Calamos Advisors LLC Invests $708,000 in Helios Technologies, Inc $HLIO

Calamos Advisors LLC bought a new position in shares of Helios Technologies, Inc (NYSE:HLIO) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 10,940 shares of the company’s stock, valued at approximately $708,000.

Other hedge funds have also recently bought and sold shares of the company. Aberdeen Group plc bought a new stake in Helios Technologies during the 4th quarter worth approximately $13,681,000. Leeward Investments LLC MA acquired a new stake in Helios Technologies during the 1st quarter valued at $9,659,000. Fifth Third Bancorp raised its position in Helios Technologies by 17,367.4% in the 1st quarter. Fifth Third Bancorp now owns 129,783 shares of the company’s stock valued at $8,398,000 after purchasing an additional 129,040 shares during the last quarter. Strs Ohio acquired a new position in Helios Technologies in the first quarter worth $893,000. Finally, Castleark Management LLC boosted its stake in Helios Technologies by 119.2% in the fourth quarter. Castleark Management LLC now owns 146,749 shares of the company’s stock worth $7,850,000 after purchasing an additional 79,810 shares in the last quarter. 94.72% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms have weighed in on HLIO. Weiss Ratings restated a “hold (c)” rating on shares of Helios Technologies in a research report on Tuesday, June 2nd. KeyCorp increased their price target on shares of Helios Technologies from $85.00 to $95.00 and gave the company an “overweight” rating in a research note on Monday. JPMorgan Chase & Co. upped their price objective on Helios Technologies from $90.00 to $100.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. Robert W. Baird increased their price objective on Helios Technologies from $81.00 to $85.00 and gave the company an “outperform” rating in a research report on Wednesday, May 13th. Finally, Zacks Research raised Helios Technologies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, May 27th. Two analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $92.25.

Helios Technologies Stock Up 1.1%

Shares of NYSE:HLIO opened at $81.30 on Friday. Helios Technologies, Inc has a 1 year low of $34.95 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 business’s 50-day moving average is $82.45 and its 200-day moving average is $72.37. The company has a market capitalization of $2.69 billion, a price-to-earnings ratio of 44.67 and a beta of 1.25.

Helios Technologies (NYSE:HLIO) last posted its quarterly earnings results on Monday, May 11th. The company reported $0.80 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 for the quarter. During the same quarter in the previous year, the company posted $0.44 earnings per share. Helios Technologies’s quarterly revenue was up 16.8% on a year-over-year basis. 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. Equities research analysts predict that Helios Technologies, Inc will post 2.89 earnings per share for the current year.

Helios Technologies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Stockholders 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 dividend yield of 0.6%. The ex-dividend date is Friday, July 10th. Helios Technologies’s payout ratio is presently 26.37%.

Insider Buying and Selling at Helios Technologies

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 completion of the transaction, the insider directly 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 legal filing with the SEC, which is available at this hyperlink. In the last quarter, insiders sold 13,027 shares of company stock valued at $1,134,121. 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.