KeyCorp Weighs in on HEICO’s Q1 Earnings (NYSE:HEI)

HEICO Co. (NYSE:HEI) – Investment analysts at KeyCorp issued their Q1 2025 EPS estimates for shares of HEICO in a report issued on Wednesday, January 15th. KeyCorp analyst M. Leshock anticipates that the aerospace company will earn $0.95 per share for the quarter. KeyCorp currently has a “Sector Weight” rating on the stock. The consensus estimate for HEICO’s current full-year earnings is $4.21 per share. KeyCorp also issued estimates for HEICO’s Q2 2025 earnings at $1.03 EPS, Q3 2025 earnings at $1.07 EPS, Q4 2025 earnings at $1.09 EPS, FY2025 earnings at $4.15 EPS and FY2026 earnings at $4.70 EPS.

HEICO (NYSE:HEI) last announced its quarterly earnings data on Tuesday, December 17th. The aerospace company reported $0.99 earnings per share for the quarter, topping the consensus estimate of $0.97 by $0.02. The business had revenue of $1.01 billion for the quarter, compared to analyst estimates of $1.03 billion. HEICO had a net margin of 13.33% and a return on equity of 14.63%. The company’s revenue was up 8.2% on a year-over-year basis. During the same period in the prior year, the firm posted $0.74 EPS.

Other research analysts have also issued reports about the stock. Morgan Stanley increased their price objective on shares of HEICO from $245.00 to $265.00 and gave the stock an “equal weight” rating in a report on Friday, October 18th. Deutsche Bank Aktiengesellschaft cut their price target on shares of HEICO from $271.00 to $266.00 and set a “buy” rating on the stock in a report on Thursday, December 19th. UBS Group began coverage on shares of HEICO in a report on Tuesday, October 15th. They issued a “neutral” rating and a $277.00 price target on the stock. Finally, Truist Financial raised their price target on shares of HEICO from $264.00 to $282.00 and gave the company a “buy” rating in a report on Friday, October 18th. Four investment analysts have rated the stock with a hold rating and seven have issued a buy rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $270.20.

HEICO Trading Up 1.3 %

Shares of HEI stock opened at $240.10 on Monday. The firm has a market cap of $33.33 billion, a P/E ratio of 65.60, a PEG ratio of 3.25 and a beta of 1.28. HEICO has a 1-year low of $176.44 and a 1-year high of $283.60. The company has a debt-to-equity ratio of 0.60, a current ratio of 3.11 and a quick ratio of 1.34. The firm’s 50-day simple moving average is $251.65 and its 200-day simple moving average is $249.37.

Institutional Trading of HEICO

Large investors have recently bought and sold shares of the company. West Oak Capital LLC grew its position in HEICO by 2,400.0% in the fourth quarter. West Oak Capital LLC now owns 2,750 shares of the aerospace company’s stock valued at $654,000 after acquiring an additional 2,640 shares in the last quarter. Two Sigma Advisers LP grew its position in HEICO by 3.7% in the third quarter. Two Sigma Advisers LP now owns 362,878 shares of the aerospace company’s stock valued at $94,885,000 after acquiring an additional 13,100 shares in the last quarter. Driehaus Capital Management LLC grew its position in shares of HEICO by 66.0% during the second quarter. Driehaus Capital Management LLC now owns 193,895 shares of the aerospace company’s stock worth $43,357,000 after buying an additional 77,067 shares in the last quarter. Hennion & Walsh Asset Management Inc. grew its position in shares of HEICO by 43.9% during the fourth quarter. Hennion & Walsh Asset Management Inc. now owns 4,444 shares of the aerospace company’s stock worth $1,057,000 after buying an additional 1,355 shares in the last quarter. Finally, Bright Rock Capital Management LLC acquired a new stake in shares of HEICO during the third quarter worth approximately $1,830,000. Institutional investors and hedge funds own 27.12% of the company’s stock.

HEICO Dividend Announcement

The company also recently disclosed a semi-annual dividend, which was paid on Friday, January 17th. Shareholders of record on Friday, January 3rd were given a $0.11 dividend. This represents a yield of 0.1%. The ex-dividend date was Friday, January 3rd. HEICO’s dividend payout ratio (DPR) is 6.01%.

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.