- Price is above Fair Value, showing premium demand versus the model.
HE
NYSE
Week ended 24 Jul 2026
Weekly Investor Report
Hawaiian Electric Industries Inc · Utilities · Utilities - Regulated Electric
Latest close
13.50 USD
0.4%
latest week
Weekly setup
Weak trend
The weekly trend is not active. Price is -7.0% below the Trend Line and sits at 43.1% of its 52-week range. The latest completed week returned 0.4%, after a -0.5% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth ranks weakly; valuation is inexpensive relative to peers. Options positioning is bullish with 56/100 conviction, while the latest news-sentiment score is 50/100. Near-term considerations: volume confirmation is below normal; earnings are due in 7d.
Setup score
36
out of 100
Latest Close
13.50 USD
24 Jul 2026
1W Return
0.4%
latest completed week
4W Return
-0.5%
short-term follow-through
12W Return
-11.6%
quarterly tape
Trend Breadth
82.7%
43 of 52 weeks active
Volume Ratio
0.8x
vs 13-week average
- The trend backdrop is inactive, so price action has not confirmed a constructive regime.
- Price is below the Trend Line, which keeps downside pressure in focus.
- Activity pressure is negative, which weakens the current setup.
- Next-week expectancy is negative at 44.35% based on similar historical setup states.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
0.4%
Latest completed week; four-week move -0.5%.
Indicator stack
45/31
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
Next-Week Expectancy
Negative 44.35%
Historical one-week expectancy contributes to the evidence score when direction is confirmed.
Options pressure
Bullish
56/100 conviction; expected move 9.4%.
News sentiment
50/100
47 relevant articles in the latest sentiment read.
Event risk
7d
Next report is scheduled for 06 Aug 2026; event risk rises as the date approaches.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is not active. Price is -7.0% below the Trend Line and sits at 43.1% of its 52-week range. The latest completed week returned 0.4%, after a -0.5% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 0.8x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
30 Jan
6 Feb
13 Feb
20 Feb
27 Feb
6 Mar
13 Mar
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.1612-week average 0.42
12-week confirmation
Trend active3/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure0/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership1/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.16Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers
No recent accumulation markers. No reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is -0.5% over four weeks, -11.6% over 12 weeks, and 24.4% over one year. The current trend has remained active for 0 consecutive weeks.
Performance by holding period
Active trend streak0 weeks
Active weeks in one year43
Trend breadth82.7%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure-1.05Latest activity-pressure read.
Pressure change2.7%Four-week change in activity pressure.
Leadership-5.84Latest relative-leadership reading.
RS change-55.6%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality is middle-of-the-pack; growth ranks weakly; valuation is inexpensive relative to peers.
Factor week 26 Jul 2026
Financial statements through 31 Dec 2025
Field coverage 97%
Model confidence 93%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength84/100Blend of value, momentum, and quality. Underlying universe rank 17; rank 1 is best.
Value88/100Relative valuation strength. Underlying universe rank 13; rank 1 is best.
Quality23/100Profitability and accounting quality. Underlying universe rank 78; rank 1 is best.
Momentum74/100Medium-term price momentum. Underlying universe rank 27; rank 1 is best.
Growth12/100Revenue and earnings growth. Underlying universe rank 89; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Value-quality framework38/100Value and quality alignment from the Sharemaestro SVQF framework.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 18.0x Price divided by trailing earnings.
- Price / sales
- 0.8x Market value relative to trailing revenue.
- EV / EBITDA
- 8.7x Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 15.8% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- 7.3% Gross profit retained from each unit of revenue.
- Operating margin
- 9.1% Operating profit retained from revenue.
- Free-cash-flow margin
- 24.6% Free cash flow generated from revenue.
- Return on invested capital
- 5.1% Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- 4.2% Latest one-year revenue growth.
- EPS growth
- - Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- 2.4% Latest one-year free-cash-flow growth.
- Piotroski F-score
- 6/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 0.5% Cash dividends relative to market value.
- Buyback yield
- 1.5% Net share repurchases relative to market value.
- Shareholder yield
- 2.0% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- 4.5x Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Options positioningBullish
HE shows bullish options pressure with a 56/100 conviction score, put-call volume ratio of 0.05, expected move of 9.4%, and Sharemaestro trend signal inactive.
Conviction56/100
Expected move9.4%
Put/call volume0.05
Insider activity10 / 0
10 acquisitions and 0 disposals in the latest 180-day insider tape.
Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.News sentiment50/100
Weighted news tone is neutral across 47 relevant articles.
8 positive · 32 neutral · 7 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings7dNext report is scheduled for 06 Aug 2026; event risk rises as the date approaches.
Options expected move9.4%Nearest-chain priced movement where available.
52-week drawdown-22.3%Distance below the 52-week high.
13-week volatility3.6%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
30 Jan
27 Feb
27 Mar
24 Apr
22 May
19 Jun
24 Jul
Weeks higher12 of 2614 weeks finished lower.
Best week+11.5%Week of 6 Feb.
Worst week-10.8%Week of 15 May.
Latest week+0.4%Week of 24 Jul.
Shape of recent returns
Strong gains4
Modest gains8
Flat weeks0
Modest losses11
Sharp losses3
Recent vol3.6%13-week weekly-return volatility.
Base vol4.5%52-week weekly-return volatility.
Up/down split25/26Count of positive and negative weeks in the 52-week window.
Average skew4.0% / -2.8%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorUS Utilities
4-week rank57 / 100
Group average-1.9%
Trend breadth53.0%
Trend53.0%active weekly trend signals
MD41.0%positive activity pressure
RS36.0%positive relative leadership
Four-week leaders
IndustryUS Utilities - Regulated Electric
4-week rank25 / 43
Group average-0.4%
Trend breadth69.8%
Trend69.8%active weekly trend signals
MD41.9%positive activity pressure
RS51.2%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape36/100
Trend, activity pressure, participation, and risk combine to a 36/100 tape read.
Indicator analysis19/100Latest 12-week confirmation: trend 3/12, activity pressure 0/12, relative leadership 1/12.
Activity pressure 0.16; No reversal markers Next-Week ExpectancyNegative 44.35%Next-week expectancy is negative with a 44.35% historical one-week setup read.
Adds short-term historical context without overriding trend, activity, or relative leadership. Factors66/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 26; Small Cap Core rank 18 SVQF38/100Value and quality alignment from the Sharemaestro SVQF framework.
Composite rank 628.5 of 1013 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Options50/100HE shows bullish options pressure with a 56/100 conviction score, put-call volume ratio of 0.05, expected move of 9.4%, and Sharemaestro trend signal inactive.
Bullish · Call-side pressure · Expected move 9.4% Sentiment50/100Weighted news tone is neutral across 47 relevant articles.
HE|Hawaiian Electric Industries Inc|Price:13.500|Chg%:-0.025 Insiders10 / 010 acquisitions and 0 disposals in the latest 180-day insider tape.
Earnings7dNext report is scheduled for 06 Aug 2026; event risk rises as the date approaches.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 24 Jul 2026 | 13.50 USD | 0.4% | 14.52 USD | 12.31 USD | -1.05 | -5.84 | 7.1M | Off |
| 17 Jul 2026 | 13.45 USD | -0.9% | 14.47 USD | 12.46 USD | -0.90 | -6.64 | 8.6M | Off |
| 10 Jul 2026 | 13.57 USD | -0.4% | 14.40 USD | 12.62 USD | -0.96 | -7.19 | 7.7M | Off |
| 3 Jul 2026 | 13.63 USD | 0.4% | 14.34 USD | 12.77 USD | -1.03 | -5.43 | 5.9M | Off |
| 26 Jun 2026 | 13.57 USD | 4.2% | 14.26 USD | 12.91 USD | -1.08 | -3.75 | 12.7M | Off |
| 19 Jun 2026 | 13.02 USD | -2.7% | 14.20 USD | 13.05 USD | -1.30 | -9.75 | 7.8M | Off |
| 12 Jun 2026 | 13.38 USD | -1.2% | 14.15 USD | 13.19 USD | -1.25 | -6.41 | 7.3M | Off |
| 5 Jun 2026 | 13.54 USD | 1.8% | 14.09 USD | 13.34 USD | -1.14 | -4.73 | 8.8M | Off |
| 29 May 2026 | 13.30 USD | -2.7% | 14.03 USD | 13.49 USD | -1.00 | -8.70 | 6.1M | Off |
| 22 May 2026 | 13.67 USD | 3.3% | 13.97 USD | 13.63 USD | -0.82 | -4.86 | 9.7M | On |
| 15 May 2026 | 13.23 USD | -10.8% | 13.91 USD | 13.77 USD | -0.72 | -7.14 | 13.9M | On |
| 8 May 2026 | 14.83 USD | -2.9% | 13.84 USD | 13.91 USD | -0.64 | 4.29 | 10.9M | On |
| 1 May 2026 | 15.27 USD | 0.1% | 13.71 USD | 14.04 USD | -0.58 | 10.06 | 8.9M | On |
| 24 Apr 2026 | 15.26 USD | -3.4% | 13.58 USD | 14.18 USD | -0.52 | 11.35 | 6.3M | On |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.