Market Cap
$42.4B
HEI
HEICO CORP
$307.92 ▲ +0.50%
Prev close $306.39Market cap$42.4B
ConsensusBuy
12-mo target$393.70 (+27.9%)
▲ Bullish
Analyst conviction 6/10
High Impact Filing (7/10)33 New Institutional Positions17 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on HEI right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (64%)
Inst. Holders
50 funds
Inst. Value
$10.8B
Inst. Activity
33 buys / 17 sells
SEC Reports
4
Price chart 30d -4.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 10, 2026 ftd
FTD: HEI — 3,514 shares ($1.1M) failed to deliver
Settlement: 20260910, Price: $312.32, FTD Value: $1,097,492.48, HEICO CORP
Sep 1, 2026 Insider
Aug 25, 2026 SEC SCHRIESHEIM ALAN gifted 125 shares
Director
HEICO reported record Q3 FY2026 results, with net income up 33% to $235.4M ($1.67 diluted EPS) on record net sales of $1
8-K — Impact 7/10
HEICO filed a preliminary prospectus supplement for an underwritten public offering of two series of senior unsecured no
424B5 — Impact 3/10
HEICO filed a universal shelf registration statement (S-3ASR) to replace its expiring shelf, registering an indeterminat
S-3ASR — Impact 2/10
Jun 30, 2026 Inst.
Capital World Investors — TRIM
1,669,161 shares ($594.5M)
Jun 30, 2026 Inst.
UBS Group AG — ADD
1,370,003 shares ($488.0M)
Analyst ratings buy % -5.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
64% rate it Buy or better · 28 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Sep 15, 2026 | Guggenheim | INITIATE | Neutral | 52% |
| Sep 2, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 28, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 27, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Aug 27, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 19, 2026 | Deutsche Bank | MAINTAIN | Buy | 58% |
| Aug 13, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 1, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jun 1, 2026 | UBS | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 11 | 10 | 0 | 0 | 64% | |
| Aug 1, 2026 | 7 | 11 | 10 | 0 | 0 | 64% | |
| Jul 1, 2026 | 7 | 11 | 10 | 0 | 0 | 64% | |
| 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% |
Price targets
Where 20 covering analysts think HEI trades over the next 12 months.
$393.70 +27.9% upside Strong Buy
Current$307.92 Low$294.00 Median$405.00 High$491.00 20 analysts
$294.00$491.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 3 neutral · avg impact 3.8/10.
BULLISH8-K7/10
HEICO reported record Q3 FY2026 results, with net income up 33% to $235.4M ($1.67 diluted EPS) on re
Aug 25, 2026
NEUTRAL424B53/10
HEICO filed a preliminary prospectus supplement for an underwritten public offering of two series of
Jul 13, 2026
NEUTRALS-3ASR2/10
HEICO filed a universal shelf registration statement (S-3ASR) to replace its expiring shelf, registe
Jul 13, 2026
NEUTRAL8-K3/10
HEICO entered into a Fourth Amendment to its revolving credit facility, increasing capacity from $2.
Jun 17, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 10, 2026
ftd
FTD: HEI — 3,514 shares ($1.1M) failed to deliver
Settlement: 20260910, Price: $312.32, FTD Value: $1,097,492.48, HEICO CORP
Sep 7, 2026
dark_pool
Dark Pool: HEI — 0.6M shares, 27,708 trades
Week starting 2026-09-07. Total ATS volume: 594,528 shares across 27,708 trades.
Aug 31, 2026
dark_pool
Dark Pool: HEI — 0.7M shares, 39,339 trades
Week starting 2026-08-31. Total ATS volume: 724,495 shares across 39,339 trades.
Aug 26, 2026
other
VPT's VXR and VPT Series DC-DC Converters, EMI Filters, and Accessories Now Available on DigiKey
BLACKSBURG, Va., Aug. 26, 2026 /PRNewswire/ -- VPT, Inc. (VPT®), a HEICO company (NYSE: HEI.A) (NYSE: HEI) and leading provider of high-reliability po
Aug 26, 2026
short_volume
Short Volume: HEI — 75.6% short (0.5M / 0.7M)
Short: 531,662 | Exempt: 5 | TRF Vol: 703,210 | Short Ratio: 75.6% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.63 | $1.56–$1.77 | 22.4% | +3.8% | 13↑ 2↓ | $1.4B | 20 |
| Next Q | $1.61 | $1.49–$1.70 | 19.0% | +2.4% | 7↑ 0↓ | $1.4B | 11 |
| Current FY | $6.34 | $6.23–$6.87 | 29.5% | +3.6% | 18↑ 0↓ | $5.4B | 21 |
| Next FY | $7.21 | $6.55–$7.68 | 13.7% | +0.8% | 19↑ 0↓ | $6.0B | 22 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.629 | — |
| 7d ago | $1.626 | +0.003 |
| 30d ago | $1.570 | +0.059 |
| 60d ago | $1.564 | +0.065 |
| 90d ago | $1.548 | +0.080 |
Institutional ownership
Which big funds own HEI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $10.8B total value (30,372,519 shares) as of 2026-Q2. Top holders: BlackRock,, Capital, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,925,879 | $1.4B | 12.9% | — |
| Capital International Investors | 2,888,020 | $1.0B | 9.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,240,691 | $798.1M | 7.4% | — |
| STATE STREET CORP | 1,676,848 | $597.3M | 5.5% | — |
| Capital World Investors | 1,669,161 | $594.5M | 5.5% | TRIM -29.4% |
| FMR LLC | 1,447,918 | $515.7M | 4.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,389,304 | $494.9M | 4.6% | — |
| UBS Group AG | 1,370,003 | $488.0M | 4.5% | ADD +52.4% |
| MORGAN STANLEY | 1,185,945 | $422.4M | 3.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 777,711 | $276.2M | 2.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital World Investors | TRIM | 2,364,929 | 1,669,161 | -29.4% | $594.5M |
| UBS Group AG | ADD | 899,230 | 1,370,003 | +52.4% | $488.0M |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 294,501 | 565,119 | +91.9% | $201.3M |
| AMERICAN CENTURY COMPANIES INC | TRIM | 731,650 | 521,990 | -28.7% | $185.9M |
| PANAGORA ASSET MANAGEMENT INC | ADD | 206,753 | 375,181 | +81.5% | $133.6M |
| GOLDMAN SACHS GROUP INC | ADD | 269,762 | 358,658 | +33.0% | $127.8M |
| Squarepoint Ops LLC | DOUBLED | 36,839 | 243,792 | +561.8% | $86.8M |
| BAMCO INC /NY/ | ADD | 167,976 | 218,976 | +30.4% | $78.0M |
| PFA Pension, Forsikringsaktieselskab | ADD | 168,013 | 211,139 | +25.7% | $75.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 311,017 | 208,467 | -33.0% | $74.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
1 insiders, 1 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | SCHRIESHEIM ALAN | Director | GIFT | 125 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for HEI.
Shares short
3,322,347
Settlement Sep 15, 2026
Change vs prior
+3.7%
Semi-monthly cycle
Days to cover
7.3
At avg daily volume
Of shares outstanding
≈2.4%
Estimate — not % of float
All HEI filing & press-release reports (4)
- 8-K reportAug 25, 2026
- 424B5 reportJul 13, 2026
- S-3ASR reportJul 13, 2026
- 8-K reportJun 17, 2026