William Blair Weighs in on HEICO's Q3 Earnings (NYSE:HEI)

HEICO Co. (NYSE:HEI - Free Report) - Research analysts at William Blair boosted their Q3 2025 earnings per share estimates for shares of HEICO in a research note issued on Wednesday, May 28th. William Blair analyst L. Dipalma now forecasts that the aerospace company will post earnings of $1.09 per share 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.

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

A number of other brokerages have also commented on HEI. UBS Group boosted their price objective on shares of HEICO from $264.00 to $306.00 and gave the stock a "neutral" rating in a report on Thursday, May 29th. Truist Financial cut their price target on HEICO from $294.00 to $277.00 and set a "buy" rating on the stock in a research note on Thursday, April 17th. Barclays boosted their price target on HEICO from $250.00 to $280.00 and gave the stock an "equal weight" rating in a research note on Monday. Wells Fargo & Company upped their target price on HEICO from $244.00 to $278.00 and gave the company an "equal weight" rating in a research report on Friday, May 30th. Finally, Morgan Stanley upped their target price on HEICO from $270.00 to $305.00 and gave the company an "equal weight" rating in a research report on Wednesday. Five equities research analysts have rated the stock with a hold rating and eight have given a buy rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $279.45.

HEICO Stock Up 0.3%

HEI stock traded up $1.04 during trading on Monday, reaching $301.09. The stock had a trading volume of 334,512 shares, compared to its average volume of 475,395. HEICO has a 1-year low of $216.68 and a 1-year high of $303.32. The company has a current ratio of 3.11, a quick ratio of 1.34 and a debt-to-equity ratio of 0.60. The company has a market capitalization of $41.84 billion, a P/E ratio of 82.26, a PEG ratio of 3.10 and a beta of 1.07. The firm has a fifty day moving average price of $263.38 and a 200 day moving average price of $253.18.

Insider Activity at HEICO

In related 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 transaction of $172,361.00. Following the sale, the director now owns 418 shares in the company, valued at $102,924.14. This represents a 62.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Alan Schriesheim sold 35,000 shares of the stock in a transaction dated Tuesday, June 3rd. The stock was sold at an average price of $298.36, for a total transaction of $10,442,600.00. Following the sale, the director now owns 122,197 shares in the company, valued at approximately $36,458,696.92. This trade represents a 22.27% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 86,056 shares of company stock valued at $22,699,941. Corporate insiders own 9.55% of the company's stock.

Institutional Investors Weigh In On HEICO

Several large investors have recently added to or reduced their stakes in HEI. Compass Financial Services Inc acquired a new stake in HEICO in the fourth quarter worth $26,000. Ridgewood Investments LLC increased its holdings in shares of 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 acquiring an additional 46 shares during the period. NBC Securities Inc. acquired a new stake in shares of HEICO in the 1st quarter worth about $27,000. Costello Asset Management INC acquired a new stake in shares of HEICO in the 1st quarter worth about $27,000. Finally, Banque Transatlantique SA acquired a new stake in shares of HEICO in the fourth quarter valued at approximately $44,000. 27.12% of the stock is 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.