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

Latest filings (excl ownership)

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8-K

Regulation FD Disclosure

29 Oct 24

Results of Operations and Financial Condition

30 Jul 24

Results of Operations and Financial Condition

30 Jul 24

S-8

Registration of securities for employees

12 Jun 24

8-K

Submission of Matters to a Vote of Security Holders

20 May 24

8-K

Regulation FD Disclosure

30 Apr 24

Results of Operations and Financial Condition

30 Apr 24

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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Notice of proposed sale of securities

Notice of proposed sale of securities

8 Mar 24

144

Notice of proposed sale of securities

8 Mar 24

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

79.0% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	221	213	+3.8%
Opened positions	43	53	-18.9%
Closed positions	35	56	-37.5%
Increased positions	67	79	-15.2%
Reduced positions	81	58	+39.7%

13F shares	Current	Prev Q	Change
Total value	1.37 tn	1.21 tn	+12.9%
Total shares	28.79 mm	28.14 mm	+2.3%
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%
BLK 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
BLK 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
26 Mar 24	Barber Bradley W	Common Stock, par value $0.01 per share	Sell	Dispose S	No	Yes	63.44	12,425	788.24 k	196,653
25 Mar 24	Barber Bradley W	Common Stock, par value $0.01 per share	Sell	Dispose S	No	Yes	63.42	1,092	69.25 k	209,078
22 Mar 24	Barber Bradley W	Common Stock, par value $0.01 per share	Sell	Dispose S	No	Yes	63.42	11,483	728.25 k	210,170
21 Mar 24	Karlson Lawrence C	Common Stock, par value $0.01 per share	Sell	Dispose S	Yes	No	61.27	500	30.64 k	2,375
21 Mar 24	Karlson Lawrence C	Common Stock, par value $0.01 per share	Sell	Dispose S	No	No	60.98	8,225	501.56 k	47,172
20 Mar 24	Barber Bradley W	Common Stock, par value $0.01 per share	Sell	Dispose S	No	Yes	60.53	23,100	1.40 mm	221,653
12 Mar 24	Gary W Bagley	Common Stock, par value $0.01 per share	Sell	Dispose S	No	No	57.03	5,000	285.15 k	54,151
11 Mar 24	Gary W Bagley	Common Stock, par value $0.01 per share	Sell	Dispose S	No	No	56.34	5,000	281.70 k	59,151
8 Mar 24	Barber Bradley W	Common Stock, par value $0.01 per share	Sell	Dispose S	No	Yes	60.41	1,900	114.78 k	244,753