HEI Heico Corporation Common Stock

NYSE · Aerospace & Defense · View on SEC EDGAR ↗
$335.25
Price · Aug 28, 2026
Fundamentals as of Aug 27, 2026
52W Range
$256–$377
66% of range
Analyst Rating
BUY
28 analysts
Price Target
$395
+18% upside
P/E (TTM)
—
ROE
—
Net Profit Margin
—

HEI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$335.25
Market Cap
—
P/E (TTM)
—
EPS (TTM)
—
Revenue (TTM)
—
Div Yield
—
ROE
—
Debt/Equity
—
52W Range
$256 – $377

HEI Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS —
Free Cash Flow —
Margins —

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
HEI
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
HEI
Peer Median

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
HEI
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
HEI
Peer Median

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
HEI
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
HEI
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
—
Payout Ratio
—
5Y Div CAGR
—
Ex-dateAmount
July 1, 2026$0.1300
Jan. 5, 2026$0.1200
July 1, 2025$0.1200
Jan. 3, 2025$0.1100
July 1, 2024$0.1100
Jan. 3, 2024$0.1000
June 30, 2023$0.1000
Jan. 4, 2023$0.1000
June 30, 2022$0.0900
Jan. 5, 2022$0.0900
June 30, 2021$0.0900
Jan. 6, 2021$0.0800
June 30, 2020$0.0800
Jan. 8, 2020$0.0800
June 28, 2019$0.0700
Jan. 2, 2019$0.0700
July 10, 2018$0.0600
Jan. 2, 2018$0.0563
June 30, 2017$0.0512
Dec. 30, 2016$0.0461

HEI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 28 analysts
  • Strong Buy 7 25.0%
  • Buy 11 39.3%
  • Hold 10 35.7%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

19 analysts · 2026-08-30
Median target $402.00 +19.9%
Mean target $395.00 +17.8%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.13%
Period EPS Actual EPS Est Surprise
Sept. 30, 2026 $1.67 $1.53 0.14%
June 30, 2026 $1.66 $1.35 0.31%
March 31, 2026 $1.35 $1.33 0.02%
Dec. 31, 2025 $1.33 $1.26 0.07%
Sept. 30, 2025 $1.33 $1.26 0.07%
June 30, 2025 $1.12 $1.04 0.08%
March 31, 2025 $1.20 $0.96 0.24%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
HEI — — — — — —
NOC $80.97B 19.6 2.2% 10.0% 26.4% —
TDG — 41.1 11.2% 23.5% -26.0% 60.1%
HONA — — — — — —
AXON $45.55B 376.1 33.5% 4.5% 4.2% 59.7%
LHX $56.89B 35.7 9.8% — 8.2% —
RKLB $37.92B -188.5 38.0% -32.9% -16.4% 34.4%
ATI $15.90B 41.0 5.2% 8.8% 22.1% 21.9%
CRS $30.60B 58.6 8.6% 17.0% 25.1% 30.6%
ARXS — — — — — —
CW $20.32B 42.8 12.1% 13.8% 19.4% 37.2%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Latest News Recent headlines mentioning this company

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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Institutional owners (13F) 849 filers · $9.8B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
121 (+5 vs prior Q) 64 (-34 vs prior Q) 254 (+9 vs prior Q) 266 (+16 vs prior Q) +1.2M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Capital International Investors $1,028,673,482 2,888,020 10.49% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $798,111,727 2,240,691 8.14% Shares
STATE STREET CORP $597,276,489 1,676,848 6.09% Shares
Capital World Investors $594,538,457 1,669,161 6.06% Shares
VANGUARD CAPITAL MANAGEMENT LLC $494,856,192 1,389,304 5.05% Shares
FMR LLC $349,240,039 980,488 3.56% Shares
GEODE CAPITAL MANAGEMENT, LLC $238,365,771 671,426 2.43% Shares
TWO SIGMA INVESTMENTS, LP $214,437,422 602,031 2.19% Shares
Balyasny Asset Management L.P. $201,289,737 565,119 2.05% Shares
AMERICAN CENTURY COMPANIES INC $185,927,618 521,990 1.90% Shares
TWO SIGMA ADVISERS, LP $156,830,482 484,658 1.60% Shares
PANAGORA ASSET MANAGEMENT INC $133,635,720 375,181 1.36% Shares
RIVERBRIDGE PARTNERS LLC $128,660,537 361,213 1.31% Shares
BLAIR WILLIAM & CO/IL $127,396,255 357,664 1.30% Shares
Fisher Asset Management, LLC $122,732,690 344,570 1.25% Shares
VANGUARD FIDUCIARY TRUST CO $101,457,160 284,840 1.03% Shares
FEDERATED HERMES, INC. $100,845,938 283,124 1.03% Shares
EULAV Asset Management $89,651,954 251,697 0.91% Shares
Squarepoint Ops LLC $86,836,272 243,792 0.89% Shares
Sanctuary Advisors, LLC $80,683,916 226,519 0.82% Shares
Harding Loevner LP $79,602,077 223,476 0.81% Shares
BAMCO INC /NY/ $77,997,061 218,976 0.80% Shares
PFA Pension, Forsikringsaktieselskab $75,205,619 211,139 0.77% Shares
Dixon Mitchell Investment Counsel Inc. $75,145,760 210,971 0.77% Shares
CONGRESS ASSET MANAGEMENT CO $75,068,973 210,755 0.77% Shares
NISSAY ASSET MANAGEMENT CORP /JAPAN $74,924,567 210,350 0.76% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $74,253,861 208,467 0.76% Shares
Ilex Capital Partners (UK) LLP $72,148,065 202,555 0.74% Shares
Capital Research Global Investors $71,012,409 199,829 0.72% Shares
NEUBERGER BERMAN GROUP LLC $62,554,347 175,642 0.64% Shares
DIMENSIONAL FUND ADVISORS LP $59,657,581 167,488 0.61% Shares
FRED ALGER MANAGEMENT, LLC $58,564,760 164,420 0.60% Shares
Resona Asset Management Co.,Ltd. $58,303,416 164,533 0.59% Shares
ENVESTNET ASSET MANAGEMENT INC $57,112,430 160,343 0.58% Shares
NZS Capital, LLC $54,505,262 153,023 0.56% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $50,552,622 141,926 0.52% Shares
Freestone Grove Partners LP $50,276,218 141,150 0.51% Shares
Telemark Asset Management, LLC $49,866,600 140,000 0.51% Shares
FIRST TRUST ADVISORS LP $46,920,908 131,730 0.48% Shares
Corient Private Wealth LP $46,534,180 130,644 0.47% Shares
BROWN ADVISORY INC $45,442,038 127,578 0.46% Shares
Sumitomo Mitsui Trust Group, Inc. $43,859,099 123,134 0.45% Shares
GAMCO INVESTORS, INC. ET AL $43,562,037 122,300 0.44% Shares
Swiss National Bank $42,935,143 120,540 0.44% Shares
GFS Advisors, LLC $42,793,476 250 0.44% Shares
GOLDMAN SACHS GROUP INC $39,592,299 111,155 0.40% Shares
CITADEL ADVISORS LLC $39,142,788 109,893 0.40% Shares
HighTower Advisors, LLC $38,752,702 108,798 0.40% Shares
Mitsubishi UFJ Asset Management Co., Ltd. $34,944,732 98,107 0.36% Shares
BNP PARIBAS FINANCIAL MARKETS $34,557,554 97,020 0.35% Shares
ASR Vermogensbeheer N.V. $34,146,344 95,867 0.35% Shares
Quantinno Capital Management LP $32,876,088 92,299 0.34% Shares
TCW GROUP INC $32,305,364 90,697 0.33% Shares
BANK OF AMERICA CORP /DE/ $32,024,331 89,908 0.33% Shares
VANGUARD ASSET MANAGEMENT, Ltd $31,766,805 89,185 0.32% Shares
VICTORY CAPITAL MANAGEMENT INC $31,699,841 88,997 0.32% Shares
MARSICO CAPITAL MANAGEMENT LLC $30,988,174 86,999 0.32% Shares
Liontrust Investment Partners LLP $29,744,184 83,537 0.30% Shares
One Madison Group LLC $28,495,200 80,000 0.29% Shares
UBS Group AG $27,859,757 78,216 0.28% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $26,443,902 74,241 0.27% Shares
Erste Asset Management GmbH $26,283,000 75,000 0.27% Shares
Baird Financial Group, Inc. $25,912,823 72,750 0.26% Shares
BlackRock, Inc. $25,784,594 72,390 0.26% Shares
Prospera Financial Services Inc $24,628,055 69,140 0.25% Shares
RAYMOND JAMES FINANCIAL INC $24,509,539 68,810 0.25% Shares
STRS OHIO $24,366,602 68,409 0.25% Shares
Longaeva Partners L.P. $24,317,091 68,270 0.25% Shares
VANGUARD GROUP INC $23,084,263 71,338 0.24% Shares
MORGAN STANLEY $22,670,425 63,647 0.23% Shares
Nuveen, LLC $21,902,835 61,492 0.22% Shares
RHUMBLINE ADVISERS $21,571,885 60,563 0.22% Shares
Jump Financial, LLC $20,536,491 57,656 0.21% Shares
CAPITAL INTERNATIONAL SARL $20,371,931 57,194 0.21% Shares
LPL Financial LLC $19,467,897 54,656 0.20% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $19,163,022 53,800 0.20% Call option
SUSQUEHANNA INTERNATIONAL GROUP, LLP $18,771,213 52,700 0.19% Put option
Asset Management One Co., Ltd. $18,702,634 68,208 0.19% Shares
Capital International, Inc./CA/ $18,294,275 51,361 0.19% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $18,255,450 51,252 0.19% Shares
JANE STREET GROUP, LLC $17,987,595 50,500 0.18% Call option
ARK Investment Management LLC $17,828,022 50,052 0.18% Shares
PEAK6 LLC $17,809,500 50,000 0.18% Call option
Cutter & CO Brokerage, Inc. $17,272,839 64,647 0.18% Shares
WORLDQUANT MILLENNIUM ADVISORS LLC $16,320,626 45,820 0.17% Shares
Munro Partners $16,294,624 45,747 0.17% Shares
Lansforsakringar Fondforvaltning AB (publ) $16,195,603 45,469 0.17% Shares
RIVER GLOBAL INVESTORS LLP $16,073,427 67,578 0.16% Shares
RENAISSANCE TECHNOLOGIES LLC $16,072,718 45,124 0.16% Shares
Azimuth Capital Investment Management LLC $15,872,183 44,561 0.16% Shares
Bank Julius Baer & Co. Ltd, Zurich $14,472,713 40,525 0.15% Shares
CAPITAL INTERNATIONAL LTD /CA/ $14,405,392 40,443 0.15% Shares
CARDEROCK CAPITAL MANAGEMENT INC $14,276,451 40,081 0.15% Shares
STRATEGIC PLANNING GROUP, LLC $14,193,259 39,847 0.14% Shares
Nuveen Asset Management, LLC $14,012,158 58,939 0.14% Shares
DIVIDEND ASSETS CAPITAL, LLC $13,963,820 39,203 0.14% Shares
TD Asset Management Inc $13,465,051 37,803 0.14% Shares
Gotham Asset Management, LLC $13,412,691 37,656 0.14% Shares
ROYAL BANK OF CANADA $13,128,000 36,858 0.13% Shares
Vinva Investment Management Ltd $13,118,643 50,323 0.13% Shares

Company insiders 21 insiders · 9 officers · 14 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
MENDELSON VICTOR H Co-COB and Co-CEO June 29, 2026 G 212,626 1 0 $164,897
Eric A Mendelson Co-COB and Co-CEO May 27, 2026 A 1,266,407 1 0 $164,897
Carlos L Macau EVP-CFO & Treasurer May 27, 2026 A 156,316 0 0 $0
Bradley K Rowen Chief Accounting Officer June 10, 2026 S 0 0 1 $-320,401
Laurans A Mendelson Executive Chairman July 15, 2025 S 1,253,127 0 0 $0
Thomas S Irwin Sr Exec VP Aug. 28, 2024 G 37,013 0 0 $0
Steven M Walker Chief Accounting Officer Jan. 29, 2024 M 22,244 0 0 $0
William S Harlow VP-Acquisitions Dec. 23, 2014 S 2,179 0 0 $0
James L Reum Executive Vice President, HAC Jan. 10, 2008 S 2,000 0 0 $0
Alan Schriesheim Director June 1, 2026 G 532 1 0 $163,921
Mark H Hildebrandt Director Oct. 21, 2025 P 1,181 2 0 $264,401
Thomas M Culligan Director Oct. 10, 2025 P 11,030 1 0 $164,897
HENRIQUES ADOLFO Director Oct. 10, 2025 P 24,069 1 0 $164,897
Frank J Schwitter Director June 3, 2025 S 1,500 0 0 $0
Julie Neitzel Director April 24, 2025 S 418 0 0 $0
Carol F. Fine Director Oct. 18, 2024 P 1,204 0 0 $0
Wolfgang Mayrhuber Director Oct. 9, 2018 P 1,313 0 0 $0
Samuel L Higginbottom Director Sept. 7, 2016 P 3,951 0 0 $0
Mitchell I Quain Director Sept. 23, 2010 P 1,523 0 0 $0
Albert Morrison JR Director Jan. 8, 2008 P 6,758 0 0 $0
Joseph W Pallot — Jan. 8, 2008 P 1,196 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 4 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Dr. Herbert A. Wertheim Jan. 31, 2020 — Initial filing Passive investment SEC
Laurans A. Mendelson, Eric A. Mendelson, Victor H. Mendelson, Mendelson International Corporation Feb. 12, 2015 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person March 14, 2002 — Initial filing Passive investment SEC
Undisclosed reporting person, Undisclosed reporting person March 14, 2002 — Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 164 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
RW · EA Series Trust 4.54% 2,931 NS April 30, 2026 N-PORT
MISL · First Trust Exchange-Traded Fund 4.42% 99,448 NS June 30, 2026 N-PORT
CWS · AdvisorShares Trust 4.37% 16,234 NS June 30, 2026 N-PORT
GRW · TCW ETF Trust 3.80% 10,108 NS April 30, 2026 N-PORT
ROKT · SPDR SERIES TRUST 3.39% 23,657 NS June 30, 2026 N-PORT
NBDS · Neuberger Berman ETF Trust 2.96% 3,071 NS May 31, 2026 N-PORT
XAR · SPDR SERIES TRUST 2.86% 518,919 NS June 30, 2026 N-PORT
WBIL · Absolute Shares Trust 2.15% 1,842 NS June 30, 2026 N-PORT
POWA · Invesco Exchange-Traded Self-Indexe… 2.14% 11,219 SH Aug. 28, 2026 Daily
LOGO · Tidal Trust III 2.07% 1,958 NS June 30, 2026 N-PORT
QIDX · Spinnaker ETF Series 2.07% 2,944 NS April 30, 2026 N-PORT
SAWG · ETF Series Solutions 1.63% 152 NS April 30, 2026 N-PORT
PPA · Invesco Exchange-Traded Fund Trust 1.58% 385,828 SH Aug. 28, 2026 Daily
ARKX · ARK ETF Trust 1.42% 46,944 NS April 30, 2026 N-PORT
FITE · SPDR SERIES TRUST 1.42% 5,991 NS June 30, 2026 N-PORT
EWG · iShares, Inc. 1.27% 118,741 SH Aug. 28, 2026 Daily
RILA · Spinnaker ETF Series 1.26% 1,954 NS April 30, 2026 N-PORT
DGLO · First Trust Exchange-Traded Fund VI 1.22% 123 NS June 30, 2026 N-PORT
HAIL · SPDR SERIES TRUST 0.99% 620 NS June 30, 2026 N-PORT
ITA · iShares Trust 0.99% 410,289 SH Aug. 28, 2026 Daily
MAGA · ETF Series Solutions 0.87% 750 NS June 30, 2026 N-PORT
JOET · Virtus ETF Trust II 0.80% 7,028 NS April 30, 2026 N-PORT
VSDA · Victory Portfolios II 0.79% 5,404 NS June 30, 2026 N-PORT
MXI · iShares Trust 0.75% 15,207 SH Aug. 28, 2026 Daily
INFO · Harbor ETF Trust 0.65% 18,503 NS April 30, 2026 N-PORT
DFEN · Direxion Shares ETF Trust 0.65% 8,771 NS April 30, 2026 N-PORT
IIGD · Invesco Exchange-Traded Self-Indexe… 0.57% 150,000 Aug. 28, 2026 Daily
LGLV · SPDR SERIES TRUST 0.57% 18,096 NS June 30, 2026 N-PORT
PDP · Invesco Exchange-Traded Fund Trust 0.56% 24,754 SH Aug. 28, 2026 Daily
NUGO · Nushares ETF Trust 0.51% 54,056 NS April 30, 2026 N-PORT
CGGE · Capital Group Global Equity ETF 0.49% 38,975 NS May 31, 2026 N-PORT
KOMP · SPDR SERIES TRUST 0.44% 34,980 NS June 30, 2026 N-PORT
TPLC · Timothy Plan 0.43% 3,701 NS June 30, 2026 N-PORT
FLQM · Franklin Templeton ETF Trust 0.43% 18,550 NS June 30, 2026 N-PORT
BRNY · EA Series Trust 0.42% 8,697 NS April 30, 2026 N-PORT
IWP · iShares Trust 0.40% 240,981 SH Aug. 28, 2026 Daily
FMDE · Fidelity Covington Trust 0.38% 79,023 NS June 30, 2026 N-PORT
TGRW · T. Rowe Price Exchange-Traded Funds… 0.35% 10,209 NS June 30, 2026 N-PORT
CVMC · Morgan Stanley ETF Trust 0.34% 985 NS June 30, 2026 N-PORT
EZU · iShares, Inc. 0.33% 166,480 SH Aug. 28, 2026 Daily
VOT · VANGUARD INDEX FUNDS 0.32% 318,402 SH Aug. 19, 2026 Daily
TGRT · T. Rowe Price Exchange-Traded Funds… 0.28% 11,547 NS June 30, 2026 N-PORT
IDMO · Invesco Exchange-Traded Fund Trust … 0.27% 59,032 SH Aug. 28, 2026 Daily
TCHP · T. Rowe Price Exchange-Traded Funds… 0.26% 15,929 NS June 30, 2026 N-PORT
GSEW · Goldman Sachs ETF Trust 0.24% 12,011 NS May 31, 2026 N-PORT
EFG · iShares Trust 0.23% 203,523 SH Aug. 28, 2026 Daily
CFO · Victory Portfolios II 0.22% 2,554 NS June 30, 2026 N-PORT
CFA · Victory Portfolios II 0.22% 3,303 NS June 30, 2026 N-PORT
FBUF · Fidelity Greenwood Street Trust 0.22% 154 NS April 30, 2026 N-PORT
IGRO · iShares Trust 0.21% 14,002 SH Aug. 28, 2026 Daily