Vaughan Nelson Investment Management L.P. Sells 65,665 Shares of Helios Technologies, Inc $HLIO

Vaughan Nelson Investment Management L.P. cut its position in shares of Helios Technologies, Inc (NYSE:HLIO) by 8.7% during the first quarter, Holdings Channel reports. The institutional investor owned 693,072 shares of the company’s stock after selling 65,665 shares during the quarter. Vaughan Nelson Investment Management L.P.’s holdings in Helios Technologies were worth $44,849,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Wellington Management Group LLP lifted its position 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 acquiring an additional 1,067,846 shares during the period. Dimensional Fund Advisors LP increased its position in shares of Helios Technologies by 3.5% during 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 period. Bank of America Corp DE increased its position 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 valued at $31,113,000 after purchasing an additional 68,182 shares during the period. Wasatch Advisors LP raised its stake in shares of Helios Technologies by 5.4% in the third quarter. Wasatch Advisors LP now owns 854,711 shares of the company’s stock valued at $44,556,000 after purchasing an additional 43,567 shares in the last quarter. Finally, Jennison Associates LLC acquired a new position in shares of Helios Technologies in the fourth quarter valued at $42,583,000. 94.72% of the stock is currently owned by institutional investors.

Helios Technologies Trading Down 0.0%

Shares of NYSE HLIO opened at $90.49 on Monday. Helios Technologies, Inc has a 1-year low of $30.48 and a 1-year high of $90.60. The company has a 50-day moving average of $76.47 and a two-hundred day moving average of $68.43. The company has a market cap of $2.99 billion, a PE ratio of 49.72 and a beta of 1.28. The company has a current ratio of 2.86, a quick ratio of 1.58 and a debt-to-equity ratio of 0.37.

Helios Technologies (NYSE:HLIO) last released its quarterly earnings results on Monday, May 11th. The company reported $0.80 EPS for the quarter, beating the consensus estimate of $0.68 by $0.12. The business had revenue of $228.40 million for the quarter. Helios Technologies had a net margin of 6.98% and a return on equity of 10.49%. Helios Technologies’s revenue for the quarter was up 16.8% compared to the same quarter last year. During the same period last year, the company 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. As a group, equities analysts expect that Helios Technologies, Inc will post 2.89 earnings per share for the current fiscal year.

Helios Technologies Dividend Announcement

The company 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 annualized dividend 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 26.37%.

Analysts Set New Price Targets

Several research analysts recently commented on HLIO shares. KeyCorp raised their target price on Helios Technologies from $82.00 to $85.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 12th. Weiss Ratings reissued a “hold (c)” rating on shares of Helios Technologies in a report on Tuesday, June 2nd. Wall Street Zen cut shares of Helios Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday. JPMorgan Chase & Co. raised their price objective on shares of Helios Technologies from $90.00 to $100.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. Finally, Stifel Nicolaus lifted their target price on shares of Helios Technologies from $80.00 to $89.00 and gave the company a “buy” rating in a research report on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $89.75.

Insider Buying and Selling at Helios Technologies

In other news, insider Matteo Arduini sold 3,000 shares of the company’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $76.48, for a total transaction of $229,440.00. Following the transaction, the insider owned 15,317 shares of the company’s stock, valued at $1,171,444.16. This represents a 16.38% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.50% of the stock is currently 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.