EP Wealth Advisors LLC Invests $227,000 in Helios Technologies, Inc. $HLIO

Key Points

• EP Wealth Advisors LLC acquired a new position in Helios Technologies, Inc., purchasing 7,077 shares valued at approximately $227,000 during the first quarter.
• A significant portion of Helios Technologies stock, 94.72%, is owned by institutional investors, indicating strong institutional interest in the company.
• Helios Technologies reported quarterly earnings of $0.59 EPS, exceeding estimates, and has set a FY 2025 guidance of 2.300-2.500 EPS.

EP Wealth Advisors LLC purchased a new stake in Helios Technologies, Inc. (NASDAQ:HLIO - Free Report) in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 7,077 shares of the company's stock, valued at approximately $227,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. KBC Group NV bought a new stake in shares of Helios Technologies during the first quarter worth about $26,000. Quarry LP grew its position in Helios Technologies by 406.4% in the 1st quarter. Quarry LP now owns 1,023 shares of the company's stock worth $33,000 after purchasing an additional 821 shares in the last quarter. Russell Investments Group Ltd. grew its position in Helios Technologies by 7,183.3% in the 1st quarter. Russell Investments Group Ltd. now owns 1,311 shares of the company's stock worth $42,000 after purchasing an additional 1,293 shares in the last quarter. GAMMA Investing LLC grew its position in Helios Technologies by 2,361.9% in the 1st quarter. GAMMA Investing LLC now owns 4,653 shares of the company's stock worth $145,000 after purchasing an additional 4,464 shares in the last quarter. Finally, ProShare Advisors LLC boosted its stake in Helios Technologies by 49.0% in the fourth quarter. ProShare Advisors LLC now owns 9,364 shares of the company's stock valued at $418,000 after acquiring an additional 3,081 shares during the last quarter. 94.72% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several research firms recently commented on HLIO. Stifel Nicolaus raised their price objective on shares of Helios Technologies from $39.00 to $43.00 and gave the stock a "buy" rating in a report on Monday, July 21st. KeyCorp raised their price objective on shares of Helios Technologies from $45.00 to $61.00 and gave the company an "overweight" rating in a research report on Friday, September 5th. Three investment analysts have rated the stock with a Buy rating, According to data from MarketBeat, Helios Technologies currently has a consensus rating of "Buy" and a consensus target price of $51.00.

Helios Technologies Stock Up 0.1%

Helios Technologies stock traded up $0.04 during trading hours on Monday, hitting $54.34. The stock had a trading volume of 195,337 shares, compared to its average volume of 320,069. The stock's 50-day moving average price is $46.21 and its 200-day moving average price is $36.66. Helios Technologies, Inc. has a 12-month low of $24.76 and a 12-month high of $57.29. The stock has a market capitalization of $1.80 billion, a P/E ratio of 48.09 and a beta of 1.30. The company has a quick ratio of 1.54, a current ratio of 3.03 and a debt-to-equity ratio of 0.52.

Helios Technologies (NASDAQ:HLIO - Get Free Report) last announced its earnings results on Monday, August 4th. The company reported $0.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.50 by $0.09. Helios Technologies had a net margin of 4.57% and a return on equity of 8.22%. Helios Technologies's revenue for the quarter was down 3.4% on a year-over-year basis. During the same quarter last year, the business earned $0.64 earnings per share. Helios Technologies has set its FY 2025 guidance at 2.300-2.500 EPS. Q3 2025 guidance at 0.600-0.680 EPS. Equities research analysts anticipate that Helios Technologies, Inc. will post 2.06 EPS for the current fiscal year.

Helios Technologies Company Profile

Helios Technologies, Inc, together with its subsidiaries, provides engineered motion control and electronic control technology solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Hydraulics and Electronics. The Hydraulics segment offers cartridge valve technology products to control rates and direction of fluid flow, and to regulate and control pressures for industrial and mobile applications; hydraulic quick release coupling solutions for the agriculture, construction equipment, and industrial markets; motion control technology and fluid conveyance technology; cartridge valve technology; engineered solutions for machine users, manufacturers, or designers.