Conestoga Capital Advisors LLC Has $85.75 Million Stock Holdings in Helios Technologies, Inc $HLIO

Conestoga Capital Advisors LLC lowered its stake in Helios Technologies, Inc (NYSE:HLIO) by 14.6% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 1,325,206 shares of the company’s stock after selling 226,858 shares during the period. Helios Technologies makes up 1.7% of Conestoga Capital Advisors LLC’s portfolio, making the stock its 25th largest holding. Conestoga Capital Advisors LLC’s holdings in Helios Technologies were worth $85,754,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of HLIO. Wellington Management Group LLP lifted its position in Helios Technologies by 114.9% during the fourth quarter. Wellington Management Group LLP now owns 1,997,527 shares of the company’s stock worth $106,848,000 after acquiring an additional 1,067,846 shares during the last quarter. Dimensional Fund Advisors LP grew its position in shares of Helios Technologies by 3.5% in the third quarter. Dimensional Fund Advisors LP now owns 1,626,796 shares of the company’s stock valued at $84,806,000 after purchasing an additional 55,206 shares during the last quarter. Bank of America Corp DE increased its stake in shares of Helios Technologies by 7.9% during the second quarter. Bank of America Corp DE now owns 932,366 shares of the company’s stock worth $31,113,000 after purchasing an additional 68,182 shares during the period. Wasatch Advisors LP increased its stake in shares of Helios Technologies by 5.4% during the third quarter. Wasatch Advisors LP now owns 854,711 shares of the company’s stock worth $44,556,000 after purchasing an additional 43,567 shares during the period. Finally, Jennison Associates LLC acquired a new stake in Helios Technologies during the 4th quarter worth approximately $42,583,000. Institutional investors and hedge funds own 94.72% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently issued reports on HLIO. Stifel Nicolaus boosted their price target on Helios Technologies from $80.00 to $89.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. Weiss Ratings reiterated a “hold (c)” rating on shares of Helios Technologies in a research report on Tuesday, June 2nd. JPMorgan Chase & Co. lifted their target price on Helios Technologies from $90.00 to $100.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. KeyCorp boosted their target price on shares of Helios Technologies from $82.00 to $85.00 and gave the company an “overweight” rating in a research report on Tuesday, May 12th. Finally, Wall Street Zen upgraded shares of Helios Technologies from a “buy” rating to a “strong-buy” rating in a research note on Sunday. 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 stock. According to MarketBeat, Helios Technologies has a consensus rating of “Buy” and an average price target of $89.75.

Helios Technologies Trading Down 5.3%

Shares of NYSE:HLIO opened at $84.50 on Thursday. The business’s 50 day simple moving average is $79.67 and its 200 day simple moving average is $70.41. Helios Technologies, Inc has a 1 year low of $33.85 and a 1 year high of $95.05. The company has a debt-to-equity ratio of 0.37, a current ratio of 2.86 and a quick ratio of 1.58. The company has a market capitalization of $2.79 billion, a P/E ratio of 46.43 and a beta of 1.25.

Helios Technologies (NYSE:HLIO) last announced its quarterly earnings data on Monday, May 11th. The company reported $0.80 earnings per share for the quarter, beating the consensus estimate of $0.68 by $0.12. The firm had revenue of $228.40 million during the quarter. Helios Technologies had a return on equity of 10.49% and a net margin of 6.98%.Helios Technologies’s revenue was up 16.8% on a year-over-year basis. During the same period in the prior year, the firm earned $0.44 earnings per share. 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. On average, research analysts anticipate that Helios Technologies, Inc will post 2.89 EPS for the current fiscal year.

Helios Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be 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 of this dividend is Friday, July 10th. Helios Technologies’s payout ratio is 26.37%.

Insider Buying and Selling

In related news, insider Matteo Arduini sold 6,027 shares of the company’s stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $90.42, for a total transaction of $544,961.34. Following the completion of the sale, the insider owned 11,317 shares of the company’s stock, valued at $1,023,283.14. This represents a 34.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Insiders sold a total of 13,027 shares of company stock valued at $1,134,121 over the last three months. 0.50% of the stock is owned by 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.