Finvest
HE Regulated Utilities · Electric utility · Hawaii · Turnaround · Thesis updated July 19, 2026

A cleaner utility, still paying for wildfire

01 Running thesis

Less legal fog, more funding risk

HEI has moved from a survival story to a hard financing story. The last insurer appeal tied to the wildfire tort settlement was withdrawn in April 2026. HEI then made the first $479 million payment. That removed a major legal risk, but it left about $1.44 billion of future payments to finance.

The bull case is that HEI can raise that capital without crushing common shareholders. Credit news is moving the right way, including a Moody's upgrade to Ba2 and an S&P outlook of Positive. The PUC also approved the Waiau Generating Station repowering project, with $908 million of cost recovery through the exceptional project recovery mechanism, a special tool that lets the utility recover big project costs outside a normal rate case.

The bear case is that the next financing is too expensive or too dilutive. The dividend is suspended for the foreseeable future, so income investors have little reason to rush back. High oil prices also matter because HEI expects the maximum penalty under its fuel cost risk sharing mechanism in 2026. That mechanism makes the utility absorb some fuel cost pain instead of passing all of it to customers.

The next year is about three decisions: how HEI funds the next settlement payment, whether the PUC approves the proposed 5.3% base rate increase phased over 2027 and 2028, and how Hawaii builds rules for wildfire liability under Act 258.

May 2026The final insurer appeal condition was removed, and HEI made the first $479 million wildfire settlement payment. The main risk shifted from legal approval to financing the remaining $1.44 billion.
May 2026The PUC approved Waiau cost recovery for $908 million, and HEI filed for a 5.3% rate rebasing. The positive regulatory news was balanced by an expected maximum FCRS penalty in 2026 due to high oil prices.
Feb 2026HEI confirmed its move toward a pure electric utility after the bank sale and Pacific Current divestitures. Final court approval of the main wildfire class settlement helped reduce legal risk.
Nov 2025HEI showed renewed capital market access with a $500 million senior note deal and larger credit facilities. Securities and derivative settlements also reduced legal noise, with expected insurance funding.
Aug 2025Hawaii enacted laws that support wildfire financing and future liability rules. Credit rating upgrades also helped the case that HEI can fund its obligations.
May 2025S&P moved its outlook to Positive, and Hawaii lawmakers passed bills aimed at wildfire financing and utility stability. The remaining settlement funding plan was still not finished.
Feb 2025The sale of American Savings Bank made HEI a much simpler utility story. The near-term going concern concern eased, but future settlement financing and dilution stayed central.
Nov 2024HEI removed its going concern warning after raising equity and building enough liquidity for the first settlement installment. The question moved to funding the rest without severe shareholder dilution.
02 Business model

A utility tied to island costs

HEI is a holding company. Its main business is Hawaiian Electric, a regulated utility that generates, buys, transmits, and delivers electricity. The utility serves about 95% of Hawaii's population across five separate island grids.

Regulated utilities earn money by investing in power plants, wires, and grid equipment, then asking the regulator to let them recover those costs from customer bills with a fair return. That makes earnings steadier than many businesses, but it also means the PUC controls the pace of recovery.

HEI is simplifying. It sold its banking business in late 2024. It also sold nearly all of Pacific Current's non-regulated clean energy and infrastructure investments during 2025. The goal is to become a cleaner electric utility holding company, not a mix of a bank, utility, and side investments.

The weak point is cash. HEI depends on dividends from utility subsidiaries, and those dividends can face regulatory limits. At the same time, the company needs capital for wildfire settlement payments, grid hardening, renewable energy, and the Waiau project.

03 Product portfolio

Power, wires, and the transition

Steady

Electric generation

Hawaiian Electric generates electricity for island customers. The Waiau repowering project is a major example of the spending needed to keep the system reliable.

Steady

Purchased power

The utility also buys power from other producers. That helps supply the grid, but fuel and contract costs still affect customer bills and earnings rules.

Cash cow

Transmission and distribution

Wires, substations, and local delivery networks are the core regulated assets. They are essential, but they need heavy maintenance across separate island grids.

Growth engine

Grid modernization

HEI must spend on grid upgrades, wildfire mitigation, and resilience. These projects can grow the rate base if regulators allow timely cost recovery.

Growth engine

Renewable energy transition

Hawaii has a state goal of 100% renewable energy by 2045. That creates a long runway for investment, but it also raises affordability and execution risk.

Option

Pacific Current wind-down

Pacific Current is now small and being wound down. HEI sold nearly all of its investments in 2025, with one remaining operating subsidiary in the process of being sold.

04 Business segments

Almost all electric utility

Electric Utility99%modest
All Other1%declining

The mix is based on 2025 continuing operations. Electric Utility accounted for about 99% of consolidated revenue from continuing operations, while All Other is mainly corporate costs and the Pacific Current wind-down.

05 Risk factors

What could still break

Settlement financing costs too much

High impact · Medium odds

HEI paid the first $479 million wildfire settlement installment, but about $1.44 billion remains. Management expects to raise more capital, but the final mix of debt, equity, or equity-linked securities is still unknown. If the deal is too costly, existing shareholders may carry much of the burden.

We watchThe announced structure, coupon, conversion price, and share count impact for the next settlement financing.

Rate rebasing is cut back

High impact · Medium odds

HEI filed a joint rate rebasing proposal for a 5.3% base rate increase phased over 2027 and 2028. The PUC may be cautious because customers are already facing high energy costs. If the increase is reduced or delayed, earnings recovery would be weaker.

We watchThe PUC decision on the 5.3% rate rebasing request for 2027.

Fuel prices hit earnings and customers

Medium impact · High odds

Management expects the maximum FCRS penalty in 2026 because oil prices are high. FCRS is a fuel cost sharing rule, so the utility can lose earnings when fuel costs move sharply against it. Higher bills also make it harder for regulators to approve new rate increases.

We watchQuarterly FCRS penalty disclosures and Hawaii customer bill trends.

Wildfire and grid hardening spend outruns recovery

High impact · Medium odds

Hawaii's wildfire risk did not disappear after the settlement. HEI needs to spend on mitigation, inspections, and grid hardening. If the utility must spend quickly but recover costs slowly, cash flow and allowed returns can suffer.

We watchPUC wildfire mitigation orders, approved cost recovery, and annual capital spending plans.

Dividend investors stay away

Medium impact · High odds

HEI has suspended its common dividend for the foreseeable future. That is sensible while cash is needed for settlement payments and investment, but it changes the stock's buyer base. A long suspension can keep the valuation lower than a normal regulated utility.

We watchAny board update on dividend policy after the financing plan is announced.
06 Quick answers

In one breath

Is Hawaiian Electric still a bank and utility company?

No. HEI sold American Savings Bank in late 2024. It is now mainly a regulated electric utility holding company, with Pacific Current assets being wound down.

Has HEI finished paying the Maui wildfire settlement?

No. The first $479 million payment was made after insurer appeals were withdrawn. About $1.44 billion remains to be financed through later installments.

Why is the dividend suspended?

The company is preserving cash for wildfire settlement payments and utility investment. Management has said the common dividend is suspended for the foreseeable future.

What is the main upside case for HE stock?

The upside case is that HEI funds the settlement on acceptable terms and gets fair regulatory recovery for major projects. If that happens, investors may value it more like a focused regulated utility again.