Zacks Research Issues Positive Estimate for Heico Earnings

Key Points

• Zacks Research has revised its Q3 2025 EPS estimate for Heico Corporation from $1.07 to $1.08, indicating positive growth expectations for the aerospace company.
• Heico recently increased its semi-annual dividend from $0.11 to $0.12, which reflects a yield of 0.1% and a low payout ratio of 5.61%.
• Several analysts have upgraded their target prices for Heico shares, with Bank of America setting a new target of $355.00 and Wells Fargo adjusting theirs to $278.00, while the consensus rating remains a "Moderate Buy".

Heico Corporation (NYSE:HEI - Free Report) - Equities researchers at Zacks Research lifted their Q3 2025 earnings estimates for Heico in a research report issued to clients and investors on Tuesday, July 29th. Zacks Research analyst R. Department now forecasts that the aerospace company will earn $1.08 per share for the quarter, up from their previous forecast of $1.07. The consensus estimate for Heico's current full-year earnings is $4.20 per share. Zacks Research also issued estimates for Heico's Q4 2025 earnings at $1.12 EPS, FY2025 earnings at $4.52 EPS, Q1 2026 earnings at $1.22 EPS, Q3 2026 earnings at $1.25 EPS, Q4 2026 earnings at $1.22 EPS, FY2026 earnings at $4.99 EPS, Q1 2027 earnings at $1.49 EPS, Q2 2027 earnings at $1.69 EPS and FY2027 earnings at $5.63 EPS.

A number of other research analysts have also recently issued reports on the stock. Barclays set a $280.00 price objective on shares of Heico and gave the company an "equal weight" rating in a report on Monday, June 2nd. UBS Group lifted their price objective on shares of Heico from $264.00 to $306.00 and gave the company a "neutral" rating in a report on Thursday, May 29th. Bank of America lifted their price objective on shares of Heico from $320.00 to $355.00 and gave the company a "buy" rating in a report on Thursday, July 3rd. 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 report on Friday, May 30th. Finally, Wall Street Zen cut shares of Heico from a "buy" rating to a "hold" rating in a report on Friday, July 18th. Six equities research analysts have rated the stock with a hold rating and eight have issued a buy rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $301.45.

Heico Stock Down 0.4%

Shares of HEI traded down $1.36 during trading hours on Wednesday, hitting $325.44. The stock had a trading volume of 371,374 shares, compared to its average volume of 335,053. The company has a debt-to-equity ratio of 0.56, a current ratio of 3.43 and a quick ratio of 1.56. The firm has a 50 day simple moving average of $312.82 and a 200-day simple moving average of $271.74. The firm has a market capitalization of $45.27 billion, a P/E ratio of 76.04, a price-to-earnings-growth ratio of 4.07 and a beta of 1.11. Heico has a 1-year low of $216.68 and a 1-year high of $328.64.

Heico (NYSE:HEI - Get Free Report) last issued its earnings results on Tuesday, May 27th. The aerospace company reported $1.12 EPS for the quarter, beating the consensus estimate of $1.03 by $0.09. The company had revenue of $1.10 billion during the quarter, compared to the consensus estimate of $1.06 billion. Heico had a return on equity of 15.88% and a net margin of 14.54%. The firm's revenue for the quarter was up 14.9% compared to the same quarter last year. During the same period last year, the business posted $0.88 EPS.

Hedge Funds Weigh In On Heico

Several hedge funds have recently bought and sold shares of HEI. Ridgewood Investments LLC grew its stake in Heico by 92.0% in the 1st quarter. Ridgewood Investments LLC now owns 96 shares of the aerospace company's stock worth $26,000 after buying an additional 46 shares in the last quarter. Costello Asset Management INC purchased a new position in Heico in the 1st quarter worth approximately $27,000. NBC Securities Inc. purchased a new position in Heico in the 1st quarter worth approximately $27,000. Caitong International Asset Management Co. Ltd grew its stake in Heico by 17,800.0% in the 1st quarter. Caitong International Asset Management Co. Ltd now owns 179 shares of the aerospace company's stock worth $48,000 after buying an additional 178 shares in the last quarter. Finally, Banque Transatlantique SA purchased a new position in Heico in the 4th quarter worth approximately $44,000. Hedge funds and other institutional investors own 27.12% of the company's stock.

Insider Activity

In related news, Chairman Laurans A. Mendelson sold 56,300 shares of the business's stock in a transaction that occurred on Tuesday, July 15th. The shares were sold at an average price of $319.45, for a total transaction of $17,985,035.00. Following the completion of the transaction, the chairman owned 1,253,127 shares of the company's stock, valued at approximately $400,311,420.15. The trade was a 4.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Alan Schriesheim sold 35,000 shares of the business's stock in a transaction that occurred on Tuesday, June 3rd. The shares were sold at an average price of $298.36, for a total transaction of $10,442,600.00. Following the transaction, the director directly owned 122,197 shares of the company's stock, valued at approximately $36,458,696.92. This represents a 22.27% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 91,656 shares of company stock valued at $28,534,115 over the last quarter. Company insiders own 9.55% of the company's stock.

Heico Increases Dividend

The firm also recently declared a semi-annual dividend, which was paid on Tuesday, July 15th. Stockholders of record on Tuesday, July 1st were given a $0.12 dividend. This represents a dividend yield of 10.0%. This is an increase from Heico's previous semi-annual dividend of $0.11. The ex-dividend date of this dividend was Tuesday, July 1st. Heico's payout ratio is presently 5.61%.

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.