Helios Technologies (NYSE:HLIO) Cut to Buy at Wall Street Zen

Wall Street Zen downgraded shares of Helios Technologies (NYSE:HLIO) from a strong-buy rating to a buy rating in a research note published on Saturday morning.

A number of other brokerages also recently commented on HLIO. Weiss Ratings reiterated a “hold (c)” rating on shares of Helios Technologies in a research report on Tuesday, June 2nd. Stifel Nicolaus boosted their price objective on Helios Technologies from $89.00 to $93.00 and gave the company a “buy” rating in a research report on Monday, July 20th. Zacks Research lowered Helios Technologies from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 21st. JPMorgan Chase & Co. raised their target price on Helios Technologies from $90.00 to $100.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 26th. Finally, KeyCorp lifted their price target on shares of Helios Technologies from $85.00 to $95.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Helios Technologies currently has a consensus rating of “Moderate Buy” and an average target price of $93.25.

Helios Technologies Stock Down 2.4%

NYSE HLIO opened at $81.41 on Friday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.58 and a current ratio of 2.86. The firm has a 50-day simple moving average of $83.13 and a 200 day simple moving average of $74.89. Helios Technologies has a twelve month low of $47.01 and a twelve month high of $95.05. The stock has a market cap of $2.69 billion, a PE ratio of 44.73 and a beta of 1.27.

Helios Technologies (NYSE:HLIO) last released its earnings results on Monday, August 10th. The company reported $0.88 earnings per share for the quarter, topping analysts’ consensus estimates of $0.80 by $0.08. Helios Technologies had a return on equity of 10.49% and a net margin of 6.98%.During the same quarter in the prior year, the firm earned $0.59 EPS. The company’s revenue for the quarter was up 9.1% compared to the same quarter last year. Helios Technologies has set its FY 2026 guidance at 3.050-3.250 EPS and its Q3 2026 guidance at 0.700-0.770 EPS. On average, research analysts forecast that Helios Technologies will post 2.9 EPS for the current year.

Helios Technologies Announces Dividend

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

Insiders Place Their Bets

In other news, insider Matteo Arduini sold 6,027 shares of the company’s stock in a transaction that occurred on 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 directly owned 11,317 shares in the company, valued at approximately $1,023,283.14. This represents a 34.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Insiders sold 13,027 shares of company stock worth $1,134,121 over the last 90 days. 0.50% of the stock is currently owned by insiders.

Institutional Trading of Helios Technologies

Institutional investors have recently bought and sold shares of the stock. BlackRock Inc. bought a new position in shares of Helios Technologies during the second quarter valued at $231,414,000. Wellington Management Group LLP grew its holdings in shares of Helios Technologies by 114.9% in the 4th quarter. Wellington Management Group LLP now owns 1,997,527 shares of the company’s stock worth $106,848,000 after purchasing an additional 1,067,846 shares during the last quarter. Jennison Associates LLC bought a new stake in shares of Helios Technologies in the 4th quarter worth about $42,583,000. Arrowstreet Capital Limited Partnership increased its position in shares of Helios Technologies by 106.6% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 594,361 shares of the company’s stock worth $30,984,000 after purchasing an additional 306,659 shares in the last quarter. Finally, Wasatch Advisors LP increased its position in shares of Helios Technologies by 35.4% during the 1st quarter. Wasatch Advisors LP now owns 799,008 shares of the company’s stock worth $51,704,000 after purchasing an additional 208,823 shares in the last quarter. Institutional investors and hedge funds own 94.72% of the company’s stock.

Trending Headlines about Helios Technologies

Here are the key news stories impacting Helios Technologies this week:

• Positive Sentiment: Q2 earnings and revenue beat estimates. Helios reported adjusted earnings of $0.88 per share, above the $0.80 consensus estimate and up from $0.59 a year earlier. Quarterly revenue increased 9.1% year over year, indicating continued sales growth and operating momentum. Helios Technologies Q2 earnings and revenue estimates
• Positive Sentiment: Management raised its full-year outlook. Helios now expects 2026 earnings per share of $3.05-$3.25 and revenue of $880 million-$900 million, above analyst expectations of $2.93 EPS and $867.8 million in revenue. Helios Technologies second-quarter 2026 results
• Positive Sentiment: Third-quarter guidance also exceeded expectations. The company projects EPS of $0.70-$0.77 and revenue of $215 million-$222 million, compared with consensus estimates of $0.69 and $207.8 million, respectively. Helios Technologies guidance update
• Neutral Sentiment: Additional analysis focused on key operating metrics for the June 2026 quarter, which investors may use to assess whether Helios’s growth and profitability are sustainable. Helios Technologies key Q2 metrics
• Negative Sentiment: Despite the earnings beats and raised outlook, the shares have decreased, potentially reflecting profit-taking or concerns that the positive news was already reflected in the stock’s valuation. Helios trades at a relatively high earnings multiple, leaving less room for execution disappointments.

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.