SG Americas Securities LLC Has $331,000 Stock Position in Helios Technologies, Inc $HLIO

SG Americas Securities LLC lowered its holdings in shares of Helios Technologies, Inc (NYSE:HLIO) by 70.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,115 shares of the company’s stock after selling 12,005 shares during the quarter. SG Americas Securities LLC’s holdings in Helios Technologies were worth $331,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Legacy Wealth Asset Management LLC increased its position in Helios Technologies by 6.2% during the fourth quarter. Legacy Wealth Asset Management LLC now owns 4,186 shares of the company’s stock worth $224,000 after buying an additional 246 shares during the last quarter. LPL Financial LLC lifted its position in shares of Helios Technologies by 5.1% in the fourth quarter. LPL Financial LLC now owns 5,689 shares of the company’s stock worth $304,000 after buying an additional 274 shares during the last quarter. Osaic Holdings Inc. lifted its position in shares of Helios Technologies by 14.1% in the fourth quarter. Osaic Holdings Inc. now owns 2,942 shares of the company’s stock worth $158,000 after buying an additional 363 shares during the last quarter. ProShare Advisors LLC boosted its stake in shares of Helios Technologies by 6.9% during the 4th quarter. ProShare Advisors LLC now owns 6,065 shares of the company’s stock worth $324,000 after acquiring an additional 391 shares in the last quarter. Finally, Royal Bank of Canada boosted its stake in shares of Helios Technologies by 0.6% during the 1st quarter. Royal Bank of Canada now owns 89,391 shares of the company’s stock worth $2,868,000 after acquiring an additional 556 shares in the last quarter. Institutional investors and hedge funds own 94.72% of the company’s stock.

Insider Buying and Selling at Helios Technologies

In other news, insider Matteo Arduini sold 6,027 shares of the stock in a transaction that occurred on Tuesday, June 23rd. The stock was sold at an average price of $90.42, for a total value of $544,961.34. Following the completion of the sale, the insider directly owned 11,317 shares of the company’s stock, valued at approximately $1,023,283.14. This represents a 34.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders sold 13,027 shares of company stock valued at $1,134,121 over the last three months. 0.50% of the stock is currently owned by corporate insiders.

Helios Technologies Trading Up 1.5%

Helios Technologies stock opened at $80.25 on Friday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.58 and a current ratio of 2.86. The business’s 50-day simple moving average is $81.21 and its 200-day simple moving average is $71.48. The firm has a market capitalization of $2.65 billion, a PE ratio of 44.10 and a beta of 1.25. Helios Technologies, Inc has a 52 week low of $33.85 and a 52 week high of $95.05.

Helios Technologies (NYSE:HLIO) last posted its quarterly earnings data on Monday, May 11th. The company reported $0.80 earnings per share for the quarter, topping the consensus estimate of $0.68 by $0.12. The business had revenue of $228.40 million during the quarter. Helios Technologies had a return on equity of 10.49% and a net margin of 6.98%.Helios Technologies’s revenue for the quarter was up 16.8% on a year-over-year basis. During the same period in the prior year, the firm posted $0.44 EPS. Helios Technologies has set its Q2 2026 guidance at 0.780-0.830 EPS and its FY 2026 guidance at 2.750-3.000 EPS. Equities research analysts forecast that Helios Technologies, Inc will post 2.89 earnings per share for the current year.

Helios Technologies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be issued a dividend of $0.12 per share. The ex-dividend date is Friday, July 10th. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.6%. Helios Technologies’s payout ratio is 26.37%.

Analyst Ratings Changes

A number of brokerages have recently commented on HLIO. Zacks Research raised Helios Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, May 27th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Helios Technologies in a research report on Tuesday, June 2nd. KeyCorp upped their target price on Helios Technologies from $82.00 to $85.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 12th. Robert W. Baird increased their price target on Helios Technologies from $81.00 to $85.00 and gave the company an “outperform” rating in a report on Wednesday, May 13th. Finally, JPMorgan Chase & Co. lifted their price target on shares of Helios Technologies from $90.00 to $100.00 and gave the company an “overweight” rating in a research report on Tuesday, May 26th. Two analysts have rated the stock with a Strong Buy rating, four have given a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, Helios Technologies presently has an average rating of “Buy” and a consensus price target of $89.75.

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.