Castleark Management LLC Increases Stock Position in Helios Technologies, Inc $HLIO

Castleark Management LLC raised its holdings in Helios Technologies, Inc (NYSE:HLIO) by 119.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 146,749 shares of the company’s stock after purchasing an additional 79,810 shares during the quarter. Castleark Management LLC’s holdings in Helios Technologies were worth $7,850,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in HLIO. Triumph Capital Management purchased a new stake in shares of Helios Technologies during the 3rd quarter worth approximately $36,000. Quarry LP boosted its stake in shares of Helios Technologies by 948.6% during the 3rd quarter. Quarry LP now owns 1,164 shares of the company’s stock worth $61,000 after acquiring an additional 1,053 shares in the last quarter. Global Retirement Partners LLC purchased a new stake in shares of Helios Technologies during the 4th quarter worth approximately $66,000. Tower Research Capital LLC TRC boosted its stake in shares of Helios Technologies by 39.3% during the 2nd quarter. Tower Research Capital LLC TRC now owns 4,239 shares of the company’s stock worth $141,000 after acquiring an additional 1,196 shares in the last quarter. Finally, Group One Trading LLC boosted its stake in shares of Helios Technologies by 736.0% during the 4th quarter. Group One Trading LLC now owns 3,344 shares of the company’s stock worth $179,000 after acquiring an additional 2,944 shares in the last quarter. Hedge funds and other institutional investors own 94.72% of the company’s stock.

Helios Technologies Trading Up 1.2%

HLIO stock opened at $84.64 on Friday. The company has a market cap of $2.80 billion, a price-to-earnings ratio of 46.51 and a beta of 1.28. The company has a quick ratio of 1.58, a current ratio of 2.86 and a debt-to-equity ratio of 0.37. The business has a fifty day simple moving average of $74.45 and a 200-day simple moving average of $67.15. Helios Technologies, Inc has a 52 week low of $30.48 and a 52 week high of $86.74.

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

Helios Technologies Increases Dividend

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

Insiders Place Their Bets

In other Helios Technologies news, insider Matteo Arduini sold 3,000 shares of the company’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $76.48, for a total value of $229,440.00. Following the completion of the transaction, the insider directly owned 15,317 shares of the company’s stock, valued at $1,171,444.16. This represents a 16.38% decrease in their position. 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.

Analyst Upgrades and Downgrades

HLIO has been the topic of several research analyst reports. Weiss Ratings reissued a “hold (c)” rating on shares of Helios Technologies in a research note on Tuesday, June 2nd. Robert W. Baird lifted their price objective on Helios Technologies from $81.00 to $85.00 and gave the stock an “outperform” rating in a research report on Wednesday, May 13th. JPMorgan Chase & Co. lifted their price objective on Helios Technologies from $90.00 to $100.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 26th. KeyCorp lifted their price objective on Helios Technologies from $82.00 to $85.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 12th. Finally, Wall Street Zen upgraded Helios Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, March 7th. Two equities research analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $89.75.

Helios Technologies 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.