HEICO ($HEI) posted quarterly earnings results on Monday, August 25th. The company reported earnings of $1.26 per share, beating estimates of $1.14 by $0.12. The company also reported revenue of $1,147,590,000, beating estimates of $1,126,049,404 by $21,540,596.
You can see Quiver Quantitative's $HEI stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
HEICO Hedge Fund Activity
We have seen 347 institutional investors add shares of HEICO stock to their portfolio, and 320 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LAZARD ASSET MANAGEMENT LLC removed 1,036,214 shares (-99.9%) from their portfolio in Q2 2025, for an estimated $339,878,192
- BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC removed 464,806 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $124,191,515
- GAMMA INVESTING LLC removed 367,313 shares (-99.5%) from their portfolio in Q2 2025, for an estimated $120,478,664
- UBS GROUP AG added 291,118 shares (+65.8%) to their portfolio in Q2 2025, for an estimated $95,486,704
- INVESCO LTD. added 258,183 shares (+40.7%) to their portfolio in Q2 2025, for an estimated $84,684,024
- CONGRESS ASSET MANAGEMENT CO added 242,264 shares (+366.0%) to their portfolio in Q2 2025, for an estimated $79,462,592
- BLACKROCK, INC. removed 242,022 shares (-5.8%) from their portfolio in Q2 2025, for an estimated $79,383,216
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
HEICO Government Contracts
We have seen $67,755,247 of award payments to $HEI over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- H-60 BLACK HAWK CRASHWORTHY EXTERNAL FUEL SYSTEM B-KITS: $9,158,534
- POWER SUPPLY HV: $3,367,545
- TANK ASSEMBLY,FUEL,: $2,299,286
- 8510867655!FILTER ELEMENT,INTA: $2,074,415
- F-16 DATA DISPLAY: $1,993,409
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
HEICO Analyst Ratings
Wall Street analysts have issued reports on $HEI in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Truist Securities issued a "Buy" rating on 07/11/2025
- B of A Securities issued a "Buy" rating on 07/03/2025
- Stifel issued a "Buy" rating on 06/24/2025
To track analyst ratings and price targets for HEICO, check out Quiver Quantitative's $HEI forecast page.
HEICO Price Targets
Multiple analysts have issued price targets for $HEI recently. We have seen 9 analysts offer price targets for $HEI in the last 6 months, with a median target of $330.0.
Here are some recent targets:
- Ken Herbert from RBC Capital set a target price of $335.0 on 08/22/2025
- Kristine Liwag from Morgan Stanley set a target price of $330.0 on 07/17/2025
- Michael Ciarmoli from Truist Securities set a target price of $352.0 on 07/11/2025
- Ronald Epstein from B of A Securities set a target price of $355.0 on 07/03/2025
- Jonathan Siegmann from Stifel set a target price of $352.0 on 06/24/2025
- David Strauss from Barclays set a target price of $280.0 on 06/02/2025
- Matthew Akers from Wells Fargo set a target price of $278.0 on 05/30/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
