Calamos Advisors LLC Buys Shares of 10,940 Helios Technologies, Inc $HLIO

Calamos Advisors LLC purchased a new position in shares of Helios Technologies, Inc (NYSE:HLIO) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 10,940 shares of the company’s stock, valued at approximately $708,000.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Legacy Wealth Asset Management LLC raised its holdings in shares of Helios Technologies by 6.2% in the 4th quarter. Legacy Wealth Asset Management LLC now owns 4,186 shares of the company’s stock worth $224,000 after purchasing an additional 246 shares in the last quarter. LPL Financial LLC lifted its holdings in shares of Helios Technologies by 5.1% during the fourth quarter. LPL Financial LLC now owns 5,689 shares of the company’s stock valued at $304,000 after purchasing an additional 274 shares during the last quarter. Osaic Holdings Inc. boosted its position in shares of Helios Technologies by 14.1% in the 4th quarter. Osaic Holdings Inc. now owns 2,942 shares of the company’s stock valued at $158,000 after purchasing an additional 363 shares during the period. ProShare Advisors LLC boosted its position in shares of Helios Technologies by 6.9% in the 4th quarter. ProShare Advisors LLC now owns 6,065 shares of the company’s stock valued at $324,000 after purchasing an additional 391 shares during the period. Finally, GHP Investment Advisors Inc. increased its stake in Helios Technologies by 1.3% in the 1st quarter. GHP Investment Advisors Inc. now owns 42,608 shares of the company’s stock worth $2,757,000 after purchasing an additional 528 shares in the last quarter. Institutional investors own 94.72% of the company’s stock.

Helios Technologies Stock Performance

HLIO opened at $81.30 on Friday. The company has a market cap of $2.69 billion, a PE ratio of 44.67 and a beta of 1.25. The stock has a 50-day moving average of $82.45 and a 200-day moving average of $72.37. Helios Technologies, Inc has a 52-week low of $34.95 and a 52-week high of $95.05. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.58 and a current ratio of 2.86.

Helios Technologies (NYSE:HLIO) last issued its quarterly earnings data on Monday, May 11th. The company reported $0.80 EPS for the quarter, beating analysts’ consensus estimates of $0.68 by $0.12. Helios Technologies had a return on equity of 10.49% and a net margin of 6.98%.The business had revenue of $228.40 million for the quarter. During the same period in the prior year, the company posted $0.44 EPS. The business’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. As a group, equities research analysts forecast that Helios Technologies, Inc will post 2.89 earnings per share for the current fiscal 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 given a $0.12 dividend. This represents a $0.48 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, July 10th. Helios Technologies’s dividend payout ratio (DPR) is currently 26.37%.

Insider Activity

In other Helios Technologies news, insider Matteo Arduini sold 6,027 shares of Helios Technologies 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 transaction, the insider directly owned 11,317 shares of the company’s stock, valued at $1,023,283.14. The trade was a 34.75% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Insiders sold 13,027 shares of company stock valued at $1,134,121 over the last 90 days. Company insiders own 0.50% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have weighed in on the stock. JPMorgan Chase & Co. lifted their price objective on shares of Helios Technologies from $90.00 to $100.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 26th. Robert W. Baird raised their target price on Helios Technologies from $81.00 to $85.00 and gave the stock an “outperform” rating in a research report on Wednesday, May 13th. KeyCorp lifted their price target on Helios Technologies from $85.00 to $95.00 and gave the company an “overweight” rating in a report on Monday. Stifel Nicolaus raised their price objective on Helios Technologies from $80.00 to $89.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. Finally, Wall Street Zen upgraded Helios Technologies from a “buy” rating to a “strong-buy” rating in a report on Sunday, June 28th. Two equities research analysts have rated the stock with a Strong Buy rating, four have given a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, Helios Technologies currently has an average rating of “Buy” and a consensus price target of $92.25.

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.