HLIO
HELIOS TECHNOLOGIES, INC.
$84.58
+1.14%
$2.8B
No data for this timeframe.
Vol
Market Cap$2.8B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders50 funds
Inst. Value$1.4B
Inst. Activity14 buys / 14 sells
Insider Activity0B / 1S
Insider Net $-$229.4K
SEC Reports1
Exchange NYSE·Sector Miscellaneous Fabricated Metal Products·Inc. FL·CIK 0001024795·Prev Close $83.63
Recent Activity
Jun 5, 2026
Insider
Britt Douglas acquired via exercise 1,369 shares
Director @ $81.27 ($111.3K)
Jun 5, 2026
Insider
Sacchi Diana acquired via exercise 1,369 shares
Director @ $81.27 ($111.3K)
Jun 5, 2026
Insider
Chenanda Cary acquired via exercise 1,291 shares
Director @ $81.27 ($104.9K)
May 11, 2026
SEC
Helios Technologies reported Q1 2026 results that exceeded its own outlook, with net sales of $228.4M (+17% YoY) and adj
8-K — Impact 8/10
Inst.
WELLINGTON MANAGEMENT GROUP LLP — TRIM
1,306,673 shares ($84.6M)
Inst.
JENNISON ASSOCIATES LLC — ADD
1,035,977 shares ($67.0M)
May 11, 2026
earnings_calendar
HLIO Q1 2026 Earnings Scheduled — 2026-05-11
Price Targets
$87.83
+3.8% upside
Hold
Current $84.58
Low $80.00
Median $86.50
High $100.00
6 analysts
$80.00
$100.00
Analyst Ratings
5Strong Buy
6Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 26, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| May 14, 2026 | Stifel | MAINTAIN | Buy → Buy |
| May 13, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| May 13, 2026 | Baird | MAINTAIN | Outperform → Outperform |
| May 12, 2026 | Keybanc | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.80 ▲ +17.5% | $0.79 — $0.83 | 36% YoY | 6 |
| Next Q | $0.68 ▼ -3.5% | $0.64 — $0.77 | -6% YoY | 6 |
| Current FY | $2.93 ▲ +5.5% | $2.85 — $3.05 | 15% YoY | 6 |
| Next FY | $3.36 ▲ +5.9% | $3.20 — $3.45 | 15% YoY | 5 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $158.1M | — |
| DIMENSIONAL FUND ADVISORS LP | $104.7M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $97.4M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $95.6M | — |
| WELLINGTON MANAGEMENT GROUP LLP | $84.6M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | Britt Douglas | M | $111.3K |
| Jun 5, 2026 | Sacchi Diana | M | $111.3K |
| Jun 5, 2026 | Chenanda Cary | M | $104.9K |
| Jun 5, 2026 | Schuetz Alexander | F | $31.5K |
| Jun 5, 2026 | Brown Laura | M | $166.0K |
50 institutional holders with $1.4B total value (21,653,841 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, VANGUARD.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2,442,956 | $158.1M | 11.3% | — |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1,618,712 | $104.7M | 7.5% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,505,296 | $97.4M | 7.0% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,477,349 | $95.6M | 6.8% | — |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 1,306,673 | $84.6M | 6.0% | TRIM -34.6% |
| 6 | JENNISON ASSOCIATES LLC | 1,035,977 | $67.0M | 4.8% | ADD +30.1% |
| 7 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 931,008 | $60.2M | 4.3% | ADD +58.5% |
| 8 | WASATCH ADVISORS LP | 799,008 | $51.7M | 3.7% | ADD +35.4% |
| 9 | STATE STREET CORP | 788,009 | $51.0M | 3.6% | — |
| 10 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 768,660 | $49.7M | 3.6% | DOUBLED +523.2% |
| 11 | AMERIPRISE FINANCIAL INC | 739,261 | $47.8M | 3.4% | ADD +42.3% |
| 12 | Neuberger Berman Group LLC | 711,798 | $46.0M | 3.3% | — |
| 13 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 693,072 | $44.8M | 3.2% | — |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 544,241 | $35.2M | 2.5% | — |
| 15 | VOYA INVESTMENT MANAGEMENT LLC | 516,919 | $33.4M | 2.4% | DOUBLED +7923.8% |
| 16 | BANK OF AMERICA CORP /DE/ | 510,519 | $33.0M | 2.4% | — |
| 17 | GOLDMAN SACHS GROUP INC | 449,101 | $29.1M | 2.1% | — |
| 18 | JANUS HENDERSON GROUP PLC | 448,501 | $29.0M | 2.1% | — |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 420,051 | $27.2M | 1.9% | — |
| 20 | Nuveen, LLC | 329,512 | $21.3M | 1.5% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,997,527 | 1,306,673 | -34.6% | $84.6M | 2026-Q1 |
| JENNISON ASSOCIATES LLC | ADD | 796,101 | 1,035,977 | +30.1% | $67.0M | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | ADD | 587,343 | 931,008 | +58.5% | $60.2M | 2026-Q1 |
| WASATCH ADVISORS LP | ADD | 590,185 | 799,008 | +35.4% | $51.7M | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | DOUBLED | 123,341 | 768,660 | +523.2% | $49.7M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | ADD | 519,542 | 739,261 | +42.3% | $47.8M | 2026-Q1 |
| ROYCE & ASSOCIATES LP | TRIM | 361,799 | 266,109 | -26.4% | $17.2M | 2026-Q1 |
| Invesco Ltd. | DOUBLED | 68,594 | 219,178 | +219.5% | $14.2M | 2026-Q1 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | TRIM | 295,499 | 197,968 | -33.0% | $12.8M | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | TRIM | 285,418 | 180,142 | -36.9% | $11.7M | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | TRIM | 303,017 | 176,130 | -41.9% | $11.1M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 743 | 129,783 | +17367.4% | $8.4M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 195,278 | 127,436 | -34.7% | $8.2M | 2026-Q1 |
| Trexquant Investment LP | ADD | 52,553 | 104,607 | +99.1% | $6.8M | 2026-Q1 |
| D.A. DAVIDSON & CO. | ADD | 24,487 | 30,980 | +26.5% | $2.0M | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 70,831 | 30,037 | -57.6% | $1.9M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | DOUBLED | 10,928 | 28,066 | +156.8% | $1.8M | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | TRIM | 34,930 | 22,953 | -34.3% | $1.5M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | ADD | 13,189 | 21,869 | +65.8% | $1.4M | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | NEAR_EXIT | 993,961 | 19,800 | -98.0% | $1.3M | 2026-Q1 |
| B. Metzler seel. Sohn & Co. AG | ADD | 13,378 | 17,327 | +29.5% | $1.1M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | ADD | 10,103 | 13,633 | +34.9% | $882.2K | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL | TRIM | 51,217 | 13,045 | -74.5% | $844.1K | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | ADD | 6,951 | 11,497 | +65.4% | $744.0K | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 23,500 | 10,400 | -55.7% | $673.0K | 2026-Q1 |
12 unique insiders with 34 transactions. Net insider value: -$229.4K ($0.00 bought, $229.4K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | Britt Douglas | Director | EXERCISE | 1,369 | $81.27 | $111.3K |
| Jun 5, 2026 | Sacchi Diana | Director | EXERCISE | 1,369 | $81.27 | $111.3K |
| Jun 5, 2026 | Chenanda Cary | Director | EXERCISE | 1,291 | $81.27 | $104.9K |
| Jun 5, 2026 | Schuetz Alexander | Director | TAX W/H | 388 | $81.27 | $31.5K |
| Jun 5, 2026 | Brown Laura D | Director | EXERCISE | 2,042 | $81.27 | $166.0K |
| Jun 5, 2026 | Schuetz Alexander | Director | EXERCISE | 1,291 | $81.27 | $104.9K |
| May 15, 2026 | Arduini Matteo | President of Hydraulics, FCT | SELL | 3,000 | $76.48 | $229.4K |
| Apr 1, 2026 | Evans Jeremy Scott | Chief Financial Officer | EXERCISE | 278 | $68.33 | $19.0K |
| Apr 1, 2026 | Evans Jeremy Scott | Chief Financial Officer | TAX W/H | 68 | $68.33 | $4.6K |
| Mar 19, 2026 | Britt Douglas | Director | AWARD | 686 | — | — |
| Mar 19, 2026 | Sacchi Diana | Director | AWARD | 686 | — | — |
| Mar 19, 2026 | Chenanda Cary | Director | AWARD | 647 | — | — |
| Mar 19, 2026 | Brown Laura D | Director | AWARD | 1,023 | — | — |
| Mar 19, 2026 | Schuetz Alexander | Director | AWARD | 647 | — | — |
| Mar 19, 2026 | Walsh Ian K. | Director | AWARD | 608 | — | — |
| Mar 13, 2026 | Sacchi Diana | Director | EXERCISE | 1,249 | $64.17 | $80.1K |
| Mar 13, 2026 | Chenanda Cary | Director | EXERCISE | 1,106 | $64.17 | $71.0K |
| Mar 13, 2026 | Brown Laura D | Director | EXERCISE | 1,177 | $64.17 | $75.5K |
| Mar 13, 2026 | Schuetz Alexander | Director | EXERCISE | 1,177 | $64.17 | $75.5K |
| Mar 13, 2026 | Schuetz Alexander | Director | TAX W/H | 354 | $64.17 | $22.7K |
| Mar 13, 2026 | Britt Douglas | Director | EXERCISE | 1,249 | $64.17 | $80.1K |
| Mar 5, 2026 | Aldridge Billy Vern | President, Electronics | AWARD | 2,441 | — | — |
| Mar 5, 2026 | Arduini Matteo | President of Hydraulics, FCT | AWARD | 7,063 | — | — |
| Mar 5, 2026 | Aldridge Billy Vern | President, Electronics | AWARD | 5,051 | — | — |
| Mar 5, 2026 | Greenberg Marc A | General Counsel and Secretary | AWARD | 3,417 | — | — |
| Mar 5, 2026 | Greenberg Marc A | General Counsel and Secretary | AWARD | 7,071 | — | — |
| Mar 5, 2026 | Arduini Matteo | President of Hydraulics, FCT | AWARD | 3,413 | — | — |
| Mar 5, 2026 | Evans Jeremy Scott | Chief Financial Officer | AWARD | 3,772 | — | — |
| Mar 5, 2026 | Evans Jeremy Scott | Chief Financial Officer | AWARD | 7,806 | — | — |
| Mar 5, 2026 | Martich Frederick Joseph | Pres. of Hydraulics, MCT | AWARD | 2,807 | — | — |
| Mar 5, 2026 | Martich Frederick Joseph | Pres. of Hydraulics, MCT | AWARD | 5,808 | — | — |
| Mar 5, 2026 | Bagan Sean | President and CEO | AWARD | 3,698 | $67.61 | $250.0K |
| Mar 5, 2026 | Bagan Sean | President and CEO | AWARD | 18,770 | — | — |
| Mar 5, 2026 | Bagan Sean | President and CEO | AWARD | 38,846 | — | — |
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 8.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (92% buy). Based on 12 analysts: 5 strong buy, 6 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$87.83 mean target
+3.8% upside
Hold (1.33)
$80.00 Low
$100.00 High
| Metric | Value |
|---|---|
| Current Price | $84.58 |
| Target Low | $80.00 |
| Target Mean | $87.83 |
| Target Median | $86.50 |
| Target High | $100.00 |
| # Analysts | 6 |
| Recommendation | Hold (1.33) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.80 | $0.79 | $0.83 | 36.4% | +17.5% | 6↑ 0↓ | $0.2B | 8.6% | 6 |
| Next Q 2026-09-30 |
$0.68 | $0.64 | $0.77 | -6.0% | -3.5% | 2↑ 4↓ | $0.2B | -6.4% | 6 |
| Current FY 2026-12-31 |
$2.93 | $2.85 | $3.05 | 14.6% | +5.5% | 6↑ 0↓ | $0.9B | 3.4% | 6 |
| Next FY 2027-12-31 |
$3.36 | $3.20 | $3.45 | 14.5% | +5.9% | 5↑ 0↓ | $0.9B | 5.3% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.805 | |
| 7d ago | $0.805 | |
| 30d ago | $0.685 | +0.120 |
| 60d ago | $0.693 | +0.112 |
| 90d ago | $0.693 | +0.112 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 26, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| May 14, 2026 | Stifel | MAINTAIN | Buy | Buy |
| May 13, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| May 13, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| May 12, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Apr 14, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Mar 4, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Mar 3, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Jan 26, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Jan 23, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Jan 20, 2026 | JP Morgan | INITIATE | — | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 6 | 1 | 0 | 0 | 92% | |
| May 1, 2026 | 5 | 6 | 1 | 0 | 0 | 92% | |
| Apr 1, 2026 | 5 | 6 | 1 | 0 | 0 | 92% | |
| Mar 1, 2026 | 5 | 6 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 5 | 6 | 1 | 0 | 0 | 92% | |
| Jan 1, 2026 | 5 | 5 | 1 | 0 | 0 | 91% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 11, 2026
earnings_calendar
HLIO Q1 2026 Earnings Scheduled — 2026-05-11
May 4, 2026
earnings_calendar
HLIO Q1 2026 Earnings Scheduled — 2026-05-04
Mar 2, 2026
earnings_calendar
HLIO Q4 2025 Earnings After Market Close — 2026-03-02
Feb 5, 2026
short_interest
FTD: HLIO — 10,305 shares ($0.7M) failed to deliver
Settlement: 20260205, Price: $70.73, FTD Value: $728,872.65, HELIOS TECHNOLOGIES INC COM