NFJ Investment Group LLC Invests $2.81 Million in Helios Technologies, Inc $HLIO

NFJ Investment Group LLC purchased a new stake in Helios Technologies, Inc (NYSE:HLIO) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 31,541 shares of the company’s stock, valued at approximately $2,815,000. NFJ Investment Group LLC owned about 0.10% of Helios Technologies as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. BlackRock Inc. acquired a new position in Helios Technologies in the 2nd quarter worth about $231,414,000. Wellington Management Group LLP boosted its stake in shares of Helios Technologies by 114.9% during the fourth quarter. Wellington Management Group LLP now owns 1,997,527 shares of the company’s stock valued at $106,848,000 after purchasing an additional 1,067,846 shares in the last quarter. Jennison Associates LLC bought a new stake in shares of Helios Technologies during the fourth quarter worth about $42,583,000. Arrowstreet Capital Limited Partnership grew its holdings in shares of Helios Technologies by 106.6% during the third quarter. Arrowstreet Capital Limited Partnership now owns 594,361 shares of the company’s stock worth $30,984,000 after purchasing an additional 306,659 shares during the last quarter. Finally, Wasatch Advisors LP increased its stake in shares of Helios Technologies by 35.4% in the first quarter. Wasatch Advisors LP now owns 799,008 shares of the company’s stock valued at $51,704,000 after buying an additional 208,823 shares during the period. Institutional investors own 94.72% of the company’s stock.

Insiders Place Their Bets

In related news, insider Matteo Arduini sold 6,027 shares of the business’s stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $90.42, for a total value of $544,961.34. Following the transaction, the insider owned 11,317 shares in the company, valued at $1,023,283.14. The trade was a 34.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.50% of the stock is owned by corporate insiders.

Helios Technologies Price Performance

Helios Technologies stock opened at $76.57 on Friday. The stock’s 50 day moving average is $82.56 and its 200 day moving average is $75.67. Helios Technologies, Inc has a one year low of $47.01 and a one year high of $95.05. The firm has a market cap of $2.52 billion, a P/E ratio of 35.78 and a beta of 1.27. 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 released its earnings results on Monday, August 10th. The company reported $0.88 earnings per share for the quarter, beating analysts’ consensus estimates of $0.80 by $0.08. Helios Technologies had a net margin of 8.01% and a return on equity of 11.43%. The business had revenue of $231.90 million during the quarter. During the same period in the prior year, the company posted $0.59 EPS. The business’s revenue for the quarter was up 9.1% compared to the same quarter last year. 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, research analysts expect that Helios Technologies, Inc will post 3.18 EPS for the current year.

Helios Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were paid a dividend of $0.12 per share. This represents a $0.48 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Friday, July 10th. Helios Technologies’s dividend payout ratio (DPR) is currently 22.43%.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on HLIO shares. JPMorgan Chase & Co. boosted their target price on shares of Helios Technologies from $100.00 to $110.00 and gave the stock an “overweight” rating in a report on Wednesday, August 12th. Robert W. Baird raised their price target on shares of Helios Technologies from $81.00 to $85.00 and gave the company an “outperform” rating in a research note on Wednesday, May 13th. KeyCorp lifted their price target on shares of Helios Technologies from $85.00 to $95.00 and gave the stock an “overweight” rating in a report on Monday, July 13th. Weiss Ratings raised shares of Helios Technologies from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, August 12th. Finally, Zacks Research downgraded Helios Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 21st. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $96.25.

Helios Technologies 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.