Royce & Associates LP Decreases Position in Helios Technologies, Inc $HLIO

Posted by Geri Gentry on May 27th, 2026

Royce & Associates LP lowered its stake in shares of Helios Technologies, Inc (NYSE:HLIO – Free Report) by 2.2% in the 4th quarter, HoldingsChannel reports. The firm owned 361,799 shares of the company’s stock after selling 8,280 shares during the quarter. Royce & Associates LP’s holdings in Helios Technologies were worth $19,353,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of the stock. Legacy Wealth Asset Management LLC increased its stake in shares of Helios Technologies by 6.2% during 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 during the last quarter. ProShare Advisors LLC increased its stake in shares of Helios Technologies by 6.9% during the 4th quarter. ProShare Advisors LLC now owns 6,065 shares of the company’s stock worth $324,000 after purchasing an additional 391 shares during the last quarter. Royal Bank of Canada grew its stake in Helios Technologies by 0.6% in the 1st quarter. Royal Bank of Canada now owns 89,391 shares of the company’s stock valued at $2,868,000 after buying an additional 556 shares in the last quarter. CANADA LIFE ASSURANCE Co grew its stake in Helios Technologies by 4.6% in the 3rd quarter. CANADA LIFE ASSURANCE Co now owns 14,819 shares of the company’s stock valued at $779,000 after buying an additional 650 shares in the last quarter. Finally, Triumph Capital Management purchased a new position in Helios Technologies in the 3rd quarter valued at approximately $36,000. Hedge funds and other institutional investors own 94.72% of the company’s stock.

Helios Technologies Stock Up 4.0%

Helios Technologies stock opened at $82.25 on Wednesday. Helios Technologies, Inc has a 1-year low of $28.79 and a 1-year high of $83.09. The firm has a market capitalization of $2.72 billion, a price-to-earnings ratio of 45.19 and a beta of 1.23. 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 firm has a 50 day simple moving average of $69.73 and a 200 day simple moving average of $64.46.

Helios Technologies (NYSE:HLIO – Get Free Report) last announced its quarterly earnings results on Monday, May 11th. The company reported $0.80 EPS for the quarter, beating the consensus estimate of $0.68 by $0.12. Helios Technologies had a net margin of 6.98% and a return on equity of 10.49%. The firm had revenue of $228.40 million during the quarter. During the same period in the previous year, the business earned $0.44 earnings per share. The firm’s revenue for the quarter 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, analysts predict that Helios Technologies, Inc will post 2.89 earnings per share for the current year.

Helios Technologies Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, April 27th. Shareholders of record on Monday, April 13th were issued a $0.12 dividend. This represents a $0.48 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Monday, April 13th. This is a positive change from Helios Technologies’s previous quarterly dividend of $0.09. Helios Technologies’s payout ratio is 26.37%.

Insider Buying and Selling

In other Helios Technologies news, insider Matteo Arduini sold 3,000 shares of the firm’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $76.48, for a total value of $229,440.00. Following the completion of the transaction, the insider directly owned 15,317 shares of the company’s stock, valued at $1,171,444.16. This trade represents a 16.38% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.50% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the stock. Stifel Nicolaus lifted their price objective on shares of Helios Technologies from $80.00 to $89.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. KeyCorp lifted their price objective on shares of Helios Technologies from $82.00 to $85.00 and gave the company an “overweight” rating in a research note on Tuesday, May 12th. Robert W. Baird lifted their price objective on shares of Helios Technologies from $81.00 to $85.00 and gave the company an “outperform” rating in a research note on Wednesday, May 13th. JPMorgan Chase & Co. lifted their price objective on shares of Helios Technologies from $90.00 to $100.00 and gave the company an “overweight” rating in a research note on Tuesday. Finally, Zacks Research lowered shares of Helios Technologies from a “strong-buy” rating to a “hold” rating in a research note on Thursday, April 2nd. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $89.75.

Get Our Latest Stock Analysis on Helios Technologies

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.