Heico Corporation (HEI) reported second-quarter 2026 results with revenue of $1.38 billion, up 25.31% year-over-year, and net income attributable to common shareholders of $233.8 million, up 49.11% versus the prior year.
The company exceeded analyst expectations: diluted EPS of $1.66 topped the estimate of $1.35 (about 23.3% above), and revenue of $1.38 billion came in roughly 8.8% higher than the estimate of $1.26 billion.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Heico Corporation Hedge Fund Activity
We have seen 345 institutional investors add shares of Heico Corporation stock to their portfolio, and 389 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS removed 2,345,520 shares (-49.8%) from their portfolio in Q1 2026, for an estimated $643,141,584
- CAPITAL INTERNATIONAL INVESTORS added 2,224,891 shares (+509.1%) to their portfolio in Q1 2026, for an estimated $610,065,112
- FMR LLC added 1,284,076 shares (+533.8%) to their portfolio in Q1 2026, for an estimated $352,093,639
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 1,092,836 shares (-99.7%) from their portfolio in Q1 2026, for an estimated $299,655,631
- DIAMANT ASSET MANAGEMENT, INC. added 760,687 shares (+25698.9%) to their portfolio in Q1 2026, for an estimated $208,580,375
- QUBE RESEARCH & TECHNOLOGIES LTD removed 312,760 shares (-80.9%) from their portfolio in Q1 2026, for an estimated $85,758,792
- TD ASSET MANAGEMENT INC removed 287,411 shares (-97.2%) from their portfolio in Q1 2026, for an estimated $78,808,096
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Heico Corporation Government Contracts
We have seen $126,203,343 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:
- TBFDS DELTA INSTALL KITS: $35,361,246
- 8511422308!FILTER ELEMENT,INTA: $1,324,812
- REPAIR KIT,VALVE: $797,120
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Heico Corporation Analyst Ratings
Wall Street analysts have issued reports on $HEI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 01/13/2026
To track analyst ratings and price targets for Heico Corporation, check out Quiver Quantitative's $HEI forecast page.
Heico Corporation 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 $371.0.
Here are some recent targets:
- Charles Minervino from Susquehanna set a target price of $365.0 on 05/29/2026
- Ken Herbert from RBC Capital set a target price of $390.0 on 05/29/2026
- Sheila Kahyaoglu from Jefferies set a target price of $410.0 on 05/28/2026
- John Godyn from Citigroup set a target price of $323.0 on 04/02/2026
- David Strauss from Wells Fargo set a target price of $290.0 on 04/01/2026
- Michael Ciarmoli from Truist Securities set a target price of $391.0 on 12/23/2025
- Gavin Parsons from UBS set a target price of $371.0 on 12/22/2025
