Helios Technologies (NYSE:HLIO) Stock Dropped to Neutral by Robert W. Baird

Robert W. Baird downgraded shares of Helios Technologies (NYSE:HLIO) from an outperform rating to a neutral rating in a report issued on Friday morning, MarketBeat reports. They currently have $65.00 price objective on the stock, down from their previous price objective of $90.00.

A number of other equities research analysts have also recently commented on the company. Wall Street Zen cut Helios Technologies from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Zacks Research downgraded Helios Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 20th. Weiss Ratings raised Helios Technologies from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, October 8th. JPMorgan Chase & Co. upped their price objective on Helios Technologies from $100.00 to $110.00 and gave the company an “overweight” rating in a research report on Wednesday, August 12th. Finally, Stifel Nicolaus increased their price objective on Helios Technologies from $93.00 to $95.00 and gave the company a “buy” rating in a research note on Wednesday, August 12th. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $88.75.

Helios Technologies Price Performance

NYSE HLIO traded down $12.90 during trading hours on Friday, reaching $47.19. The company’s stock had a trading volume of 2,044,603 shares, compared to its average volume of 300,826. The stock has a market cap of $1.56 billion, a PE ratio of 20.00 and a beta of 1.28. Helios Technologies has a fifty-two week low of $46.95 and a fifty-two week high of $95.05. The company’s 50-day moving average is $68.27 and its two-hundred day moving average is $73.33. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.53 and a current ratio of 2.74.

Helios Technologies (NYSE:HLIO) last announced its earnings results on Thursday, November 5th. The company reported $0.80 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.75 by $0.05. Helios Technologies had a net margin of 8.01% and a return on equity of 11.43%. The company had revenue of $229.70 million during the quarter. During the same quarter in the previous year, the firm posted $0.72 EPS. The business’s revenue was up 4.3% on a year-over-year basis. Analysts forecast that Helios Technologies will post 3.17 EPS for the current year.

Helios Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, October 26th. Stockholders of record on Tuesday, October 13th were issued a dividend of $0.12 per share. The ex-dividend date was Tuesday, October 13th. This represents a $0.48 annualized dividend and a dividend yield of 1.0%. Helios Technologies’s dividend payout ratio (DPR) is 22.43%.

Hedge Funds Weigh In On Helios Technologies

Several institutional investors have recently added to or reduced their stakes in HLIO. BlackRock Inc. purchased a new position in Helios Technologies during the second quarter worth about $231,414,000. Dimensional Fund Advisors LP grew its holdings in Helios Technologies by 0.4% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,618,712 shares of the company’s stock valued at $104,743,000 after buying an additional 6,347 shares during the period. Jennison Associates LLC increased its stake in shares of Helios Technologies by 30.1% during the 1st 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. William Blair Investment Management LLC acquired a new position in shares of Helios Technologies during the 2nd quarter valued at about $74,454,000. Finally, Bank of America Corp DE purchased a new position in shares of Helios Technologies during the 2nd quarter worth about $36,693,000. 94.72% of the stock is currently owned by institutional investors and hedge funds.

Key Helios Technologies News

Here are the key news stories impacting Helios Technologies this week:

• Positive Sentiment: Helios reported record third-quarter sales of $229.7 million, up 4.3% year over year, and EPS of $0.80, beating the $0.75 consensus. Sales exceeded the high end of the company’s outlook, with both Hydraulics and Electronics contributing. Helios Technologies Q3 results
• Positive Sentiment: KeyCorp kept an “overweight” rating despite reducing its price target to $85 from $95, signaling continued optimism about potential upside. KeyCorp analyst rating
• Neutral Sentiment: Coverage highlighted growth across segments and Helios’ entry into the data-center market, while noting the company is integrating Radio Sound. The potential contribution and execution impact were not quantified in the provided details. Q3 2026 business and outlook analysis
• Negative Sentiment: Fourth-quarter guidance was the main concern: EPS of $0.60–$0.67 is below the $0.74 consensus, while revenue guidance of $205–$212 million also trails the $214.5 million estimate. Full-year EPS guidance of $3.08–$3.15 is below the $3.18 consensus, even though projected sales of $895–$902 million are roughly in line with estimates. Helios 2026 guidance
• Negative Sentiment: Baird downgraded HLIO from “outperform” to “neutral” and cut its price target to $65 from $90, adding to pressure on sentiment. Baird downgrade

Helios Technologies Company Profile

Helios Technologies, Inc develops and manufactures industrial technology products for the hydraulics and electronics markets. Its offerings include hydraulic cartridge valves, manifolds and electro-hydraulic controls, as well as electronic control systems, displays, instrumentation and related connectivity solutions used in mobile equipment, industrial machinery and other specialized applications.

The company serves original equipment manufacturers and other industrial customers through a portfolio that has included the Sun Hydraulics and Enovation Controls brands.