Quantbot Technologies LP Acquires Shares of 16,717 Helios Technologies, Inc. $HLIO

Key Points

• Quantbot Technologies LP acquired a new stake in Helios Technologies, purchasing 16,717 shares valued at approximately $536,000, representing about 0.05% of the company's stock.
• Several institutional investors, including Wells Fargo and Invesco, significantly increased their holdings in Helios Technologies during the fourth quarter, which now boasts a total institutional ownership of 94.72%.
• Wall Street analysts have mixed opinions on Helios Technologies, with target prices ranging from $43.00 to $49.00, but an overall average rating of "Buy" and a consensus target price of $45.67.

Quantbot Technologies LP purchased a new stake in shares of Helios Technologies, Inc. (NASDAQ:HLIO - Free Report) in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 16,717 shares of the company's stock, valued at approximately $536,000. Quantbot Technologies LP owned approximately 0.05% of Helios Technologies at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Ameriprise Financial Inc. increased its stake in Helios Technologies by 16.8% during the 4th quarter. Ameriprise Financial Inc. now owns 157,551 shares of the company's stock valued at $7,033,000 after purchasing an additional 22,680 shares in the last quarter. US Bancorp DE boosted its holdings in Helios Technologies by 71.4% during the 1st quarter. US Bancorp DE now owns 11,495 shares of the company's stock worth $369,000 after acquiring an additional 4,790 shares during the last quarter. Vaughan Nelson Investment Management L.P. boosted its holdings in Helios Technologies by 9.6% during the 1st quarter. Vaughan Nelson Investment Management L.P. now owns 789,915 shares of the company's stock worth $25,349,000 after acquiring an additional 68,990 shares during the last quarter. GSA Capital Partners LLP purchased a new position in Helios Technologies during the 1st quarter worth $545,000. Finally, Charles Schwab Investment Management Inc. boosted its holdings in Helios Technologies by 7.8% during the 1st quarter. Charles Schwab Investment Management Inc. now owns 429,860 shares of the company's stock worth $13,794,000 after acquiring an additional 30,961 shares during the last quarter. Institutional investors own 94.72% of the company's stock.

Wall Street Analyst Weigh In

HLIO has been the topic of a number of analyst reports. KeyCorp reaffirmed an "overweight" rating and set a $45.00 price objective (up from $40.00) on shares of Helios Technologies in a report on Tuesday, August 5th. Robert W. Baird cut their price objective on shares of Helios Technologies from $65.00 to $49.00 and set an "outperform" rating on the stock in a report on Thursday, May 8th. Finally, Stifel Nicolaus lifted 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. Three equities research analysts have rated the stock with a Buy rating, According to MarketBeat, the company presently has an average rating of "Buy" and an average price target of $45.67.

Helios Technologies Stock Performance

Shares of NASDAQ:HLIO traded down $0.78 during midday trading on Friday, reaching $54.13. The company had a trading volume of 217,956 shares, compared to its average volume of 326,734. The company's 50 day moving average price is $41.71 and its 200 day moving average price is $35.57. The company has a current ratio of 3.03, a quick ratio of 1.54 and a debt-to-equity ratio of 0.52. The stock has a market cap of $1.79 billion, a P/E ratio of 47.90 and a beta of 1.30. Helios Technologies, Inc. has a 52-week low of $24.76 and a 52-week high of $57.29.

Helios Technologies (NASDAQ:HLIO - Get Free Report) last issued its quarterly earnings results on Monday, August 4th. The company reported $0.59 earnings per share for the quarter, topping analysts' consensus estimates of $0.50 by $0.09. Helios Technologies had a net margin of 4.57% and a return on equity of 8.22%. The firm's revenue was down 3.4% compared to the same quarter last year. During the same period in the prior year, the company posted $0.64 EPS. Helios Technologies has set its FY 2025 guidance at 2.300-2.500 EPS. Q3 2025 guidance at 0.600-0.680 EPS. As a group, sell-side analysts anticipate that Helios Technologies, Inc. will post 2.06 EPS for the current fiscal year.

Helios Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, July 21st. Investors of record on Monday, July 7th were issued a $0.09 dividend. This represents a $0.36 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend was Monday, July 7th. Helios Technologies's payout ratio is 34.62%.

About Helios Technologies

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.