Bank of New York Mellon Corp Invests $14.92 Million in Helios Technologies, Inc $HLIO

Key Points

• Bank of New York Mellon acquired 167,182 Helios Technologies shares worth approximately $14.92 million, representing about 0.51% of the company. Institutional investors collectively own 94.72% of HLIO.
• Helios reported quarterly EPS of $0.88, exceeding the $0.80 analyst consensus, while revenue rose 9.1% year over year to $231.9 million. The company issued fiscal 2026 EPS guidance of $3.05–$3.25.
• Analysts maintain a generally positive outlook, with a consensus rating of “Moderate Buy” and an average price target of $96.25, despite shares trading down 3.6% at $70.42.

Bank of New York Mellon Corp acquired a new position in shares of Helios Technologies, Inc (NYSE:HLIO - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 167,182 shares of the company's stock, valued at approximately $14,921,000. Bank of New York Mellon Corp owned about 0.51% of Helios Technologies as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in the company. NewEdge Advisors LLC acquired a new stake in Helios Technologies during the 1st quarter worth approximately $29,000. Triumph Capital Management bought a new position in Helios Technologies during the 3rd quarter worth $36,000. Quarry LP lifted its holdings in shares of Helios Technologies by 948.6% during the third quarter. Quarry LP now owns 1,164 shares of the company's stock worth $61,000 after buying an additional 1,053 shares in the last quarter. Global Retirement Partners LLC bought a new stake in shares of Helios Technologies in the fourth quarter valued at about $66,000. Finally, Kemnay Advisory Services Inc. acquired a new position in shares of Helios Technologies in the fourth quarter valued at about $104,000. Institutional investors own 94.72% of the company's stock.

Insider Transactions at Helios Technologies

In related news, insider Matteo Arduini sold 6,027 shares of the firm's stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $90.42, for a total transaction of $544,961.34. Following the transaction, the insider directly owned 11,317 shares of the company's stock, valued at $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 is available at this link. Company insiders own 0.50% of the company's stock.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on HLIO. Zacks Research downgraded Helios Technologies from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, July 21st. Robert W. Baird boosted their price target on Helios Technologies from $81.00 to $85.00 and gave the company an "outperform" rating in a research note on Wednesday, May 13th. Wall Street Zen downgraded shares of Helios Technologies from a "strong-buy" rating to a "buy" rating in a research note on Saturday, August 8th. Stifel Nicolaus increased their price objective on shares of Helios Technologies from $93.00 to $95.00 and gave the stock a "buy" rating in a research note on Wednesday, August 12th. Finally, 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 research report on Monday, July 13th. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and two have given a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $96.25.

Helios Technologies Trading Down 3.6%

NYSE HLIO opened at $70.42 on Wednesday. The business's 50-day moving average price is $80.32 and its two-hundred day moving average price is $75.82. Helios Technologies, Inc has a 12 month low of $47.01 and a 12 month high of $95.05. The firm has a market capitalization of $2.32 billion, a PE ratio of 32.91 and a beta of 1.26. 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 announced its earnings results on Monday, August 10th. The company reported $0.88 earnings per share for the quarter, topping analysts' consensus estimates 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 quarterly revenue was up 9.1% on a year-over-year basis. During the same period in the prior 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, analysts expect that Helios Technologies, Inc will post 3.19 EPS for the current year.

Helios Technologies Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were issued a $0.12 dividend. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Friday, July 10th. Helios Technologies's dividend payout ratio (DPR) is currently 22.43%.

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.

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