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HE · Hawaiian Electric Industries Inc

Track HE — free
$10.38 -0.09 (-0.86%) At close · Sep 11
Market Cap
$1.79B
Shares
172.73M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$10.38 Open$10.58 Day$10.34–10.61 52W close$10.33–17.08 Avg vol 30d2.4M Short int17.7M · 10.2% float · 8.2d Short vol58% Last earningsAug 7, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 7

Up next

Next earnings call
Nov 7, 2026 Est · unconfirmed · in 8 wks
filed Aug 7, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$3.28B
Trailing 12 months
Net income (TTM)
$226.23M
Trailing 12 months
Revenue growth YoY
+25.9%
Year over year
Operating margin
11.5%
Trailing 12 months
P / E (TTM)
8.0
Trailing earnings · reciprocal yield 12.5%
FCF yield
-31.5%
TTM · current market cap
Return on invested capital
7.6%
Trailing 12 months
Net cash
−$2.03B
Latest balance sheet
Dividend yield
Trailing 12 months
Shares change YoY
+0.3%
Year over year · more shares
Price change (1Y)
-14.5%
Trailing year
Short interest
10.2%
Latest settlement · 8.2 days to cover
View all 115 metrics

AI Brief

Q2 FY26 earnings call · Aug 7, 2026
Q2 FY26

TL;DR. HEI reported Q2 2026 GAAP net income of $123.2M boosted by a $153.9M non-cash Maui wildfire settlement remeasurement benefit, while Core EPS fell to $0.13 from $0.20, with the PUC approving $350M of Wildfire Mitigation Plan cost recovery (to be pursued via securitization), $170M rate rebasing request accepted, and an S&P one-notch credit upgrade.

Bullish
  • + PUC approved $350M of Wildfire Mitigation Plan cost recovery with securitization pathway
  • + S&P upgraded HEI and Hawaiian Electric one notch to BB- and revised business risk profile to satisfactory
  • + PUC accepted rate rebasing methodology with proposed $170M phased base rate increase starting January 2027
  • + IGP RFP submitted to PUC seeking 1,650 GWh of renewables, 465 MW of grid-forming resources, and 111 MW of firm capacity
  • + PUC approved two additional Stage 3 solar plus storage PPAs, bringing approved Stage 3 contracts to 166 MW solar and 670 MWh battery storage
Bearish
  • Core EPS declined to $0.13 from $0.20 on lower utility core income and higher holding company core net loss
  • Holding company core net loss widened to $10.1M from $7.1M on lower interest income after first settlement payment
  • PUC requires additional demonstration of need before approving new 500 MW firm generation RFP on Oahu
  • JIRA filed with PUC proposing to establish a new regulated generation utility in Hawaii

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Strong Sell Momentum Very Weak Sentiment Neutral Fundamentals Strong Quant / Vol Moderate
Market backdrop VIX 15.8 · calm Equity put/call 0.58
Technical
price trend
Strong Sell
50 / 200-day cross No cross
Price vs 200-day avg −24%
below
Price vs 50-day avg −16%
below
RSI (14) 23
oversold
MACD trend Negative
52-week position 1%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −12%
trailing
6-month return −26%
trailing
YTD return −16%
this year
Relative strength −44%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $12 › 200d $14 — 200d above 50d
Institutional flow Distributing
-2% holders QoQ · +38 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
10.22% of float · ▲ +3.0% MoM · 8.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
339 holders — near 3-yr high, broad support
Squeeze score 60
elevated · 0–100
Fundamentals
Strong
Revenue growth −4%
Y/Y
EPS growth +106%
Y/Y
Free cash flow $49.9M
Valuation P/E 8
below peers
Balance sheet $1.8B
net debt
Quant / Vol
risk profile
Moderate
Volatility 32%
annualized · 1-yr
Max drawdown −40%
past year
ATR 3.0%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Mar 31, 2026
2027
Consolidated base rates 5.3%
Average customer bill $8 – $12
Separately recovered capital (approved bucket) $250M
Separately recovered capital (pending approval) $135M
2028
Average customer bill $2 – $3
Prior guidance period ended · from the Earnings Call filed Nov 5, 2021
2021 CapEx · 2021 $290M – $310M
2021 baseline CapEx · 2021 $265M – $275M
Management audit savings · this year $6.6M
Bank's dividend to the holding company · 2021 $60M – $75M
Return on assets · 2021 at least 1.1%
CapEx · 2021 $290M – $310M
Baseline CapEx · 2021 $265M – $275M
Baseline CapEx · 2022 $300M – $320M
Utility earnings growth · 2022 4% – 5%
Net interest margin (NIM) · 2021 2.8% – 3%
Baseline CapEx · 2023 $300M – $320M

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Sell
4 · 3 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−24% Bearish
Price vs 50-day avg
−16% Bearish
RSI (14)
23 Neutral
MACD trend
Negative Bearish
52-week position
1% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $12 › 200d $14 — 200d above 50d
Institutional flow Distributing
-2% holders QoQ · +38 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
10.22% of float · ▲ +3.0% MoM · 8.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
339 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $10 Now $10 · 1% Range high $17
vs 200-day avg -24% vs 50-day avg -16%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Utilities - Regulated Electric — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
HE
Hawaiian Electric Industries Inc
this stock
$1.79B -15.6% -4.1% 8.0 10.2%
NEE
Nextera Energy Inc
$171.64B +2.5% -7.1% 20.9 2.4%
SO
Southern Co
$98.27B 0.0% +10.6% 22.3 3.1%
DUK
Duke Energy CORP
$93.10B +1.9% +35.1% 18.3 2.2%
NGG
National Grid PLC
$77.27B -0.6% 0.1%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
339
% held
85.3%
Net QoQ
-1.8M sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
270
View
Short & Settlement
Short Interest Rising
Shares short
17.7M
Days to cover
8.2d
Change
+521.4K sh
View
Short Volume
Short vol %
58%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
20
Value
$262
As of
Jul 30, 2026
View
Off-Exchange
Off-exchange %
41.1%
Week of
Aug 3, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Buy
Member
Gilbert Cisneros
Amount
$50.0K–$100.0K
Traded
Jan 31, 2025
View
Financials
Financials
Revenue (FY)
$3.1B
Net income (FY)
$126.3M
EPS diluted
$0.71
View
Filings
SEC Filings
Latest
8-K
Filed
Sep 8, 2026
This year
15
View
Proposed Sales
Value
$392.1K
Shares
10.0K
Filed
Mar 8, 2023
View
Earnings & Events
Earnings Calls
Last call
Aug 7, 2026
View
Investor Relations
Latest news
Hawaiian Electric to Support Reco…
Published
Sep 9, 2026
View

Performance

5D 20D 120D MTD YTD
HE -6.4% -12.3% -26.2% -7.5% -15.6%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY -5.3% -10.5% -44.0% -7.1% -27.7%

Capital returns

Latest dividend
$0.36 / share · ex Aug 17, 2023
Raised 2.9%
Paid (TTM)
$0.00 / share · 0 payouts
Dividend yield (TTM, derived)
· no payout in the trailing year

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 354707 CUSIP 419870100 13F (30d) 78 filings 77 filers Visit website Investor relations