcel shares recently traded around $79.74, which is about equal to the closing price on the filing date, October 26, 2026. However, the stock is below both its 50-day and 200-day moving averages, indicating some weakness in its recent performance. The shares are currently about 28.6% below their 52-week high of $111.74 and 18.3% above their 52-week low of $67.38.

Recent Earnings

Hexcel reported trailing twelve-month revenue of approximately $2.02 billion, reflecting a year-over-year revenue growth of 8.8%. The company also reported an EPS of $2.22 and a net margin of 8.5%. The next earnings report is scheduled for January 27, 2027.

Dividend

Hexcel Corporation pays an annual dividend rate of $0.72 per share, which translates to a yield of 0.9%. The dividend payout ratio stands at 32.0%, indicating a balanced approach to returning value to shareholders while reinvesting in growth.

Insider Buying and Selling at Hexcel Corporation

In recent months, several insiders have sold shares of Hexcel. Officer Amy S. Evans sold 1,500 shares on February 27, 2026, valued at $139,200. Additionally, Gina Fitzsimons and Gail E. Lehman sold 9,675 and 13,829 shares, respectively, for total values of approximately $997,871 and $1,273,663. These transactions occurred before the filing date and do not necessarily indicate a bearish outlook.

Analysts Set New Price Targets

Analysts have maintained various ratings on Hexcel. On October 15, 2026, RBC Capital maintained an "Outperform" rating with a target price of $105.00. Morgan Stanley also maintained an "Equal-Weight" rating with a target of $97.00 on October 19, 2026. Meanwhile, UBS maintained a "Buy" rating with a target of $117.00 on October 23, 2026. The consensus recommendation for Hexcel is a "buy," with a mean price target of $99.80 based on 15 analyst opinions.

About Hexcel Corporation

Hexcel Corporation develops and manufactures advanced lightweight composite materials used in industries like aerospace and defense. The company's products include carbon fiber, prepregs, and engineered composite structures that are essential for various applications. With a market cap of approximately $6.04 billion, Hexcel is positioned as a key player in its sector.

Bottom Line

Investors should keep an eye on Hexcel's upcoming earnings report on January 27, 2027, and watch for further institutional activity as more funds report their positions. Alta Capital Management's new stake adds to the growing interest in Hexcel Corporation, reflecting its strategic importance in the aerospace and defense markets.