Helios Technologies, Inc $HLIO Stock: Leeward Investments LLC MA Cuts Position

Leeward Investments LLC MA reduced its position in Helios Technologies, Inc (NYSE:HLIO) by 5.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 197,207 shares of the company’s stock after selling 11,818 shares during the period. Leeward Investments LLC MA’s holdings in Helios Technologies were worth $13,394,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of HLIO. BlackRock Inc. purchased a new stake in shares of Helios Technologies during the 2nd quarter worth about $231,414,000. Dimensional Fund Advisors LP increased its position in Helios Technologies by 0.4% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,618,712 shares of the company’s stock worth $104,743,000 after purchasing an additional 6,347 shares in the last quarter. Jennison Associates LLC increased its position in Helios Technologies by 30.1% during the 1st quarter. Jennison Associates LLC now owns 1,035,977 shares of the company’s stock worth $67,038,000 after purchasing an additional 239,876 shares in the last quarter. William Blair Investment Management LLC purchased a new position in Helios Technologies in the second quarter valued at approximately $74,454,000. Finally, Bank of America Corp DE purchased a new position in Helios Technologies in the second quarter valued at approximately $36,693,000. 94.72% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on HLIO shares. Zacks Research cut shares of Helios Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 20th. JPMorgan Chase & Co. boosted their price objective on shares of Helios Technologies from $100.00 to $110.00 and gave the stock an “overweight” rating in a research note on Wednesday, August 12th. Weiss Ratings raised shares of Helios Technologies from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, October 8th. Wall Street Zen lowered shares of Helios Technologies from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Finally, Stifel Nicolaus raised their target price on shares of Helios Technologies from $93.00 to $95.00 and gave the company a “buy” rating in a research note on Wednesday, August 12th. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, Helios Technologies presently has an average rating of “Moderate Buy” and a consensus price target of $96.25.

Helios Technologies Trading Down 0.1%

NYSE:HLIO opened at $66.10 on Monday. The business’s 50-day moving average is $70.53 and its two-hundred day moving average is $75.90. The firm has a market capitalization of $2.18 billion, a PE ratio of 30.89 and a beta of 1.30. Helios Technologies, Inc has a 12 month low of $48.99 and a 12 month high of $95.05. 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 (NYSE:HLIO) last issued its earnings results on Monday, August 10th. The company reported $0.88 earnings per share for the quarter, topping the consensus estimate of $0.80 by $0.08. Helios Technologies had a return on equity of 11.43% and a net margin of 8.01%. The company had revenue of $231.90 million during the quarter. During the same period in the previous year, the company earned $0.59 EPS. Helios Technologies’s quarterly revenue was up 9.1% on a year-over-year basis. 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. Research analysts predict that Helios Technologies, Inc will post 3.17 earnings per share for the current fiscal year.

Helios Technologies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, October 26th. Investors of record on Tuesday, October 13th will be issued a dividend of $0.12 per share. This represents a $0.48 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Tuesday, October 13th. Helios Technologies’s dividend payout ratio (DPR) is presently 22.43%.

Helios Technologies Company Profile

Helios Technologies, Inc develops and manufactures industrial technology products for the hydraulics and electronics markets. Its offerings include hydraulic cartridge valves, manifolds and electro-hydraulic controls, as well as electronic control systems, displays, instrumentation and related connectivity solutions used in mobile equipment, industrial machinery and other specialized applications.

The company serves original equipment manufacturers and other industrial customers through a portfolio that has included the Sun Hydraulics and Enovation Controls brands.