Helios Technologies (NYSE:HLIO) Stock Gets Downgrade from Wall Street Zen

Helios Technologies (NYSE:HLIO) was downgraded by research analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a report released on Saturday, Wall Street Zen reports.

Several other research firms have also weighed in on HLIO. JPMorgan Chase & Co. raised their price objective on Helios Technologies from $100.00 to $110.00 and gave the stock an “overweight” rating in a research note on Wednesday, August 12th. Robert W. Baird cut Helios Technologies from an “outperform” rating to a “neutral” rating and decreased their target price for the stock from $90.00 to $65.00 in a report on Friday. Stifel Nicolaus boosted their target price on Helios Technologies from $93.00 to $95.00 and gave the stock a “buy” rating in a research report on Wednesday, August 12th. Zacks Research downgraded Helios Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, October 20th. Finally, Weiss Ratings raised Helios Technologies from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $88.75.

Helios Technologies Stock Down 0.5%

HLIO stock opened at $47.19 on Friday. Helios Technologies has a 12 month low of $46.95 and a 12 month high of $95.05. The firm has a market cap of $1.56 billion, a PE ratio of 20.00 and a beta of 1.28. The firm has a 50 day simple moving average of $68.27 and a 200 day simple moving average of $73.33. The company has a debt-to-equity ratio of 0.35, a current ratio of 2.74 and a quick ratio of 1.53.

Helios Technologies (NYSE:HLIO) last issued its earnings results on Thursday, November 5th. The company reported $0.80 earnings per share for the quarter, topping analysts’ consensus estimates of $0.75 by $0.05. The firm had revenue of $229.70 million during the quarter. Helios Technologies had a net margin of 8.74% and a return on equity of 11.61%. The company’s quarterly revenue was up 4.3% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.72 earnings per share. Equities research analysts forecast that Helios Technologies will post 3.17 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Helios Technologies

Hedge funds have recently made changes to their positions in the company. BlackRock Inc. purchased a new position in shares of Helios Technologies during the second quarter valued at $231,414,000. Dimensional Fund Advisors LP lifted its stake in Helios Technologies by 0.4% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,618,712 shares of the company’s stock worth $104,743,000 after acquiring an additional 6,347 shares in the last quarter. Jennison Associates LLC lifted its stake in Helios Technologies by 30.1% in the 1st quarter. Jennison Associates LLC now owns 1,035,977 shares of the company’s stock worth $67,038,000 after acquiring an additional 239,876 shares in the last quarter. William Blair Investment Management LLC acquired a new stake in Helios Technologies during the 2nd quarter worth about $74,454,000. Finally, Bank of America Corp DE acquired a new stake in Helios Technologies during the 2nd quarter worth about $36,693,000. Hedge funds and other institutional investors own 94.72% of the company’s stock.

Key Headlines Impacting Helios Technologies

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.