Rice Hall James & Associates LLC Makes New $3.57 Million Investment in Helios Technologies, Inc $HLIO

Rice Hall James & Associates LLC acquired a new stake in shares of Helios Technologies, Inc (NYSE:HLIO) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 40,031 shares of the company’s stock, valued at approximately $3,573,000. Rice Hall James & Associates LLC owned 0.12% of Helios Technologies at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of HLIO. Wellington Management Group LLP increased its position in shares of Helios Technologies by 114.9% during the 4th 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 during the last quarter. Jennison Associates LLC bought a new stake in Helios Technologies in the fourth quarter worth $42,583,000. Arrowstreet Capital Limited Partnership lifted its position in Helios Technologies by 106.6% in the third quarter. Arrowstreet Capital Limited Partnership now owns 594,361 shares of the company’s stock worth $30,984,000 after buying an additional 306,659 shares during the last quarter. Wasatch Advisors LP boosted 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 buying an additional 208,823 shares during the period. Finally, SG Capital Management LLC purchased a new position in Helios Technologies during the fourth quarter worth $10,570,000. 94.72% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several brokerages have recently weighed in on HLIO. Stifel Nicolaus increased their target price on shares of Helios Technologies from $93.00 to $95.00 and gave the company a “buy” rating in a research note on Wednesday, August 12th. 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. Wall Street Zen downgraded shares of Helios Technologies from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Zacks Research lowered shares of Helios Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, July 21st. Finally, Robert W. Baird raised their price objective 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. One analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $96.25.

Insiders Place Their Bets

In other Helios Technologies news, insider Matteo Arduini sold 6,027 shares of the business’s stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $90.42, for a total value of $544,961.34. Following the completion of the sale, the insider directly owned 11,317 shares of the company’s stock, valued at $1,023,283.14. The trade was a 34.75% decrease in their position. 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 insiders.

Helios Technologies Stock Performance

Shares of Helios Technologies stock opened at $81.93 on Tuesday. The stock’s fifty day moving average is $82.87 and its two-hundred day moving average is $75.41. The company has a market capitalization of $2.70 billion, a PE ratio of 38.29 and a beta of 1.27. The company has a quick ratio of 1.53, a current ratio of 2.74 and a debt-to-equity ratio of 0.35. Helios Technologies, Inc has a 52 week low of $47.01 and a 52 week high of $95.05.

Helios Technologies (NYSE:HLIO) last released its earnings results on Monday, August 10th. The company reported $0.88 earnings per share for the quarter, topping the consensus estimate of $0.80 by $0.08. The business had revenue of $231.90 million during the quarter. Helios Technologies had a return on equity of 11.43% and a net margin of 8.01%.The firm’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same quarter last year, the business posted $0.59 earnings per share. 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, analysts expect that Helios Technologies, Inc will post 3.18 earnings per share for the current year.

Helios Technologies Announces Dividend

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

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.