FY2025 Earnings Estimate for Heico Issued By William Blair

Heico Corporation (NYSE:HEI) – Analysts at William Blair raised their FY2025 earnings estimates for Heico in a research note issued to investors on Wednesday, September 3rd. William Blair analyst L. Dipalma now expects that the aerospace company will earn $4.74 per share for the year, up from their prior estimate of $4.53. 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 $1.17 EPS and FY2026 earnings at $5.25 EPS.

Other research analysts have also issued reports about the stock. Morgan Stanley boosted their price target on shares of Heico from $305.00 to $330.00 and gave the stock an “equal weight” rating in a research note on Thursday, July 17th. Jefferies Financial Group reiterated a “buy” rating on shares of Heico in a research note on Monday, August 18th. Wells Fargo & Company boosted their price target on shares of Heico from $244.00 to $278.00 and gave the stock an “equal weight” rating in a research note on Friday, May 30th. Barclays boosted their price target on shares of Heico from $280.00 to $300.00 and gave the stock an “equal weight” rating in a research note on Tuesday. Finally, Bank of America upped their target price on shares of Heico from $320.00 to $355.00 and gave the stock a “buy” rating in a research report on Thursday, July 3rd. Nine research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $342.00.

Heico Trading Up 1.2%

Shares of Heico stock opened at $322.75 on Thursday. Heico has a 52-week low of $216.68 and a 52-week high of $338.92. The company has a quick ratio of 1.51, a current ratio of 3.35 and a debt-to-equity ratio of 0.58. The company’s 50-day simple moving average is $318.21 and its 200-day simple moving average is $285.11. The firm has a market cap of $44.89 billion, a price-to-earnings ratio of 70.62, a price-to-earnings-growth ratio of 3.90 and a beta of 1.08.

Heico (NYSE:HEI) last issued its quarterly earnings results on Monday, August 25th. The aerospace company reported $1.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.12 by $0.14. Heico had a net margin of 14.96% and a return on equity of 16.29%. The business had revenue of $1.15 billion for the quarter, compared to analyst estimates of $1.11 billion. During the same period in the previous year, the business posted $0.97 earnings per share. The business’s revenue was up 15.7% compared to the same quarter last year.

Heico Increases Dividend

The business also recently announced a semi-annual dividend, which was paid on Tuesday, July 15th. Shareholders of record on Tuesday, July 1st were given a dividend of $0.12 per share. The ex-dividend date was Tuesday, July 1st. This is an increase from Heico’s previous semi-annual dividend of $0.11. This represents a yield of 10.0%. Heico’s dividend payout ratio (DPR) is currently 5.25%.

Insiders Place Their Bets

In other news, Chairman Laurans A. Mendelson sold 56,300 shares of the stock in a transaction that occurred on Tuesday, July 15th. The shares were sold at an average price of $319.45, for a total value of $17,985,035.00. Following the sale, the chairman directly owned 1,253,127 shares in the company, valued at $400,311,420.15. This represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 9.55% of the company’s stock.

Institutional Trading of Heico

Several large investors have recently modified their holdings of the business. Munro Partners acquired a new stake in shares of Heico in the second quarter valued at approximately $59,720,000. Caxton Associates LLP acquired a new stake in shares of Heico in the second quarter valued at approximately $1,954,000. Evergreen Capital Management LLC grew its position in shares of Heico by 30.5% in the second quarter. Evergreen Capital Management LLC now owns 1,121 shares of the aerospace company’s stock valued at $368,000 after purchasing an additional 262 shares during the last quarter. Sandler Capital Management acquired a new stake in shares of Heico in the second quarter valued at approximately $1,179,000. Finally, IHT Wealth Management LLC grew its position in shares of Heico by 2.1% in the second quarter. IHT Wealth Management LLC now owns 5,717 shares of the aerospace company’s stock valued at $1,875,000 after purchasing an additional 117 shares during the last quarter. 27.12% of the stock is currently owned by institutional investors and hedge funds.

Heico Company Profile

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.