William Blair Investment Management LLC Buys New Stake in Helios Technologies, Inc $HLIO

Key Points

• William Blair Investment Management purchased 834,221 Helios Technologies shares worth approximately $74.5 million, giving it a 2.52% stake. Institutional investors collectively own 94.72% of the company.
• Helios reported quarterly EPS of $0.88, beating estimates of $0.80, while revenue rose 9.1% year over year to $231.9 million. The company issued FY 2026 EPS guidance of $3.05–$3.25.
• Analysts maintain a generally positive outlook, with an average rating of “Moderate Buy” and a consensus price target of $96.25 versus the stock’s reported $76.18 price. Helios also pays a quarterly dividend of $0.12 per share, yielding approximately 0.6%.

William Blair Investment Management LLC purchased a new position in Helios Technologies, Inc (NYSE:HLIO - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 834,221 shares of the company's stock, valued at approximately $74,454,000. William Blair Investment Management LLC owned about 2.52% of Helios Technologies as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently bought and sold shares of the company. NewEdge Advisors LLC bought a new position in Helios Technologies during the first quarter valued at $29,000. Triumph Capital Management bought a new stake in shares of Helios Technologies in the 3rd quarter worth about $36,000. Allworth Financial LP bought a new stake in shares of Helios Technologies in the 2nd quarter worth about $40,000. Quarry LP raised its position in shares of Helios Technologies by 948.6% during the 3rd quarter. Quarry LP now owns 1,164 shares of the company's stock valued at $61,000 after buying an additional 1,053 shares in the last quarter. Finally, Global Retirement Partners LLC purchased a new stake in shares of Helios Technologies during the 4th quarter valued at about $66,000. Institutional investors own 94.72% of the company's stock.

Helios Technologies Stock Down 0.2%

Shares of NYSE HLIO opened at $76.18 on Friday. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.53 and a current ratio of 2.74. The firm has a market capitalization of $2.51 billion, a price-to-earnings ratio of 35.60 and a beta of 1.27. The stock has a 50 day moving average price of $82.39 and a 200 day moving average price of $75.68. Helios Technologies, Inc has a 52-week low of $47.01 and a 52-week high of $95.05.

Helios Technologies (NYSE:HLIO - Get Free Report) last announced its quarterly earnings data on Monday, August 10th. The company reported $0.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.80 by $0.08. The company 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 firm's revenue for the quarter was up 9.1% compared to the same quarter last year. During the same period last year, the company 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. Sell-side analysts expect that Helios Technologies, Inc will post 3.18 earnings per share for the current year.

Helios Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were given a dividend of $0.12 per share. The ex-dividend date of this dividend was Friday, July 10th. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.6%. Helios Technologies's dividend payout ratio is presently 22.43%.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the stock. Robert W. Baird raised their target price on shares of Helios Technologies from $81.00 to $85.00 and gave the stock an "outperform" rating in a report on Wednesday, May 13th. Zacks Research downgraded shares of Helios Technologies from a "strong-buy" rating to a "hold" rating in a report on Tuesday, July 21st. 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 report on Wednesday, August 12th. JPMorgan Chase & Co. raised their price objective on shares of Helios Technologies from $100.00 to $110.00 and gave the stock an "overweight" rating in a research note on Wednesday, August 12th. Finally, KeyCorp boosted their target price on Helios Technologies from $85.00 to $95.00 and gave the company an "overweight" rating in a research report on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat, Helios Technologies has an average rating of "Moderate Buy" and an average price target of $96.25.

Insider Activity at Helios Technologies

In other news, insider Matteo Arduini sold 6,027 shares of the firm's stock in a transaction on Tuesday, June 23rd. The stock was sold at an average price of $90.42, for a total transaction of $544,961.34. Following the transaction, the insider owned 11,317 shares in the company, valued at approximately $1,023,283.14. This trade represents a 34.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Corporate insiders own 0.50% of the company's stock.

About Helios Technologies

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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