Helios Technologies (NYSE:HLIO) Stock Rating Cut to Hold at Wall Street Zen

Wall Street Zen lowered shares of Helios Technologies (NYSE:HLIO) from a buy rating to a hold rating in a research note issued to investors on Saturday,Wall Street Zen reports.

HLIO has been the topic of a number of other research reports. Robert W. Baird downgraded Helios Technologies from an “outperform” rating to a “neutral” rating and reduced their price target for the company from $90.00 to $65.00 in a report on Friday. JPMorgan Chase & Co. lifted their price objective on Helios Technologies from $100.00 to $110.00 and gave the stock an “overweight” rating in a research report on Wednesday, August 12th. Weiss Ratings raised Helios Technologies from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, October 8th. Stifel Nicolaus upped their target price on Helios Technologies from $93.00 to $95.00 and gave the company a “buy” rating in a report on Wednesday, August 12th. Finally, KeyCorp decreased their target price on Helios Technologies from $95.00 to $85.00 and set an “overweight” rating for the company in a report on Friday. One investment 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, Helios Technologies currently has an average rating of “Moderate Buy” and a consensus price target of $88.75.

Helios Technologies Trading Down 21.5%

Shares of HLIO opened at $47.19 on Friday. The stock has a market capitalization of $1.56 billion, a P/E ratio of 20.00 and a beta of 1.28. The company has a quick ratio of 1.53, a current ratio of 2.74 and a debt-to-equity ratio of 0.35. The firm has a fifty day simple moving average of $68.27 and a two-hundred day simple moving average of $73.33. Helios Technologies has a twelve month low of $46.95 and a twelve month high of $95.05.

Helios Technologies (NYSE:HLIO) last announced its quarterly 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. The business had revenue of $229.70 million for the quarter. Helios Technologies had a net margin of 8.74% and a return on equity of 11.61%. Helios Technologies’s revenue was up 4.3% on a year-over-year basis. During the same period last year, the business earned $0.72 EPS. On average, research analysts anticipate that Helios Technologies will post 3.17 EPS for the current year.

Helios Technologies Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, October 26th. Shareholders of record on Tuesday, October 13th were given a dividend of $0.12 per share. This represents a $0.48 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend was Tuesday, October 13th. Helios Technologies’s payout ratio is presently 20.34%.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. BlackRock Inc. purchased a new position in shares of Helios Technologies in the second quarter worth $231,414,000. William Blair Investment Management LLC purchased a new stake in shares of Helios Technologies during the second quarter valued at $74,454,000. Bank of America Corp DE bought a new stake in Helios Technologies in the 2nd quarter worth about $36,693,000. Jupiter Topco LLC bought a new stake in Helios Technologies in the 2nd quarter worth about $36,438,000. Finally, Jennison Associates LLC raised its position in Helios Technologies by 30.1% in the 1st quarter. Jennison Associates LLC now owns 1,035,977 shares of the company’s stock worth $67,038,000 after buying an additional 239,876 shares during the last quarter. Institutional investors own 94.72% of the company’s stock.

Trending Headlines about Helios Technologies

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

About Helios Technologies

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.