HLIO
Helios Technologies, Inc. NYSE Listed Jan 9, 1997$90.50
-2.07%
vs $92.41
Mkt Cap $3.0B
52w Low $31.35
96.9% of range
52w High $92.41
50d MA $76.18
200d MA $63.91
P/E (TTM)
50.5x
EV/EBITDA
19.4x
P/B
3.2x
Debt/Equity
0.1x
ROE
5.2%
P/FCF
29.1x
RSI (14)
66.30
ATR (14)
$3.26
Beta
1.26
50d MA
$76.18
200d MA
$63.91
Avg Volume
407.7K
Helios Technologies, Inc., together with its subsidiaries, develops, manufactures, and sells solutions for the hydraulics and electronics markets in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Hydraulics and Electronics. The Hydraulics segment offers cartridge valve technology products to control rates and direction of fluid flow, and to regulate and control pressures for industrial and mobile applications; quick release coupling solutions for the agriculture, construction equipment, and industrial markets; and hydraulic system design that provides engineered solutions for machine users, manufacturers, or designers. This segment sells its products under the Sun Hydraulics, Faster, and Custom Fluidpower brands. The Electronics segment offers displays, controls, and instrumentation products for off-highway, recreational and commercial marine, power sports and specialty vehicles, agriculture and water pumping, power generation, health and wellness, and engine-driven industrial equipment markets. This segment sells its products under the Enovation Controls, Murphy, and Balboa Water Group brands. It sells its hydraulic products primarily through value-add distributors, as well as directly to original equipment manufacturers; and electronic products to original equipment manufacturer customers. The company was formerly known as Sun Hydraulics Corporation and changed its name to Helios Technologies, Inc. in June 2019. Helios Technologies, Inc. was founded in 1970 and is headquartered in Sarasota, Florida.
7456 16th Street East · Sarasota, FL 34243 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mar 2, 2026 | AMC | 0.71 | 0.81 | +14.1% | 74.38 | +2.8% | -4.5% | -1.5% | -3.4% | -3.9% | +0.9% | — |
| Nov 3, 2025 | AMC | 0.65 | 0.72 | +10.8% | 56.58 | -6.4% | -2.0% | +2.7% | -1.6% | -3.1% | -0.7% | — |
| Aug 4, 2025 | AMC | 0.49 | 0.59 | +20.4% | 36.71 | +20.6% | +31.1% | -0.2% | +0.8% | +0.6% | +1.0% | — |
| May 6, 2025 | AMC | 0.36 | 0.44 | +22.2% | 27.13 | +6.9% | +7.4% | +7.5% | +0.5% | +4.2% | +2.7% | — |
| Feb 24, 2025 | AMC | 0.46 | 0.33 | -28.3% | 38.81 | +8.4% | +7.1% | -2.6% | -1.7% | -0.9% | -4.8% | — |
| Nov 5, 2024 | AMC | 0.56 | 0.59 | +5.4% | 49.07 | +5.0% | +14.7% | -4.7% | -1.5% | -1.0% | -2.7% | — |
| Aug 5, 2024 | AMC | 0.61 | 0.64 | +4.9% | 41.50 | +1.3% | +6.4% | -2.9% | -0.2% | +1.9% | -1.6% | — |
| May 8, 2024 | AMC | 0.45 | 0.53 | +17.8% | 48.38 | -0.9% | +6.8% | -1.1% | +0.1% | +1.6% | -0.8% | — |
| Feb 26, 2024 | AMC | 0.25 | 0.38 | +52.0% | 44.53 | +8.9% | +5.6% | -6.2% | +0.1% | -1.1% | -1.0% | — |
| Nov 2, 2023 | AMC | 0.73 | 0.44 | -39.7% | 52.82 | -10.4% | -16.7% | +0.1% | -3.5% | -0.8% | +0.1% | — |
| Aug 7, 2023 | AMC | 0.82 | 0.81 | -1.2% | 62.33 | -15.0% | -12.2% | +2.4% | +2.1% | +1.3% | +0.9% | — |
| May 8, 2023 | AMC | 0.76 | 0.72 | -5.3% | 62.17 | -4.3% | -7.9% | -5.4% | +1.2% | -0.8% | +0.8% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 14 | Stifel | Maintains | Buy → Buy | — | $71.25 | $71.13 | -0.2% | -0.2% | -5.2% | -0.8% | +2.7% | +0.5% |
| Mar 4 | Stifel | Maintains | Buy → Buy | — | $71.04 | $72.90 | +2.6% | -1.5% | -3.4% | -3.9% | +0.9% | +0.6% |
| Mar 3 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $74.38 | $76.47 | +2.8% | -4.5% | -1.5% | -3.4% | -3.9% | +0.9% |
| Jan 26 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $65.95 | $65.59 | -0.5% | +0.1% | -0.3% | -2.7% | +3.0% | -1.8% |
| Jan 23 | Stifel | Maintains | Buy → Buy | — | $67.05 | $66.04 | -1.5% | -1.6% | +0.1% | -0.3% | -2.7% | +3.0% |
| Nov 4 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $56.58 | $52.98 | -6.4% | -2.0% | +2.7% | -1.6% | -3.1% | -0.7% |
| Sep 5 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $54.52 | $54.91 | +0.7% | +1.9% | -0.5% | -2.6% | +1.8% | +1.9% |
| Aug 5 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $36.71 | $44.29 | +20.6% | +31.1% | -0.2% | +0.8% | +0.6% | +1.0% |
| Jul 21 | Stifel | Maintains | Buy → Buy | — | $36.28 | $37.29 | +2.8% | -1.0% | +2.0% | +2.4% | -0.1% | +1.8% |
| Jun 26 | KeyBanc Capital Markets | Upgrade | Sector Weight → Overweight | — | $31.52 | $32.77 | +4.0% | +3.5% | +2.8% | -0.5% | +4.6% | +3.3% |
| May 8 | Stifel | Maintains | Buy → Buy | — | $29.15 | $29.93 | +2.7% | +7.5% | +0.5% | +4.2% | +2.7% | -1.3% |
| May 8 | Baird | Maintains | Outperform → Outperform | — | $29.15 | $29.93 | +2.7% | +7.5% | +0.5% | +4.2% | +2.7% | -1.3% |
| Apr 14 | Stifel | Maintains | Buy → Buy | — | $27.10 | $27.41 | +1.1% | -1.5% | +0.0% | -2.7% | +1.8% | -2.7% |
| Feb 26 | Stifel | Maintains | Buy → Buy | — | $41.58 | $41.11 | -1.1% | -2.6% | -1.7% | -0.9% | -4.8% | -3.7% |
| Jan 24 | Stifel | Maintains | Buy → Buy | — | $44.85 | $44.48 | -0.8% | -2.0% | -1.4% | +1.2% | -0.1% | +2.1% |
| Oct 16 | Stifel | Maintains | Buy → Buy | — | $49.33 | $49.41 | +0.2% | -2.6% | +1.0% | +1.3% | -1.6% | -2.1% |
| Jul 9 | KeyBanc Capital Markets | Downgrade | Overweight → Sector Weight | — | $46.33 | $41.30 | -10.9% | -10.9% | +5.1% | +1.4% | +0.1% | +3.6% |
| Nov 3 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $52.82 | $47.35 | -10.4% | -16.7% | +0.1% | -3.5% | -0.8% | +0.1% |
| Aug 8 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $62.33 | $53.00 | -15.0% | -12.2% | +2.4% | +2.1% | +1.3% | +0.9% |
| Jul 19 | Stifel | Maintains | Buy → Buy | — | $64.55 | $65.61 | +1.6% | -0.6% | -0.8% | -4.1% | +1.1% | +1.5% |
| May 10 | Baird | Maintains | Outperform → Outperform | — | $57.25 | $57.90 | +1.1% | -5.4% | +1.2% | -0.8% | +0.8% | -3.1% |
| Mar 31 | CJS Securities | Maintains | Outperform → Outperform | — | $64.65 | $65.24 | +0.9% | +1.2% | -0.4% | -5.2% | -1.9% | -1.7% |
| Mar 1 | Baird | Maintains | Outperform → Outperform | — | $67.74 | $68.34 | +0.9% | +3.4% | +0.8% | +2.5% | -1.8% | -0.3% |
| Feb 28 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $67.09 | $66.88 | -0.3% | +1.0% | +3.4% | +0.8% | +2.5% | -1.8% |
| Jan 20 | Stifel | Maintains | Buy → Buy | — | $60.48 | $61.32 | +1.4% | +4.4% | +2.6% | +0.9% | -0.2% | +1.7% |
| Oct 11 | Stifel | Maintains | Buy → Buy | — | $50.94 | $50.76 | -0.4% | +2.1% | -0.8% | +3.2% | -2.3% | +2.0% |
| Sep 16 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $51.52 | $50.94 | -1.1% | -1.1% | +3.2% | -0.8% | -2.0% | -1.8% |
| Aug 10 | Barrington Research | Maintains | Outperform → Outperform | — | $61.15 | $63.03 | +3.1% | +7.9% | +1.0% | +5.0% | +0.1% | -1.3% |
| Jul 18 | Stifel | Maintains | Buy → Buy | — | $61.85 | $62.24 | +0.6% | -2.2% | +3.4% | +0.7% | +1.6% | -1.1% |
| Mar 31 | Barrington Research | Maintains | Outperform → Outperform | — | $78.04 | $78.64 | +0.8% | +2.8% | -1.9% | -2.1% | -1.5% | -1.3% |
| Mar 22 | Stifel | Upgrade | Hold → Buy | — | $76.34 | $79.00 | +3.5% | +6.2% | -3.0% | +1.3% | -3.9% | -1.6% |
| Mar 14 | KeyBanc Capital Markets | Upgrade | Sector Weight → Overweight | — | $70.70 | $72.28 | +2.2% | +3.6% | -0.8% | +2.3% | +2.4% | +1.3% |
| Jan 14 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $93.79 | $92.66 | -1.2% | -6.2% | -2.9% | -3.5% | -3.6% | -0.8% |
| Nov 10 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $108.22 | $107.29 | -0.9% | +2.3% | -0.7% | -2.3% | +0.5% | +1.7% |
| Aug 12 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $85.09 | $84.92 | -0.2% | -1.6% | +0.0% | -0.1% | -2.0% | -1.7% |
| Jun 16 | Baird | Maintains | Outperform → Outperform | — | $74.00 | $74.48 | +0.6% | +1.6% | -2.8% | +0.8% | +3.7% | +0.1% |
| May 12 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $75.78 | $74.31 | -1.9% | -2.0% | +4.5% | +1.4% | -1.8% | -3.2% |
| Mar 3 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $68.86 | $69.44 | +0.8% | +0.7% | -1.6% | +2.8% | +5.0% | -0.2% |
| Mar 3 | Baird | Maintains | Outperform → Outperform | — | $68.86 | $69.44 | +0.8% | +0.7% | -1.6% | +2.8% | +5.0% | -0.2% |
| Nov 12 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $49.95 | $49.44 | -1.0% | -1.9% | -1.0% | +2.9% | -0.5% | -2.1% |
| Nov 3 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $43.55 | $44.40 | +2.0% | +2.8% | -3.8% | +3.7% | -0.9% | +7.7% |
| Oct 13 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $41.98 | $41.84 | -0.3% | -0.7% | -1.8% | +3.9% | -0.4% | -0.5% |
| Oct 12 | Baird | Upgrade | Neutral → Outperform | — | $39.88 | $40.27 | +1.0% | +5.3% | -0.7% | -1.8% | +3.9% | -0.4% |
| Aug 10 | Truist | Maintains | Hold → Hold | — | $42.21 | $42.30 | +0.2% | +1.8% | +0.9% | -0.0% | -1.8% | -0.1% |
| Aug 7 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $41.23 | $41.16 | -0.2% | +2.4% | +1.8% | +0.9% | -0.0% | -1.8% |
| May 29 | Morgan Stanley | Upgrade | Underweight → Equal Weight | — | $34.94 | $36.67 | +5.0% | +2.4% | -0.8% | -2.3% | +7.1% | +2.1% |
| Apr 13 | Baird | Maintains | Neutral → Neutral | — | $31.78 | $31.71 | -0.2% | -6.3% | +6.5% | -1.7% | -0.6% | +6.5% |
| Mar 17 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $36.08 | $37.00 | +2.5% | +19.2% | -6.3% | +8.9% | -10.4% | -1.2% |
| Feb 27 | SunTrust Robinson Humphrey | Maintains | Hold → Hold | — | $40.85 | $39.55 | -3.2% | -2.7% | -0.0% | +5.2% | -1.3% | +6.2% |
| Feb 25 | Sidoti & Co. | Maintains | Neutral → Neutral | — | $39.58 | $43.54 | +10.0% | +5.5% | -2.2% | -2.7% | -0.0% | +5.2% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| May 15, 2026 | Arduini Matteo | President of Hydraulics, FCT | Sell | 3,000 | $76.48 | $229K | 15,317 | +1.57% | +0.39% |
8-K · 8.01
!! High
Helios Technologies, Inc. -- 8-K 8.01: Material Event / Announcement
Jun 17
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
I cannot provide a meaningful analysis because the filing excerpt contains only signature blocks and boilerplate language without disclosing the actual material event being reported in the 8-K.
Mar 20
8-K
Helios Technologies, Inc. -- 8-K Filing
Helios Technologies exceeded expectations in fiscal 2025, achieving full-year sales growth for the first time in three years and record free cash flow, with all business segments reporting quarterly increases.
Mar 2
8-K · 5.02
!!! Very High
Helios Technologies, Inc. -- 8-K 5.02: Executive Change
Helios Technologies' Compensation Committee approved an amended severance agreement with Sean Bagan, potentially affecting executive compensation obligations and future leadership transition costs for the company.
Feb 26
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Vanguard Portfolio Management Llc | 1,505,296 | $97M | New | Mar 2026 |
| 2 | Vanguard Capital Management Llc | 1,477,349 | $96M | New | Mar 2026 |
| 3 | Conestoga Capital Advisors, Llc | 1,325,206 | $86M | Reduced | Mar 2026 |
| 4 | Sara-Bay Financial | 1,153,896 | $75M | Reduced | Mar 2026 |
| 5 | William Blair Investment Management, Llc | 931,008 | $60M | Added | Mar 2026 |
| 6 | Wasatch Advisors Lp | 799,008 | $52M | Added | Mar 2026 |
| 7 | Ack Asset Management Llc | 780,378 | $50M | — | Mar 2026 |
| 8 | Neuberger Berman Group Llc | 711,798 | $46M | Added | Mar 2026 |
| 9 | Jennison Associates Llc | 796,101 | $43M | New | Dec 2025 |
| 10 | Arrowstreet Capital, Limited Partnership | 544,241 | $35M | Reduced | Mar 2026 |
| 11 | Bank Of America Corp /de/ | 510,519 | $33M | Reduced | Mar 2026 |
| 12 | Janus Henderson Group Plc | 448,501 | $29M | New | Mar 2026 |
| 13 | Voya Investment Management Llc | 486,803 | $26M | Added | Dec 2025 |
| 14 | Nuveen, Llc | 329,512 | $21M | Added | Mar 2026 |
| 15 | Northern Trust Corp | 317,699 | $21M | Added | Mar 2026 |
| 16 | Aperture Investors, Llc | 304,003 | $20M | New | Mar 2026 |
| 17 | Iat Reinsurance Co Ltd. | 300,000 | $19M | — | Mar 2026 |
| 18 | Aberdeen Group Plc | 289,233 | $19M | Added | Mar 2026 |
| 19 | Rockefeller Capital Management L.p. | 237,885 | $15M | Reduced | Mar 2026 |
| 20 | Morgan Stanley | 284,016 | $15M | Reduced | Dec 2025 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$2.99B
Enterprise Value
$3.11B
P/E (TTM)
50.53x
Forward P/E
32.55x
PEG Ratio
1.51x
P/B
3.23x
P/S
3.46x
P/FCF
29.09x
EV/EBITDA
19.44x
Shares Out
33.3M
Financials (TTM)
Revenue
$871.9M
Net Income
$60.9M
EBITDA
$160.0M
Free Cash Flow
$103.6M
Op Cash Flow
$127.3M
EPS Basic
$1.46
EPS Diluted
$1.82
EPS Forward
$2.78
Gross Margin
31.9%
Op Margin
9.0%
Net Margin
7.0%
Balance Sheet
Total Assets
$1.51B
Total Liab.
$583.0M
Total Equity
$931.5M
Cash
$73.0M
LT Debt
$105.5M
Book Value/Sh
$28.06
Debt/Equity
0.12x
Current Ratio
2.90
Quick Ratio
1.58
Returns & Growth
ROE
5.2%
ROA
3.2%
ROIC
3.7%
Rev Growth YoY
+4.1%
EPS Growth YoY
+24.8%
Price Returns
2W
+6.3%
1M
+21.5%
3M
+16.5%
6M
+53.9%
12M
+174.0%
Technicals
52W High
$92.41
52W Low
$31.35
50d MA
$76.18
200d MA
$63.91
RSI (14)
66.30
ATR (14)
$3.26
Beta
1.26
Avg Volume
408K
Dividends
Div Rate
$0.36
Div Yield
0.5%
Frequency
4
Ex-Div Date
Apr 13, 2026
Analyst Price Targets
Consensus
$77.00
High
$80.00
Low
$74.00
Median
$77.00
Data updated apr 25, 2026 1:35pm
· Source: financialmodelingprep.com