Helios Technologies, Inc $HLIO Shares Acquired by Wasatch Advisors LP

Wasatch Advisors LP lifted its holdings in shares of Helios Technologies, Inc (NYSE:HLIO) by 35.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 799,008 shares of the company’s stock after acquiring an additional 208,823 shares during the period. Wasatch Advisors LP’s holdings in Helios Technologies were worth $51,704,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of HLIO. Triumph Capital Management acquired a new position in shares of Helios Technologies in the 3rd quarter valued at $36,000. Quarry LP boosted its stake in Helios Technologies by 948.6% during the 3rd quarter. Quarry LP now owns 1,164 shares of the company’s stock worth $61,000 after purchasing an additional 1,053 shares during the period. Global Retirement Partners LLC acquired a new stake in Helios Technologies during the 4th quarter worth $66,000. Kemnay Advisory Services Inc. purchased a new position in Helios Technologies during the 4th quarter worth $104,000. Finally, Osaic Holdings Inc. grew its position in Helios Technologies by 14.1% during the 4th quarter. Osaic Holdings Inc. now owns 2,942 shares of the company’s stock worth $158,000 after purchasing an additional 363 shares during the last quarter. 94.72% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Helios Technologies

In other news, insider Matteo Arduini sold 6,027 shares of the business’s stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $90.42, for a total transaction of $544,961.34. Following the transaction, the insider directly owned 11,317 shares in the company, valued at $1,023,283.14. The trade was a 34.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Insiders have sold a total of 13,027 shares of company stock valued at $1,134,121 over the last quarter. 0.50% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of research analysts have commented on HLIO shares. Wall Street Zen lowered shares of Helios Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday, June 20th. Weiss Ratings reiterated a “hold (c)” rating on shares of Helios Technologies in a research note on Tuesday, June 2nd. Stifel Nicolaus raised their price target on Helios Technologies from $80.00 to $89.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. Zacks Research raised Helios Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, May 27th. Finally, JPMorgan Chase & Co. boosted their price target on Helios Technologies from $90.00 to $100.00 and gave the company an “overweight” rating in a research report on Tuesday, May 26th. Two equities research analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $89.75.

Helios Technologies Price Performance

Shares of NYSE HLIO opened at $90.24 on Friday. The stock has a fifty day moving average price of $78.49 and a 200 day moving average price of $69.62. Helios Technologies, Inc has a 1-year low of $32.74 and a 1-year high of $95.05. The company has a debt-to-equity ratio of 0.37, a current ratio of 2.86 and a quick ratio of 1.58. The company has a market cap of $2.98 billion, a PE ratio of 49.58 and a beta of 1.28.

Helios Technologies (NYSE:HLIO) last announced its quarterly earnings data on Monday, May 11th. The company reported $0.80 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.68 by $0.12. The company had revenue of $228.40 million for the quarter. Helios Technologies had a net margin of 6.98% and a return on equity of 10.49%. The business’s quarterly revenue was up 16.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.44 earnings per share. Helios Technologies has set its Q2 2026 guidance at 0.780-0.830 EPS and its FY 2026 guidance at 2.750-3.000 EPS. Sell-side analysts forecast that Helios Technologies, Inc will post 2.89 EPS for the current year.

Helios Technologies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be issued a $0.12 dividend. The ex-dividend date of this dividend is Friday, July 10th. This represents a $0.48 annualized dividend and a dividend yield of 0.5%. Helios Technologies’s payout ratio is presently 26.37%.

Helios Technologies Profile

Helios Technologies, Inc develops and manufactures engineered motion control and electronic control products for a wide range of industrial and mobile equipment applications. The company’s Hydraulics segment designs and produces hydraulic cartridge valves, manifold systems, pumps and motors, filtration solutions and off-highway joysticks. Its Electronic Controls segment offers programmable electronic control units, wireless telematics, human-machine interfaces and software to optimize performance, efficiency and safety for equipment OEMs and end users.

Through its global network of manufacturing facilities, service centers and technology centers, Helios Technologies serves markets in agriculture, construction, material handling, mining, municipal and recreational vehicles, as well as industrial automation and infrastructure equipment.