What is Zacks Research's Forecast for Heico FY2025 Earnings?

Heico Corporation (NYSE:HEI - Free Report) - Analysts at Zacks Research increased their FY2025 earnings per share estimates for Heico in a research note issued on Thursday, June 26th. Zacks Research analyst R. Department now forecasts that the aerospace company will post earnings of $4.50 per share for the year, up from their prior estimate of $4.49. 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 $1.11 EPS, Q1 2026 earnings at $1.21 EPS, Q3 2026 earnings at $1.23 EPS, Q4 2026 earnings at $1.21 EPS, FY2026 earnings at $4.95 EPS, Q1 2027 earnings at $1.48 EPS and FY2027 earnings at $5.62 EPS.

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

Several other analysts also recently issued reports on HEI. Morgan Stanley increased their price target on Heico from $270.00 to $305.00 and gave the company an "equal weight" rating in a report on Wednesday, June 4th. UBS Group raised their target price on Heico from $264.00 to $306.00 and gave the company a "neutral" rating in a report on Thursday, May 29th. Stifel Nicolaus set a $352.00 price target on Heico and gave the stock a "buy" rating in a report on Tuesday, June 24th. Wall Street Zen raised shares of Heico from a "hold" rating to a "buy" rating in a research report on Friday, June 6th. Finally, Wells Fargo & Company boosted their target price on shares of Heico from $244.00 to $278.00 and gave the stock an "equal weight" rating in a research report on Friday, May 30th. Five investment analysts have rated the stock with a hold rating and nine have given a buy rating to the company's stock. Based on data from MarketBeat.com, Heico currently has a consensus rating of "Moderate Buy" and a consensus target price of $286.00.

Heico Trading Up 0.3%

Shares of HEI stock traded up $1.04 during mid-day trading on Friday, reaching $326.77. The company's stock had a trading volume of 209,240 shares, compared to its average volume of 478,969. The company has a quick ratio of 1.56, a current ratio of 3.43 and a debt-to-equity ratio of 0.56. The firm has a market capitalization of $45.45 billion, a PE ratio of 76.35, a price-to-earnings-growth ratio of 4.13 and a beta of 1.07. The company's 50 day simple moving average is $282.82 and its 200-day simple moving average is $257.64. Heico has a 12-month low of $216.68 and a 12-month high of $329.28.

Heico Increases Dividend

The business also recently declared a semi-annual dividend, which will be paid on Tuesday, July 15th. Investors of record on Tuesday, July 1st will be paid a $0.12 dividend. This represents a dividend yield of 0.1%. The ex-dividend date of this dividend is Tuesday, July 1st. This is a positive change from Heico's previous semi-annual dividend of $0.11. Heico's payout ratio is 5.14%.

Insider Activity at Heico

In other Heico news, Director Julie Neitzel sold 700 shares of the stock in a transaction on Thursday, April 24th. The shares were sold at an average price of $246.23, for a total transaction of $172,361.00. Following the sale, the director now directly owns 418 shares of the company's stock, valued at approximately $102,924.14. This represents a 62.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Alan Schriesheim sold 50,000 shares of Heico stock in a transaction dated Tuesday, April 22nd. The shares were 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 of the company's stock, valued at $37,659,685.29. This trade represents a 24.13% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 86,056 shares of company stock valued at $22,699,941 over the last ninety days. Corporate insiders own 9.55% of the company's stock.

Hedge Funds Weigh In On Heico

Hedge funds and other institutional investors have recently bought and sold shares of the stock. EntryPoint Capital LLC bought a new stake in shares of Heico in the 4th quarter worth approximately $220,000. Praxis Investment Management Inc. increased its holdings in shares of Heico by 24.9% in the first quarter. Praxis Investment Management Inc. now owns 8,830 shares of the aerospace company's stock valued at $2,359,000 after buying an additional 1,760 shares in the last quarter. Fisher Asset Management LLC lifted its position in shares of Heico by 19.1% during the 4th quarter. Fisher Asset Management LLC now owns 415,542 shares of the aerospace company's stock valued at $98,791,000 after acquiring an additional 66,583 shares during the last quarter. Artemis Investment Management LLP acquired a new position in shares of Heico in the 1st quarter worth $7,612,000. Finally, E Fund Management Co. Ltd. acquired a new stake in shares of Heico during the fourth quarter worth $428,000. 27.12% of the stock is currently owned by institutional investors and hedge funds.

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.