Capstone Investment Advisors LLC Takes Position in Helios Technologies, Inc $HLIO

Capstone Investment Advisors LLC acquired a new position in shares of Helios Technologies, Inc (NYSE:HLIO) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 8,688 shares of the company’s stock, valued at approximately $775,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. BlackRock Inc. acquired a new position in Helios Technologies in the second quarter worth about $231,414,000. Wellington Management Group LLP lifted its stake in Helios Technologies by 114.9% during the fourth quarter. Wellington Management Group LLP now owns 1,997,527 shares of the company’s stock worth $106,848,000 after purchasing an additional 1,067,846 shares during the period. William Blair Investment Management LLC acquired a new stake in Helios Technologies during the second quarter valued at approximately $74,454,000. Jennison Associates LLC acquired a new stake in Helios Technologies during the fourth quarter valued at approximately $42,583,000. Finally, Bank of America Corp DE bought a new stake in shares of Helios Technologies in the 2nd quarter valued at approximately $36,693,000. Institutional investors own 94.72% of the company’s stock.

Insider Transactions at Helios Technologies

In related news, insider Matteo Arduini sold 6,027 shares of the company’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 owned 11,317 shares in the company, valued at $1,023,283.14. This represents a 34.75% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 0.50% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on HLIO shares. Stifel Nicolaus increased their target price on Helios Technologies from $93.00 to $95.00 and gave the stock a “buy” rating in a report on Wednesday, August 12th. Wall Street Zen lowered Helios Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. KeyCorp upped their price target on Helios Technologies from $85.00 to $95.00 and gave the company an “overweight” rating in a research report on Monday, July 13th. Weiss Ratings upgraded Helios Technologies from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, August 12th. Finally, Zacks Research cut Helios Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 21st. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Helios Technologies currently has an average rating of “Moderate Buy” and an average price target of $96.25.

Helios Technologies Trading Down 2.0%

HLIO stock opened at $72.97 on Friday. The business has a fifty day moving average price of $81.08 and a 200 day moving average price of $75.82. The company has a debt-to-equity ratio of 0.35, a current ratio of 2.74 and a quick ratio of 1.53. Helios Technologies, Inc has a fifty-two week low of $47.01 and a fifty-two week high of $95.05. The stock has a market capitalization of $2.40 billion, a price-to-earnings ratio of 34.10 and a beta of 1.27.

Helios Technologies (NYSE:HLIO) last posted its quarterly earnings data on Monday, August 10th. The company reported $0.88 EPS for the quarter, topping analysts’ consensus estimates of $0.80 by $0.08. The company had revenue of $231.90 million for the quarter. Helios Technologies had a return on equity of 11.43% and a net margin of 8.01%.Helios Technologies’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.59 EPS. Helios Technologies has set its FY 2026 guidance at 3.050-3.250 EPS and its Q3 2026 guidance at 0.700-0.770 EPS. Analysts expect that Helios Technologies, Inc will post 3.19 EPS for the current fiscal year.

Helios Technologies Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were issued a $0.12 dividend. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend was Friday, July 10th. Helios Technologies’s payout ratio is currently 22.43%.

About Helios Technologies

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.