Helios Technologies (NYSE:HLIO) Rating Lowered to "Hold" at Wall Street Zen

Key Points

• Wall Street Zen downgraded Helios Technologies from “buy” to “hold.” Other recent ratings were mixed, including Baird’s downgrade to “neutral” and Stifel Nicolaus’s “buy”; MarketBeat reports a “Moderate Buy” consensus and an average price target of $88.75.
• Helios reported third-quarter revenue of $229.7 million, up 4.3% year over year, and EPS of $0.80, beating the $0.75 consensus.
• Forward guidance fell short of analyst expectations: the company’s fourth-quarter EPS and revenue ranges were below consensus, as was its full-year EPS outlook.

Helios Technologies (NYSE:HLIO - Get Free Report) was downgraded by analysts at Wall Street Zen from a "buy" rating to a "hold" rating in a note issued to investors on Saturday, Wall Street Zen reports.

Other equities research analysts also recently issued reports about the company. Robert W. Baird downgraded Helios Technologies from an "outperform" rating to a "neutral" rating and lowered their price target for the company from $90.00 to $65.00 in a research report on Friday. Zacks Research downgraded Helios Technologies from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, October 20th. Stifel Nicolaus raised their price target on shares of Helios Technologies from $93.00 to $95.00 and gave the stock a "buy" rating in a research report on Wednesday, August 12th. KeyCorp cut their target price on Helios Technologies from $95.00 to $85.00 and set an "overweight" rating on the stock in a research note on Friday. Finally, Weiss Ratings upgraded shares of Helios Technologies from a "hold (c)" rating to a "hold (c+)" rating in a research note on Thursday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, Helios Technologies has a consensus rating of "Moderate Buy" and an average price target of $88.75.

Helios Technologies Stock Performance

Shares of NYSE HLIO opened at $47.19 on Friday. 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 has a 12 month low of $46.95 and a 12 month high of $95.05. The company has a 50-day simple moving average of $68.27 and a 200-day simple moving average of $73.33. The company has a market cap of $1.56 billion, a PE ratio of 21.02 and a beta of 1.28.

Helios Technologies (NYSE:HLIO - Get Free Report) last issued its quarterly earnings data on Thursday, November 5th. The company reported $0.80 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.75 by $0.05. The business had revenue of $229.70 million during the quarter. Helios Technologies had a return on equity of 11.43% and a net margin of 8.01%. Helios Technologies's revenue for the quarter was up 4.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.72 earnings per share. On average, equities analysts anticipate that Helios Technologies will post 3.17 earnings per share for the current year.

Institutional Trading of Helios Technologies

Several large investors have recently added to or reduced their stakes in HLIO. Russell Investments Group Ltd. grew its holdings in shares of Helios Technologies by 14.4% during the 3rd quarter. Russell Investments Group Ltd. now owns 111,456 shares of the company's stock worth $7,570,000 after purchasing an additional 14,023 shares in the last quarter. King Luther Capital Management Corp grew its position in shares of Helios Technologies by 1.6% during the third quarter. King Luther Capital Management Corp now owns 61,888 shares of the company's stock valued at $4,203,000 after purchasing an additional 949 shares in the last quarter. Allspring Global Investments Holdings LLC grew its position in Helios Technologies by 359.9% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 240,880 shares of the company's stock worth $16,594,000 after purchasing an additional 188,503 shares during the last quarter. CenterBook Partners LP purchased a new stake in shares of Helios Technologies in the third quarter valued at approximately $927,000. Finally, Fifth Third Wealth Advisors LLC purchased a new stake in shares of Helios Technologies in the third quarter valued at about $250,000. 94.72% of the stock is currently owned by hedge funds and other institutional investors.

Helios Technologies News Roundup

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.

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