Helios Technologies, Inc. $HLIO Shares Sold by Vaughan Nelson Investment Management L.P.

Vaughan Nelson Investment Management L.P. cut its holdings in shares of Helios Technologies, Inc. (NASDAQ:HLIO) by 23.4% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 605,367 shares of the company’s stock after selling 184,548 shares during the period. Vaughan Nelson Investment Management L.P.’s holdings in Helios Technologies were worth $20,201,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the business. Central Pacific Bank Trust Division increased its position in shares of Helios Technologies by 30.9% during the second quarter. Central Pacific Bank Trust Division now owns 8,503 shares of the company’s stock worth $284,000 after purchasing an additional 2,005 shares in the last quarter. Goldman Sachs Group Inc. increased its position in shares of Helios Technologies by 14.2% in the 1st quarter. Goldman Sachs Group Inc. now owns 143,810 shares of the company’s stock valued at $4,615,000 after acquiring an additional 17,914 shares during the period. Inspire Investing LLC increased its position in shares of Helios Technologies by 19.4% in the 1st quarter. Inspire Investing LLC now owns 10,688 shares of the company’s stock valued at $343,000 after acquiring an additional 1,733 shares during the period. Jane Street Group LLC increased its position in shares of Helios Technologies by 198.2% in the 1st quarter. Jane Street Group LLC now owns 56,606 shares of the company’s stock valued at $1,816,000 after acquiring an additional 37,624 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of Helios Technologies by 14.6% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 70,936 shares of the company’s stock valued at $2,276,000 after acquiring an additional 9,041 shares during the period. 94.72% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the company. KeyCorp upped their target price on Helios Technologies from $45.00 to $61.00 and gave the company an “overweight” rating in a research report on Friday, September 5th. Stifel Nicolaus upped their target price on Helios Technologies from $39.00 to $43.00 and gave the company a “buy” rating in a research report on Monday, July 21st. Three equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $51.00.

Helios Technologies Trading Up 0.8%

HLIO stock opened at $52.76 on Friday. The firm has a market cap of $1.75 billion, a P/E ratio of 46.69 and a beta of 1.26. Helios Technologies, Inc. has a 52-week low of $24.76 and a 52-week high of $57.29. The company’s 50-day simple moving average is $51.00 and its 200-day simple moving average is $38.30. The company has a quick ratio of 1.54, a current ratio of 3.03 and a debt-to-equity ratio of 0.52.

Helios Technologies (NASDAQ:HLIO) last issued its quarterly earnings results on Monday, August 4th. The company reported $0.59 earnings per share for the quarter, beating analysts’ consensus estimates of $0.50 by $0.09. Helios Technologies had a net margin of 4.57% and a return on equity of 8.22%. Helios Technologies’s quarterly revenue was down 3.4% on a year-over-year basis. During the same period last year, the firm posted $0.64 EPS. Helios Technologies has set its FY 2025 guidance at 2.300-2.500 EPS. Q3 2025 guidance at 0.600-0.680 EPS. As a group, equities analysts forecast that Helios Technologies, Inc. will post 2.06 EPS for the current fiscal year.

Helios Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, October 21st. Investors of record on Tuesday, October 7th will be paid a $0.09 dividend. The ex-dividend date of this dividend is Tuesday, October 7th. This represents a $0.36 dividend on an annualized basis and a yield of 0.7%. Helios Technologies’s dividend payout ratio (DPR) is currently 34.62%.

About Helios Technologies

Helios Technologies, Inc, together with its subsidiaries, provides engineered motion control and electronic control technology solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Hydraulics and Electronics. The Hydraulics segment offers cartridge valve technology products to control rates and direction of fluid flow, and to regulate and control pressures for industrial and mobile applications; hydraulic quick release coupling solutions for the agriculture, construction equipment, and industrial markets; motion control technology and fluid conveyance technology; cartridge valve technology; engineered solutions for machine users, manufacturers, or designers.