H&E Equipment Services (HEES)

H&E Finance Corp. • GNE Investments, Inc. • Great Northern Equipment, Inc. • H&E California Holding, Inc. • H&E Equipment Services (California), LLC • H&E Equipment Services (Midwest), Inc. • H&E Equipment Services (Mid-Atlantic), Inc. ...

HEES stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Latest filings (excl ownership)

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8-K

Regulation FD Disclosure

7 Feb 25

SC 14D9/A

Tender offer solicitation (amended)

3 Feb 25

SC TO-T/A

Third party tender offer statement (amended)

3 Feb 25

SC 14D9

Tender offer solicitation

28 Jan 25

SC TO-T

Third party tender offer statement

28 Jan 25

SC TO-C

Information about tender offer

14 Jan 25

SC TO-C

Information about tender offer

14 Jan 25

SC14D9C

Written communication relating to third party tender offer

14 Jan 25

8-K

Entry into a Material Definitive Agreement

14 Jan 25

SC TO-C

Information about tender offer

14 Jan 25

Transcripts

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HEES

Earnings call transcript

2024 Q3

29 Oct 24

HEES

Earnings call transcript

2024 Q2

30 Jul 24

HEES

Earnings call transcript

2024 Q1

30 Apr 24

HEES

Earnings call transcript

2023 Q4

22 Feb 24

HEES

Earnings call transcript

2023 Q3

26 Oct 23

HEES

Earnings call transcript

2023 Q2

27 Jul 23

HEES

Earnings call transcript

2023 Q2

27 Jul 23

HEES

Earnings call transcript

2023 Q1

27 Apr 23

HEES

Earnings call transcript

2022 Q4

22 Feb 23

HEES

Earnings call transcript

2022 Q3

27 Oct 22

Latest ownership filings

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Suzanne H Wood

3 Feb 25

Mary Patricia B Thompson

THOMAS J GALLIGAN III

Financial summary

Financial statements Chart HEES financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q3 2024

HEES institutional ownership history Ownership history

78.7% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	224	212	+5.7%
Opened positions	47	59	-20.3%
Closed positions	35	55	-36.4%
Increased positions	67	74	-9.5%
Reduced positions	80	57	+40.4%

13F shares	Current	Prev Q	Change
Total value	1.37 tn	1.21 tn	+13.0%
Total shares	28.80 mm	28.13 mm	+2.4%
Total puts	45.70 k	45.40 k	+0.7%
Total calls	118.90 k	31.30 k	+279.9%
Total put/call ratio	0.4	1.5	-73.5%

Largest owners	Shares	Value	Change
Vanguard	3.82 mm	$186.19 bn	+0.2%
BlackRock	2.94 mm	$142.93 bn	NEW
Clearbridge Advisors	2.28 mm	$110.80 bn	+0.2%
MQBKY Macquarie Group Limited	2.15 mm	$104.72 bn	-2.9%
American Century Companies	1.82 mm	$88.62 bn	+29.1%
Dimensional Fund Advisors	1.20 mm	$58.54 bn	+2.9%
Pertento Partners	910.94 k	$44.34 bn	+2.0%
BAC Bank of America	881.68 k	$42.92 bn	+0.2%
STT State Street	779.08 k	$37.93 bn	+2.9%
Geode Capital Management	755.02 k	$36.76 bn	+0.6%

Largest transactions	Shares	Bought/sold	Change
BlackRock	2.94 mm	+2.94 mm	NEW
BLK BlackRock	0.00	-2.83 mm	EXIT
Cooke & Bieler	487.22 k	+487.22 k	NEW
IVZ Invesco	80.75 k	-414.88 k	-83.7%
American Century Companies	1.82 mm	+409.82 k	+29.1%
First Trust Advisors	463.51 k	+387.92 k	+513.2%
MS Morgan Stanley	699.67 k	+266.09 k	+61.4%
Norges Bank	0.00	-243.31 k	EXIT
JHG Janus Henderson	347.48 k	-230.69 k	-39.9%
Balyasny Asset Management	138.80 k	+132.17 k	+1995.4%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

HEES insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
3 Feb 25	Paul Arnold	Common Stock, par value $0.01 per share	Grant	Acquire A	No	No	88.69	1,072	95.08 k	75,279
3 Feb 25	Gary W Bagley	Common Stock, par value $0.01 per share	Grant	Acquire A	No	No	88.69	1,072	95.08 k	55,223
3 Feb 25	Bruckmann Bruce	Common Stock, par value $0.01 per share	Grant	Acquire A	No	No	88.69	1,072	95.08 k	803,019
3 Feb 25	Patrick Edsell	Common Stock, par value $0.01 per share	Grant	Acquire A	No	No	88.69	1,072	95.08 k	37,034
3 Feb 25	Thomas J Galligan Iii	Common Stock, par value $0.01 per share	Grant	Acquire A	No	No	88.69	1,072	95.08 k	37,034