HEI
HEICO CORP
$323.50
-2.39%
$45.6B
No data for this timeframe.
Vol
Market Cap$45.6B
Cap SizeLarge Cap
Analyst ConsensusBuy (64%)
Inst. Holders9 funds
Inst. Value$2.2B
Inst. Activity3 buys / 0 sells
Recent Activity
Inst.
FMR LLC — DOUBLED
240,556 shares ($77.8M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — DOUBLED
108,724 shares ($35.2M)
May 27, 2026
earnings_calendar
HEI Q2 2026 Earnings Scheduled — 2026-05-27
Price Targets
$386.10
+18.3% upside
Buy
Current $326.42
Low $290.00
Median $395.00
High $471.00
20 analysts
$290.00
$471.00
Analyst Ratings
7Strong Buy
11Buy
10Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 1, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| Jun 1, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| May 29, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| May 29, 2026 | Susquehanna | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.48 ▲ +3.1% | $1.30 — $1.58 | 17% YoY | 19 |
| Next Q | $1.55 ▲ +1.5% | $1.39 — $1.67 | 16% YoY | 19 |
| Current FY | $6.07 ▲ +7.5% | $5.70 — $6.62 | 24% YoY | 19 |
| Next FY | $6.85 ▲ +7.8% | $6.04 — $7.45 | 13% YoY | 21 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.3B | — |
| MORGAN STANLEY | $342.5M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $175.3M | NEW |
| TWO SIGMA INVESTMENTS, LP | $172.0M | ADD |
| BANK OF AMERICA CORP | $115.5M | — |
9 institutional holders with $2.2B total value (6,884,481 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 3 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 3,951,254 | $1.3B | 57.4% | — |
| 2 | MORGAN STANLEY | 1,058,393 | $342.5M | 15.4% | — |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 541,623 | $175.3M | 7.9% | NEW |
| 4 | TWO SIGMA INVESTMENTS, LP | 531,566 | $172.0M | 7.7% | ADD +36.8% |
| 5 | BANK OF AMERICA CORP /DE/ | 357,074 | $115.5M | 5.2% | — |
| 6 | FMR LLC | 240,556 | $77.8M | 3.5% | DOUBLED +179.3% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 108,724 | $35.2M | 1.6% | DOUBLED +265.3% |
| 8 | WELLS FARGO & COMPANY/MN | 64,752 | $21.0M | 0.9% | — |
| 9 | NORGES BANK | 30,539 | $9.9M | 0.4% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 86,129 | 240,556 | +179.3% | $77.8M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 29,764 | 108,724 | +265.3% | $35.2M | 2025-Q4 |
| NORGES BANK | NEW | — | 30,539 | — | $9.9M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 29,764 | — | $9.6M | 2025-Q3 |
| NORGES BANK | EXIT | 3,549 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | ADD | 442,428 | 733,546 | +65.8% | $240.6M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | ADD | 406,031 | 555,495 | +36.8% | $182.2M | 2025-Q2 |
| FMR LLC | DOUBLED | 14,541 | 91,049 | +526.2% | $29.9M | 2025-Q2 |
| NORGES BANK | NEW | — | 3,549 | — | $1.2M | 2025-Q2 |
| UBS Group AG | TRIM | 846,618 | 442,428 | -47.7% | $118.2M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 251,259 | 406,031 | +61.6% | $108.5M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 381,555 | 227,084 | -40.5% | $60.7M | 2025-Q1 |
| FMR LLC | NEAR_EXIT | 68,681 | 14,541 | -78.8% | $3.9M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 26,964 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | EXIT | 19,381 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 219,924 | 846,618 | +285.0% | $201.3M | 2024-Q4 |
| CITADEL ADVISORS LLC | DOUBLED | 138,704 | 381,555 | +175.1% | $90.7M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 50,400 | 26,964 | -46.5% | $6.4M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 471,711 | — | $123.3M | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (64% buy). Based on 28 analysts: 7 strong buy, 11 buy, 10 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$386.10 mean target
+18.3% upside
Buy (1.83)
$290.00 Low
$471.00 High
| Metric | Value |
|---|---|
| Current Price | $326.42 |
| Target Low | $290.00 |
| Target Mean | $386.10 |
| Target Median | $395.00 |
| Target High | $471.00 |
| # Analysts | 20 |
| Recommendation | Buy (1.83) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-07-31 |
$1.48 | $1.30 | $1.58 | 17.5% | +3.1% | 7↑ 2↓ | $1.3B | 16.9% | 19 |
| Next Q 2026-10-31 |
$1.55 | $1.39 | $1.67 | 16.4% | +1.5% | 6↑ 3↓ | $1.4B | 14.3% | 19 |
| Current FY 2026-10-31 |
$6.07 | $5.70 | $6.62 | 23.8% | +7.5% | 14↑ 1↓ | $5.3B | 17.6% | 19 |
| Next FY 2027-10-31 |
$6.85 | $6.04 | $7.45 | 12.9% | +7.8% | 10↑ 0↓ | $5.7B | 9.0% | 21 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.480 | |
| 7d ago | $1.475 | +0.005 |
| 30d ago | $1.435 | +0.045 |
| 60d ago | $1.432 | +0.048 |
| 90d ago | $1.432 | +0.048 |
9 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 1, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Jun 1, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| May 29, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| May 29, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| May 28, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Apr 2, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Apr 1, 2026 | Wells Fargo | INITIATE | — | Equal-Weight |
| Jan 13, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Dec 23, 2025 | Truist Securities | MAINTAIN | Buy | Buy |
| Dec 22, 2025 | Deutsche Bank | MAINTAIN | Buy | Buy |
| Dec 22, 2025 | Stifel | MAINTAIN | Buy | Buy |
| Dec 22, 2025 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Dec 22, 2025 | UBS | MAINTAIN | Neutral | Neutral |
| Dec 12, 2025 | Citigroup | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 7 | 11 | 10 | 0 | 0 | 64% | |
| May 1, 2026 | 7 | 10 | 10 | 0 | 0 | 63% | |
| Apr 1, 2026 | 7 | 10 | 10 | 0 | 0 | 63% | |
| Mar 1, 2026 | 7 | 10 | 9 | 0 | 0 | 65% | |
| Feb 1, 2026 | 7 | 10 | 9 | 0 | 0 | 65% | |
| Jan 1, 2026 | 7 | 10 | 8 | 0 | 0 | 68% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 27, 2026
earnings_calendar
HEI Q2 2026 Earnings Scheduled — 2026-05-27
May 18, 2026
dark_pool
Dark Pool: HEI — 0.9M shares, 35,340 trades
Week starting 2026-05-18. Total ATS volume: 905,077 shares across 35,340 trades.
May 15, 2026
short_volume
Short Volume: HEI — 87.1% short (0.5M / 0.5M)
Short: 450,248 | Exempt: 739 | TRF Vol: 516,740 | Short Ratio: 87.1% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_interest
FTD: HEI — 2,553 shares ($0.7M) failed to deliver
Settlement: 20260511, Price: $292.52, FTD Value: $746,803.56, HEICO CORP
May 11, 2026
dark_pool
Dark Pool: HEI — 1.1M shares, 36,280 trades
Week starting 2026-05-11. Total ATS volume: 1,121,055 shares across 36,280 trades.
May 6, 2026
short_interest
FTD: HEI — 4,916 shares ($1.4M) failed to deliver
Settlement: 20260506, Price: $277.33, FTD Value: $1,363,354.28, HEICO CORP
May 4, 2026
dark_pool
Dark Pool: HEI — 1.5M shares, 36,511 trades
Week starting 2026-05-04. Total ATS volume: 1,498,471 shares across 36,511 trades.
Apr 27, 2026
dark_pool
Dark Pool: HEI — 0.9M shares, 31,966 trades
Week starting 2026-04-27. Total ATS volume: 902,806 shares across 31,966 trades.
Apr 20, 2026
dark_pool
Dark Pool: HEI — 1.0M shares, 30,967 trades
Week starting 2026-04-20. Total ATS volume: 1,041,745 shares across 30,967 trades.
Apr 17, 2026
short_interest
FTD: HEI — 3,847 shares ($1.1M) failed to deliver
Settlement: 20260417, Price: $284.66, FTD Value: $1,095,087.02, HEICO CORP
Apr 13, 2026
dark_pool
Dark Pool: HEI — 0.7M shares, 29,740 trades
Week starting 2026-04-13. Total ATS volume: 731,394 shares across 29,740 trades.
Apr 6, 2026
dark_pool
Dark Pool: HEI — 0.8M shares, 31,032 trades
Week starting 2026-04-06. Total ATS volume: 827,498 shares across 31,032 trades.
Mar 30, 2026
dark_pool
Dark Pool: HEI — 0.7M shares, 24,796 trades
Week starting 2026-03-30. Total ATS volume: 715,681 shares across 24,796 trades.
Mar 25, 2026
short_interest
FTD: HEI — 5,306 shares ($1.5M) failed to deliver
Settlement: 20260325, Price: $280.69, FTD Value: $1,489,341.14, HEICO CORP
Mar 23, 2026
dark_pool
Dark Pool: HEI — 0.8M shares, 31,241 trades
Week starting 2026-03-23. Total ATS volume: 797,146 shares across 31,241 trades.