Hawaiian Electric Just Dropped a Massive Payout Shock – Here’s Why It Matters
Hawaiian Electric Industries (HE) is facing a crisis due to wildfire lawsuits, a suspended dividend, and intense financial pressure, transforming it from a stable utility stock to a high-risk investment. The company, which powers 95% of Hawaii, is grappling with massive liability claims and regulatory scrutiny following the 2023 Maui wildfires. This situation highlights how climate-driven disasters are impacting US utilities, raising questions about who will bear the costs and forcing investors and policymakers to re-evaluate the risk profiles of such companies.
Hawaiian Electric Just Dropped a Massive Payout Shock – Here’s Why It Matters
Hawaiian Electric Industries (HE) is facing a crisis due to wildfire lawsuits, a suspended dividend, and intense scrutiny, transforming it from a stable utility stock into a high-risk investment. The article emphasizes that HE's situation is a critical case study for how U.S. utilities will handle climate-driven disasters, impacting investors, Hawaiian customers, and national climate policy. The future of HE largely depends on the outcome of legal battles and regulatory decisions regarding wildfire liabilities.
120,680 Shares in Hawaiian Electric Industries, Inc. $HE Acquired by Caprock Group LLC
Caprock Group LLC has acquired a new stake of 120,680 shares in Hawaiian Electric Industries (NYSE:HE) during the third quarter, valued at approximately $1.33 million and representing about 0.07% ownership. Other institutional investors have also adjusted their holdings in HE. The stock is currently trading above analysts' average target price, with mixed ratings from Wall Street analysts.
Analysis of Short Selling in Utilities Sector
Hawaiian Electric Industries (HE) and Otter Tail (OTTR) exhibit the highest short interests in the utilities sector, indicating significant bearish sentiment. This contrasts with Brookfield Infrastructure Partners (BIP) and Eversource Energy (ES), which show low short interests and relative stability. Wall Street analysts have issued "Sell" ratings for Hawaiian Electric, diverging from Seeking Alpha's "Hold" rating, and highlight legislative and pricing concerns as key risks.
Hawaiian Electric's Pacific Current to wind down after selling biomass plant on Kauai
Hawaiian Electric Industries is preparing to wind down its Pacific Current subsidiary after selling its last asset, a biomass plant on Kauai. This plant currently supplies approximately 10% of the island's electricity. The sale marks the end of Pacific Current's operations.
Hawaiian Electric Industries (NYSE:HE) Upgraded to "Hold" at Zacks Research
Zacks Research has upgraded Hawaiian Electric Industries (NYSE:HE) to a "hold" rating. This comes amidst mixed ratings from other analysts, with a consensus "Hold" rating and an average price target of $13.00 for the company. The company reported a market cap of $2.89 billion, a PE ratio of 209.25, and institutional investors owning 59.91% of its stock.
(HE) and the Role of Price-Sensitive Allocations
This article provides a detailed analysis of Hawaiian Electric Industries Inc. (NYSE: HE), highlighting strong sentiment across all horizons and suggesting an overweight bias. It outlines three institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss zones. The analysis also includes multi-timeframe signal insights, identifying support and resistance levels for near-term, mid-term, and long-term horizons.
Hawaiian Electric stock hits 52-week high at 16.68 USD
Hawaiian Electric Industries Inc. (HE) stock recently hit a 52-week high of $16.68, marking a significant 73.55% price return over the past year and a 33.9% year-to-date gain. Despite this strong performance, InvestingPro analysis suggests the stock is slightly overvalued. The company reported better-than-expected Q3 2025 earnings but faced a downgrade from Jefferies due to valuation concerns and ongoing legal developments related to a wildfire settlement.
Hawaiian Electric stock hits 52-week high at 16.68 USD By Investing.com
Hawaiian Electric Industries Inc. (HEI) stock recently reached a new 52-week high of $16.68, reflecting a strong performance including a 73.55% price return over the past year. Despite an InvestingPro analysis suggesting slight overvaluation, the company shows resilience with a solid current ratio and recent strategic initiatives. Recent news includes beating Q3 2025 earnings forecasts and progress in a wildfire settlement, though Jefferies downgraded the stock due to valuation concerns.
Hawaiian Electric stock hits 52-week high at 16.68 USD By Investing.com
Hawaiian Electric Industries Inc. (HE) recently achieved a 52-week high of $16.68, reflecting a strong performance with a 73.55% price return over the past year and 33.9% YTD gains. Despite this success, InvestingPro analysis suggests the stock is slightly overvalued. The company reported Q3 2025 EPS of $0.19, surpassing forecasts, but faces analyst downgrades due to valuation concerns and upcoming legal and financial deadlines related to a wildfire settlement.
Hawaiian Electric Industries, Inc. (NYSE:HE) Given Consensus Recommendation of "Hold" by Brokerages
MarketBeat.com reports that Hawaiian Electric Industries, Inc. (NYSE:HE) has received a consensus "Hold" recommendation from five analysts, with an average 12-month price objective of $13.00. While some analysts like Barclays raised their price target and gave a "positive" rating, others like Jefferies downgraded the stock to "underperform" and Weiss Ratings reissued a "sell" rating. The company recently beat its EPS consensus, reporting $0.19 against an estimated -$0.20, with revenue of $790.6 million.
Will Hawaiian Electric’s New DRIP Shelf Registration (HE) Quietly Reshape Its Capital-Raising Narrative?
Hawaiian Electric Industries (HE) filed a shelf registration for up to US$45.09 million covering 3,000,000 common shares under its dividend reinvestment plan. This move provides the utility with flexibility to issue new equity through shareholder reinvested dividends, a modest funding tool that could mildly dilute existing holders over time. The filing reinforces management's efforts to preserve cash and maintain financing options while the company addresses wildfire settlement obligations and ongoing operations.
Hawaiian Electric Industries, Inc. (HE): A Bull Case Theory
This article summarizes a bullish thesis on Hawaiian Electric Industries, Inc. (HE), highlighting a significant institutional investment through a January 2027 risk-reversal strategy. The thesis suggests that HE's bankruptcy risk has diminished following a global settlement and that the company is poised for a return to normalized earnings, with a price target of $16-$17 by 2027.
Hawaiian Electric Industries, Inc. (HE): A Bull Case Theory
This article summarizes a bullish thesis on Hawaiian Electric Industries, Inc. (HE), highlighting a significant institutional investment in HE through a risk-reversal options strategy. The thesis argues that HE's bankruptcy risk has decreased due to recent settlements and securitization of wildfire costs, with its balance sheet stabilizing. The institutional bet suggests confidence in HE's return to normalized earnings and a re-rating toward standard utility valuation multiples, projecting a stock price of $16-$17 by 2027.
Hawaiian Electric Industries, Inc. $HE Shares Purchased by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd significantly increased its stake in Hawaiian Electric Industries (NYSE:HE) during Q3, now owning 204,200 shares valued at approximately $2.25 million. This news comes amidst mixed analyst ratings, with Barclays giving a "positive" rating and Jefferies downgrading to "underperform." Hawaiian Electric Industries currently holds a "Hold" consensus rating and an average price target of $13.00, with a market capitalization of $2.73 billion.
Barclays Raises Price Target for Hawaiian Electric (HE) to $13.0
Barclays has increased its price target for Hawaiian Electric (HE) from $11.00 to $13.00, maintaining an 'Equal-Weight' rating. This adjustment reflects an 18.18% hike in the price target. Despite this, the average target price from two analysts suggests a potential 24.27% downside from its current price, and GuruFocus estimates a 41.28% downside based on its GF Value.
Will Jefferies' Wildfire-Liability Downgrade Change Hawaiian Electric Industries' (HE) Investment Narrative?
Jefferies downgraded Hawaiian Electric Industries (HE) to an underperform rating due to unresolved wildfire liabilities and regulatory uncertainty regarding funding and customer rates in Hawaii. This downgrade, occurring in January 2026, highlights how legal exposure and policy decisions impact the utility's ability to modernize its grid and pursue decarbonization. Investors are urged to consider these risks as the company navigates its financial future despite a recent share price rebound and return to profitability.
Hawaiian Electric stock hits 52-week high at $15.05 By Investing.com
Hawaiian Electric Industries Inc. (HE) stock recently reached a 52-week high of $15.05, currently trading at $15.07, marking a 60.52% increase over the past year. This growth is supported by a 36.04% price return over six months and 19.67% year-to-date. Despite analyst downgrades citing valuation concerns, the company shows resilience, with strong earnings reported for Q3 2025 and an upcoming Hawaii Supreme Court hearing for a $1.99 billion wildfire settlement.
Hawaiian Electric Industries to Announce Fourth Quarter and Full Year 2025 Results February 27
Hawaiian Electric Industries, Inc. (HEI) will announce its fourth quarter and full year 2025 financial results on Friday, February 27, 2026. The company will also host a webcast and conference call at 11:30 a.m. Hawaii time (4:30 p.m. Eastern time) to discuss these results. Investors can access the call via phone or HEI’s website, with a replay available online and by phone through March 6.
Hawaiian Electric Industries to Announce Fourth Quarter and Full Year 2025 Results February 27
Hawaiian Electric Industries (HEI) will release its fourth quarter and full-year 2025 financial results on February 27, 2026. The company will host a webcast and conference call to discuss these results at 11:30 a.m. Hawaii time (4:30 p.m. Eastern time). Investors can access presentation materials and listen to the call via HEI's website, with replays available online and by phone.
Hawaiian Electric stock hits 52-week high at $15.05
Hawaiian Electric Industries Inc. stock has reached a 52-week high of $15.05, reflecting a 60.52% increase over the past year. Despite attractive valuations based on its P/E and PEG ratios, an InvestingPro analysis suggests the stock might be slightly overvalued. The company also recently reported better-than-expected Q3 2025 earnings and is awaiting a Hawaii Supreme Court hearing for a significant wildfire settlement.
Hawaiian Electric stock hits 52-week high at $15.05 By Investing.com
Hawaiian Electric Industries Inc. (HE) stock has reached a new 52-week high of $15.05, currently trading at $15.07, representing a 60.52% increase over the past year. InvestingPro data indicates strong momentum with a 36.04% price return over the last six months and a 19.67% year-to-date increase. Despite a recent downgrade from Jefferies due to valuation concerns, the company's P/E ratio of 23.04 and a low PEG ratio of 0.22 suggest attractive valuations relative to its growth potential.
A Look At Hawaiian Electric (HE) Valuation After Jefferies Downgrade And Legislative Uncertainty
Jefferies has downgraded Hawaiian Electric Industries (HE) from buy to underperform due to uncertainties surround legislative decisions. Despite recent positive share price momentum, the stock's P/E of 21.6x is considered overvalued compared to the US electric utilities average and its estimated fair P/E. A Discounted Cash Flow (DCF) model further suggests significant overvaluation, with an estimated fair value of US$5.16 against a current share price of US$14.09.
Hawaiian Electric Industries to Announce Fourth Quarter and Full Year 2025 Results February 27
Hawaiian Electric Industries (HEI) will announce its fourth quarter and full year 2025 financial results on Friday, February 27, 2026. The company will host a webcast and conference call at 11:30 a.m. Hawaii time (4:30 p.m. Eastern time) to discuss these results. Investors can access the call details and presentation materials via HEI's Investor Relations website.
Why Hawaiian Electric Stock Slumped Today
Hawaiian Electric's stock (NYSE: HE) fell 2.5% today after Jefferies analyst Julian Dumoulin-Smith downgraded its rating from "buy" to "underperform" (sell) and lowered the price target to $12.50. The downgrade is attributed to increasing uncertainty regarding the utility's business, particularly legislative decisions on funding and customer rates. The analyst notes that while the stock has reached parity with other electric utilities, it faces more significant question marks, which could impact its future performance.
Hawaiian Electric Downgraded to Underperform by Jefferies with $12.50 Price Target
Jefferies has downgraded Hawaiian Electric (HE) from Hold to Underperform, slashing its price target from $13.50 to $12.50 due to diminished market confidence and unresolved issues. The analyst believes the current valuation overestimates future profitability, as the stock's recent rebound lacks fundamental backing. Significant uncertainties, including potential wildfire liabilities and litigation settlement obligations, continue to threaten the company's financial stability.
Hawaiian Electric (HE) Downgraded by Jefferies, Price Target Reduced
Jefferies has downgraded Hawaiian Electric (HE) from "Hold" to "Underperform" and reduced its price target from $13.50 to $12.50, signifying a more cautious outlook. This follows varied analyst ratings over the past year, and the new target implies a potential 7.41% decline. The average target price from Wall Street analysts is $12.25, while GuruFocus estimates a GF Value of $9.11, both suggesting a downside from the current price.
Jefferies downgrades Hawaiian Electric stock rating on valuation concerns
Jefferies downgraded Hawaiian Electric (NYSE:HE) from Hold to Underperform, lowering its price target to $12.50 due to valuation concerns. The firm noted the stock has surged significantly, trading above its 2028 sum-of-the-parts fair value and facing unresolved uncertainties like a rebasing filing and legislative outcomes. Despite a previous earnings beat, two significant uncertainties remain unresolved.
Inspire Advisors LLC Makes New Investment in Hawaiian Electric Industries, Inc. $HE
Inspire Advisors LLC has made a new investment in Hawaiian Electric Industries (NYSE:HE), purchasing 90,570 shares valued at approximately $1,000,000. Other institutional investors have also adjusted their holdings in the utility provider. Analysts currently rate HE as a "Hold" with a consensus price target of $12.38, following a recent earnings beat and strong stock performance near its 12-month high.
Wildfire Lawsuit Settlement And Court Scrutiny Might Change The Case For Investing In Hawaiian Electric (HE)
Hawaiian Electric (HE) recently settled a US$47.75 million lawsuit with shareholders regarding past wildfire-prevention disclosures and faces ongoing scrutiny from the Hawaii Supreme Court concerning wildfire liabilities. These legal challenges significantly impact the company's risk profile, governance, and future capital allocation. The article suggests that while these developments are incremental, they highlight that wildfire litigation remains a key factor for investors, shaping the company's financial capacity and long-term investment narrative, especially given its projected return to profitability by 2025.
Hawaiian Electric Industries, Inc. $HE Position Lessened by Eagle Global Advisors LLC
Eagle Global Advisors LLC reduced its stake in Hawaiian Electric Industries (NYSE:HE) by 15.9% in the third quarter, selling 198,226 shares. Despite this, Hawaiian Electric reported strong Q3 earnings, beating analyst consensus with $0.19 EPS against an expected ($0.20), though analysts maintain a "Hold" rating with an average price target of $12.13. The stock trades in a 52-week range of $8.49–$15.05 and has a market capitalization of $2.42 billion.
Assessing Hawaiian Electric Industries (HE) Valuation After Insurance Funded Wildfire Lawsuit Settlements
Hawaiian Electric Industries (HE) has secured preliminary settlements for eight wildfire-related lawsuits using $100 million in insurance, without admitting fault. Despite recent share price momentum and positive short-term returns, the company's valuation remains a point of contention, with Simply Wall St suggesting it is overvalued at $10.75 compared to its current trading price of $13.66. The P/E ratio further indicates potential valuation risk, as it is above both the industry average and HE's fair ratio, even as recent legislative changes in Hawaii aim to reduce wildfire liability and financial exposure.
Hawaiian Electric Industries, Inc. (NYSE:HE) Given Consensus Rating of "Hold" by Analysts
Five analysts have given Hawaiian Electric Industries (NYSE:HE) a consensus "Hold" rating, with an average one-year price target of $12.13, which is below its recent opening price of $14.76. The company surpassed quarterly EPS estimates, reporting $0.19 per share against an expected -$0.20, and significant institutional investors, like Horizon Kinetics, have increased their stakes.
Hawaiian Electric stock jumps 8% into the weekend — here’s what matters before HE trades again
Hawaiian Electric Industries (HE) stock surged 8.1% on Friday, closing at $14.77, fueled by a weaker-than-expected jobs report and falling Treasury yields which buoyed the utilities sector. Investors are closely watching the stock, especially with upcoming oral arguments in the Hawaii Supreme Court on Jan. 27 regarding a case involving HE and insurers, and lingering legal risks from the 2023 Maui wildfires, including a recent $47.75 million shareholder settlement. Wall Street analysts maintain a "Hold" rating with a target price below Friday's close, highlighting continued legal and financial uncertainties.
Even With A 27% Surge, Cautious Investors Are Not Rewarding Hawaiian Electric Industries, Inc.'s (NYSE:HE) Performance Completely
Shares of Hawaiian Electric Industries (NYSE:HE) have seen a 27% surge in the last month, contributing to an 81% annual gain. Despite this performance, investors remain cautious, as indicated by its low price-to-sales (P/S) ratio of 0.8x compared to an industry average of 2.8x. Analysts predict a 7.0% annual revenue growth for the company over the next three years, aligning with the industry average, yet the P/S ratio suggests market skepticism regarding future revenue or perceived risks.
A Piece Of The Puzzle Missing From Hawaiian Electric Industries, Inc.'s (NYSE:HE) 27% Share Price Climb
Despite a recent 27% gain (and 81% over the last year), Hawaiian Electric Industries (NYSE:HE) trades at a P/S ratio of 0.8x, significantly lower than the Electric Utilities industry average of 2.8x. While analysts forecast growth aligning with the industry, the market seems to question these projections, causing the suppressed P/S ratio. Investors might find this an attractive entry point if they agree with analyst forecasts, but should be aware of potential underlying concerns.
A Piece Of The Puzzle Missing From Hawaiian Electric Industries, Inc.'s (NYSE:HE) 27% Share Price Climb
Hawaiian Electric Industries (NYSE:HE) has seen a 27% share price increase in the last thirty days and an 81% gain over the last year. Despite this strong performance, its Price-to-Sales (P/S) ratio of 0.8x is significantly lower than the industry average of 2.8x, suggesting the market may be questioning its revenue growth forecasts. While analysts expect revenue to grow by 7.0% per annum, similar to the industry, the company's inconsistent past revenue growth might be contributing to the low P/S ratio.
HEI settling wildfire-related litigation with shareholders
Hawaiian Electric Industries Inc. (HEI) plans to use $100 million in insurance proceeds to settle eight shareholder lawsuits related to the 2023 Maui wildfire disaster. These shareholders alleged that HEI leaders failed to properly disclose wildfire risks. The settlements are separate from the previously announced $4 billion global settlement for wildfire victims and will be funded by liability insurance, not customers.
Hawaiian Electric stock jumps toward $15 after BlackRock stake filing and Maui wildfire settlement update
Hawaiian Electric Industries Inc. shares surged by about 9% to $14.91 after BlackRock disclosed a significant 16.1% passive stake and following news of a preliminary $47.75 million settlement for claims regarding misleading statements about wildfire mitigation efforts. The utility continues to navigate the financial implications of the 2023 Maui wildfires, with ongoing court developments and upcoming oral arguments in the Hawai‘i Supreme Court on January 27.
Hawaiian Electric stock hits 52-week high at 13.41 USD
Hawaiian Electric Industries Inc. (HE) stock reached a new 52-week high of $13.41, reflecting a 38% increase over the past year. The company's financial health is rated "FAIR" by InvestingPro analysis, and it recently beat Q3 2025 earnings expectations. Jefferies maintained a Hold rating with a revised price target amid ongoing legal processes for its settlement plan.
Wildfire Litigation And Regulatory Uncertainty Could Be A Game Changer For Hawaiian Electric Industries (HE)
Hawaiian Electric Industries (HE) is facing significant challenges due to ongoing wildfire litigation and increased regulatory scrutiny, impacting investor perception. The company's future hinges on how legal and regulatory decisions will affect its financial liabilities, grid investments, and access to capital. This uncertainty could fundamentally reshape HE's investment narrative, moving the focus away from traditional utility metrics to a resolution of these critical issues.
Hawaiian Electric Industries (NYSE:HE) Sees Unusually-High Trading Volume - Should You Buy?
Hawaiian Electric Industries (NYSE:HE) experienced an uptick in trading volume with 2.68 million shares traded, a 10% increase from the previous session, closing around $12.42. Despite beating earnings estimates with $0.19 EPS against a -$0.20 estimate and reporting $790.6 million in revenue, the stock trades at a high P/E of 155 with a slim net margin of 0.56%. Analysts currently maintain a "Hold" consensus rating with a target price of $12.13, based on one Buy, three Hold, and one Sell rating.
Hawaiian Electric Industries stock today: short interest climbs as Maui settlement timeline comes back into view
Hawaiian Electric Industries (NYSE:HE) stock saw increased short interest, reaching about 14.05 million shares or 8.15% of its float, as investors closely monitor the timeline for Maui wildfire settlements. The company's stock closed up 3.2% at $12.51, with legal dates concerning the settlements and the next earnings update in mid-February being key focus points. Hawaiian Electric anticipates its first settlement payment no earlier than Q1 2026.
HALPER SADEH LLC ENCOURAGES HAWAIIAN ELECTRIC INDUSTRIES, INC. SHAREHOLDERS TO CONTACT THE FIRM TO DISCUSS THEIR RIGHTS
Halper Sadeh LLC, an investor rights law firm, is investigating whether Hawaiian Electric Industries, Inc. (NYSE: HE) officers and directors breached their fiduciary duties. The firm encourages long-term shareholders to contact them to explore options for corporate governance reforms, recovery of funds, or other benefits. Shareholder participation is highlighted as crucial for improving company policies and enhancing shareholder value.
Hawaiian Electric (HE) valuation check as S&P SmallCap 600 entry and wildfire litigation shape its outlook
Hawaiian Electric (HE) is in focus due to its upcoming S&P SmallCap 600 entry and ongoing Maui wildfire litigation, which complicate its valuation. While current analyst targets suggest it's slightly overvalued, the company's clean energy investments and index inclusion offer potential long-term tailwinds. Investors are weighing wildfire liabilities against these growth prospects, making for a choppy but tentatively upward trending stock performance year-to-date.
Hawaiian Electric Industries, Inc.(NYSE: HE) added to S&P Composite 1500
Hawaiian Electric Industries, Inc. (NYSE:HE) has been added to the S&P Composite 1500. This news follows previous announcements from December 21st, 2025, detailing its addition to the S&P 1000 CI, S&P 600 Utilities CI, and S&P 600 CI. The company operates as a holding company providing energy services primarily to Hawaii.
Hawaiian Electric Industries (HE) Stock Today: Settlement Timeline, S&P 600 Inclusion, and What Analysts Expect Next (Dec. 19, 2025)
Hawaiian Electric Industries (HE) is under investor scrutiny due to contrasting forces: the ongoing Maui wildfire litigation settlement and its financing needs, balanced against improving trading momentum and its upcoming inclusion in the S&P SmallCap 600. While Jefferies maintains a "Hold" rating, focusing on settlement mechanics and cash timing, the company is also making progress on clean energy initiatives and reported $31 million in net income for Q3 2025. Investors are closely monitoring key dates for the class settlement process and the S&P 600 inclusion amidst continued market caution despite a partial stock rebound.
Hawaiian Electric Faces Unsettled Market Amid Price Target Adjustments
Hawaiian Electric Industries Inc. (HE) stocks are down 6.24% as the company navigates Hawaii's renewable energy transition challenges. Jefferies recently lowered its price target to $12 from $12.25, maintaining a Hold rating, reflecting cautious market sentiment despite HE's P/E ratio suggesting undervaluation. The company faces financial hurdles, including a negative pre-tax profit margin and high debt-to-equity ratio, leading analysts to advise investor caution amid unsettling market conditions and future uncertainties.
Hawaiian Electric’s Price Cut: Buying Time?
Jefferies has lowered Hawaiian Electric Industries Inc.'s price target to $12, maintaining a Hold rating after the quarter three report, reflecting a cautious stance. Despite robust gross margins, the company faces financial strain with negative profitability metrics and a high debt-to-equity ratio, indicating challenges in cost management and debt reduction. This analysis suggests investors should observe the stock's performance diligently rather than acting on immediate expectations, as highlighted by lead trainer Tim Bohen.
Hawaiian Electric Stock On a Slippery Slope: What’s Next?
Hawaiian Electric Industries Inc. (NYSE: HE) is experiencing significant stock turbulence, down 5.01%, due to environmental scrutiny and financial challenges. The company reported mixed earnings with shrinking profit margins, high debt-to-equity, and concerns over liquidity, negatively impacting investor confidence. Experts debate whether the reduced pricing presents an investment opportunity, but caution is advised in the current volatile market.
