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Heico Corp Stock: price and insider trades · United States
8 insiders bought €1.3M of shares over the last 90 days, the latest filed 13 Oct 2026.
Cluster: 8 buyers in 30 daysHeico Corp: what insiders have been doing
Heico Corp is a Defense & Aerospace company. Its directors and officers file their transactions with SEC (Form 4). From 18 October 2025 to 18 October 2026, the disclosure feed for Heico Corp logged 17 filings by 11 insiders.
Purchases and sales both appear in the filings: 10 purchases (8 insiders, €2.2M) and 1 sale (1 insider, €128k). On balance, insiders were net buyers of €2.1M. Open-market purchases are the filings investors watch most closely, because the insider pays for the shares out of pocket. One trade stands out by size: a purchase of €861k from Cheruvatath Nandakumar, disclosed on 5 March 2026. Among those who bought: 7 senior executives and 1 chief executive.
For context, the typical company on the same exchange (median of 5,808 companies) published 19 filings over the same period, against 17 filings here. Over the whole record (from 2021), the tally stands at 38 purchases and 29 sales. In its latest annual report filed with the SEC (10-K, fiscal year ended 31 October 2025), the company reported revenue of 4.49 bn USD and net income of 690.4 m USD, with a dividend of 0.23 USD per share.
In the case of 9 purchases, another manager of the company was buying within the same 30 days. Such overlaps are known as a cluster signal: distinct people reaching the same decision at about the same time. The last purchase on record was published on 13 October 2026, which is 5 days ago. The median gap between a trade and its publication by SEC (Form 4) is 5 days. For comparison, the SEC allows two business days to file a Form 4.
Other companies in the same market with recent insider buying flagged by our signals: GameStop Corp. and Village Farms International, Inc. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
160
Thresholds
n/a
Buy Volume
€6M
38 ops. · all time
Sell Volume
€67M
29 ops. · all time
Who traded when
BuySaleAlan Schriesheim2 buys2 sales
Julie Neitzel2 buys2 sales
Mark H. Hildebrandt3 buys
Adolfo Henriques2 buys
Carol F. Fine2 buys
Nandakumar Cheruvatath2 buys
+5 other insiders
Since the insiders bought
- +5.8%Entry US$232.86 · Close at T+90 US$246.30
- +5.9%Entry US$247.56 · Close at T+90 US$262.10
- +12.4%Entry US$241.26 · Close at T+90 US$271.06
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Heico Corp Hold (neutral), based on 1 analysts. Average price target: US$300.00.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 11,387 of 24,148 companies
53.0
score / 100
Value37
Quality69
FCF yld2.6%
Earn yld2.1%
EV/EBITDA28.5x
ROE18%
Gross mgn40%
Net mgn15%
Debt/EBITDA1.8x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended October 2025 · cache
US$221.19
Analyst consensus
1 analystsHold
US$300.00Target US$300.00(+36%)US$300.00
Income statement
RevenueUS$4.5B
Gross profitUS$1.8B40% margin
EBITDAUS$1.2B27% margin
Net incomeUS$690.4M16.4% margin
Valuation
PER (trailing)36.9x
P/Book6.2x
Beta1.09
Balance sheet & cash
Market capUS$30.9B
Total debtUS$2.2B
Free Cash FlowUS$861.4M
Debt / Equity45%
Profitability & ownership
ROE17.7%
ROA8.5%
% insiders9.0%
% institutions84.3%
Last declaration on 13 October 2026
Declarations160 total
795 shares@ US$220.30430.0006% mcap35.0% of flowClass A Common StockSEC:0001217585-26-000002:0
Canonical exit: 6 Jan 2027 (T+90)
795 shares@ US$220.30430.0006% mcap0.5% of flowClass A Common StockSEC:0001200631-26-000006:0
Canonical exit: 6 Jan 2027 (T+90)
795 shares@ US$220.30430.0006% mcap15.4% of flowClass A Common StockSEC:0001698957-26-000008:0
Canonical exit: 6 Jan 2027 (T+90)
795 shares@ US$220.30430.0006% mcap19.5% of flowClass A Common StockSEC:0001445233-26-000002:0
Canonical exit: 6 Jan 2027 (T+90)
795 shares@ US$220.30430.0006% mcap1.5% of flowClass A Common StockSEC:0001031082-26-000007:0
Canonical exit: 6 Jan 2027 (T+90)
592 shares@ US$294.93430.0006% mcap14.9% of flowCommon StockSEC:0001620811-26-000006:0
Canonical exit: 6 Jan 2027 (T+90)
795 shares@ US$220.30430.0006% mcap28.7% of flowClass A Common StockSEC:0001960016-26-000002:0
Canonical exit: 6 Jan 2027 (T+90)
795 shares@ US$220.30430.0006% mcap35.0% of flowClass A Common StockSEC:0001181803-26-000002:0
Canonical exit: 6 Jan 2027 (T+90)
125 shares0Class A Common StockSEC:0001200631-26-000004:0
1,326 shares@ US$245.930.0009% mcap100.0% of flowHEICO Common Stock Class ASEC144:0002057115-26-000006
676 shares@ US$223.00070.0004% mcap11.8% of flowClass A Common StockSEC:0001620811-26-000004:0
4,082 shares@ US$244.9527100.0% of flowClass A Common StockSEC:0001698957-26-000006:0
Canonical exit: 2 Jun 2026 (T+90)
2,660 shares0Class A Common StockSEC:0001031082-25-000012:0
40,000 shares@ US$38.374441.6% of flowClass A Common StockSEC:0001551293-25-000004:0
80,000 shares@ US$44.963812.4% of flowCommon StockSEC:0001031083-25-000007:0
80,000 shares@ US$44.963828.9% of flowCommon StockSEC:0001031082-25-000010:0
400 shares@ US$248.7610.6% of flowClass A Common StockSEC:0001445233-25-000006:0
Canonical exit: 19 Jan 2026 (T+90)
672 shares@ US$243.93436.5% of flowClass A Common StockSEC:0001960016-25-000003:0
Canonical exit: 8 Jan 2026 (T+90)
676 shares@ US$243.93413.1% of flowClass A Common StockSEC:0001620811-25-000004:0
Canonical exit: 8 Jan 2026 (T+90)
672 shares@ US$243.9340.5% of flowClass A Common StockSEC:0001200631-25-000003:0
Canonical exit: 8 Jan 2026 (T+90)
▲
Same trade as the filing by Julie Neitzel, counted once · View ↗
676 shares@ US$243.9340.6% of flowClass A Common StockSEC:0001031083-25-000004:0
Canonical exit: 8 Jan 2026 (T+90)
▲
Same trade as the filing by Julie Neitzel, counted once · View ↗
676 shares@ US$243.93417.7% of flowClass A Common StockSEC:0001445233-25-000004:0
Canonical exit: 8 Jan 2026 (T+90)
▲
Same trade as the filing by Julie Neitzel, counted once · View ↗
676 shares@ US$243.93422.7% of flowClass A Common StockSEC:0001217585-25-000003:0
Canonical exit: 8 Jan 2026 (T+90)
676 shares@ US$243.93422.7% of flowClass A Common StockSEC:0001181803-25-000003:0
Canonical exit: 8 Jan 2026 (T+90)
▲
Same trade as the filing by Julie Neitzel, counted once · View ↗
676 shares@ US$243.9341.3% of flowClass A Common StockSEC:0001031082-25-000007:0
Canonical exit: 8 Jan 2026 (T+90)
25 of 160 declarations
About Heico Corp
HEICO Corp. is a U.S.-listed industrial company traded on the NYSE under the symbols HEI and HEI.A in the United States. Founded in 1957, the company has transformed from a small aviation-related business into a highly specialized aerospace, defense, and electronics group. Its headquarters are in Hollywood, Florida, and its long-term strategy has been defined by disciplined niche expansion, strong engineering capabilities, and a steady acquisition model. ([sec.gov](https://www.sec.gov/Archives/edgar/data/46619/000004661925000082/hei-20251031.htm?utm_source=openai))
HEICO’s business is organized primarily around two complementary platforms: the Flight Support Group and the Electronic Technologies Group. The Flight Support Group supplies aftermarket replacement parts, repair and overhaul services, and technical support for commercial, regional, and business aviation, as well as selected defense-related applications. The Electronic Technologies Group designs and manufactures electronic, electro-mechanical, and radio-frequency components used in aerospace, defense, communications, and other specialty end markets. This mix gives HEICO exposure to recurring, high-value aftermarket demand rather than relying only on original equipment production. ([sec.gov](https://www.sec.gov/Archives/edgar/data/46619/000004661925000082/hei-20251031.htm?utm_source=openai))
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From a competitive standpoint, HEICO stands out for its focus on the specialty aftermarket, where certification requirements, technical know-how, and customer relationships create meaningful barriers to entry. The company competes on reliability, turnaround time, cost efficiency, and the ability to deliver mission-critical parts and services to airlines, maintenance providers, OEMs, and government customers. Its scale, diversified customer base, and broad installed base support a resilient business model, while its acquisition program helps broaden capabilities and deepen its market reach over time. ([sec.gov](https://www.sec.gov/Archives/edgar/data/46619/000004661925000082/hei-20251031.htm?utm_source=openai))
Recent developments have reinforced that strategy. In 2025 and early 2026, HEICO announced several acquisitions, including the Fuel Containment Business of Axillon Aerospace through its Electronic Technologies Group, alongside additional transactions tied to aerospace components and gas turbine parts repair. The company also reported record fiscal 2025 results, with higher sales and profitability, and disclosed a leadership transition in spring 2025: Laurans A. Mendelson became Executive Chairman, while Eric A. Mendelson and Victor H. Mendelson were appointed Co-CEOs. For investors, HEICO remains a high-quality U.S. industrial compounder with exposure to aerospace, defense, and specialized electronics, listed on the NYSE in the United States and supported by a long record of disciplined execution. ([heico.com](https://heico.com/press-releases-sharepoint/?utm_source=openai))
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