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2,592,872 Shares in Helios Technologies, Inc $HLIO Purchased by BlackRock Inc.

Key Points

  • BlackRock acquired 2.59 million Helios Technologies shares worth approximately $231.4 million, giving it a 7.85% stake. Institutional investors and hedge funds collectively own 94.72% of HLIO.
  • Helios reported quarterly EPS of $0.88, exceeding the $0.80 consensus estimate, while revenue rose 9.1% year over year to $231.9 million. The company issued fiscal 2026 EPS guidance of $3.05–$3.25.
  • HLIO shares opened at $74.47, down 0.6%, while analysts maintained a “Moderate Buy” consensus rating with an average price target of $96.25. The company also declared a quarterly dividend of $0.12 per share, yielding 0.6% annually.
  • Interested in Helios Technologies? Here are five stocks we like better.

BlackRock Inc. bought a new stake in shares of Helios Technologies, Inc (NYSE:HLIO - Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 2,592,872 shares of the company's stock, valued at approximately $231,414,000. BlackRock Inc. owned 7.85% of Helios Technologies at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of HLIO. Royal Bank of Canada increased its stake in Helios Technologies by 0.6% during the first quarter. Royal Bank of Canada now owns 89,391 shares of the company's stock worth $2,868,000 after purchasing an additional 556 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of Helios Technologies by 4.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 19,771 shares of the company's stock valued at $634,000 after purchasing an additional 862 shares during the period. Goldman Sachs Group Inc. grew its holdings in shares of Helios Technologies by 14.2% in the first quarter. Goldman Sachs Group Inc. now owns 143,810 shares of the company's stock valued at $4,615,000 after purchasing an additional 17,914 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of Helios Technologies by 14.6% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 70,936 shares of the company's stock valued at $2,276,000 after purchasing an additional 9,041 shares in the last quarter. Finally, Jane Street Group LLC increased its stake in Helios Technologies by 198.2% during the 1st quarter. Jane Street Group LLC now owns 56,606 shares of the company's stock worth $1,816,000 after buying an additional 37,624 shares during the period. 94.72% of the stock is owned by institutional investors and hedge funds.

Helios Technologies Trading Down 0.6%

Shares of NYSE:HLIO opened at $74.47 on Friday. Helios Technologies, Inc has a 52 week low of $47.01 and a 52 week high of $95.05. The company's 50 day moving average is $81.43 and its two-hundred day moving average is $75.84. The company has a market cap of $2.45 billion, a PE ratio of 34.80 and a beta of 1.27. 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 released its quarterly earnings data on Monday, August 10th. The company reported $0.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.80 by $0.08. The business 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%. 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 posted $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. Equities analysts predict that Helios Technologies, Inc will post 3.19 earnings per share for the current fiscal year.

Helios Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were given a dividend of $0.12 per share. This represents a $0.48 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Friday, July 10th. Helios Technologies's dividend payout ratio is currently 22.43%.

Analyst Ratings Changes

Several equities analysts have commented on the stock. Weiss Ratings upgraded shares of Helios Technologies from a "hold (c)" rating to a "hold (c+)" rating in a research note on Wednesday, August 12th. Wall Street Zen cut Helios Technologies from a "strong-buy" rating to a "buy" rating in a research note on Saturday, August 8th. Zacks Research lowered Helios Technologies from a "strong-buy" rating to a "hold" rating in a report on Tuesday, July 21st. JPMorgan Chase & Co. boosted their target price on Helios Technologies from $100.00 to $110.00 and gave the stock an "overweight" rating in a research note on Wednesday, August 12th. Finally, KeyCorp upped their price target on Helios Technologies from $85.00 to $95.00 and gave the stock an "overweight" rating in a report on Monday, July 13th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and two have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $96.25.

View Our Latest Analysis on HLIO

Insider Buying and Selling at Helios Technologies

In other Helios Technologies news, insider Matteo Arduini sold 6,027 shares of the firm's stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $90.42, for a total transaction of $544,961.34. Following the sale, the insider owned 11,317 shares of the company's stock, valued at approximately $1,023,283.14. This trade represents a 34.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.50% of the company's stock.

Helios Technologies Profile

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for Helios Technologies (NYSE:HLIO)

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