Local Pensions Partnership Investment 13F: Adds $3M to HEI Stake
Key Points
- Local Pensions Partnership Investment's stake in HEICO Corporation grew from 1,242,970 shares to 1,255,970 shares, a 1.0% increase valued at about $2.97 million.
- HEICO's stock recently traded around $309.71, which is about equal to its closing price on October 26, 2026, and 17.8% below its 52-week high.
- The investment firm now holds 8.92% of its portfolio in HEICO, ranking it fifth among its 33 reported positions.
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On October 26, 2026, Local Pensions Partnership Investment boosted its stake in HEICO Corporation (NYSE: HEI) by 13,000 shares, increasing its total holdings to 1,255,970 shares. This change, which has a reported value of about $2.97 million, was disclosed in a filing with the SEC.
HEI
HEICO Corporation
What Changed in Local Pensions Partnership Investment's HEICO Position
Local Pensions Partnership Investment's holdings in HEICO grew from 1,242,970 shares to 1,255,970 shares, reflecting a 1.0% increase. The firm's total reported value in HEICO is approximately $287.2 million, which represents 8.92% of its overall portfolio.
Where HEICO Fits in Local Pensions Partnership Investment's Portfolio
HEICO ranks fifth among Local Pensions Partnership Investment's 33 reported positions. The recent boost in shares indicates a continued commitment to this investment, estimated to have gained compared to its cost basis.
Other Institutional Activity in HEICO
Capital International Investors increased its position in HEICO by 226,005 shares, bringing its total to 2,888,020 shares worth about $894.4 million.
HEICO Corporation Stock Up 4.2%
HEICO's stock recently traded around $309.71, which is about equal to its closing price on October 26, 2026. The shares are currently trading 17.8% below their 52-week high of $376.86.
Recent Earnings
HEICO reported trailing twelve-month revenue of approximately $5.18 billion, with an EPS of $6.25. The company is scheduled to report its next earnings on December 17, 2026.
Dividend
HEICO pays an annual dividend of $0.25 per share, giving it a yield of 0.08%.
Insider Buying and Selling at HEICO Corporation
Recently, Director Julie Neitzel bought 592 shares of HEICO at an average price of $294.93 on October 8, 2026, totaling about $174,601. Other insiders have sold shares in earlier transactions.
Analysts Set New Price Targets
On October 19, 2026, Morgan Stanley maintained its Equal-Weight rating on HEICO with a price target of $345. Earlier, Wells Fargo set a target of $335. The consensus recommendation for the stock is a "buy" with a mean price target of $390.70.
About HEICO Corporation
HEICO Corporation provides products and services related to aerospace, defense, and electronics. The company is known for its Flight Support Group segment, which supplies jet engine and aircraft component replacement parts.
Bottom Line
Investors should keep an eye on HEICO's upcoming earnings report on December 17, 2026, as well as any further filings from Local Pensions Partnership Investment. This recent position change signals ongoing confidence in HEICO's performance.
Related Filing Alerts
Source: Local Pensions Partnership Investment's 13F filing on $HEI (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts