Leeward Investments LLC MA Buys New Shares in Helios Technologies, Inc $HLIO

Leeward Investments LLC MA bought a new position in shares of Helios Technologies, Inc (NYSE:HLIO) during the 1st quarter, Holdings Channel reports. The institutional investor bought 149,265 shares of the company’s stock, valued at approximately $9,659,000.

Several other large investors have also recently bought and sold shares of the stock. PEAK6 LLC bought a new position in Helios Technologies in the fourth quarter valued at approximately $214,000. Invesco Ltd. increased its position in shares of Helios Technologies by 6.0% during the 4th quarter. Invesco Ltd. now owns 68,594 shares of the company’s stock worth $3,669,000 after purchasing an additional 3,876 shares during the last quarter. EP Wealth Advisors LLC bought a new stake in shares of Helios Technologies during the 4th quarter worth approximately $363,000. XTX Topco Ltd bought a new stake in shares of Helios Technologies during the 4th quarter worth approximately $382,000. Finally, VARCOV Co. acquired a new stake in shares of Helios Technologies in the 4th quarter valued at approximately $366,000. 94.72% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, insider Matteo Arduini sold 3,000 shares of the company’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $76.48, for a total value of $229,440.00. Following the transaction, the insider directly owned 15,317 shares in the company, valued at approximately $1,171,444.16. This represents a 16.38% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 0.50% of the company’s stock.

Helios Technologies Stock Down 3.3%

HLIO stock opened at $89.35 on Wednesday. Helios Technologies, Inc has a 1-year low of $31.35 and a 1-year high of $92.41. The business’s 50 day simple moving average is $77.22 and its 200 day simple moving average is $68.95. The company has a current ratio of 2.86, a quick ratio of 1.58 and a debt-to-equity ratio of 0.37. The firm has a market capitalization of $2.95 billion, a PE ratio of 49.09 and a beta of 1.28.

Helios Technologies (NYSE:HLIO) last issued its quarterly earnings data on Monday, May 11th. The company reported $0.80 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.68 by $0.12. Helios Technologies had a net margin of 6.98% and a return on equity of 10.49%. The firm had revenue of $228.40 million during the quarter. During the same quarter last year, the business earned $0.44 earnings per share. The company’s revenue was up 16.8% on a year-over-year basis. 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. As a group, research analysts anticipate that Helios Technologies, Inc will post 2.89 EPS for the current year.

Helios Technologies Dividend Announcement

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

Analysts Set New Price Targets

Several equities analysts recently weighed in on the stock. KeyCorp raised their target price on shares of Helios Technologies from $82.00 to $85.00 and gave the company an “overweight” rating in a research note on Tuesday, May 12th. Stifel Nicolaus lifted their price objective on shares of Helios Technologies from $80.00 to $89.00 and gave the company a “buy” rating in a research report on Thursday, May 14th. Zacks Research upgraded shares of Helios Technologies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, May 27th. JPMorgan Chase & Co. upped their target price on shares of Helios Technologies from $90.00 to $100.00 and gave the company an “overweight” rating in a report on Tuesday, May 26th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Helios Technologies in a research note on Tuesday, June 2nd. Two research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, Helios Technologies presently has an average rating of “Buy” and an average price target of $89.75.

Helios Technologies Company 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.