Kennedy Capital Management LLC Has $24.47 Million Holdings in Helios Technologies, Inc $HLIO

Kennedy Capital Management LLC lessened its stake in shares of Helios Technologies, Inc (NYSE:HLIO) by 39.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 457,526 shares of the company’s stock after selling 300,260 shares during the period. Kennedy Capital Management LLC’s holdings in Helios Technologies were worth $24,473,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of HLIO. Triumph Capital Management acquired a new stake in Helios Technologies during the 3rd quarter worth about $36,000. Quarry LP raised its holdings in 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 buying an additional 1,053 shares during the period. Global Retirement Partners LLC acquired a new stake in Helios Technologies during the 4th quarter worth about $66,000. Tower Research Capital LLC TRC raised its holdings in 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 buying an additional 1,196 shares during the period. Finally, Group One Trading LLC raised its holdings in 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 buying an additional 2,944 shares during the period. Institutional investors and hedge funds own 94.72% of the company’s stock.

Wall Street Analyst Weigh In

HLIO has been the topic of several recent analyst reports. KeyCorp boosted their price objective on Helios Technologies from $82.00 to $85.00 and gave the stock an “overweight” rating in a report on Tuesday, May 12th. JPMorgan Chase & Co. boosted their price objective on Helios Technologies from $90.00 to $100.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. Weiss Ratings restated a “hold (c)” rating on shares of Helios Technologies in a report on Tuesday, June 2nd. Wall Street Zen upgraded Helios Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday, March 7th. Finally, Stifel Nicolaus lifted their target price on Helios Technologies from $80.00 to $89.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. Two investment analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $89.75.

Insiders Place Their Bets

In other Helios Technologies news, insider Matteo Arduini sold 3,000 shares of Helios Technologies stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $76.48, for a total transaction of $229,440.00. Following the transaction, the insider owned 15,317 shares of the company’s stock, valued at $1,171,444.16. The trade was a 16.38% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.50% of the stock is currently owned by company insiders.

Helios Technologies Trading Up 1.2%

NYSE:HLIO opened at $84.64 on Friday. The company has a debt-to-equity ratio of 0.37, a current ratio of 2.86 and a quick ratio of 1.58. Helios Technologies, Inc has a fifty-two week low of $30.48 and a fifty-two week high of $86.74. The stock’s 50-day moving average is $74.45 and its two-hundred day moving average is $67.15. The stock has a market cap of $2.80 billion, a PE ratio of 46.51 and a beta of 1.28.

Helios Technologies (NYSE:HLIO) last released its earnings results on Monday, May 11th. The company reported $0.80 earnings per share for the quarter, beating the consensus estimate of $0.68 by $0.12. Helios Technologies had a return on equity of 10.49% and a net margin of 6.98%.The company had revenue of $228.40 million for the quarter. During the same period last year, the firm earned $0.44 EPS. The company’s revenue was up 16.8% compared to the same quarter last year. 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, equities research analysts forecast that Helios Technologies, Inc will post 2.89 earnings per share for the current fiscal year.

Helios Technologies Increases Dividend

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

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.