Castleark Management LLC Increases Stake in Helios Technologies, Inc $HLIO

Castleark Management LLC boosted its position in Helios Technologies, Inc (NYSE:HLIO) by 9.3% during the first quarter, HoldingsChannel reports. The fund owned 160,409 shares of the company’s stock after buying an additional 13,660 shares during the quarter. Castleark Management LLC’s holdings in Helios Technologies were worth $10,380,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Compound Planning Inc. purchased a new stake in shares of Helios Technologies during the 1st quarter valued at approximately $219,000. Sei Investments Co. grew its stake in Helios Technologies by 3.6% in the 1st quarter. Sei Investments Co. now owns 155,477 shares of the company’s stock valued at $10,061,000 after buying an additional 5,356 shares in the last quarter. First Trust Advisors LP raised its holdings in Helios Technologies by 156.8% during the 1st quarter. First Trust Advisors LP now owns 28,066 shares of the company’s stock valued at $1,816,000 after acquiring an additional 17,138 shares during the period. Quantedge Capital Pte Ltd bought a new stake in Helios Technologies during the 1st quarter valued at $595,000. Finally, Dimensional Fund Advisors LP lifted its position in shares of Helios Technologies by 0.4% during the first quarter. Dimensional Fund Advisors LP now owns 1,618,712 shares of the company’s stock worth $104,743,000 after acquiring an additional 6,347 shares in the last quarter. Institutional investors own 94.72% of the company’s stock.

Helios Technologies Stock Down 0.2%

Shares of NYSE:HLIO opened at $79.65 on Monday. The firm has a fifty day moving average price of $83.26 and a two-hundred day moving average price of $73.48. The company has a market cap of $2.63 billion, a price-to-earnings ratio of 43.76 and a beta of 1.25. 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 one year low of $34.95 and a one year high of $95.05.

Helios Technologies (NYSE:HLIO) last released its quarterly earnings results on Monday, May 11th. The company reported $0.80 earnings per share for the quarter, topping the consensus estimate of $0.68 by $0.12. Helios Technologies had a net margin of 6.98% and a return on equity of 10.49%. The firm had revenue of $228.40 million for the quarter. During the same period in the previous year, the company posted $0.44 EPS. The company’s revenue for the quarter 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. Analysts anticipate that Helios Technologies, Inc will post 2.9 EPS for the current fiscal year.

Helios Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were paid a $0.12 dividend. This represents a $0.48 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date was Friday, July 10th. Helios Technologies’s dividend payout ratio is currently 26.37%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on HLIO shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Helios Technologies in a report on Tuesday, June 2nd. KeyCorp boosted their price objective on Helios Technologies from $85.00 to $95.00 and gave the company an “overweight” rating in a research note on Monday, July 13th. Wall Street Zen raised Helios Technologies from a “buy” rating to a “strong-buy” rating in a report on Sunday, June 28th. Zacks Research downgraded Helios Technologies from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 21st. Finally, JPMorgan Chase & Co. lifted their target price on Helios Technologies from $90.00 to $100.00 and gave the company an “overweight” rating in a report on Tuesday, May 26th. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $93.25.

Insiders Place Their Bets

In other Helios Technologies news, insider Matteo Arduini sold 6,027 shares of the firm’s stock in a transaction dated Tuesday, June 23rd. The stock was sold at an average price of $90.42, for a total value of $544,961.34. Following the sale, the insider owned 11,317 shares of the company’s stock, valued at $1,023,283.14. This trade represents a 34.75% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. In the last 90 days, insiders sold 13,027 shares of company stock valued at $1,134,121. 0.50% of the stock is owned by corporate insiders.

Helios Technologies Company 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.