Helios Technologies (NYSE:HLIO) Stock Rating Lowered by Robert W. Baird

Helios Technologies (NYSE:HLIO) was downgraded by investment analysts at Robert W. Baird from an “outperform” rating to a “neutral” rating in a research note issued on Friday, MarketBeat.com reports. They currently have a $65.00 price target on the stock, down from their prior price target of $90.00. Robert W. Baird‘s price target indicates a potential upside of 37.73% from the stock’s previous close.

HLIO has been the topic of several other reports. Wall Street Zen cut shares of Helios Technologies from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. KeyCorp increased their price objective on Helios Technologies from $85.00 to $95.00 and gave the stock an “overweight” rating in a report on Monday, July 13th. Zacks Research lowered Helios Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, October 20th. Stifel Nicolaus lifted their price objective on Helios Technologies from $93.00 to $95.00 and gave the company a “buy” rating in a research report on Wednesday, August 12th. Finally, Weiss Ratings upgraded Helios Technologies from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $88.75.

Helios Technologies Stock Performance

HLIO stock opened at $47.19 on Friday. The firm has a 50 day simple moving average of $68.27 and a 200 day simple moving average of $73.33. Helios Technologies has a 52 week low of $46.95 and a 52 week high of $95.05. The stock has a market cap of $1.56 billion, a P/E ratio of 20.00 and a beta of 1.28. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.53 and a current ratio of 2.74.

Helios Technologies (NYSE:HLIO) last released its quarterly earnings data on Thursday, November 5th. The company reported $0.80 earnings per share for the quarter, beating the consensus estimate of $0.75 by $0.05. Helios Technologies had a net margin of 8.74% and a return on equity of 11.61%. The firm had revenue of $229.70 million for the quarter. During the same quarter in the prior year, the company posted $0.72 EPS. The firm’s quarterly revenue was up 4.3% compared to the same quarter last year. Research analysts anticipate that Helios Technologies will post 3.17 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the company. Nykredit A S bought a new stake in shares of Helios Technologies in the 2nd quarter valued at about $30,000. NewEdge Advisors LLC bought a new position in Helios Technologies during the 1st quarter worth approximately $29,000. Allworth Financial LP bought a new position in Helios Technologies during the 2nd quarter worth approximately $40,000. Public Employees Retirement System of Ohio acquired a new position in Helios Technologies during the second quarter valued at approximately $43,000. Finally, The Manufacturers Life Insurance Company grew its holdings in Helios Technologies by 3.6% during the first quarter. The Manufacturers Life Insurance Company now owns 15,631 shares of the company’s stock valued at $1,011,000 after purchasing an additional 542 shares during the period. Institutional investors own 94.72% of the company’s stock.

Key Helios Technologies News

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

• Positive Sentiment: Helios reported record third-quarter sales of $229.7 million, up 4.3% year over year, and EPS of $0.80, beating the $0.75 consensus. Sales exceeded the high end of the company’s outlook, with both Hydraulics and Electronics contributing. Helios Technologies Q3 results
• Positive Sentiment: KeyCorp kept an “overweight” rating despite reducing its price target to $85 from $95, signaling continued optimism about potential upside. KeyCorp analyst rating
• Neutral Sentiment: Coverage highlighted growth across segments and Helios’ entry into the data-center market, while noting the company is integrating Radio Sound. The potential contribution and execution impact were not quantified in the provided details. Q3 2026 business and outlook analysis
• Negative Sentiment: Fourth-quarter guidance was the main concern: EPS of $0.60–$0.67 is below the $0.74 consensus, while revenue guidance of $205–$212 million also trails the $214.5 million estimate. Full-year EPS guidance of $3.08–$3.15 is below the $3.18 consensus, even though projected sales of $895–$902 million are roughly in line with estimates. Helios 2026 guidance
• Negative Sentiment: Baird downgraded HLIO from “outperform” to “neutral” and cut its price target to $65 from $90, adding to pressure on sentiment. Baird downgrade

About Helios Technologies

Helios Technologies, Inc develops and manufactures industrial technology products for the hydraulics and electronics markets. Its offerings include hydraulic cartridge valves, manifolds and electro-hydraulic controls, as well as electronic control systems, displays, instrumentation and related connectivity solutions used in mobile equipment, industrial machinery and other specialized applications.

The company serves original equipment manufacturers and other industrial customers through a portfolio that has included the Sun Hydraulics and Enovation Controls brands.