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HEHE

Hawaiian Electric Industries, Inc.

$HE·$2.1B·Regulated Electric·Utilities
$11.73-0.8%1Y+3.2%
Mentions · last 7 days
2026-08-07: 18 posts2026-08-08: 9 posts2026-08-09: 3 posts2026-08-10: 23 posts2026-08-11: 11 posts2026-08-12: 7 posts2026-08-13: 6 posts780%
Price updated 16h ago·X counts updated 2d ago
HEHE
$HEHawaiian Electric Industries, Inc.
$11.73-0.85%78 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $HE, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptStalledAI verdict · as of 2026-08-14

The move has stalled — likely just drifts unless something new shows up.

Hawaiian Electric Q2 net income jumped from $39M to $138M on fire-reimbursement recoveries — real turnaround, but the tape is stuck at the 16th percentile.

Hawaiian Electric is the Hawaii-based utility that faced potentially-existential wildfire liabilities in 2023 — the 2026 story is entirely about whether the reimbursement mechanism plus rate-case increases translate to durable earnings-per-share stability from a business that was almost bankrupt.

  • The Q2 mechanics show the turnaround is landing: net income of $138M grew sharply from $39M in Q2 2025, driven by fire-reimbursement recoveries and a rise in rates — for a business at just 9.5x TTM PE with a 6.5% FCF-negative but improving cash conversion, that's the specific evidence the mechanical recovery is real. Q2 EPS of $0.13 missed consensus of $0.21 slightly, but the underlying story is stability, not near-term-EPS optimization.
  • The strategic-power-supply deal is the specific product-driven catalyst: HE entered a Firm Capacity Renewable Dispatchable Generation PPA (New PPA) worth $93M on July 31 — that's the specific type of long-term contracting that anchors utility rate-base growth and adds durability to the recovery story.
  • The new 10%+ beneficial owner filing is worth naming: a Form 3 initial statement disclosed a new 10%+ holder — for a $2.14B utility, that's a meaningful specific-party ownership disclosure that could indicate activist or strategic-restructuring interest, and it's the kind of catalyst that turns a stalled utility name into an event-driven trade.

What breaks the stall upward is the Nov 6 print confirming fire-reimbursement recovery continues plus specific 13D/G filing revealing the 10%+ holder's identity and intent; what deepens the stall is a fire-liability re-escalation or a rate-case regulatory setback that removes the recovery-durability read from the story.

Agrees with X sentimentThe bullish X read has the specific facts right — Q2 net income $138M vs $39M in Q2 2025, driven by fire-reimbursement recoveries and rate increases, plus the $11.42 add-on-weakness-as-long-term-hold framing and unusual call option volume — all real and support the stall-with-upward-bias trajectory. Some concern about future write-off charges is honest.

What to watch: Nov 6 Q3 earnings — fire-reimbursement recovery continuation, rate-case status, and any 13D/G filing revealing the new 10%+ holder identity and intent. A fire-liability re-escalation or rate-case setback is what deepens the stall.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment9 posts analyzed · as of 2026-08-14

Hawaiian Electric is bullish. Q2 net income $138M (vs $39M YoY) helped by fire reimbursement + rate rise, adding on weakness at $11.42, increasing unusual call option volume noted, and framed as a long-term hold. Trader-cohort +508% run cited in a winners list.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

No material change from last week — Dominion Virginia (D) is the primary data center utility, and nuclear power re-rating (CEG, Oklo's DOE clearance milestone this week) continues as the..

Industry benchmark

25-name peer basket
+5.3%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 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.1B$3.1B – $3.2B$0.93$0.92 – $0.941
FY27$3.3B$3.3B – $3.4B$1.13$1.12 – $1.131
FY28$3.4B$3.4B – $3.4B$1.06$1.05 – $1.072
FY29$3.5B$3.5B – $3.5B$0.96$0.95 – $0.971
FY30$3.5B$3.5B – $3.6B$0.96$0.95 – $0.971

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.1.0×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.14%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.-10.7%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.-14.6%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 today1.0% 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.β0.515-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.

+ 13 other (10 awards · 3 inkinds) 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-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.

8-KOfficer or director changeApr 108-K — Item 5.02: Officer or director change
+ 21 other (7 13Gs · 3 earnings 8-Ks · 3 routine 8-Ks · 2 10-Qs) in window

Recent news

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

New Strong Sell Stocks for August 14thzacks.com·1d agoMurray Stahl Expands RENN Fund Inc Stake Despite Weak Growth Metricsgurufocus.com·4d agoHawaiian Electric: The Glory Days Are Over - Maintain Strong Sellseekingalpha.com·5d agoHawaiian Electric Industries Q2 Earnings Call Highlightsmarketbeat.com·7d agoMurray Stahl Expands RENN Fund Inc (RCG) Stake in Contrarian Value Playgurufocus.com·7d ago

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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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