Helios Technologies, Inc (HLIO) - What Are Researchers Thinking About This Stock?

Key Points

• Analysts maintain a moderately bullish view: Seven firms have a consensus “Moderate Buy” rating, with an average 12-month price target of $96.25. Recent actions included JPMorgan raising its target to $110, while Zacks downgraded the stock to “Hold.”
• Helios delivered a quarterly earnings beat: The company reported $0.88 in EPS versus the $0.80 consensus estimate, while revenue rose 9.1% year over year to $231.9 million. Management guided to fiscal 2026 EPS of $3.05–$3.25.
• The stock was trading below recent averages: Shares opened at $66.48, down 4.3%, compared with 50-day and 200-day moving averages of $70.83 and $75.90. Helios also declared a quarterly dividend of $0.12 per share, yielding approximately 0.7%.

Helios Technologies, Inc (NYSE:HLIO - Get Free Report) has received an average recommendation of "Moderate Buy" from the seven research firms that are presently covering the stock, MarketBeat Ratings reports. Two equities research analysts have rated the stock with a hold recommendation, four have assigned a buy recommendation and one has assigned a strong buy recommendation to the company. The average twelve-month price objective among brokers that have updated their coverage on the stock in the last year is $96.25.

Several analysts have recently commented on the stock. Zacks Research lowered shares of Helios Technologies from a "strong-buy" rating to a "hold" rating in a research report on Tuesday. JPMorgan Chase & Co. increased their price objective on Helios Technologies from $100.00 to $110.00 and gave the stock an "overweight" rating in a research report on Wednesday, August 12th. Stifel Nicolaus raised their target price on Helios Technologies from $93.00 to $95.00 and gave the stock a "buy" rating in a research note on Wednesday, August 12th. Wall Street Zen downgraded Helios Technologies from a "strong-buy" rating to a "buy" rating in a research report on Saturday, August 8th. Finally, KeyCorp upped their price target on Helios Technologies from $85.00 to $95.00 and gave the company an "overweight" rating in a research note on Monday, July 13th.

Helios Technologies Trading Down 4.3%

Shares of HLIO opened at $66.48 on Friday. Helios Technologies has a 12-month low of $48.99 and a 12-month high of $95.05. The firm has a market capitalization of $2.19 billion, a P/E ratio of 31.07 and a beta of 1.30. The firm has a 50-day moving average price of $70.83 and a 200 day moving average price of $75.90. The company has a current ratio of 2.74, a quick ratio of 1.53 and a debt-to-equity ratio of 0.35.

Helios Technologies (NYSE:HLIO - Get Free Report) last issued its earnings results on Monday, August 10th. The company reported $0.88 EPS for the quarter, topping analysts' consensus estimates of $0.80 by $0.08. The company had revenue of $231.90 million for the quarter. Helios Technologies had a net margin of 8.01% and a return on equity of 11.43%. Helios Technologies's revenue for the quarter was up 9.1% on a year-over-year basis. During the same period last year, the firm earned $0.59 earnings per share. Helios Technologies has set its FY 2026 guidance at 3.050-3.250 EPS and its Q3 2026 guidance at 0.700-0.770 EPS. Sell-side analysts forecast that Helios Technologies will post 3.17 EPS for the current year.

Helios Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, October 26th. Investors of record on Tuesday, October 13th will be given a dividend of $0.12 per share. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, October 13th. Helios Technologies's dividend payout ratio (DPR) is presently 22.43%.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. BlackRock Inc. purchased a new stake in shares of Helios Technologies in the 2nd quarter valued at approximately $231,414,000. Dimensional Fund Advisors LP lifted its holdings in shares of 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 during the last quarter. William Blair Investment Management LLC purchased a new position in shares of Helios Technologies during the 2nd quarter worth approximately $74,454,000. Jennison Associates LLC boosted its position in shares of Helios Technologies by 30.1% during the 1st quarter. Jennison Associates LLC now owns 1,035,977 shares of the company's stock worth $67,038,000 after purchasing an additional 239,876 shares during the period. Finally, Wasatch Advisors LP increased its holdings in Helios Technologies by 35.4% in the 1st quarter. Wasatch Advisors LP now owns 799,008 shares of the company's stock valued at $51,704,000 after purchasing an additional 208,823 shares during the last quarter. Institutional investors and hedge funds own 94.72% of the company's stock.

Helios Technologies Company Profile

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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