Helios Technologies, Inc $HLIO Shares Bought by First Trust Advisors LP

First Trust Advisors LP raised its position in shares of Helios Technologies, Inc (NYSE:HLIO) by 156.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 28,066 shares of the company’s stock after buying an additional 17,138 shares during the period. First Trust Advisors LP owned about 0.08% of Helios Technologies worth $1,816,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also modified their holdings of the company. Fifth Third Bancorp lifted its stake in Helios Technologies by 17,367.4% during the 1st quarter. Fifth Third Bancorp now owns 129,783 shares of the company’s stock worth $8,398,000 after acquiring an additional 129,040 shares in the last quarter. Leeward Investments LLC MA acquired a new position in Helios Technologies in the 1st quarter valued at about $9,659,000. Strs Ohio acquired a new position in Helios Technologies in the 1st quarter valued at about $893,000. Wasatch Advisors LP increased its stake in Helios Technologies by 35.4% during the first quarter. Wasatch Advisors LP now owns 799,008 shares of the company’s stock worth $51,704,000 after purchasing an additional 208,823 shares during the period. Finally, Castleark Management LLC increased its stake in Helios Technologies by 119.2% during the fourth quarter. Castleark Management LLC now owns 146,749 shares of the company’s stock worth $7,850,000 after purchasing an additional 79,810 shares during the period. 94.72% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, insider Matteo Arduini sold 6,027 shares of Helios Technologies stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $90.42, for a total transaction of $544,961.34. Following the completion of the sale, the insider directly owned 11,317 shares of the company’s stock, valued at approximately $1,023,283.14. The trade was a 34.75% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Over the last three months, insiders have sold 13,027 shares of company stock worth $1,134,121. 0.50% of the stock is currently owned by insiders.

Helios Technologies Stock Up 1.4%

HLIO stock opened at $83.43 on Friday. The company’s 50 day moving average price is $83.16 and its 200 day moving average price is $74.70. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.58 and a current ratio of 2.86. Helios Technologies, Inc has a fifty-two week low of $47.01 and a fifty-two week high of $95.05. The firm has a market capitalization of $2.76 billion, a price-to-earnings ratio of 45.84 and a beta of 1.27.

Helios Technologies (NYSE:HLIO) last issued its earnings results on Monday, May 11th. The company reported $0.80 earnings per share for the quarter, beating 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 for the quarter. During the same period last year, the business earned $0.44 EPS. The firm’s revenue was up 16.8% compared to the same quarter last year. 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. On average, equities research analysts anticipate that Helios Technologies, Inc will post 2.9 EPS for the current fiscal year.

Helios Technologies Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Stockholders 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 0.6%. The ex-dividend date was Friday, July 10th. Helios Technologies’s dividend payout ratio (DPR) is presently 26.37%.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on HLIO. Stifel Nicolaus increased their price target on shares of Helios Technologies from $89.00 to $93.00 and gave the stock a “buy” rating in a research report on Monday, July 20th. KeyCorp lifted their price objective on shares of Helios Technologies from $85.00 to $95.00 and gave the company an “overweight” rating in a report on Monday, July 13th. Robert W. Baird boosted their price target on shares of Helios Technologies from $81.00 to $85.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 13th. Weiss Ratings restated a “hold (c)” rating on shares of Helios Technologies in a research note on Tuesday, June 2nd. 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 report 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 MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target 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.