Helios Technologies, Inc $HLIO Holdings Lowered by Wasatch Advisors LP

Wasatch Advisors LP reduced its stake in Helios Technologies, Inc (NYSE:HLIO) by 17.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 660,085 shares of the company’s stock after selling 138,923 shares during the period. Wasatch Advisors LP’s holdings in Helios Technologies were worth $58,913,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also made changes to their positions in HLIO. NewEdge Advisors LLC bought a new position in Helios Technologies during the 1st quarter valued at $29,000. Triumph Capital Management bought a new stake in shares of Helios Technologies in the 3rd quarter worth $36,000. Quarry LP raised its stake in shares of Helios Technologies by 948.6% in the 3rd quarter. Quarry LP now owns 1,164 shares of the company’s stock worth $61,000 after buying an additional 1,053 shares in the last quarter. Global Retirement Partners LLC acquired a new stake in shares of Helios Technologies in the fourth quarter valued at $66,000. Finally, Kemnay Advisory Services Inc. acquired a new stake in shares of Helios Technologies in the fourth quarter valued at $104,000. Institutional investors and hedge funds own 94.72% of the company’s stock.

Insider Transactions at Helios Technologies

In other Helios Technologies news, insider Matteo Arduini sold 6,027 shares of the business’s stock in a transaction dated Tuesday, June 23rd. The stock was sold at an average price of $90.42, for a total transaction of $544,961.34. Following the sale, the insider owned 11,317 shares in the company, valued at approximately $1,023,283.14. The trade was a 34.75% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. In the last 90 days, insiders sold 13,027 shares of company stock worth $1,134,121. 0.50% of the stock is currently owned by insiders.

Helios Technologies News Summary

Here are the key news stories impacting Helios Technologies this week:

• Positive Sentiment: Q2 results exceeded expectations. Helios reported adjusted earnings of $0.88 per share, above the $0.80 consensus estimate and up from $0.59 a year earlier. Revenue rose 9.1% year over year to $231.9 million, also surpassing forecasts. Helios Technologies Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management raised its 2026 outlook. Full-year earnings guidance was increased to $3.05–$3.25 per share from a level above the current analyst consensus of $2.93. Revenue guidance of $880 million–$900 million also exceeds the consensus estimate of $867.8 million. Helios Technologies Reports Second Quarter 2026 Results
• Positive Sentiment: Near-term guidance was also above expectations. Helios forecast third-quarter EPS of $0.70–$0.77 and revenue of $215 million–$222 million, compared with analyst estimates of $0.69 and $207.8 million, respectively. The company highlighted continued profitable sales growth and margin expansion. Helios Technologies Q2 2026 Earnings Call Transcript
• Neutral Sentiment: The earnings release and related analyst coverage largely reiterate the same positive results and outlook, so the information may already be reflected in HLIO’s recent performance. The stock trades at a relatively high trailing P/E of about 44.7, which could limit the immediate upside response despite the earnings beat.

Helios Technologies Stock Performance

HLIO opened at $81.36 on Wednesday. The firm has a market cap of $2.69 billion, a PE ratio of 38.02 and a beta of 1.27. The company has a quick ratio of 1.58, a current ratio of 2.86 and a debt-to-equity ratio of 0.37. The business has a fifty day simple moving average of $83.09 and a 200-day simple moving average of $74.99. Helios Technologies, Inc has a fifty-two week low of $47.01 and a fifty-two week high of $95.05.

Helios Technologies (NYSE:HLIO) last announced its earnings results on Monday, August 10th. The company reported $0.88 earnings per share (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 11.49% and a net margin of 8.01%.The firm’s revenue for the quarter was up 9.1% on a year-over-year basis. During the same period last year, the firm earned $0.59 earnings per share. 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. As a group, equities analysts predict that Helios Technologies, Inc will post 2.9 EPS for the current fiscal year.

Helios Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were paid a $0.12 dividend. The ex-dividend date of this dividend was Friday, July 10th. This represents a $0.48 dividend on an annualized basis and a yield of 0.6%. Helios Technologies’s dividend payout ratio (DPR) is currently 26.37%.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on HLIO shares. Stifel Nicolaus lifted their target price on Helios Technologies from $89.00 to $93.00 and gave the stock a “buy” rating in a report on Monday, July 20th. Weiss Ratings reissued a “hold (c)” rating on shares of Helios Technologies in a report on Tuesday, June 2nd. Wall Street Zen downgraded shares of Helios Technologies from a “strong-buy” rating to a “buy” rating in a report on Saturday. Zacks Research lowered shares of Helios Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, July 21st. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Helios Technologies from $90.00 to $100.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. One research 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. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $93.25.

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.