UBS Group AG Sells 16,241 Shares of Helios Technologies, Inc $HLIO

Posted by Brenda Bartman on May 23rd, 2026

UBS Group AG cut its holdings in shares of Helios Technologies, Inc (NYSE:HLIO – Free Report) by 17.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 76,191 shares of the company’s stock after selling 16,241 shares during the quarter. UBS Group AG’s holdings in Helios Technologies were worth $4,075,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of HLIO. Kennedy Capital Management LLC bought a new stake in Helios Technologies during the third quarter valued at about $39,503,000. Arrowstreet Capital Limited Partnership raised its holdings in Helios Technologies by 106.6% during the third quarter. Arrowstreet Capital Limited Partnership now owns 594,361 shares of the company’s stock valued at $30,984,000 after acquiring an additional 306,659 shares during the period. Victory Capital Management Inc. bought a new stake in Helios Technologies during the third quarter valued at about $14,598,000. Bessemer Group Inc. bought a new stake in Helios Technologies during the third quarter valued at about $14,275,000. Finally, Aberdeen Group plc bought a new stake in Helios Technologies during the fourth quarter valued at about $13,681,000. 94.72% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

HLIO has been the topic of a number of recent analyst reports. KeyCorp raised their price target on Helios Technologies from $82.00 to $85.00 and gave the company an “overweight” rating in a report on Tuesday, May 12th. Zacks Research cut Helios Technologies from a “strong-buy” rating to a “hold” rating in a report on Thursday, April 2nd. Wall Street Zen raised Helios Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday, March 7th. Stifel Nicolaus raised their price objective on Helios Technologies from $80.00 to $89.00 and gave the company a “buy” rating in a research report on Thursday, May 14th. Finally, JPMorgan Chase & Co. raised their price objective on Helios Technologies from $85.00 to $90.00 and gave the company an “overweight” rating in a research report on Wednesday, May 13th. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $87.25.

Get Our Latest Report on Helios Technologies

Insider Buying and Selling

In related news, insider Matteo Arduini sold 3,000 shares of Helios Technologies stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $76.48, for a total value of $229,440.00. Following the completion of the transaction, the insider owned 15,317 shares in the company, valued at approximately $1,171,444.16. This trade represents a 16.38% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.50% of the company’s stock.

Helios Technologies Trading Up 1.3%

HLIO opened at $78.99 on Friday. The firm has a market cap of $2.61 billion, a P/E ratio of 43.40 and a beta of 1.23. Helios Technologies, Inc has a 12 month low of $28.79 and a 12 month high of $80.00. The company has a current ratio of 2.86, a quick ratio of 1.58 and a debt-to-equity ratio of 0.37. The stock has a 50-day moving average of $69.11 and a 200 day moving average of $64.07.

Helios Technologies (NYSE:HLIO – Get Free Report) last released its quarterly earnings results on Monday, May 11th. The company reported $0.80 EPS for the quarter, topping the consensus estimate of $0.68 by $0.12. The company 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%.The company’s revenue was up 16.8% on a year-over-year basis. During the same quarter in the prior year, the business 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. As a group, research analysts forecast that Helios Technologies, Inc will post 2.89 EPS for the current year.

Helios Technologies Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, April 27th. Investors of record on Monday, April 13th were given a $0.12 dividend. This is an increase from Helios Technologies’s previous quarterly dividend of $0.09. This represents a $0.48 annualized dividend and a yield of 0.6%. The ex-dividend date was Monday, April 13th. Helios Technologies’s dividend payout ratio (DPR) is 26.37%.

Helios Technologies Profile

(Free Report)

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.