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HEHE

Hawaiian Electric Industries, Inc.

$HE·$1.6B·Regulated Electric·Utilities
$9.10-0.7%YTD-26.5%1Y-18.2%
Price updated 2d ago·X counts updated 3h ago
HEHE
$HEHawaiian Electric Industries, Inc.
$9.10-0.71%65 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $HE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

65X posts · last 7 days
Sep 10Sep 27
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $HE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 82% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-17

Hawaiian Electric chatter is bullish - traders describe adding HE at $11.42 with plans to keep adding on any weakness, framing the earnings-driven weakness as a gift and a long-term hold. HE appears on two 'increasing unusual option volume' lists (with BETA, WWR, HTZ, ICLN, SPHR, XYL, ALC) and one 'increasing unusual call option volume' list (with UPWK, WDCX, NNDM, USAS, HTGC). The equity-specific sample is small but constructive.

Read what X is saying about $HE

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-09-27

Falling on heavy selling — points lower unless it turns around.

Hawaiian Electric at 1.2% of 52w range — the post-wildfire liabilities are still not fully quantified, but the tape is finally consolidating.

Hawaiian Electric Industries is the primary electric utility serving Hawaii (Oahu, Maui, Big Island) plus American Savings Bank. Down 26% YTD and 18% over the past year, sitting at 1.2% of the 52-week range as the 2023 Maui wildfire litigation continues to weigh on the operating outlook.

  • The base numbers show recovery — Q2 revenue grew 26% YoY to $940M at 22% operating margin and Q2 EPS of $0.71 (though Q2 missed $0.13 vs $0.21 expected, a 38% miss). 2026 consensus at $3.13B revenue and $0.69 EPS.
  • The specific overhang is quantifying wildfire settlement costs — even with the $1.99B settlement deal in place, the tape treats the residual regulatory and reinsurance exposure as a live risk. The dividend was cut in 2023 and hasn't been reinstated, so this is not a dividend story yet.

Nov 6 Q3 is the pressure test — a beat above $0.17 EPS with any concrete commentary on the wildfire-liability final settlement and regulatory-capital-injection status is the bull re-entry. What extends the drawdown: another EPS miss or fresh wildfire-related legal action commentary keeps this at 1% of the 52w range.

Agrees with X sentimentThe thin X bull thread (adding HE at $11.42 with plans to keep adding on any weakness, framing earnings-driven weakness as a gift, on 'increasing unusual option volume' lists) reads like a bottom-fishing contrarian setup. I agree the setup exists — but the mechanics (EPS misses back-to-back, 1% of 52w range) means it's a real drawdown, not a gift, until wildfire liabilities are fully quantified.

What to watch: Nov 6 Q3 — beat above $0.17 with wildfire-liability final settlement and regulatory-capital-injection status commentary is the bull re-entry. Another EPS miss or fresh wildfire-related legal action commentary keeps this at 1% of 52w range.

On the calendar: 2026-11-06 — Q3 earnings

float missing

Read the AI verdict on $HE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Hawaii-only electric utility holding company serving Oahu and neighboring islands, undergoing major renewable energy transition after the 2023 Maui wildfires.

Industry overviewAI analysisGenerated by AI from underlying data

Where Regulated Electric sits in its cycle right now — and what that implies for $HE.

Regulated Electric · Utilities

AI data-center load growth is re-rating regulated electric utility earnings power — utilities with exposure to hyperscaler cluster siting (Dominion Virginia, AEP Texas, Duke Southeast) are securing direct long-term power purchase agreements at premium rates. Renewable capacity additions (solar, wind) compress fuel costs while stranded-cost recovery of coal retirements is the regulatory negotiation variable.

What this means for $HE

Direct beneficiary — Hawaii-only electric utility holding company serving Oahu and neighboring islands, undergoing major renewable energy transition after the 2023 Maui wildfires.

Industry benchmark

26-name peer basket
-5.5%YTD
-1.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
9.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-5.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
13.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
5.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 7, 2026$0.13$0.21-38.1%
Q1 2026May 8, 2026$0.18$0.27-33.3%
Q4 2025Feb 27, 2026$0.24$0.24+1.1%
Q3 2025Nov 7, 2025$0.19$0.24-20.8%
Next earningsFri, Nov 6·consensus EPS $0.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$939.7M+25.9%0.0%21.7%$0.71$-107.8M
Q1 FY26$746.4M+0.3%7.2%7.2%$0.18$-42.5M
Q4 FY25$805.8M+65.5%8.3%8.3%$0.23$20.7M
Q3 FY25$790.6M-15.7%6.6%6.6%$0.18$6.3M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.1B$3.1B – $3.1B$0.69$0.52 – $0.862
FY27$3.3B$3.3B – $3.3B$0.95$0.85 – $1.052
FY28$3.4B$3.4B – $3.4B$0.86$0.76 – $0.973
FY29$3.5B$3.5B – $3.5B$0.80$0.79 – $0.811
FY30$3.6B$3.5B – $3.6B$0.80$0.79 – $0.812

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.1%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-21.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-33.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 172.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.495-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 10 other (10 awards) in window

See when $HE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 88-K — Item 7.01: Press release / Reg FD
AI summary

Hawaiian Electric Industries furnished an investor presentation to be used with investors, analysts, and others beginning September 8, 2026, posted to its website at www.hei.com. This is a routine Reg FD investor communications disclosure for the utility holding company that owns Hawaiian Electric Company, serving the main Hawaiian islands.

8-KMaterial agreementJul 318-K — Item 1.01: Material agreement
AI summary

HE (HE) entered into Purchase Agreement for Firm Capacity Renewable Dispatchable Generation (New PPA) with a counterparty on 2026-07-31, involving $93. . This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

3New insider — initial holdingsJun 233
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for HE (HE) dated 2026-06-23. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

3New insider — initial holdingsJun 223
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for HE (HE) dated 2026-06-22. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

3New insider — initial holdingsJun 223
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for HE (HE) dated 2026-06-22. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

3New insider — initial holdingsJun 223
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for HE (HE) dated 2026-06-22. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

3New insider — initial holdingsJun 223
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for HE (HE) dated 2026-06-22. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

8-KShareholder voteJun 158-K — Item 5.07: Shareholder vote
AI summary

HE (HE) reported shareholder vote results (Item 5.07) from its annual or special meeting on 2026-06-15. Key outcome: vote of security holders HEI : The Annual Meeting of Shareholders (Annual Meeting) of Hawaiian Electric Industries, Inc. Routine votes (director elections, auditor ratification) are administrative; contested votes or failed say-on-pay are material. Investors should note vote margins on compensation and governance proposals.

+ 16 other (5 13Gs · 2 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Hawaiian Electric Industries (NYSE:HE) Sets New 12-Month Low – Should You Sell?defenseworld.net·5d agoMurray Stahl Expands Stake in RENN Fund Inc (RCG) with Strategic Addgurufocus.com·19d agoTop 3 Utilities Stocks That May Rocket Higher This Quarterbenzinga.com·33d agoMurray Stahl Expands RENN Fund Inc (RCG) Stake in Recent Transactiongurufocus.com·34d agoMurray Stahl Expands Stake in RENN Fund Inc (RCG) with Additional Share Purchasegurufocus.com·34d ago

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Voices on X · last 7 days

No standout posts about $HE on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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