Susquehanna Fundamental Investments LLC Takes $2.22 Million Position in Helios Technologies, Inc $HLIO

Key Points

• Susquehanna Fundamental Investments initiated a Helios Technologies position worth approximately $2.22 million, while institutional investors collectively own 94.72% of the company.
• Analysts maintain a generally positive outlook, with the stock carrying a “Moderate Buy” consensus rating and an average price target of $96.25; several firms recently raised their targets.
• Helios reported quarterly earnings of $0.88 per share, exceeding estimates of $0.80, while revenue rose 9.1% year over year to $231.9 million. The company also declared a quarterly dividend of $0.12 per share.

Susquehanna Fundamental Investments LLC bought a new stake in Helios Technologies, Inc (NYSE:HLIO - Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 24,922 shares of the company's stock, valued at approximately $2,224,000. Susquehanna Fundamental Investments LLC owned approximately 0.08% of Helios Technologies as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of the business. BlackRock Inc. purchased a new position in shares of Helios Technologies in the 2nd quarter worth $231,414,000. Wellington Management Group LLP raised its position in shares of Helios Technologies by 114.9% during the 4th quarter. Wellington Management Group LLP now owns 1,997,527 shares of the company's stock valued at $106,848,000 after buying an additional 1,067,846 shares in the last quarter. William Blair Investment Management LLC bought a new position in shares of Helios Technologies in the 2nd quarter valued at about $74,454,000. Bank of America Corp DE bought a new position in shares of Helios Technologies in the 2nd quarter valued at about $36,693,000. Finally, Jupiter Topco LLC purchased a new position in Helios Technologies in the second quarter worth about $36,438,000. Institutional investors own 94.72% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. KeyCorp boosted their price objective on Helios Technologies from $85.00 to $95.00 and gave the stock an "overweight" rating in a research note on Monday, July 13th. Stifel Nicolaus lifted their target price on Helios Technologies from $93.00 to $95.00 and gave the stock a "buy" rating in a report on Wednesday, August 12th. Weiss Ratings raised Helios Technologies from a "hold (c)" rating to a "hold (c+)" rating in a research report on Wednesday, August 12th. JPMorgan Chase & Co. increased their price target on Helios Technologies from $100.00 to $110.00 and gave the company an "overweight" rating in a report on Wednesday, August 12th. Finally, Wall Street Zen downgraded Helios Technologies from a "strong-buy" rating to a "buy" rating in a research report on Saturday, August 8th. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $96.25.

Insider Buying and Selling

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 value of $544,961.34. Following the transaction, the insider owned 11,317 shares of the company's stock, valued at $1,023,283.14. This trade represents a 34.75% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. 0.50% of the stock is owned by corporate insiders.

Helios Technologies Stock Down 3.6%

Shares of NYSE HLIO opened at $70.42 on Wednesday. Helios Technologies, Inc has a 1 year low of $47.01 and a 1 year high of $95.05. The firm has a 50-day simple moving average of $80.32 and a two-hundred day simple moving average of $75.82. The company has a market cap of $2.32 billion, a P/E ratio of 32.91 and a beta of 1.26. The company has a debt-to-equity ratio of 0.35, a current ratio of 2.74 and a quick ratio of 1.53.

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 for the quarter, topping 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%.The company's quarterly revenue was up 9.1% compared to the same quarter last year. During the same quarter in the previous year, the company 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. Research analysts anticipate that Helios Technologies, Inc will post 3.19 earnings per share for the current year.

Helios Technologies Dividend Announcement

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

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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