VIRGINIA RETIREMENT SYSTEMS ET Al Makes New Investment in Helios Technologies, Inc $HLIO

Posted by Geri Gentry on Sep 11th, 2026

VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in Helios Technologies, Inc (NYSE:HLIO – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 30,000 shares of the company’s stock, valued at approximately $2,678,000. VIRGINIA RETIREMENT SYSTEMS ET Al owned approximately 0.09% of Helios Technologies as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Royal Bank of Canada lifted its holdings in Helios Technologies by 0.6% during the 1st quarter. Royal Bank of Canada now owns 89,391 shares of the company’s stock valued at $2,868,000 after purchasing an additional 556 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in Helios Technologies by 4.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 19,771 shares of the company’s stock worth $634,000 after buying an additional 862 shares during the last quarter. Goldman Sachs Group Inc. grew its stake in Helios Technologies by 14.2% during the first quarter. Goldman Sachs Group Inc. now owns 143,810 shares of the company’s stock worth $4,615,000 after buying an additional 17,914 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Helios Technologies by 14.6% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 70,936 shares of the company’s stock worth $2,276,000 after buying an additional 9,041 shares in the last quarter. Finally, Jane Street Group LLC increased its holdings in shares of Helios Technologies by 198.2% during the first quarter. Jane Street Group LLC now owns 56,606 shares of the company’s stock worth $1,816,000 after buying an additional 37,624 shares in the last quarter. Institutional investors own 94.72% of the company’s stock.

Helios Technologies Stock Down 4.0%

Shares of NYSE HLIO opened at $67.87 on Friday. The firm has a market capitalization of $2.24 billion, a PE ratio of 31.72 and a beta of 1.26. The company has a current ratio of 2.74, a quick ratio of 1.53 and a debt-to-equity ratio of 0.35. Helios Technologies, Inc has a 1 year low of $47.01 and a 1 year high of $95.05. The firm’s 50-day moving average is $77.86 and its 200-day moving average is $75.64.

Helios Technologies (NYSE:HLIO – Get Free Report) last posted its quarterly earnings results on Monday, August 10th. The company reported $0.88 earnings per share for the quarter, topping analysts’ consensus estimates of $0.80 by $0.08. The business had revenue of $231.90 million during the quarter. Helios Technologies had a net margin of 8.01% and a return on equity of 11.43%. The company’s quarterly revenue was up 9.1% on a year-over-year basis. During the same period last year, the firm earned $0.59 earnings per share. 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. Equities analysts expect that Helios Technologies, Inc will post 3.19 EPS for the current year.

Helios Technologies Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were issued a dividend of $0.12 per share. This represents a $0.48 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Friday, July 10th. Helios Technologies’s payout ratio is currently 22.43%.

Insider Activity at Helios Technologies

In other Helios Technologies news, insider Matteo Arduini sold 6,027 shares of the company’s stock in a transaction 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 completion of the sale, the insider owned 11,317 shares in the company, valued at approximately $1,023,283.14. The trade was a 34.75% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders own 0.50% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. Weiss Ratings raised Helios Technologies from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday, August 12th. JPMorgan Chase & Co. raised their price target on Helios Technologies from $100.00 to $110.00 and gave the company an “overweight” rating in a report on Wednesday, August 12th. KeyCorp lifted their price objective on Helios Technologies from $85.00 to $95.00 and gave the company an “overweight” rating in a research report on Monday, July 13th. Wall Street Zen lowered Helios Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Finally, Zacks Research cut Helios Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 21st. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, Helios Technologies has a consensus rating of “Moderate Buy” and a consensus target price of $96.25.

Get Our Latest Stock Analysis on HLIO

About Helios Technologies

(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.