Diamond Hill Capital Management LLC Investment Advisor Purchases Shares of 14,061 Helios Technologies, Inc $HLIO
Diamond Hill Capital Management LLC has acquired 14,061 shares of Helios Technologies, Inc (HLIO), valued at approximately $1.26 million, marking a new position for the investment advisor. Helios Technologies recently reported strong quarterly earnings, beating estimates with $0.88 EPS and a 9.1% revenue increase year-over-year. The company has a "Moderate Buy" consensus rating from analysts, with an average price target significantly above its opening price, and also pays a quarterly dividend.
Helios Technologies, Inc $HLIO Shares Sold by Renaissance Technologies LLC
Renaissance Technologies LLC significantly reduced its stake in Helios Technologies (NYSE:HLIO) by 55.7% in the first quarter, selling 13,100 shares. Despite this, institutional ownership remains high at 94.72%, with other firms like Wasatch Advisors and Fifth Third Bancorp increasing their positions. Helios Technologies reported strong quarterly earnings with an EPS of $0.88, surpassing estimates, and a 9.1% year-over-year revenue increase to $231.9 million.
Earnings Beat: Helios Technologies, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Helios Technologies, Inc. (NYSE:HLIO) recently reported its latest quarterly earnings, with revenues largely meeting analyst forecasts and statutory earnings per share exceeding expectations by 8.7%. Following these results, analysts have updated their models, significantly increasing their revenue and EPS forecasts for 2026, leading to a 7.0% bump in the price target to US$94.67. Despite an expected improvement in revenues, the company's growth is still projected to be slower than the broader industry.
Earnings Beat: Helios Technologies, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Helios Technologies, Inc. (NYSE:HLIO) recently reported its quarterly earnings, with revenues largely meeting analyst expectations and earnings per share (EPS) surpassing them by 8.7%. Following these results, analysts have updated their forecasts, projecting a noticeable increase in both revenue and EPS for 2026, and consequently, have raised their price targets for the company. Despite the positive outlook and improved sentiment, the company's revenue growth is still expected to be slower than the broader industry.
Is Upgraded Guidance and Data Center Focus Altering The Investment Case For Helios Technologies (HLIO)?
Helios Technologies reported strong Q2 2026 results, including higher sales and net income, and raised its full-year guidance. The company completed its stabilization plan and is now entering a "takeoff" phase, targeting data center thermal management as a significant growth opportunity. While buybacks and dividends add appeal, the stock screens as expensive, and the main risk is overpaying if the new strategic phase falters.
Is Upgraded Guidance and Data Center Focus Altering The Investment Case For Helios Technologies (HLIO)?
Helios Technologies (HLIO) reported strong Q2 2026 results, raising full-year guidance and completing its business stabilization plan. The company is now entering a "takeoff" phase, targeting data center thermal management as a key growth area. While continued buybacks and dividends add appeal, the stock appears expensive, and execution risk in the new data center focus is a primary concern for investors.
Helios Technologies (NYSE:HLIO) Price Target Raised to $110.00 at JPMorgan Chase & Co.
JPMorgan Chase & Co. has raised its price target for Helios Technologies (NYSE:HLIO) to $110.00 from $100.00, maintaining an "overweight" rating and implying a significant upside. This comes after Helios Technologies reported strong quarterly earnings, beating analyst estimates with an EPS of $0.88 and a 9.1% revenue increase year-over-year. The company currently holds a "Moderate Buy" consensus rating from analysts, with several other firms also increasing their price targets.
Helios Technologies, Inc $HLIO Stake Cut by Wasatch Advisors LP
Wasatch Advisors LP significantly reduced its stake in Helios Technologies (HLIO) by 17.4% in the second quarter, selling 138,923 shares but still retaining a substantial holding valued at approximately $58.9 million. This comes as Helios Technologies exceeded its second-quarter earnings and revenue expectations, and raised its full-year 2026 guidance, demonstrating strong financial performance. Despite a "Moderate Buy" consensus from analysts, the stock's high valuation (around 38 times earnings) might temper immediate upside potential.
Helios' Q2 Earnings & Revenues Beat Estimates, Increase Y/Y
Helios Technologies (HLIO) reported strong second-quarter 2026 results, surpassing analyst estimates for both earnings and revenue. The company saw a 49% year-over-year increase in adjusted earnings per share and a 9% rise in revenues, driven by broad-based sales growth across its Electronics and Hydraulics segments. Helios also raised its full-year 2026 guidance for revenue, adjusted EBITDA margin, and non-GAAP earnings per share, reflecting confidence in continued performance.
How Helios Technologies Inc. (HLIO) Affects Rotational Strategy Timing
This article analyzes Helios Technologies Inc. (HLIO) using AI models to suggest trading strategies based on different risk profiles and holding periods. Key findings indicate a mid-channel oscillation pattern, strong near-term sentiment, and an exceptional risk-reward short setup. Three distinct strategies—Position Trading, Momentum Breakout, and Risk Hedging—are outlined with specific entry, target, and stop-loss levels.
Here's What Key Metrics Tell Us About Helios Technologies (HLIO) Q2 Earnings
Helios Technologies (HLIO) reported a strong Q2 2026, with revenue up 9.1% to $231.9 million and EPS at $0.88, surpassing analyst expectations. The company demonstrated positive surprises in both revenue and EPS, driven by growth in its Hydraulics and Electronics segments. Despite a Zacks Rank #3 (Hold), the stock has outperformed the S&P 500 composite over the past month.
Helios Technologies (NYSE: HLIO) boosts 2026 outlook after strong Q2 growth
Helios Technologies (NYSE: HLIO) reported strong second-quarter 2026 results, with sales up 9% year-over-year to $231.9 million and diluted EPS increasing 94% to $0.66. The company also announced a record $42 million in cash from operations and reduced its net-debt-to-adjusted EBITDA ratio to 1.4x. Due to this performance, Helios Technologies raised its full-year 2026 outlook, projecting the highest annual sales in its history.
Helios Technologies Q2 sales rise 9% to $231.9 million
Helios Technologies (HLIO) reported strong Q2 2026 results with net sales increasing 9% to $231.9 million and net income soaring 92% to $21.9 million. The company raised its full-year 2026 sales outlook, projecting its highest annual sales in history, and reported record cash from operations. Insider trading showed sales over purchases, while institutional investors had mixed activity, with some significantly reducing their holdings and others increasing them.
Helios Technologies earnings loom as electrification bets tested
Helios Technologies is set to report second-quarter earnings, with analysts expecting $0.80 per share on revenue of $230.78 million. Investors will be focused on the company's progress in shifting towards electrified hydraulic systems and its ability to sustain margins amid inflation and product mix shifts. The stock has seen a recent pullback despite strong year-to-date performance, making the upcoming earnings report crucial for evaluating its future momentum and strategic direction.
Helios Technologies, Inc $HLIO Shares Bought by First Trust Advisors LP
First Trust Advisors LP significantly increased its stake in Helios Technologies (HLIO) during the first quarter, now owning 28,066 shares valued at approximately $1.8 million. Other institutional investors have also adjusted their holdings, with institutional ownership collectively at 94.72%. Helios Technologies reported strong first-quarter results, beating EPS estimates, and analysts maintain a "Moderate Buy" rating with a target price of $93.25.
Helios Technologies, Inc (NYSE:HLIO) Receives Average Recommendation of "Moderate Buy" from Brokerages
Helios Technologies (NYSE:HLIO) has received a "Moderate Buy" consensus from brokerages, with an average 12-month price target of $93.25. The company recently surpassed quarterly EPS estimates and saw a 16.8% year-over-year revenue increase. Institutional ownership is high, although insiders have recently sold shares.
Helios (HLIO) To Report Earnings Tomorrow: Here Is What To Expect
Helios Technologies (HLIO) is set to report its earnings, with analysts expecting an 8.4% year-on-year revenue growth, a significant turnaround from the previous year's decrease. The company has a strong track record of beating revenue estimates, and peer performance in the gas and liquid handling segment suggests a positive outlook. Investor sentiment for the segment is up, with Helios's stock also showing a recent increase.
HELIOS TECHNOLOGIES Q2 2026 Earnings Preview: Recent $HLIO Insider Trading, Hedge Fund Activity, and More
HELIOS TECHNOLOGIES ($HLIO) is set to release its Q2 2026 earnings on Monday, August 10th, with analysts forecasting revenues of $235.2 million and earnings of $0.82 per share. The article details recent insider selling activity, significant changes in hedge fund holdings, and current analyst price targets for the stock.
Helios Technologies (HLIO) Draws Fresh Earnings Focus, Is The Valuation Upside Still There?
Helios Technologies (HLIO) is attracting attention due to fresh analyst projections, including an estimated EPS of $0.80 and 8.4% year-over-year revenue growth. Despite a 71% one-year total return, the company is considered 6.3% undervalued with a fair value of $87.83, supported by its innovation in electro-hydraulic and electronic control solutions. However, its P/E ratio of 44.7x is higher than the industry average, and the company faces risks from cyclical weakness in construction and agriculture, as well as potential slow tech adoption.
Helios Technologies (HLIO) Draws Higher Earnings Forecasts, Is It Still Below Fair Value?
Helios Technologies (HLIO) is seeing increased analyst optimism with higher earnings forecasts for the upcoming quarter, driven by growth in both its Hydraulics and Electronics segments. Despite recent stock momentum, HLIO trades slightly below a fair value narrative of $87.83, suggesting a small valuation gap. However, its P/E ratio is significantly higher than the industry average, which could indicate either justified confidence or a crowded entry point.
Helios Technologies Inc (HLIO) Earnings Forecast: Future EPS & Revenue Growth Estimates
Helios Technologies Inc (HLIO) has an earnings forecast score of 9.00, ranking 2nd in its industry. Analysts have given the stock a strong buy rating with an average price target of $64.00. The company's expected revenue for the next quarter is $230.59 million, and its EPS for the previous quarter was $0.59, with an expectation of $0.80 for the next quarter.
Lazard Asset Management LLC Makes New Investment in Helios Technologies, Inc $HLIO
Lazard Asset Management LLC recently acquired a new stake of 30,382 shares in Helios Technologies (NYSE:HLIO) valued at approximately $1.97 million. This investment comes as Helios Technologies reported strong quarterly earnings, beating estimates with $0.80 EPS and a 16.8% increase in revenue year-over-year. Despite positive analyst sentiment and a "Moderate Buy" rating, company insiders have sold 13,027 shares totaling about $1.13 million in the past 90 days.
Janus Henderson Group PLC Sells 26,481 Shares of Helios Technologies, Inc $HLIO
Janus Henderson Group PLC reduced its stake in Helios Technologies (NYSE:HLIO) by 5.6% in the first quarter, selling 26,481 shares and retaining 448,501 shares valued at approximately $29.0 million. Despite this, institutional investors collectively own 94.72% of the company. Helios Technologies reported strong quarterly earnings, beating estimates with an EPS of $0.80 and revenue growth of 16.8% year over year, and analysts maintain a "Moderate Buy" rating with an average price target of $93.25.
Vanguard Portfolio Management (HLIO) discloses 1.66M-share, 5.01% Helios stake
Vanguard Portfolio Management LLC has filed a Schedule 13G, reporting a beneficial ownership of 1,656,862 shares, or 5.01%, of Helios Technologies Inc. common stock. This stake includes shares held by Vanguard funds and managed accounts, with Vanguard exercising sole voting power over 15,756 shares and sole dispositive power over all 1,656,862 shares. No single client's interest exceeds 5% of the class.
(HLIO) and the Role of Price-Sensitive Allocations
This article provides a detailed AI-driven stock analysis for Helios Technologies Inc. (NASDAQ: HLIO), published on July 30, 2026. It highlights weak near-term sentiment and a mid-channel oscillation pattern, while also identifying an exceptional risk-reward setup with a target gain of 10.9%. The analysis includes three distinct trading strategies (Position Trading, Momentum Breakout, and Risk Hedging) tailored for different risk profiles and holding periods, along with multi-timeframe signal analysis and support/resistance levels.
Helios Technologies Inc (HLIO) Financial Health: Profitability & Balance Sheet Analysis
Helios Technologies Inc (HLIO) has a robust financial status with a current financial score of 8.47, ranking 16th in its industry. The company reported a 16.83% year-over-year increase in quarterly revenue to $228.40M and a significant 169.86% year-over-year increase in net profit. While its financial health is strong, its operating efficiency is noted as average.
Helios Technologies (HLIO) Heads Into Earnings With Electrification Growth And Valuation In Focus
Helios Technologies (HLIO) is set to release its Q2 2026 earnings, with expectations of year-over-year growth despite recent cautious estimate revisions. The stock has seen a significant pullback after a strong year-to-date performance, leading to questions about whether its current valuation reflects business fundamentals or a shift in market sentiment. The company is considered undervalued by one metric at $87.83, driven by innovation in electro-hydraulic and electronic control solutions for electrification, but trades at a premium P/E ratio compared to its industry and peers.
Enovation Controls, a Helios Technologies Operating Company, Named a UK's Best Workplaces for Women for the Fifth Consecutive Year
Enovation Controls, an operating company of Helios Technologies, has been recognized for the fifth consecutive year as one of the UK's Best Workplaces for Women by Great Place To Work. This honor reflects the company's commitment to fostering an inclusive and equitable environment where women can thrive through professional development, career advancement, and mentorship. The recognition is based directly on feedback from women employees within these organizations, highlighting a culture that supports and values them.
Gamco Investors INC. ET AL Reduces Stake in Helios Technologies, Inc $HLIO
Gamco Investors INC. ET AL significantly reduced its stake in Helios Technologies (NYSE:HLIO) by 74.5% during the first quarter, selling 38,172 shares and retaining 13,045 shares valued at $844,000. Despite this reduction, institutional investors collectively own 94.72% of the company. Helios Technologies recently reported strong quarterly earnings, beating estimates with an EPS of $0.80 and a 16.8% year-over-year revenue increase, and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $93.25.
Arrowstreet Capital Limited Partnership Reduces Stock Position in Helios Technologies, Inc $HLIO
Arrowstreet Capital Limited Partnership reduced its stake in Helios Technologies (NYSE:HLIO) by 6.6% in the first quarter, selling 38,180 shares. Despite this, other institutional investors like Royal Bank of Canada, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., Goldman Sachs Group Inc., and Jane Street Group LLC increased their holdings. Helios Technologies also received an average analyst rating of "Moderate Buy" with a consensus price target of $93.25, and recently declared a quarterly dividend of $0.12 per share.
Enovation Controls, a Helios Technologies Operating Company, Named a UK’s Best Workplaces for Women™ for the Fifth Consecutive Year
Enovation Controls, an operating company of Helios Technologies, has been recognized for the fifth consecutive year as one of the UK's Best Workplaces for Women by Great Place To Work®. This award highlights Enovation Controls' commitment to fostering an inclusive environment that supports women's professional development, career advancement, and overall well-being. The recognition is based on direct feedback from employees, underscoring the company's success in creating equitable opportunities and a high-trust culture.
Bessemer Group Inc. Cuts Holdings in Helios Technologies, Inc $HLIO
Bessemer Group Inc. significantly reduced its stake in Helios Technologies (NYSE:HLIO) by 99.4% in the first quarter, selling 273,153 shares and retaining 1,555 shares worth $101,000. Despite this, other institutional investors have increased their holdings, and analysts maintain a generally positive outlook with a "Moderate Buy" rating and a consensus target price of $93.25. Insider selling activity was also noted, with Matteo Arduini selling a substantial number of shares in June.
Enovation Controls Receives Fifth Consecutive UK Women’s Workplace Recognition
Enovation Controls, an operating company of Helios Technologies, has been named one of the UK’s Best Workplaces for Women™ for the fifth consecutive year by Great Place To Work®. This recognition highlights Enovation Controls' commitment to fostering an inclusive and equitable environment where women can advance their careers and thrive, as validated by employee feedback. The company's dedication to diversity and inclusion is seen as a driver for innovation, collaboration, and long-term value creation.
Helios Technologies (HLIO) to Report Q2 Results: Wall Street Expects Earnings Growth
Helios Technologies (HLIO) is projected to report a year-over-year increase in earnings and higher revenues for Q2 2026. While the consensus estimate predicts positive growth, the Zacks Earnings ESP suggests that Helios Technologies is not a strong candidate for an earnings beat due to a lower Most Accurate Estimate compared to the consensus. Investors are advised to consider other factors alongside the Zacks Rank and Earnings ESP.
Helios Technologies Inc (HLIO) Dividends & Stock Splits: Historical Payouts and Event Timeline
This article provides a historical overview of dividend payouts for Helios Technologies Inc (HLIO), detailing interim and final cash dividends with their respective record, payment, and ex-dividend dates extending into 2026. It notes that the company has distributed $47.01 million in dividends over the past five years. The page also includes current HLIO stock performance data and company financials without elaborating on stock splits.
Helios Technologies to Discuss Q2 Outlook in Aug. 11 Webcast
Helios Technologies (NYSE: HLIO) announced it will release its second-quarter 2026 financial results after market close on August 10, 2026. The company will host a conference call and webcast on August 11, 2026, at 9:00 a.m. Eastern Time to discuss these results and provide a business outlook. The call will feature President & CEO Sean Bagan and EVP & CFO Jeremy Evans.
Helios Technologies Inc (HLIO) Shareholder Structure: Major Shareholders & Institutional Holdings
This article details the shareholder structure of Helios Technologies Inc (HLIO), listing major institutional holders and their proportions. It also breaks down shareholder types and provides a historical overview of institutional shareholding, including the number of institutions, shares held, and changes over various reporting periods. The content concludes with a list of related ETFs that include HLIO.
HLIO|Helios Technologies Inc|Price:79.830|Chg%:+0.060
This article provides a detailed profile of Helios Technologies Inc (HLIO), outlining its business scope in engineered motion control and electronic controls technology across various markets through its Hydraulics and Electronics segments. It includes key financial data such as its market capitalization and P/E ratio, company information, executive details, and institutional shareholding data. The company's diverse brand portfolio and executive shareholding changes are also highlighted.
TradingKey
This article provides an in-depth look at Helios Technologies Inc.'s (HLIO) financial performance through its quarterly and annual income statements. It details various financial metrics including total revenue, cost of revenue, operating expenses, operating profit, and net income over several fiscal years, along with year-over-year percentage changes. The content also features a Q&A section explaining how to read the income statement, the difference between quarterly and annual statements, the meaning of YOY, and key metrics for analyzing HLIO stock.
Helios Technologies Inc (HLIO) Earnings Forecast: Future EPS & Revenue Growth Estimates
Helios Technologies Inc (HLIO) has an earnings forecast score of 9.00 and an average price target of $64.00, with analysts largely recommending a "Strong Buy". The expected revenue for the next quarter is $230.78 million, and the EPS for the next quarter is projected to be $0.80. The company's previous quarter's EPS was $0.59, slightly below the market expectation of $0.60.
Helios Technologies Inc (HLIO) Institutional Confidence
Helios Technologies Inc (HLIO) has a strong institutional confidence score of 10.00, ranking first in its industry. Institutional shareholding for HLIO has increased by 14.12% quarter-over-quarter, with Chuck Royce being the largest institutional shareholder despite a slight decrease in his holdings. Major institutional investors like BlackRock, Wellington Management, and Dimensional Fund Advisors hold significant stakes in the company.
HLIO|Helios Technologies Inc|Price:79.890|Chg%:-0.840
Helios Technologies Inc (HLIO) is trading at $79.840, showing strong fundamentals and high growth potential. The company's stock is rated as a "Strong Buy" by multiple analysts, with a target price of $88.20. Key figures indicate a market capitalization of $2.64 billion and a P/E TTM of 43.54, alongside a stable dividend payment history.
Helios Technologies Inc (HLIO) Valuation: PE, PB & Fair Value Analysis
This article provides a valuation analysis of Helios Technologies Inc (HLIO). It highlights the company's current valuation score of 6.83, ranking it 146 out of 180 in its industry. The report also details HLIO's current P/E ratio, noting its position relative to recent highs and lows, while stating that other valuation metrics like P/B, P/S, and P/CF have not yet been disclosed.
Helios Technologies (HLIO) As Electrification Demand Keeps Fair Value In View
Helios Technologies (HLIO) has seen a recent 10% pullback, although it's up 48% year-to-date and 127.5% over the past year. The stock is considered 7.6% undervalued with a narrative fair value of $87.83, driven by electrification demand, despite trading at a high P/E ratio of 44.1x compared to the industry average. Investors are encouraged to assess the underlying business fundamentals against the premium valuation and potential risks like end market cyclicality.
Responsive Playbooks and the HLIO Inflection
Helios Technologies Inc. (NASDAQ: HLIO) is showing divergent sentiment across all time horizons, suggesting choppy trading conditions. The article outlines three distinct AI-generated trading strategies (Position, Momentum Breakout, Risk Hedging) tailored for different risk profiles, along with multi-timeframe signal analysis indicating varying support and resistance levels. A key finding highlights an exceptional 34.5:1 risk-reward short setup.
Responsive Playbooks and the HLIO Inflection
This article from Stock Traders Daily discusses an "HLIO Inflection" for Helios Technologies Inc. (NASDAQ: HLIO), highlighting divergent sentiment across different time horizons. It provides AI-generated trading strategies including position, momentum breakout, and risk hedging, along with specific support and resistance levels. The analysis suggests choppy conditions for the stock.
Is TIME’s ‘Best Companies’ Recognition Reframing the Cultural Premium in Helios Technologies’ (HLIO) Investment Story?
Helios Technologies (HLIO) was recently recognized by TIME as one of America's Best Companies, an honor highlighting its strong employee satisfaction, financial performance, and sustainability. This recognition, along with its inclusion in Russell growth indices, enhances the company's visibility among institutional investors and reinforces management's focus on profitable growth and operational excellence, even as classic execution risks remain key to its investment narrative. While the recognition doesn't change near-term catalysts, it adds a cultural premium that could influence its long-term investment story.
Fifth Third Bancorp Buys 129,040 Shares of Helios Technologies, Inc $HLIO
Fifth Third Bancorp significantly increased its stake in Helios Technologies (HLIO) during the first quarter, purchasing 129,040 shares and raising its total holdings to 129,783 shares valued at approximately $8.4 million. This move comes as Helios Technologies reported strong quarterly earnings, beating analyst expectations with an EPS of $0.80 and a 16.8% year-over-year revenue increase. Analysts maintain a bullish outlook on HLIO, with an average "Buy" rating and a target price of $92.25, while the company also declared a quarterly dividend of $0.12 per share.
Helios Technologies' Electronics Businesses Support Briggs & Stratton
Helios Technologies' electronics businesses, consisting of Enovation Controls and TVH, have partnered with Briggs & Stratton to provide a range of electronic controls, displays, and wiring systems for their professional series of engines. This collaboration aims to leverage their expertise in system design, robust product development, and supply chain management to support Briggs & Stratton and other OEMs. The partnership highlights Helios Technologies' ability to offer comprehensive electronic solutions to leading manufacturers.
Helios Technologies, Inc (NYSE:HLIO) Given Average Recommendation of "Buy" by Brokerages
Helios Technologies (NYSE:HLIO) has received a consensus "Buy" rating from seven analysts, with an average 12-month price target of $92.25. Recent analyst upgrades and increased price targets from firms like JPMorgan, Stifel, and KeyCorp support this positive outlook. The company also reported strong quarterly earnings, beating estimates with $0.80 EPS and a 16.8% revenue increase, and declared a quarterly dividend of $0.12 per share.
