B. Metzler seel. Sohn & Co. AG Invests $1.43 Million in Helios Technologies, Inc $HLIO

Key Points

• B. Metzler seel. Sohn & Co. AG acquired 15,966 shares of Helios Technologies worth approximately $1.43 million in the second quarter. Institutional investors collectively own 94.72% of the company.
• Helios reported quarterly EPS of $0.88, exceeding analysts’ $0.80 estimate, while revenue rose 9.1% year over year to $231.9 million. The company issued annual guidance of $3.05–$3.25 EPS and pays a quarterly dividend of $0.12 per share.
• Analyst sentiment remains positive, with an overall “Moderate Buy” rating and an average price target of $96.25, compared with the stock’s reported price of $76.18.

B. Metzler seel. Sohn & Co. AG bought a new position in shares of Helios Technologies, Inc (NYSE:HLIO - Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm bought 15,966 shares of the company's stock, valued at approximately $1,425,000.

Other institutional investors also recently modified their holdings of the company. Leeward Investments LLC MA bought a new stake in shares of Helios Technologies during the first quarter worth $9,659,000. Fifth Third Bancorp raised its holdings in Helios Technologies by 17,367.4% in the first quarter. Fifth Third Bancorp now owns 129,783 shares of the company's stock worth $8,398,000 after purchasing an additional 129,040 shares during the period. Lazard Asset Management LLC acquired a new stake in Helios Technologies during the 1st quarter worth $1,966,000. Strs Ohio acquired a new stake in Helios Technologies during the 1st quarter worth approximately $893,000. Finally, Diamond Hill Capital Management LLC Investment Advisor bought a new position in Helios Technologies during the 2nd quarter worth about $1,255,000. 94.72% of the stock is owned by institutional investors.

Insider Buying and Selling at Helios Technologies

In related news, insider Matteo Arduini sold 6,027 shares of the stock in a transaction on Tuesday, June 23rd. The stock was sold at an average price of $90.42, for a total value of $544,961.34. Following the transaction, the insider directly owned 11,317 shares in the company, valued at $1,023,283.14. This trade represents a 34.75% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.50% of the stock is owned by insiders.

Helios Technologies Stock Performance

Shares of HLIO opened at $76.18 on Monday. The firm's fifty day simple moving average is $82.39 and its two-hundred day simple moving average is $75.74. Helios Technologies, Inc has a 12 month low of $47.01 and a 12 month high of $95.05. The stock has a market capitalization of $2.51 billion, a P/E ratio of 35.60 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 issued its quarterly earnings results on Monday, August 10th. The company reported $0.88 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.80 by $0.08. The firm had revenue of $231.90 million for the quarter. Helios Technologies had a return on equity of 11.43% and a net margin of 8.01%.Helios Technologies's quarterly revenue was up 9.1% compared to the same quarter last year. 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. As a group, analysts predict that Helios Technologies, Inc will post 3.18 EPS for the current year.

Helios Technologies Dividend Announcement

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

Wall Street Analyst Weigh In

HLIO has been the subject of a number of recent research reports. 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. KeyCorp lifted their price objective on shares of Helios Technologies from $85.00 to $95.00 and gave the stock an "overweight" rating in a research report on Monday, July 13th. Zacks Research downgraded shares of Helios Technologies from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, July 21st. Wall Street Zen downgraded Helios Technologies from a "strong-buy" rating to a "buy" rating in a report on Saturday, August 8th. Finally, Stifel Nicolaus lifted their price target 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 issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $96.25.

Helios Technologies Profile

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.

Want to see what other hedge funds are holding HLIO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Helios Technologies, Inc (NYSE:HLIO - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source