HE Equipment Ownership

HEES Stock  USD 58.76  2.08  3.67%   
HE Equipment Services secures a total of 36.61 Million outstanding shares. The majority of HE Equipment Services outstanding shares are owned by institutions. These other corporate entities are usually referred to as non-private investors looking to purchase positions in HE Equipment Services to benefit from reduced commissions. Hence, outside corporations are subject to a different set of regulations than regular investors in HE Equipment Services. Please pay attention to any change in the institutional holdings of HE Equipment as this could imply that something significant has changed or is about to change at the company. Please note that no matter how many assets the company retains, if the real value of the firm is less than the current market value, you may not be able to make money on it.
 
Shares in Circulation  
First Issued
2009-03-31
Previous Quarter
36 M
Current Value
36 M
Avarage Shares Outstanding
35.6 M
Quarterly Volatility
614.7 K
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as HE Equipment in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of HE Equipment, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
Dividends Paid is likely to drop to about 38 M in 2024. Dividend Yield is likely to drop to 0.02 in 2024. Net Income Applicable To Common Shares is likely to gain to about 159.6 M in 2024, whereas Common Stock Shares Outstanding is likely to drop slightly above 36.2 M in 2024.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in HE Equipment Services. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income.

HEES Stock Ownership Analysis

About 13.0% of the company shares are held by company insiders. The book value of HE Equipment was currently reported as 16.54. The company has Price/Earnings To Growth (PEG) ratio of 2.49. HE Equipment Services last dividend was issued on the 29th of November 2024. HE Equipment Services, Inc. operates as an integrated equipment services company. HE Equipment Services, Inc. was founded in 1961 and is headquartered in Baton Rouge, Louisiana. HE Equip operates under Rental Leasing Services classification in the United States and is traded on NASDAQ Exchange. It employs 2157 people. To learn more about HE Equipment Services call John Engquist at 225 298 5200 or check out https://www.he-equipment.com.
Besides selling stocks to institutional investors, HE Equipment also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different HE Equipment's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align HE Equipment's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

HE Equipment Quarterly Liabilities And Stockholders Equity

2.89 Billion

HE Equipment Insider Trades History

About 13.0% of HE Equipment Services are currently held by insiders. Unlike HE Equipment's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against HE Equipment's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of HE Equipment's insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

HEES Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as HE Equipment is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading HE Equipment Services backward and forwards among themselves. HE Equipment's institutional investor refers to the entity that pools money to purchase HE Equipment's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Hhg Plc2024-06-30
578.2 K
Charles Schwab Investment Management Inc2024-09-30
571.9 K
Amvescap Plc.2024-06-30
495.6 K
Cooke & Bieler Lp2024-09-30
487.2 K
Mirae Asset Global Etfs Holdings Ltd.2024-06-30
430.1 K
Abrdn Plc2024-09-30
338.9 K
Goldman Sachs Group Inc2024-06-30
320.9 K
Wells Fargo & Co2024-06-30
313.1 K
Northern Trust Corp2024-09-30
302.6 K
Vanguard Group Inc2024-09-30
3.8 M
Blackrock Inc2024-06-30
2.8 M
Note, although HE Equipment's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

HE Equipment Services Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific HE Equipment insiders, such as employees or executives, is commonly permitted as long as it does not rely on HE Equipment's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases HE Equipment insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

HE Equipment Outstanding Bonds

HE Equipment issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. HE Equipment Services uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most HEES bonds can be classified according to their maturity, which is the date when HE Equipment Services has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

HE Equipment Corporate Filings

8K
15th of November 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
13A
4th of October 2024
An amended filing to the original Schedule 13G
ViewVerify
F4
6th of August 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
12th of June 2024
Other Reports
ViewVerify

Thematic Opportunities

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Additional Tools for HEES Stock Analysis

When running HE Equipment's price analysis, check to measure HE Equipment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HE Equipment is operating at the current time. Most of HE Equipment's value examination focuses on studying past and present price action to predict the probability of HE Equipment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move HE Equipment's price. Additionally, you may evaluate how the addition of HE Equipment to your portfolios can decrease your overall portfolio volatility.