William Blair Investment Management LLC Reduces Holdings in Helios Technologies, Inc $HLIO

William Blair Investment Management LLC decreased its holdings in Helios Technologies, Inc (NYSE:HLIO) by 20.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 587,343 shares of the company’s stock after selling 148,378 shares during the quarter. William Blair Investment Management LLC’s holdings in Helios Technologies were worth $31,417,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in HLIO. Jennison Associates LLC purchased a new position in shares of Helios Technologies in the fourth quarter worth approximately $42,583,000. Kennedy Capital Management LLC purchased a new position in shares of Helios Technologies in the third quarter worth approximately $39,503,000. Arrowstreet Capital Limited Partnership boosted its holdings in shares of 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. Victory Capital Management Inc. purchased a new position in shares of Helios Technologies in the third quarter worth approximately $14,598,000. Finally, Bessemer Group Inc. purchased a new position in shares of Helios Technologies in the third quarter worth approximately $14,275,000. Hedge funds and other institutional investors own 94.72% of the company’s stock.

Insider Activity

In other news, insider Matteo Arduini sold 3,000 shares of Helios Technologies stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $76.48, for a total transaction of $229,440.00. Following the sale, the insider owned 15,317 shares in the company, valued at $1,171,444.16. This trade represents a 16.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.50% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on HLIO shares. Stifel Nicolaus raised their target price on shares of Helios Technologies from $80.00 to $89.00 and gave the stock a “buy” rating in a research note on Thursday, May 14th. Zacks Research cut shares of Helios Technologies from a “strong-buy” rating to a “hold” rating in a research note on Thursday, April 2nd. JPMorgan Chase & Co. raised their target price on shares of Helios Technologies from $85.00 to $90.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 13th. Wall Street Zen upgraded shares of Helios Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday, March 7th. Finally, Robert W. Baird raised their target price 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 issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $87.25.

Helios Technologies Price Performance

NYSE HLIO opened at $78.99 on Monday. Helios Technologies, Inc has a 12 month low of $28.79 and a 12 month high of $80.00. The stock has a market cap of $2.61 billion, a price-to-earnings ratio of 43.40 and a beta of 1.23. The company’s 50 day moving average is $69.11 and its two-hundred day moving average is $64.12. The company has a current ratio of 2.86, a quick ratio of 1.58 and a debt-to-equity ratio of 0.37.

Helios Technologies (NYSE:HLIO) last released its quarterly earnings data on Monday, May 11th. The company reported $0.80 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.68 by $0.12. The firm had revenue of $228.40 million for the quarter. Helios Technologies had a net margin of 6.98% and a return on equity of 10.49%. The company’s quarterly revenue was up 16.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.44 EPS. 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. As a group, research analysts anticipate that Helios Technologies, Inc will post 2.89 earnings per share for the current year.

Helios Technologies Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, April 27th. Stockholders of record on Monday, April 13th were given a dividend of $0.12 per share. The ex-dividend date was Monday, April 13th. This is an increase from Helios Technologies’s previous quarterly dividend of $0.09. This represents a $0.48 annualized dividend and a dividend yield of 0.6%. Helios Technologies’s dividend payout ratio (DPR) is 26.37%.

About Helios Technologies

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.