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Helios Technologies, Inc. HLIO

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48.00 USD -1.48 (-2.99%)

At closeNov 10, 2026, 4:41 PM EST

48.00 0.00 0.00%

After hours · Nov 10, 4:41 PM ET

47.66 Day range 50.24
46.95 52-week range 95.05
YTD
-10.26%
1 year
-11.00%
Market cap
1.57B
Revenue (ttm)
900.80M
Profit margin
8.74%
EPS (ttm)
2.37
Shares out
32.66M
P/E ratio
20.25
Forward P/E
14.05
Dividend
0.48 (0.97%)
Ex-dividend date
Oct 12, 2026
YTD return
-10.26%
1-year return
-11.00%
Volume
718.30K
Avg volume
403.48K
Open
49.19
Previous close
49.48
Day's range
47.66 – 50.24
52-week range
46.95 – 95.05
Beta
1.31
Analysts
Buy
Price target
80.50 (+67.7%)
Earnings date
Mar 1, 2027

5D -20.74 (-30.13%)

506070WedThuFriMonTue48.10

Key statistics

Enterprise value
1.89B
PEG ratio
1.03
Price / sales
1.74
Price / book
1.67
Dividend yield
0.97%
Payout ratio
13.92%
Revenue growth
4.30%
Free cash flow
151.36M
Total cash
72.60M
Total debt
345.00M
Return on equity
8.47%
Short % of float
3.39%
50-day average
67.84
200-day average
73.26

Financials — quick view

All financials
HLIO Revenue — quarterly 229.70M
2022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 20262026-Q3 2026
HLIO Net income — quarterly 17.60M
2022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 20262026-Q3 2026
HLIO EPS — quarterly 0.54
2022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 20262026-Q3 2026

Earnings

HLIO recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Mar 1, 2027Jan 3, 20270.74———
Nov 5, 2026Oct 3, 20260.7550.80+0.05+5.96%
Aug 10, 2026Jul 4, 20260.8030.88+0.08+9.59%
May 11, 2026Apr 4, 20260.680.80+0.12+17.65%
Mar 2, 2026Jan 3, 20260.710.81+0.10+14.08%
Nov 3, 2025Sep 27, 20250.650.72+0.07+10.77%

Upgrades / downgrades

HLIO analyst upgrades and downgrades
DateFirmActionFromTo
Nov 9, 2026JP MorganmainOverweightOverweight
Nov 9, 2026StifelmainBuyBuy
Nov 6, 2026KeybancmainOverweightOverweight
Nov 6, 2026BairddownOutperformNeutral
Aug 12, 2026StifelmainBuyBuy
Aug 12, 2026JP MorganmainOverweightOverweight

About Helios Technologies, Inc.

Helios Technologies, Inc., together with its subsidiaries, provides engineered motion control and electronic controls technology solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through two segments; Hydraulics and Electronics. The Hydraulics segment designs and manufactures hydraulic motion control and fluid conveyance technology products, including cartridge valves, manifolds, and quick release couplings, as well as engineers complete hydraulic system solutions. This segment sells its products under the Sun Hydraulics, Faster, NEM, Taimi, Daman, and Schultes brands. The Electronics segment designs and manufactures customized electronic controls systems, displays, wire harnesses, and software solutions. This segment sells its products under Enovation Controls, Murphy, Zero Off, HCT, Balboa Water Group, i3PD and Cygnus Reach and Joyonway brands. It markets and sells hydraulic products and engineered solutions through value-added distributors, as well as directly to original equipment manufacturers (OEMs); and electronic products to OEMs, distributors, and system integrators. It serves construction, material handling, agriculture, industrial, mobile, energy, recreational vehicles, marine, aerospace, and health and wellness sectors. The company was formerly known as Sun Hydraulics Corporation and changed its name to Helios Technologies, Inc. in June 2019. Helios Technologies, Inc. was incorporated in 1970 and is headquartered in Sarasota, Florida.

Sector
Industrials
Industry
Specialty Industrial Machinery
Country
United States

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Insider holders

HLIO insider holders
InsiderRelationLatest transactionDateShares held
ARDUINI MATTEOOfficerConversion of Exercise of derivative securitySep 10, 202612,064
BAGAN SEAN P.Chief Executive OfficerConversion of Exercise of derivative securitySep 30, 202620,953
BRITT DOUGLAS MDirectorConversion of Exercise of derivative securitySep 17, 202630,491
BROWN LAURA D.DirectorConversion of Exercise of derivative securitySep 17, 202620,442
CHENANDA CARYDirectorConversion of Exercise of derivative securitySep 17, 202617,778
GREENBERG MARC AGeneral CounselConversion of Exercise of derivative securitySep 10, 202610,751

Institution ownership

HLIO institution ownership
Holder% heldSharesValueReported
Blackrock Inc.7.94%2,592,872124.46MJun 29, 2026
Vanguard Portfolio Management LLC5.02%1,641,10678.77MJun 29, 2026
Dimensional Fund Advisors LP4.65%1,518,47772.89MSep 29, 2026
Vanguard Capital Management LLC4.48%1,462,10670.18MJun 29, 2026
Sara-Bay Financial3.51%1,144,98454.96MSep 29, 2026
Invesco Ltd.3.32%1,083,03851.99MJun 29, 2026

Fund ownership

HLIO fund ownership
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.21%1,049,30450.37MJun 29, 2026
iShares Trust-iShares Russell 2000 ETF2.65%864,69041.51MSep 29, 2026
AIM Counselor Series TRT -Invesco Discovery Fd.2.38%778,31337.36MAug 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.32%757,11936.34MJun 29, 2026
Conestoga Funds-Conestoga Small Cap Fund2.09%681,56032.71MJun 29, 2026
Thrivent Mutual Funds-Thrivent Small Cap Stock Fund1.96%639,22930.68MJul 30, 2026