119,900 Shares in Helios Technologies, Inc $HLIO Bought by Ceredex Value Advisors LLC

Key Points

• Ceredex Value Advisors acquired 119,900 shares of Helios Technologies, valued at approximately $10.7 million, giving it a 0.36% stake. Institutional investors collectively own 94.72% of the company.
• Helios reported quarterly EPS of $0.88, exceeding estimates of $0.80, while revenue rose 9.1% year over year to $231.9 million. The company maintained 2026 EPS guidance of $3.05–$3.25 and declared a quarterly dividend of $0.12.
• Analysts have a Moderate Buy consensus rating with an average price target of $96.25, although one analyst downgraded the stock to Hold. HLIO recently traded at $76.57, below its $96.25 consensus target.

Ceredex Value Advisors LLC bought a new position in shares of Helios Technologies, Inc (NYSE:HLIO - Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The fund bought 119,900 shares of the company's stock, valued at approximately $10,701,000. Ceredex Value Advisors LLC owned 0.36% of Helios Technologies at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in HLIO. LPL Financial LLC raised its position in shares of Helios Technologies by 5.1% during the fourth quarter. LPL Financial LLC now owns 5,689 shares of the company's stock worth $304,000 after acquiring an additional 274 shares during the last quarter. Osaic Holdings Inc. boosted its holdings in Helios Technologies by 14.1% in the fourth quarter. Osaic Holdings Inc. now owns 2,942 shares of the company's stock valued at $158,000 after acquiring an additional 363 shares during the last quarter. ProShare Advisors LLC boosted its holdings in Helios Technologies by 6.9% in the fourth quarter. ProShare Advisors LLC now owns 6,065 shares of the company's stock valued at $324,000 after acquiring an additional 391 shares during the last quarter. NewEdge Advisors LLC acquired a new stake in Helios Technologies during the 1st quarter valued at approximately $29,000. Finally, GHP Investment Advisors Inc. increased its position in Helios Technologies by 1.3% during the 1st quarter. GHP Investment Advisors Inc. now owns 42,608 shares of the company's stock valued at $2,757,000 after purchasing an additional 528 shares during the period. Institutional investors own 94.72% of the company's stock.

Helios Technologies Price Performance

Shares of HLIO opened at $76.57 on Friday. The firm has a market cap of $2.52 billion, a PE ratio of 35.78 and a beta of 1.27. Helios Technologies, Inc has a 52-week low of $47.01 and a 52-week high of $95.05. The business's 50 day moving average price is $82.56 and its two-hundred day moving average price is $75.67. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.53 and a current ratio of 2.74.

Helios Technologies (NYSE:HLIO - Get Free Report) last announced its quarterly earnings data on Monday, August 10th. The company reported $0.88 EPS for the quarter, topping the consensus estimate of $0.80 by $0.08. The company had revenue of $231.90 million during the quarter. Helios Technologies had a net margin of 8.01% and a return on equity of 11.43%. The business's quarterly revenue was up 9.1% compared to the same quarter last year. During the same period last year, the business earned $0.59 EPS. 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. On average, equities analysts anticipate that Helios Technologies, Inc will post 3.18 EPS for the current year.

Helios Technologies Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were issued a $0.12 dividend. This represents a $0.48 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date was Friday, July 10th. Helios Technologies's dividend payout ratio (DPR) is presently 22.43%.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on HLIO shares. Zacks Research downgraded shares of Helios Technologies from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, July 21st. Robert W. Baird increased their price objective on shares of Helios Technologies from $81.00 to $85.00 and gave the stock an "outperform" rating in a research report on Wednesday, May 13th. JPMorgan Chase & Co. lifted their target price on shares of Helios Technologies from $100.00 to $110.00 and gave the stock an "overweight" rating in a research note on Wednesday, August 12th. KeyCorp boosted their target price on shares of Helios Technologies from $85.00 to $95.00 and gave the company an "overweight" rating in a report on Monday, July 13th. Finally, Stifel Nicolaus boosted their target price on shares of Helios Technologies from $93.00 to $95.00 and gave the company a "buy" rating in a report on Wednesday, August 12th. One analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $96.25.

Insider Buying and Selling

In other Helios Technologies news, insider Matteo Arduini sold 6,027 shares of Helios Technologies stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $90.42, for a total value of $544,961.34. Following the completion of the sale, the insider directly owned 11,317 shares of the company's stock, valued at approximately $1,023,283.14. The trade was a 34.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.50% of the company's stock.

About Helios Technologies

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.

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