Helios Technologies, Inc. HLIO
Set alert
At close · Oct 30
After hours · Oct 30, 4:00 PM ET
- YTD
- +23.67%
- 1 year
- +18.72%
- Open
- 66.89
- Prev close
- 68.26
- Mkt cap
- 2.18B
- Vol
- 308.59K
- Avg vol
- 334.02K
- EPS
- 2.14
- P/E
- 30.91
- Div yield
- 0.70%
More statistics
- Low
- 65.46
- High
- 67.63
- Forward P/E
- 18.64
- Beta
- 1.30
- Short ratio
- 2.69
- Inst. own
- 98.47%
- Dividend
- 0.48
- Ex-div date
- Oct 12, 2026
- Earnings
- Nov 5, 2026
- 50-d avg
- 69.78
- 200-d avg
- 73.40
- 1y target
- 91.83
2Y chart
Events in this range
- Jan 3, 2025Dividend: 0.09
- Apr 4, 2025Dividend: 0.09
- Jul 7, 2025Dividend: 0.09
- Aug 4, 2025Earnings: 0.59; estimate 0.49; surprise 20.41%
- Oct 7, 2025Dividend: 0.09
- Nov 3, 2025Earnings: 0.72; estimate 0.65; surprise 10.77%
- Jan 7, 2026Dividend: 0.09
- Mar 2, 2026Earnings: 0.81; estimate 0.71; surprise 14.08%
- Apr 13, 2026Dividend: 0.12
- May 11, 2026Earnings: 0.8; estimate 0.68; surprise 17.65%
- May 14, 2026Rating: Stifel · Buy → Buy
- May 26, 2026Rating: JP Morgan · Overweight → Overweight
- Jul 10, 2026Dividend: 0.12
- Jul 13, 2026Rating: Keybanc · Overweight → Overweight
- Jul 20, 2026Rating: Stifel · Buy → Buy
- Aug 10, 2026Earnings: 0.88; estimate 0.803; surprise 9.59%
- Aug 12, 2026Rating: JP Morgan · Overweight → Overweight
- Aug 12, 2026Rating: Stifel · Buy → Buy
- Oct 13, 2026Dividend: 0.12
Signals (92)
| Name | Date | Ago |
|---|---|---|
| MACD: Buy Signal | Oct 28, 2026 | 3 days ago |
| MACD: Sell Signal | Oct 23, 2026 | 1 week ago |
| MACD: Buy Signal | Sep 21, 2026 | 1 month ago |
| RSI: Oversold | Sep 15, 2026 | 1 month ago |
| RSI: Oversold | Sep 10, 2026 | 1 month ago |
| SMA: Bearish | Sep 9, 2026 | 1 month ago |
| SMA: Bullish | Sep 3, 2026 | 1 month ago |
| SMA: Bearish | Sep 1, 2026 | 2 months ago |
| RSI: Oversold | Sep 1, 2026 | 2 months ago |
| MACD: Sell Signal | Aug 19, 2026 | 2 months ago |
| SMA: Bearish | Aug 10, 2026 | 2 months ago |
| SMA: Bullish | Aug 7, 2026 | 2 months ago |
| MACD: Buy Signal | Aug 4, 2026 | 2 months ago |
| SMA: Bearish | Jul 15, 2026 | 3 months ago |
| SMA: Bullish | Jul 14, 2026 | 3 months ago |
| SMA: Bearish | Jul 8, 2026 | 3 months ago |
| MACD: Sell Signal | Jun 30, 2026 | 4 months ago |
| RSI: Overbought | Jun 22, 2026 | 4 months ago |
| MACD: Buy Signal | Jun 18, 2026 | 4 months ago |
| MACD: Sell Signal | Jun 8, 2026 | 4 months ago |
| RSI: Overbought | May 27, 2026 | 5 months ago |
| MACD: Buy Signal | May 12, 2026 | 5 months ago |
| SMA: Bullish | May 5, 2026 | 5 months ago |
| SMA: Bearish | May 1, 2026 | 6 months ago |
| SMA: Bullish | Apr 30, 2026 | 6 months ago |
| SMA: Bearish | Apr 28, 2026 | 6 months ago |
| SMA: Bullish | Apr 27, 2026 | 6 months ago |
| MACD: Sell Signal | Apr 23, 2026 | 6 months ago |
| SMA: Bearish | Apr 22, 2026 | 6 months ago |
| SMA: Bullish | Apr 21, 2026 | 6 months ago |
| SMA: Bearish | Apr 15, 2026 | 6 months ago |
| SMA: Bullish | Apr 8, 2026 | 6 months ago |
| MACD: Buy Signal | Apr 1, 2026 | 7 months ago |
| MACD: Sell Signal | Mar 27, 2026 | 7 months ago |
| MACD: Buy Signal | Mar 26, 2026 | 7 months ago |
| SMA: Bearish | Mar 12, 2026 | 7 months ago |
| SMA: Bullish | Mar 11, 2026 | 7 months ago |
| SMA: Bearish | Mar 6, 2026 | 7 months ago |
| MACD: Sell Signal | Feb 20, 2026 | 8 months ago |
| RSI: Overbought | Feb 6, 2026 | 8 months ago |
| RSI: Overbought | Feb 3, 2026 | 9 months ago |
| MACD: Buy Signal | Feb 2, 2026 | 9 months ago |
| MACD: Sell Signal | Jan 30, 2026 | 9 months ago |
| RSI: Overbought | Jan 16, 2026 | 9 months ago |
| MACD: Buy Signal | Jan 6, 2026 | 9 months ago |
| SMA: Bullish | Jan 2, 2026 | 10 months ago |
| SMA: Bearish | Dec 29, 2025 | 10 months ago |
| MACD: Sell Signal | Dec 19, 2025 | 10 months ago |
| SMA: Bullish | Dec 10, 2025 | 10 months ago |
| SMA: Bearish | Dec 9, 2025 | 10 months ago |
| SMA: Bearish | Dec 1, 2025 | 11 months ago |
| MACD: Buy Signal | Nov 28, 2025 | 11 months ago |
| SMA: Bullish | Nov 25, 2025 | 11 months ago |
| SMA: Bearish | Nov 17, 2025 | 11 months ago |
| SMA: Bullish | Nov 14, 2025 | 11 months ago |
| SMA: Bearish | Nov 11, 2025 | 11 months ago |
| MACD: Sell Signal | Nov 7, 2025 | 11 months ago |
| MACD: Buy Signal | Oct 17, 2025 | 1 year ago |
| SMA: Bullish | Oct 15, 2025 | 1 year ago |
| RSI: Oversold | Oct 10, 2025 | 1 year ago |
| SMA: Bearish | Oct 7, 2025 | 1 year ago |
| RSI: Overbought | Sep 5, 2025 | 1 year ago |
| MACD: Sell Signal | Aug 28, 2025 | 1 year ago |
| MACD: Buy Signal | Aug 5, 2025 | 1 year ago |
| RSI: Overbought | Aug 5, 2025 | 1 year ago |
| MACD: Sell Signal | Jul 31, 2025 | 1 year ago |
| MACD: Buy Signal | Jul 17, 2025 | 1 year ago |
| MACD: Sell Signal | Jul 15, 2025 | 1 year ago |
| MACD: Buy Signal | Jun 30, 2025 | 1 year ago |
| MACD: Sell Signal | Jun 18, 2025 | 1 year ago |
| MACD: Buy Signal | Jun 5, 2025 | 1 year ago |
| SMA: Bullish | Jun 3, 2025 | 1 year ago |
| SMA: Bearish | Jun 2, 2025 | 1 year ago |
| SMA: Bullish | May 29, 2025 | 1 year ago |
| SMA: Bearish | May 28, 2025 | 1 year ago |
| SMA: Bullish | May 27, 2025 | 1 year ago |
| SMA: Bearish | May 23, 2025 | 1 year ago |
| MACD: Sell Signal | May 23, 2025 | 1 year ago |
| SMA: Bullish | May 9, 2025 | 1 year ago |
| RSI: Oversold | Apr 21, 2025 | 1 year ago |
| MACD: Buy Signal | Apr 17, 2025 | 1 year ago |
| RSI: Oversold | Apr 16, 2025 | 1 year ago |
| MACD: Sell Signal | Mar 28, 2025 | 1 year ago |
| RSI: Oversold | Mar 28, 2025 | 1 year ago |
| MACD: Buy Signal | Mar 25, 2025 | 1 year ago |
| RSI: Oversold | Mar 20, 2025 | 1 year ago |
| RSI: Oversold | Mar 13, 2025 | 1 year ago |
| RSI: Oversold | Mar 4, 2025 | 1 year ago |
| RSI: Oversold | Feb 20, 2025 | 1 year ago |
| RSI: Oversold | Feb 14, 2025 | 1 year ago |
| MACD: Sell Signal | Feb 11, 2025 | 1 year ago |
| MACD: Buy Signal | Jan 15, 2025 | 1 year ago |
Key statistics
- Market cap
- 2.18B
- Enterprise value
- 2.53B
- Trailing P/E
- 30.87
- Forward P/E
- 18.64
- PEG ratio
- 1.03
- Price / sales
- 2.44
- Price / book
- 2.30
- EPS (TTM)
- 2.14
- Beta
- 1.30
- Dividend yield
- 0.70%
- Payout ratio
- 14.02%
- Profit margin
- 8.01%
- Revenue (TTM)
- 891.30M
- Revenue growth
- 9.10%
- Free cash flow
- 118.46M
- Total cash
- 68.00M
- Total debt
- 350.60M
- Return on equity
- 7.68%
- Shares outstanding
- 32.95M
- Short % of float
- 3.37%
- 50-day average
- 69.78
- 200-day average
- 73.40
Analyst view
Consensus: strong buy
- Target (low)
- 78.00
- Target (mean)
- 91.83
- Target (high)
- 110.00
- Strong buy2
- Buy4
- Hold0
- Sell0
- Strong sell0
Next earnings
Nov 5, 2026
Expected Nov 5, 2026. Consensus EPS estimate 0.75532.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Nov 5, 2026 | Oct 4, 2026 | 0.755 | — | — | — |
| Aug 10, 2026 | Jul 4, 2026 | 0.803 | 0.88 | +0.08 | +9.59% |
| May 11, 2026 | Apr 4, 2026 | 0.68 | 0.80 | +0.12 | +17.65% |
| Mar 2, 2026 | Jan 3, 2026 | 0.71 | 0.81 | +0.10 | +14.08% |
| Nov 3, 2025 | Sep 27, 2025 | 0.65 | 0.72 | +0.07 | +10.77% |
| Aug 4, 2025 | Jun 28, 2025 | 0.49 | 0.59 | +0.10 | +20.41% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Aug 12, 2026 | Stifel | main | Buy | Buy |
| Aug 12, 2026 | JP Morgan | main | Overweight | Overweight |
| Jul 20, 2026 | Stifel | main | Buy | Buy |
| Jul 13, 2026 | Keybanc | main | Overweight | Overweight |
| May 26, 2026 | JP Morgan | main | Overweight | Overweight |
| May 14, 2026 | Stifel | main | Buy | Buy |
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
- Website
- heliostechnologies.com
News
- Helios Technologies (HLIO) Reports Next Week: Wall Street Expects Earnings Growth
- Galaxy Digital: Its Biggest Growth Opportunity Is Still Waiting For A Tenant
- Helios Technologies Unit Enovation Controls Partners With C-MAP To Integrate C-MAP’s X Charting Marine Cartography Platform Into Enovation’s No Roads Off-Highway Navigation Platform
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| ARDUINI MATTEO | Officer | Conversion of Exercise of derivative security | Sep 10, 2026 | 12,064 |
| BAGAN SEAN P. | Chief Executive Officer | Conversion of Exercise of derivative security | Sep 30, 2026 | 20,953 |
| BRITT DOUGLAS M | Director | Conversion of Exercise of derivative security | Sep 17, 2026 | 30,491 |
| BROWN LAURA D. | Director | Conversion of Exercise of derivative security | Sep 17, 2026 | 20,442 |
| CHENANDA CARY | Director | Conversion of Exercise of derivative security | Sep 17, 2026 | 17,778 |
| GREENBERG MARC A | General Counsel | Conversion of Exercise of derivative security | Sep 10, 2026 | 10,751 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 7.87% | 2,592,872 | 171.29M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 4.98% | 1,641,106 | 108.41M | Jun 29, 2026 |
| Dimensional Fund Advisors LP | 4.70% | 1,549,341 | 102.35M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 4.44% | 1,462,106 | 96.59M | Jun 29, 2026 |
| Sara-Bay Financial | 3.47% | 1,144,984 | 75.64M | Sep 29, 2026 |
| Conestoga Capital Advisors, LLC | 3.29% | 1,084,345 | 71.63M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.18% | 1,049,304 | 69.32M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.62% | 864,690 | 57.12M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.30% | 757,119 | 50.02M | Jun 29, 2026 |
| Conestoga Funds-Conestoga Small Cap Fund | 2.07% | 681,560 | 45.02M | Jun 29, 2026 |
| Thrivent Mutual Funds-Thrivent Small Cap Stock Fund | 1.94% | 639,229 | 42.23M | Jul 30, 2026 |
| AIM Counselor Series TRT -Invesco Discovery Fd. | 1.46% | 481,166 | 31.79M | May 30, 2026 |