Bessemer Group Inc. Lowers Stake in Helios Technologies, Inc $HLIO

Bessemer Group Inc. cut its position in shares of Helios Technologies, Inc (NYSE:HLIO) by 99.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,555 shares of the company’s stock after selling 273,153 shares during the quarter. Bessemer Group Inc.’s holdings in Helios Technologies were worth $101,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Wellington Management Group LLP lifted its stake in shares of Helios Technologies by 114.9% in the 4th quarter. Wellington Management Group LLP now owns 1,997,527 shares of the company’s stock valued at $106,848,000 after purchasing an additional 1,067,846 shares in the last quarter. Dimensional Fund Advisors LP raised its stake in shares of Helios Technologies by 3.5% in the 3rd quarter. Dimensional Fund Advisors LP now owns 1,626,796 shares of the company’s stock valued at $84,806,000 after acquiring an additional 55,206 shares during the period. Bank of America Corp DE lifted its holdings in shares of Helios Technologies by 7.9% during the 2nd quarter. Bank of America Corp DE now owns 932,366 shares of the company’s stock valued at $31,113,000 after acquiring an additional 68,182 shares in the last quarter. Wasatch Advisors LP lifted its holdings in shares of Helios Technologies by 5.4% during the 3rd quarter. Wasatch Advisors LP now owns 854,711 shares of the company’s stock valued at $44,556,000 after acquiring an additional 43,567 shares in the last quarter. Finally, Jennison Associates LLC purchased a new stake in Helios Technologies during the 4th quarter worth $42,583,000. 94.72% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Helios Technologies news, insider Matteo Arduini sold 6,027 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the insider owned 11,317 shares in the company, valued at $1,023,283.14. This trade represents a 34.75% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. In the last ninety days, insiders sold 13,027 shares of company stock worth $1,134,121. 0.50% of the stock is owned by company insiders.

Helios Technologies Stock Performance

Shares of HLIO stock opened at $78.25 on Tuesday. The company has a debt-to-equity ratio of 0.37, a current ratio of 2.86 and a quick ratio of 1.58. The company’s fifty day moving average price is $83.28 and its two-hundred day moving average price is $73.61. The firm has a market capitalization of $2.59 billion, a P/E ratio of 43.00 and a beta of 1.25. Helios Technologies, Inc has a 12 month low of $34.95 and a 12 month high of $95.05.

Helios Technologies (NYSE:HLIO) last announced its earnings results on Monday, May 11th. The company reported $0.80 earnings per share for the quarter, beating the consensus estimate of $0.68 by $0.12. Helios Technologies had a return on equity of 10.49% and a net margin of 6.98%.The company had revenue of $228.40 million during the quarter. During the same quarter in the prior year, the business earned $0.44 earnings per share. The firm’s revenue was up 16.8% on a year-over-year basis. 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. On average, research analysts anticipate that Helios Technologies, Inc will post 2.9 earnings per share for the current fiscal year.

Helios Technologies Dividend Announcement

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

Wall Street Analyst Weigh In

Several research firms have commented on HLIO. Stifel Nicolaus raised their price objective on Helios Technologies from $89.00 to $93.00 and gave the company a “buy” rating in a research report on Monday, July 20th. KeyCorp increased their target price on Helios Technologies from $85.00 to $95.00 and gave the company an “overweight” rating in a research note on Monday, July 13th. Weiss Ratings reiterated a “hold (c)” rating on shares of Helios Technologies in a report on Tuesday, June 2nd. JPMorgan Chase & Co. boosted their price target on Helios Technologies from $90.00 to $100.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 26th. Finally, Zacks Research cut Helios Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 21st. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $93.25.

Helios Technologies 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.