Helios Technologies, Inc $HLIO Holdings Cut by Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P. reduced its stake in shares of Helios Technologies, Inc (NYSE:HLIO) by 47.7% during the 4th quarter, HoldingsChannel reports. The fund owned 294,148 shares of the company’s stock after selling 268,430 shares during the period. Rockefeller Capital Management L.P.’s holdings in Helios Technologies were worth $15,734,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the stock. PEAK6 LLC purchased a new stake in shares of Helios Technologies during the fourth quarter worth $214,000. Invesco Ltd. grew its stake in Helios Technologies by 6.0% in the fourth quarter. Invesco Ltd. now owns 68,594 shares of the company’s stock valued at $3,669,000 after purchasing an additional 3,876 shares in the last quarter. EP Wealth Advisors LLC acquired a new position in Helios Technologies in the 4th quarter worth about $363,000. XTX Topco Ltd purchased a new stake in shares of Helios Technologies during the 4th quarter worth about $382,000. Finally, VARCOV Co. purchased a new stake in shares of Helios Technologies during the 4th quarter worth about $366,000. 94.72% of the stock is owned by institutional investors and hedge funds.

Helios Technologies Stock Performance

HLIO opened at $89.35 on Wednesday. The stock’s 50 day simple moving average is $77.22 and its 200-day simple moving average is $68.95. The company has a current ratio of 2.86, a quick ratio of 1.58 and a debt-to-equity ratio of 0.37. The stock has a market cap of $2.95 billion, a PE ratio of 49.09 and a beta of 1.28. Helios Technologies, Inc has a 1 year low of $31.35 and a 1 year high of $92.41.

Helios Technologies (NYSE:HLIO) last issued its earnings results on Monday, May 11th. The company reported $0.80 EPS for the quarter, topping 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 firm had revenue of $228.40 million during the quarter. During the same period last year, the business earned $0.44 earnings per share. The firm’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. Sell-side analysts forecast that Helios Technologies, Inc will post 2.89 EPS for the current year.

Helios Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be issued a dividend of $0.12 per share. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Friday, July 10th. Helios Technologies’s dividend payout ratio (DPR) is presently 26.37%.

Analyst Ratings Changes

Several equities research analysts recently commented on HLIO shares. Weiss Ratings reissued a “hold (c)” rating on shares of Helios Technologies in a research note on Tuesday, June 2nd. JPMorgan Chase & Co. raised their price objective on shares of Helios Technologies from $90.00 to $100.00 and gave the company an “overweight” rating in a research report on Tuesday, May 26th. Wall Street Zen cut Helios Technologies from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Robert W. Baird boosted their price objective on shares of Helios Technologies from $81.00 to $85.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 13th. Finally, Stifel Nicolaus upped their price target on Helios Technologies from $80.00 to $89.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. Two investment analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, Helios Technologies presently has an average rating of “Buy” and an average price target of $89.75.

Insider Buying and Selling at Helios Technologies

In related news, insider Matteo Arduini sold 3,000 shares of the company’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $76.48, for a total value of $229,440.00. Following the sale, 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Company insiders own 0.50% of the company’s stock.

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.