Castleark Management LLC Invests $11.19 Million in Helios Technologies, Inc $HLIO

Posted by Geri Gentry on Aug 26th, 2026

Castleark Management LLC bought a new stake in Helios Technologies, Inc (NYSE:HLIO – Free Report) in the second quarter, HoldingsChannel reports. The firm bought 125,409 shares of the company’s stock, valued at approximately $11,193,000.

Other hedge funds also recently made changes to their positions in the company. NewEdge Advisors LLC purchased a new stake in Helios Technologies in the first quarter worth $29,000. Triumph Capital Management purchased a new position in Helios Technologies during the third quarter valued at $36,000. Allworth Financial LP purchased a new position in Helios Technologies during the second quarter valued at $40,000. Quarry LP boosted its holdings in shares of Helios Technologies by 948.6% during the 3rd quarter. Quarry LP now owns 1,164 shares of the company’s stock valued at $61,000 after buying an additional 1,053 shares in the last quarter. Finally, Global Retirement Partners LLC purchased a new stake in shares of Helios Technologies in the 4th quarter worth about $66,000. 94.72% of the stock is currently owned by institutional investors.

Helios Technologies Price Performance

Shares of NYSE:HLIO opened at $74.36 on Wednesday. Helios Technologies, Inc has a 1-year low of $47.01 and a 1-year high of $95.05. The company has a debt-to-equity ratio of 0.35, a current ratio of 2.74 and a quick ratio of 1.53. The business has a fifty day moving average price of $81.94 and a 200-day moving average price of $75.80. The company has a market capitalization of $2.45 billion, a PE ratio of 34.75 and a beta of 1.27.

Helios Technologies (NYSE:HLIO – Get Free Report) last announced its quarterly earnings results on Monday, August 10th. The company reported $0.88 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.80 by $0.08. The company had revenue of $231.90 million for the quarter. Helios Technologies had a net margin of 8.01% and a return on equity of 11.43%. The business’s revenue for the quarter was up 9.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.59 EPS. Helios Technologies has set its FY 2026 guidance at 3.050-3.250 EPS and its Q3 2026 guidance at 0.700-0.770 EPS. As a group, equities analysts expect that Helios Technologies, Inc will post 3.19 EPS for the current fiscal year.

Helios Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were paid a $0.12 dividend. This represents a $0.48 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Friday, July 10th. Helios Technologies’s dividend payout ratio is currently 22.43%.

Insider Activity at Helios Technologies

In other news, insider Matteo Arduini sold 6,027 shares of the stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $90.42, for a total transaction of $544,961.34. Following the sale, the insider owned 11,317 shares in the company, valued at $1,023,283.14. This represents a 34.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 0.50% of the stock is currently owned by insiders.

Analyst Ratings Changes

HLIO has been the subject of several research reports. Wall Street Zen lowered shares of Helios Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Zacks Research cut shares of Helios Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 21st. KeyCorp raised their target price on shares of Helios Technologies from $85.00 to $95.00 and gave the company an “overweight” rating in a research note on Monday, July 13th. JPMorgan Chase & Co. lifted their target price on shares of Helios Technologies from $100.00 to $110.00 and gave the company an “overweight” rating in a report on Wednesday, August 12th. Finally, Stifel Nicolaus boosted their price target on Helios Technologies from $93.00 to $95.00 and gave the stock a “buy” rating in a research report on Wednesday, August 12th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, Helios Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $96.25.

Check Out Our Latest Report 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.