Groupama Asset Managment Has $6.42 Million Stock Position in Heico Corporation $HEI

Posted by George Bondi on Aug 1st, 2026

Groupama Asset Managment boosted its stake in shares of Heico Corporation (NYSE:HEI – Free Report) by 31.3% during the first quarter, Holdings Channel reports. The fund owned 23,407 shares of the aerospace company’s stock after acquiring an additional 5,579 shares during the period. Groupama Asset Managment’s holdings in Heico were worth $6,418,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the stock. Diamant Asset Management Inc. raised its stake in shares of Heico by 25,698.9% in the first quarter. Diamant Asset Management Inc. now owns 763,647 shares of the aerospace company’s stock worth $209,392,000 after acquiring an additional 760,687 shares during the last quarter. Munro Partners lifted its stake in shares of Heico by 44.2% during the fourth quarter. Munro Partners now owns 284,898 shares of the aerospace company’s stock valued at $92,190,000 after acquiring an additional 87,265 shares during the period. CI Investments Inc. lifted its stake in shares of Heico by 40.0% during the fourth quarter. CI Investments Inc. now owns 164,036 shares of the aerospace company’s stock valued at $53,080,000 after acquiring an additional 46,846 shares during the period. Balyasny Asset Management L.P. raised its holdings in Heico by 263.2% during the 3rd quarter. Balyasny Asset Management L.P. now owns 60,469 shares of the aerospace company’s stock worth $19,521,000 after purchasing an additional 43,821 shares during the last quarter. Finally, Fisher Asset Management LLC lifted its position in Heico by 12.1% during the 4th quarter. Fisher Asset Management LLC now owns 326,386 shares of the aerospace company’s stock valued at $105,615,000 after purchasing an additional 35,288 shares during the period. 27.12% of the stock is owned by institutional investors.

Heico Price Performance

Shares of HEI opened at $357.08 on Friday. The stock has a market cap of $49.87 billion, a P/E ratio of 63.76, a price-to-earnings-growth ratio of 3.67 and a beta of 1.03. Heico Corporation has a 1 year low of $256.11 and a 1 year high of $369.48. The stock’s 50-day moving average price is $341.60 and its two-hundred day moving average price is $318.64. The company has a current ratio of 2.92, a quick ratio of 1.36 and a debt-to-equity ratio of 0.53.

Heico (NYSE:HEI – Get Free Report) last announced its quarterly earnings results on Wednesday, May 27th. The aerospace company reported $1.66 EPS for the quarter, beating analysts’ consensus estimates of $1.33 by $0.33. The company had revenue of $1.38 billion during the quarter, compared to analysts’ expectations of $1.25 billion. Heico had a return on equity of 17.52% and a net margin of 16.08%.Heico’s revenue was up 25.3% on a year-over-year basis. During the same period in the prior year, the business posted $1.12 EPS. On average, equities analysts predict that Heico Corporation will post 5.95 earnings per share for the current year.

Heico Dividend Announcement

The company also recently disclosed a dividend, which was paid on Wednesday, July 15th. Investors of record on Wednesday, July 1st were issued a dividend of $0.13 per share. The ex-dividend date was Wednesday, July 1st. This represents a yield of 7.0%. Heico’s payout ratio is currently 4.64%.

Insider Buying and Selling

In other Heico news, CAO Bradley K. Rowen sold 1,326 shares of the stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $241.63, for a total value of $320,401.38. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Insiders own 4.86% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently issued reports on HEI shares. Weiss Ratings raised shares of Heico from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, July 16th. Royal Bank Of Canada boosted their price target on shares of Heico from $375.00 to $390.00 and gave the stock an “outperform” rating in a research note on Friday, May 29th. Wall Street Zen lowered shares of Heico from a “buy” rating to a “hold” rating in a report on Saturday. Truist Financial raised shares of Heico to a “strong-buy” rating in a research note on Friday, May 1st. Finally, Wells Fargo & Company set a $350.00 target price on shares of Heico and gave the stock an “equal weight” rating in a report on Monday, June 1st. Three research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $374.56.

Check Out Our Latest Research Report on Heico

Heico Company Profile

(Free Report)

HEICO Corporation is an aerospace, defense and electronics company that designs, manufactures, and sells a range of products and provides repair and aftermarket services. Headquartered in Hollywood, Florida, HEICO supplies replacement components, repair services and engineered systems for commercial and business aviation, military and space markets as well as for selected industrial and medical customers. The company’s offerings are focused on sustaining and improving the reliability and availability of complex equipment across its end markets.

HEICO operates through two principal business areas.