Creative Planning Buys Shares of 31,062 Helios Technologies, Inc. $HLIO

Creative Planning purchased a new stake in Helios Technologies, Inc. (NASDAQ:HLIO) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 31,062 shares of the company’s stock, valued at approximately $1,037,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Geode Capital Management LLC increased its holdings in Helios Technologies by 3.4% during the second quarter. Geode Capital Management LLC now owns 789,981 shares of the company’s stock valued at $26,365,000 after buying an additional 26,098 shares during the period. William Blair Investment Management LLC purchased a new position in shares of Helios Technologies in the 2nd quarter valued at $21,036,000. Charles Schwab Investment Management Inc. raised its position in shares of Helios Technologies by 7.8% in 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 in the last quarter. Ceredex Value Advisors LLC lifted its stake in shares of Helios Technologies by 59.4% during the 1st quarter. Ceredex Value Advisors LLC now owns 350,500 shares of the company’s stock worth $11,248,000 after purchasing an additional 130,600 shares during the last quarter. Finally, MetLife Investment Management LLC boosted its position in Helios Technologies by 1,593.9% during the first quarter. MetLife Investment Management LLC now owns 344,505 shares of the company’s stock valued at $11,055,000 after purchasing an additional 324,167 shares in the last quarter. 94.72% of the stock is currently owned by institutional investors.

Helios Technologies Price Performance

Shares of HLIO stock opened at $53.99 on Monday. Helios Technologies, Inc. has a fifty-two week low of $24.76 and a fifty-two week high of $58.80. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.54 and a current ratio of 3.03. The firm has a market capitalization of $1.79 billion, a price-to-earnings ratio of 47.78 and a beta of 1.33. The stock’s 50-day simple moving average is $53.32 and its 200-day simple moving average is $45.24.

Helios Technologies (NASDAQ:HLIO) last released its earnings results on Monday, November 3rd. The company reported $0.72 EPS for the quarter, topping analysts’ consensus estimates of $0.66 by $0.06. Helios Technologies had a net margin of 4.57% and a return on equity of 8.22%. During the same period in the previous year, the firm posted $0.59 earnings per share. The firm’s revenue for the quarter was up 13.3% compared to the same quarter last year. Helios Technologies has set its Q4 2025 guidance at 0.670-0.740 EPS. FY 2025 guidance at 2.430-2.500 EPS. As a group, equities analysts forecast that Helios Technologies, Inc. will post 2.06 earnings per share for the current fiscal year.

Helios Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, October 21st. Investors of record on Tuesday, October 7th were given a $0.09 dividend. This represents a $0.36 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend was Tuesday, October 7th. Helios Technologies’s dividend payout ratio is presently 35.64%.

Analyst Ratings Changes

A number of brokerages have commented on HLIO. KeyCorp boosted their target price on shares of Helios Technologies from $61.00 to $64.00 and gave the stock an “overweight” rating in a report on Tuesday, November 4th. Stifel Nicolaus set a $65.00 price objective on shares of Helios Technologies in a research note on Wednesday, November 5th. Three analysts have rated the stock with a Buy rating, According to data from MarketBeat, Helios Technologies has an average rating of “Buy” and a consensus target price of $59.33.

Helios Technologies Profile

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.