Helios Technologies, Inc $HLIO Stock Position Lowered by Rockefeller Capital Management L.P.

Key Points

• Rockefeller Capital Management cut its Helios Technologies stake by 47.7% in the fourth quarter, selling 268,430 shares and leaving it with 294,148 shares valued at about $15.7 million.
• Helios Technologies reported strong quarterly results, with EPS of $0.80 beating estimates and revenue rising 16.8% year over year to $228.4 million. The company also raised guidance for Q2 2026 and FY 2026.
• Analysts remain broadly bullish on HLIO, with several raising price targets and the stock carrying a consensus “Buy” rating and average target price of $89.75. The company also announced a quarterly dividend of $0.12 per share.

Rockefeller Capital Management L.P. decreased its position in Helios Technologies, Inc (NYSE:HLIO - Free Report) by 47.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 294,148 shares of the company's stock after selling 268,430 shares during the quarter. Rockefeller Capital Management L.P. owned about 0.89% of Helios Technologies worth $15,734,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Wellington Management Group LLP raised its position in Helios Technologies by 114.9% in the fourth quarter. Wellington Management Group LLP now owns 1,997,527 shares of the company's stock worth $106,848,000 after acquiring an additional 1,067,846 shares in the last quarter. Dimensional Fund Advisors LP boosted its position in shares of Helios Technologies by 3.5% during the 3rd quarter. Dimensional Fund Advisors LP now owns 1,626,796 shares of the company's stock valued at $84,806,000 after purchasing an additional 55,206 shares in the last quarter. Bank of America Corp DE grew its stake in shares of Helios Technologies by 7.9% in the 2nd quarter. Bank of America Corp DE now owns 932,366 shares of the company's stock worth $31,113,000 after purchasing an additional 68,182 shares during the last quarter. Wasatch Advisors LP grew its stake in shares of Helios Technologies by 5.4% in the 3rd quarter. Wasatch Advisors LP now owns 854,711 shares of the company's stock worth $44,556,000 after purchasing an additional 43,567 shares during the last quarter. Finally, Jennison Associates LLC bought a new stake in shares of Helios Technologies in the 4th quarter worth approximately $42,583,000. Institutional investors own 94.72% of the company's stock.

Helios Technologies Stock Down 3.3%

Shares of NYSE:HLIO opened at $89.35 on Wednesday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.58 and a current ratio of 2.86. The company has a market cap of $2.95 billion, a PE ratio of 49.09 and a beta of 1.28. Helios Technologies, Inc has a 52 week low of $31.35 and a 52 week high of $92.41. The firm has a 50 day simple moving average of $77.22 and a 200 day simple moving average of $68.95.

Helios Technologies (NYSE:HLIO - Get Free Report) last posted its quarterly earnings data on Monday, May 11th. The company reported $0.80 earnings per share for the quarter, topping the consensus estimate of $0.68 by $0.12. Helios Technologies had a net margin of 6.98% and a return on equity of 10.49%. The firm had revenue of $228.40 million for the quarter. During the same quarter in the previous year, the firm posted $0.44 earnings per share. The company's revenue for the quarter was up 16.8% on a year-over-year basis. Helios Technologies has set its Q2 2026 guidance at 0.780-0.830 EPS and its FY 2026 guidance at 2.750-3.000 EPS. As a group, research analysts expect that Helios Technologies, Inc will post 2.89 earnings per share for the current year.

Helios Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be paid a $0.12 dividend. This represents a $0.48 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Friday, July 10th. Helios Technologies's dividend payout ratio is currently 26.37%.

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. Stifel Nicolaus raised their target price on shares of Helios Technologies from $80.00 to $89.00 and gave the stock a "buy" rating in a report on Thursday, May 14th. Zacks Research raised Helios Technologies from a "hold" rating to a "strong-buy" rating in a report on Wednesday, May 27th. KeyCorp increased their price objective on Helios Technologies from $82.00 to $85.00 and gave the company an "overweight" rating in a research report on Tuesday, May 12th. JPMorgan Chase & Co. raised their price objective on Helios Technologies from $90.00 to $100.00 and gave the stock an "overweight" rating in a research note on Tuesday, May 26th. Finally, Weiss Ratings restated a "hold (c)" rating on shares of Helios Technologies in a report on Tuesday, June 2nd. Two research analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Buy" and an average target price of $89.75.

Insider Transactions at Helios Technologies

In other Helios Technologies news, insider Matteo Arduini sold 3,000 shares of the firm's stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $76.48, for a total transaction of $229,440.00. Following the completion of the sale, the insider directly owned 15,317 shares in the company, valued at approximately $1,171,444.16. This trade represents a 16.38% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Corporate insiders own 0.50% of the company's stock.

Helios Technologies Company 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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