Leeward Investments LLC MA Takes Position in Helios Technologies, Inc $HLIO

Posted by Francis Steltz on Jun 24th, 2026

Leeward Investments LLC MA acquired a new stake in Helios Technologies, Inc (NYSE:HLIO – Free Report) in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 149,265 shares of the company’s stock, valued at approximately $9,659,000. Leeward Investments LLC MA owned approximately 0.45% of Helios Technologies as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the company. PEAK6 LLC bought a new position in Helios Technologies during the fourth quarter worth about $214,000. Invesco Ltd. increased its holdings in shares of Helios Technologies by 6.0% in the fourth quarter. Invesco Ltd. now owns 68,594 shares of the company’s stock worth $3,669,000 after acquiring an additional 3,876 shares in the last quarter. EP Wealth Advisors LLC bought a new stake in shares of Helios Technologies in the fourth quarter worth about $363,000. XTX Topco Ltd acquired a new stake in shares of Helios Technologies during the fourth quarter worth about $382,000. Finally, VARCOV Co. bought a new position in shares of Helios Technologies during the 4th quarter valued at about $366,000. Institutional investors own 94.72% of the company’s stock.

Helios Technologies Stock Down 3.3%

NYSE:HLIO opened at $89.35 on Wednesday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.58 and a current ratio of 2.86. The company has a market cap of $2.95 billion, a PE ratio of 49.09 and a beta of 1.28. Helios Technologies, Inc has a 52-week low of $31.35 and a 52-week high of $92.41. The stock has a 50-day simple moving average of $77.22 and a 200 day simple moving average of $68.95.

Helios Technologies (NYSE:HLIO – Get Free Report) last released its 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 return on equity of 10.49% and a net margin of 6.98%.The firm had revenue of $228.40 million for the quarter. During the same quarter in the previous year, the firm posted $0.44 EPS. The company’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. On average, sell-side analysts expect that Helios Technologies, Inc will post 2.89 EPS for the current fiscal year.

Helios Technologies Announces Dividend

The firm also recently disclosed 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 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Friday, July 10th. Helios Technologies’s payout ratio is currently 26.37%.

Insider Buying and Selling

In related news, insider Matteo Arduini sold 3,000 shares of the stock in a transaction on Friday, May 15th. The shares were sold at an average price of $76.48, for a total transaction 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 represents a 16.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.50% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the company. Weiss Ratings reiterated a “hold (c)” rating on shares of Helios Technologies in a research report on Tuesday, June 2nd. Zacks Research upgraded shares of Helios Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, May 27th. KeyCorp lifted their price target 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. Stifel Nicolaus increased their price objective on shares of Helios Technologies from $80.00 to $89.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. Finally, Robert W. Baird raised their price objective on shares of Helios Technologies from $81.00 to $85.00 and gave the stock an “outperform” rating in a report on Wednesday, May 13th. Two analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $89.75.

Get Our Latest Stock Analysis on HLIO

Helios Technologies Company 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.