Heico Ownership
| HEI Stock | USD 276.37 2.65 0.95% |
Shares in Circulation | First Issued 2009-03-31 | Previous Quarter 140 M | Current Value 140 M | Avarage Shares Outstanding 134.1 M | Quarterly Volatility 3.7 M |
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.
Heico |
Heico Stock Ownership Analysis
About 23.0% of the company shares are held by company insiders. The company last dividend was issued on the 1st of July 2024. Heico had 125:100 split on the 28th of June 2018. HEICO Corporation, through its subsidiaries, designs, manufactures, and sells aerospace, defense, and electronic related products and services in the United States and internationally. HEICO Corporation was incorporated in 1957 and is headquartered in Hollywood, Florida. Heico Corp operates under Aerospace Defense classification in the United States and is traded on New York Stock Exchange. It employs 5600 people. To learn more about Heico call Victor Mendelson at 954 987 4000 or check out https://www.heico.com.Besides selling stocks to institutional investors, Heico 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 Heico'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 Heico'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.
Heico Quarterly Liabilities And Stockholders Equity |
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Heico Insider Trades History
About 23.0% of Heico are currently held by insiders. Unlike Heico'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 Heico'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 Heico's insider trades
Heico Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Heico is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Heico backward and forwards among themselves. Heico's institutional investor refers to the entity that pools money to purchase Heico'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 | Federated Hermes Inc | 2024-09-30 | 551.2 K | Ubs Asset Mgmt Americas Inc | 2024-09-30 | 493.8 K | Charles Schwab Investment Management Inc | 471.7 K | Eulav Asset Management | 2024-09-30 | 402.2 K | Td Asset Management Inc | 2024-09-30 | 386.3 K | Amvescap Plc. | 2024-06-30 | 382.7 K | Fred Alger Management, Llc | 2024-09-30 | 364.1 K | Two Sigma Advisers, Llc | 2024-06-30 | 349.8 K | Fisher Asset Management, Llc | 2024-09-30 | 347.2 K | Blackrock Inc | 2024-06-30 | 4.8 M | Capital World Investors | 2024-09-30 | 3.9 M |
Heico 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 Heico insiders, such as employees or executives, is commonly permitted as long as it does not rely on Heico'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 Heico 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.
Alan Schriesheim over a month ago Disposition of 1000 shares by Alan Schriesheim of Heico subject to Rule 16b-3 | ||
Steven Walker over three months ago Disposition of 4899 shares by Steven Walker of Heico at 127. subject to Rule 16b-3 | ||
Julie Neitzel over six months ago Disposition of 250 shares by Julie Neitzel of Heico at 133.6123 subject to Rule 16b-3 | ||
Steven Walker over six months ago Heico exotic insider transaction detected | ||
Steven Walker over six months ago Acquisition by Steven Walker of 9766 shares of Heico subject to Rule 16b-3 | ||
Steven Walker over a year ago Heico exotic insider transaction detected | ||
Steven Walker over a year ago Heico exotic insider transaction detected |
Heico Outstanding Bonds
Heico 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. Heico 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 Heico bonds can be classified according to their maturity, which is the date when Heico 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.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View |
Heico Corporate Filings
13A | 13th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
F4 | 31st of October 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 |
10Q | 28th of August 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 26th of August 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Currently Active Assets on Macroaxis
When determining whether Heico offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Heico's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Heico Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Heico Stock:Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Heico. 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. For more detail on how to invest in Heico Stock please use our How to Invest in Heico guide.You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
Is Aerospace & Defense space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Heico. If investors know Heico will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Heico listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.311 | Dividend Share 0.21 | Earnings Share 3.4 | Revenue Per Share 27.329 | Quarterly Revenue Growth 0.373 |
The market value of Heico is measured differently than its book value, which is the value of Heico that is recorded on the company's balance sheet. Investors also form their own opinion of Heico's value that differs from its market value or its book value, called intrinsic value, which is Heico's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Heico's market value can be influenced by many factors that don't directly affect Heico's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Heico's value and its price as these two are different measures arrived at by different means. Investors typically determine if Heico is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Heico's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.