First Trust Advisors LP Grows Stake in Helios Technologies, Inc $HLIO

First Trust Advisors LP increased its holdings in shares of Helios Technologies, Inc (NYSE:HLIO) by 156.8% in the 1st quarter, Holdings Channel.com reports. The firm owned 28,066 shares of the company’s stock after acquiring an additional 17,138 shares during the quarter. First Trust Advisors LP’s holdings in Helios Technologies were worth $1,816,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the stock. Quantedge Capital Pte Ltd purchased a new stake in shares of Helios Technologies during the 1st quarter worth approximately $595,000. Dimensional Fund Advisors LP raised its stake 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 acquiring an additional 6,347 shares in the last quarter. Jennison Associates LLC lifted its position in Helios Technologies by 30.1% in the first quarter. Jennison Associates LLC now owns 1,035,977 shares of the company’s stock valued at $67,038,000 after acquiring an additional 239,876 shares during the last quarter. D.A. Davidson & CO. lifted its position in Helios Technologies by 26.5% in the first quarter. D.A. Davidson & CO. now owns 30,980 shares of the company’s stock valued at $2,005,000 after acquiring an additional 6,493 shares during the last quarter. Finally, Hillsdale Investment Management Inc. acquired a new position in Helios Technologies in the first quarter valued at $7,314,000. 94.72% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on HLIO. Wall Street Zen downgraded Helios Technologies from a “strong-buy” rating to a “buy” rating in a report on Saturday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Helios Technologies in a research report on Tuesday, June 2nd. Stifel Nicolaus boosted their price objective on Helios Technologies from $89.00 to $93.00 and gave the company a “buy” rating in a research note on Monday, July 20th. Zacks Research downgraded Helios Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 21st. Finally, KeyCorp raised their target price on shares of Helios Technologies from $85.00 to $95.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. 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, the company currently has a consensus rating of “Moderate Buy” and an average target price of $93.25.

Insider Buying and Selling at Helios Technologies

In other news, insider Matteo Arduini sold 6,027 shares of the company’s 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 transaction, the insider directly owned 11,317 shares of the company’s stock, valued at $1,023,283.14. This represents a 34.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Over the last 90 days, insiders have sold 13,027 shares of company stock worth $1,134,121. Corporate insiders own 0.50% of the company’s stock.

Helios Technologies Trading Up 1.4%

NYSE HLIO opened at $83.43 on Friday. 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 stock has a market capitalization of $2.76 billion, a P/E ratio of 45.84 and a beta of 1.27. Helios Technologies, Inc has a 52-week low of $47.01 and a 52-week high of $95.05. The firm has a 50-day moving average price of $83.16 and a 200 day moving average price of $74.70.

Helios Technologies (NYSE:HLIO) last posted its quarterly earnings results on Monday, May 11th. The company reported $0.80 earnings per share for the quarter, beating analysts’ consensus estimates of $0.68 by $0.12. Helios Technologies had a return on equity of 10.49% and a net margin of 6.98%.The firm had revenue of $228.40 million for the quarter. During the same quarter last year, the firm earned $0.44 earnings per share. The firm’s quarterly 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. Equities research analysts expect that Helios Technologies, Inc will post 2.9 EPS for the current year.

Helios Technologies Dividend Announcement

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

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.