William Blair Has Optimistic Outlook of HEICO Q3 Earnings

HEICO Co. (NYSE:HEI) – Investment analysts at William Blair lifted their Q3 2025 earnings per share (EPS) estimates for shares of HEICO in a report released on Wednesday, May 28th. William Blair analyst L. Dipalma now anticipates that the aerospace company will post earnings per share of $1.09 for the quarter, up from their previous estimate of $1.05. William Blair has a “Outperform” rating on the stock. The consensus estimate for HEICO’s current full-year earnings is $4.20 per share. William Blair also issued estimates for HEICO’s Q4 2025 earnings at $1.13 EPS.

HEI has been the topic of a number of other reports. Wells Fargo & Company increased their price target on shares of HEICO from $244.00 to $278.00 and gave the stock an “equal weight” rating in a report on Friday. Truist Financial decreased their price objective on shares of HEICO from $294.00 to $277.00 and set a “buy” rating for the company in a research report on Thursday, April 17th. Finally, UBS Group raised their target price on HEICO from $264.00 to $306.00 and gave the company a “neutral” rating in a research report on Thursday. Five equities research analysts have rated the stock with a hold rating and eight have assigned a buy rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $273.09.

HEICO Price Performance

Shares of NYSE HEI opened at $299.45 on Monday. The company has a debt-to-equity ratio of 0.60, a current ratio of 3.11 and a quick ratio of 1.34. The stock has a market capitalization of $41.61 billion, a price-to-earnings ratio of 81.82, a PEG ratio of 3.10 and a beta of 1.05. The firm’s 50 day simple moving average is $260.79 and its 200-day simple moving average is $252.11. HEICO has a 12 month low of $216.68 and a 12 month high of $303.32.

HEICO (NYSE:HEI) last posted its earnings results on Tuesday, May 27th. The aerospace company reported $1.12 EPS for the quarter, topping the consensus estimate of $1.03 by $0.09. HEICO had a return on equity of 14.63% and a net margin of 13.33%. The firm had revenue of $1.10 billion for the quarter, compared to analyst estimates of $1.06 billion. During the same period last year, the company earned $0.88 earnings per share. HEICO’s revenue for the quarter was up 14.9% compared to the same quarter last year.

Institutional Trading of HEICO

Several large investors have recently bought and sold shares of HEI. Wealthfront Advisers LLC boosted its holdings in shares of HEICO by 219,129.4% during the 4th quarter. Wealthfront Advisers LLC now owns 22,234,248 shares of the aerospace company’s stock worth $5,285,970,000 after purchasing an additional 22,224,106 shares during the last quarter. Bain Capital Public Equity Management II LLC acquired a new position in HEICO during the fourth quarter worth $110,503,000. Freestone Grove Partners LP acquired a new position in HEICO during the fourth quarter worth $71,030,000. Mackenzie Financial Corp purchased a new stake in HEICO in the 1st quarter valued at $40,949,000. Finally, Squarepoint Ops LLC increased its stake in shares of HEICO by 2,203.0% in the 4th quarter. Squarepoint Ops LLC now owns 87,030 shares of the aerospace company’s stock worth $20,691,000 after acquiring an additional 83,251 shares during the last quarter. Hedge funds and other institutional investors own 27.12% of the company’s stock.

Insider Buying and Selling

In other news, Director Julie Neitzel sold 700 shares of the stock in a transaction dated Thursday, April 24th. The shares were sold at an average price of $246.23, for a total value of $172,361.00. Following the completion of the sale, the director now directly owns 418 shares in the company, valued at $102,924.14. This represents a 62.61% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Alan Schriesheim sold 50,000 shares of the firm’s stock in a transaction dated Tuesday, April 22nd. The stock was sold at an average price of $239.57, for a total transaction of $11,978,500.00. Following the completion of the transaction, the director now directly owns 157,197 shares in the company, valued at approximately $37,659,685.29. This represents a 24.13% decrease in their ownership of the stock. The disclosure for this sale can be found here. 9.55% of the stock is currently owned by insiders.

About HEICO

HEICO Corporation, through its subsidiaries, designs, manufactures, and sells aerospace, defense, and electronic related products and services in the United States and internationally. Its Flight Support Group segment provides jet engine and aircraft component replacement parts; thermal insulation blankets and parts; renewable/reusable insulation systems; and specialty components.