J. Goldman & Co LP Acquires Shares of 21,810 Heico Corporation $HEI

Posted by Geri Gentry on Aug 26th, 2026

J. Goldman & Co LP purchased a new stake in Heico Corporation (NYSE:HEI – Free Report) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 21,810 shares of the aerospace company’s stock, valued at approximately $7,769,000.

Several other large investors have also made changes to their positions in HEI. Diamant Asset Management Inc. raised its position in Heico by 25,698.9% in the 1st quarter. Diamant Asset Management Inc. now owns 763,647 shares of the aerospace company’s stock valued at $209,392,000 after purchasing an additional 760,687 shares during the last quarter. Weitz Investment Management Inc. bought a new stake in shares of Heico during the second quarter worth $52,737,000. Bank of New York Mellon Corp acquired a new stake in shares of Heico in the second quarter valued at $54,386,000. Munro Partners raised its holdings in shares of Heico by 44.2% in the fourth quarter. Munro Partners now owns 284,898 shares of the aerospace company’s stock valued at $92,190,000 after buying an additional 87,265 shares during the last quarter. Finally, CI Investments Inc. raised its holdings in shares of Heico by 40.0% in the fourth quarter. CI Investments Inc. now owns 164,036 shares of the aerospace company’s stock valued at $53,080,000 after buying an additional 46,846 shares during the last quarter. Institutional investors own 27.12% of the company’s stock.

Insiders Place Their Bets

In other Heico news, CAO Bradley K. Rowen sold 1,326 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $241.63, for a total value of $320,401.38. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 4.86% of the stock is owned by corporate insiders.

Heico Price Performance

Heico stock opened at $351.19 on Wednesday. The business’s 50-day simple moving average is $353.68 and its 200 day simple moving average is $321.20. The company has a quick ratio of 1.36, a current ratio of 2.92 and a debt-to-equity ratio of 0.53. The stock has a market cap of $49.05 billion, a price-to-earnings ratio of 62.71, a P/E/G ratio of 3.56 and a beta of 1.04. Heico Corporation has a 12-month low of $256.11 and a 12-month high of $376.86.

Heico (NYSE:HEI – Get Free Report) last announced its quarterly earnings data on Tuesday, August 25th. The aerospace company reported $1.67 earnings per share for the quarter, topping the consensus estimate of $1.51 by $0.16. Heico had a return on equity of 17.52% and a net margin of 16.08%.The firm had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.35 billion. The company’s quarterly revenue was up 23.1% compared to the same quarter last year. During the same period in the previous year, the business posted $1.26 EPS. As a group, research analysts anticipate that Heico Corporation will post 6.02 earnings per share for the current year.

Heico Dividend Announcement

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

Wall Street Analyst Weigh In

A number of brokerages have commented on HEI. Royal Bank Of Canada increased their price objective on shares of Heico from $375.00 to $390.00 and gave the stock an “outperform” rating in a report on Friday, May 29th. Zacks Research raised shares of Heico from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, June 9th. Deutsche Bank Aktiengesellschaft set a $421.00 price target on shares of Heico and gave the company a “buy” rating in a research note on Wednesday, August 19th. Wells Fargo & Company set a $350.00 price target on shares of Heico and gave the company an “equal weight” rating in a report on Monday, June 1st. Finally, Jefferies Financial Group restated a “buy” rating and issued a $425.00 price objective on shares of Heico in a research report on Thursday, August 13th. Three analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $379.56.

Check Out Our Latest Stock Analysis on Heico

Key Heico News

Here are the key news stories impacting Heico this week:

Positive Sentiment: HEICO reported record third-quarter fiscal 2026 net income of $235.4 million, or $1.67 per diluted share, up from $177.3 million, or $1.26 per share, a year earlier. Earnings exceeded the $1.51 consensus estimate by $0.16. HEICO Corporation Reports Record Net Income
Positive Sentiment: Quarterly net income increased 33%, operating income rose 34%, and net sales grew 23% year over year, with consolidated organic sales growth reaching 14%. First-nine-month net income also climbed 31% to a record $659.4 million. HEICO Reports Record Fiscal 2026 Third-Quarter Results
Positive Sentiment: The earnings beat was attributed to continued aerospace and defense demand, reinforcing the company’s exposure to favorable end markets. HEICO Beats Estimates on Aerospace and Defense Demand
Neutral Sentiment: Additional analysis is comparing quarterly revenue, earnings, and operating metrics with Wall Street expectations and year-ago results; the headline results confirm broad-based strength but do not indicate a new company forecast or major strategic announcement. HEICO Q3 Earnings Key Metrics
Negative Sentiment: At roughly 63 times earnings and near its 12-month high, HEICO’s valuation leaves limited room for disappointment. The muted reaction may reflect profit-taking or investor concern that strong results were already priced into HEI.

Heico 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.