NFJ Investment Group LLC Makes New Investment in Helios Technologies, Inc $HLIO

NFJ Investment Group LLC purchased a new stake in Helios Technologies, Inc (NYSE:HLIO) during the 2nd quarter, HoldingsChannel.com reports. The fund purchased 31,541 shares of the company’s stock, valued at approximately $2,815,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of HLIO. LPL Financial LLC grew its position in shares of Helios Technologies by 5.1% during the 4th quarter. LPL Financial LLC now owns 5,689 shares of the company’s stock worth $304,000 after buying an additional 274 shares during the period. Osaic Holdings Inc. grew its holdings in Helios Technologies by 14.1% in the fourth quarter. Osaic Holdings Inc. now owns 2,942 shares of the company’s stock worth $158,000 after purchasing an additional 363 shares during the period. ProShare Advisors LLC increased its stake in Helios Technologies by 6.9% in the fourth quarter. ProShare Advisors LLC now owns 6,065 shares of the company’s stock valued at $324,000 after purchasing an additional 391 shares in the last quarter. NewEdge Advisors LLC acquired a new position in shares of Helios Technologies during the first quarter valued at about $29,000. Finally, GHP Investment Advisors Inc. raised its holdings in shares of Helios Technologies by 1.3% during the first quarter. GHP Investment Advisors Inc. now owns 42,608 shares of the company’s stock valued at $2,757,000 after purchasing an additional 528 shares during the period. 94.72% of the stock is currently owned by institutional investors.

Helios Technologies Stock Up 0.5%

Shares of NYSE HLIO opened at $76.57 on Friday. The stock has a market capitalization of $2.52 billion, a P/E ratio of 35.78 and a beta of 1.27. The company has a 50-day moving average price of $82.56 and a 200-day moving average price of $75.67. Helios Technologies, Inc has a 1 year low of $47.01 and a 1 year high of $95.05. 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 posted its earnings results on Monday, August 10th. The company reported $0.88 earnings per share for the quarter, topping 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 company had revenue of $231.90 million for the quarter. During the same quarter in the prior year, the company earned $0.59 EPS. The company’s revenue was up 9.1% on a year-over-year basis. 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. On average, equities research analysts forecast that Helios Technologies, Inc will post 3.18 EPS for the current fiscal year.

Helios Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Stockholders 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 annualized dividend and a dividend yield of 0.6%. Helios Technologies’s dividend payout ratio is 22.43%.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the company. Weiss Ratings upgraded Helios Technologies from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, August 12th. Stifel Nicolaus upped their price target on Helios Technologies from $93.00 to $95.00 and gave the stock a “buy” rating in a research note on Wednesday, August 12th. Zacks Research downgraded Helios Technologies from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 21st. KeyCorp increased their price target on Helios Technologies from $85.00 to $95.00 and gave the stock an “overweight” rating in a report on Monday, July 13th. Finally, JPMorgan Chase & Co. raised their price objective on Helios Technologies from $100.00 to $110.00 and gave the company an “overweight” rating in a research note on Wednesday, August 12th. One investment 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 company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $96.25.

Insider Buying and Selling at Helios Technologies

In other news, insider Matteo Arduini sold 6,027 shares of the firm’s stock in a transaction that occurred on Tuesday, June 23rd. The stock was 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. This trade represents a 34.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 0.50% of the stock is owned by corporate insiders.

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.