Helios Technologies, Inc $HLIO Stake Cut by Wasatch Advisors LP

Wasatch Advisors LP cut its position in shares of Helios Technologies, Inc (NYSE:HLIO) by 17.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 660,085 shares of the company’s stock after selling 138,923 shares during the quarter. Wasatch Advisors LP owned 2.00% of Helios Technologies worth $58,913,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the business. NewEdge Advisors LLC bought a new stake in Helios Technologies during the first quarter valued at $29,000. Amundi bought a new position in shares of Helios Technologies in the 1st quarter worth about $250,000. California State Teachers Retirement System lifted its position in shares of Helios Technologies by 25.4% in the 1st quarter. California State Teachers Retirement System now owns 39,794 shares of the company’s stock worth $2,575,000 after buying an additional 8,055 shares during the last quarter. The Manufacturers Life Insurance Company boosted its holdings in shares of Helios Technologies by 3.6% in the 1st quarter. The Manufacturers Life Insurance Company now owns 15,631 shares of the company’s stock valued at $1,011,000 after buying an additional 542 shares during the period. Finally, Quantinno Capital Management LP boosted its holdings in shares of Helios Technologies by 22.8% in the 1st quarter. Quantinno Capital Management LP now owns 14,475 shares of the company’s stock valued at $937,000 after buying an additional 2,688 shares during the period. Institutional investors and hedge funds own 94.72% of the company’s stock.

Insiders Place Their Bets

In other Helios Technologies news, insider Matteo Arduini sold 6,027 shares of the business’s stock in a transaction on Tuesday, June 23rd. The stock was sold at an average price of $90.42, for a total transaction of $544,961.34. Following the completion of the transaction, 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 sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Over the last 90 days, insiders sold 13,027 shares of company stock worth $1,134,121. 0.50% of the stock is owned by insiders.

Key Stories Impacting Helios Technologies

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 Trading Down 0.2%

Helios Technologies stock opened at $81.36 on Wednesday. Helios Technologies, Inc has a 52-week low of $47.01 and a 52-week high of $95.05. 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 firm has a market capitalization of $2.69 billion, a price-to-earnings ratio of 38.02 and a beta of 1.27. The firm has a 50-day moving average price of $83.09 and a two-hundred day moving average price of $74.99.

Helios Technologies (NYSE:HLIO) last announced its quarterly earnings results on Monday, August 10th. The company reported $0.88 EPS for the quarter, beating the consensus estimate of $0.80 by $0.08. The company had revenue of $231.90 million for the quarter. Helios Technologies had a net margin of 8.01% and a return on equity of 11.49%. Helios Technologies’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same quarter in the previous year, the business 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. Sell-side analysts expect that Helios Technologies, Inc will post 2.9 earnings per share for the current year.

Helios Technologies Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were paid a dividend of $0.12 per share. The ex-dividend date of this dividend was Friday, July 10th. This represents a $0.48 annualized dividend and a yield of 0.6%. Helios Technologies’s payout ratio is presently 26.37%.

Wall Street Analyst Weigh In

Several research firms recently weighed in on HLIO. Wall Street Zen lowered shares of Helios Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday. Robert W. Baird upped their target price on Helios Technologies from $81.00 to $85.00 and gave the company an “outperform” rating in a report on Wednesday, May 13th. KeyCorp increased their price target on Helios Technologies from $85.00 to $95.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. Stifel Nicolaus raised their price target on Helios Technologies from $89.00 to $93.00 and gave the stock a “buy” rating in a report on Monday, July 20th. Finally, JPMorgan Chase & Co. upped their price objective on Helios Technologies from $90.00 to $100.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, Helios Technologies currently has a consensus rating of “Moderate Buy” and a consensus target price of $93.25.

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.