HL
HLIO
HELIOS TECHNOLOGIES, INC.
$79.16
+1.57%
$2.6B
No data for this timeframe.
Vol
Market Cap$2.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders7 funds
Inst. Value$239.5M
Inst. Activity1 buys / 1 sells
Insider Activity0B / 1S
Insider Net $-$229.4K
SEC Reports1
Exchange NYSE·Sector Miscellaneous Fabricated Metal Products·Inc. FL·CIK 0001024795·Prev Close $77.94
Recent Activity
May 15, 2026
Insider
Arduini Matteo sold 3,000 shares
President of Hydraulics, FCT @ $76.48 ($229.4K)
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
May 11, 2026
earnings_calendar
HLIO Q1 2026 Earnings Scheduled — 2026-05-11
Apr 1, 2026
Insider
Evans Jeremy Scott sold 278 shares
Chief Financial Officer @ $68.33 ($19.0K)
Apr 1, 2026
Insider
Evans Jeremy Scott sold 278 shares
Chief Financial Officer @ $0.00 ($0.00)
Inst.
WELLS FARGO & COMPANY/MN — ADD
37,590 shares ($2.0M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
23,500 shares ($1.3M)
Price Targets
$84.67
+7.0% upside
Buy
Current $79.16
Low $80.00
Median $85.00
High $90.00
6 analysts
$80.00
$90.00
Analyst Ratings
5Strong Buy
6Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.80 ▲ +17.1% | $0.79 — $0.83 | 36% YoY | 6 |
| Next Q | $0.68 ▼ -3.6% | $0.64 — $0.77 | -6% YoY | 6 |
| Current FY | $2.93 ▲ +5.2% | $2.85 — $3.05 | 14% YoY | 6 |
| Next FY | $3.34 ▲ +4.4% | $3.20 — $3.45 | 14% YoY | 5 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $169.2M | — |
| BANK OF AMERICA CORP | $35.2M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $23.0M | NEW |
| MORGAN STANLEY | $7.6M | ADD |
| WELLS FARGO & COMPANY/MN | $2.0M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 15, 2026 | Arduini Matteo | SELL | $229.4K |
| Apr 1, 2026 | Evans Jeremy | M | $19.0K |
| Apr 1, 2026 | Evans Jeremy | M | $0.00 |
| Apr 1, 2026 | Evans Jeremy | F | $4.6K |
| Mar 19, 2026 | Britt Douglas | A | $0.00 |
7 institutional holders with $239.5M total value (4,478,388 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, CHARLES.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 3,162,279 | $169.2M | 70.6% | — |
| 2 | BANK OF AMERICA CORP /DE/ | 658,896 | $35.2M | 14.7% | — |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 429,390 | $23.0M | 9.6% | NEW |
| 4 | MORGAN STANLEY | 142,008 | $7.6M | 3.2% | ADD +31.2% |
| 5 | WELLS FARGO & COMPANY/MN | 37,590 | $2.0M | 0.8% | ADD +45.6% |
| 6 | FMR LLC | 24,725 | $1.3M | 0.6% | DOUBLED +5779.2% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 23,500 | $1.3M | 0.5% | TRIM -34.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | ADD | 25,826 | 37,590 | +45.6% | $2.0M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 36,000 | 23,500 | -34.7% | $1.3M | 2025-Q4 |
| UBS Group AG | ADD | 49,040 | 92,432 | +88.5% | $4.8M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 98,775 | 36,000 | -63.6% | $1.9M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 74,317 | 0 | -100.0% | $0.00 | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 62,475 | 98,775 | +58.1% | $3.3M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 105,697 | 74,317 | -29.7% | $2.5M | 2025-Q2 |
| UBS Group AG | TRIM | 112,212 | 49,040 | -56.3% | $1.6M | 2025-Q2 |
| FMR LLC | DOUBLED | 404 | 23,752 | +5779.2% | $792.6K | 2025-Q2 |
| MORGAN STANLEY | ADD | 151,282 | 198,450 | +31.2% | $6.4M | 2025-Q1 |
| UBS Group AG | TRIM | 156,755 | 112,212 | -28.4% | $3.6M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 24,175 | 62,475 | +158.4% | $2.0M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 16,538 | 7,894 | -52.3% | $253.3K | 2025-Q1 |
| FMR LLC | TRIM | 942 | 404 | -57.1% | $13.0K | 2025-Q1 |
| NORGES BANK | EXIT | 86,297 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 23,480 | 156,755 | +567.6% | $7.0M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 24,175 | — | $1.1M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 11,908 | 17,055 | +43.2% | $761.3K | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 38,862 | 16,538 | -57.4% | $738.3K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 364,984 | — | $17.4M | 2024-Q3 |
| MORGAN STANLEY | ADD | 110,966 | 171,336 | +54.4% | $8.2M | 2024-Q3 |
12 unique insiders with 1 transactions. Net insider value: -$229.4K ($0.00 bought, $229.4K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 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 | M | 278 | $68.33 | $19.0K |
| Apr 1, 2026 | Evans Jeremy Scott | Chief Financial Officer | M | 278 | $0.00 | $0.00 |
| Apr 1, 2026 | Evans Jeremy Scott | Chief Financial Officer | F | 68 | $68.33 | $4.6K |
| Mar 19, 2026 | Britt Douglas | Director | A | 686 | $0.00 | $0.00 |
| Mar 19, 2026 | Sacchi Diana | Director | A | 686 | $0.00 | $0.00 |
| Mar 19, 2026 | Chenanda Cary | Director | A | 647 | $0.00 | $0.00 |
| Mar 19, 2026 | Brown Laura D | Director | A | 1,023 | $0.00 | $0.00 |
| Mar 19, 2026 | Schuetz Alexander | Director | A | 647 | $0.00 | $0.00 |
| Mar 19, 2026 | Walsh Ian K. | Director | A | 608 | $0.00 | $0.00 |
| Mar 13, 2026 | Sacchi Diana | Director | M | 1,249 | $64.17 | $80.1K |
| Mar 13, 2026 | Chenanda Cary | Director | M | 1,106 | $64.17 | $71.0K |
| Mar 13, 2026 | Brown Laura D | Director | M | 1,177 | $0.00 | $0.00 |
| Mar 13, 2026 | Britt Douglas | Director | M | 1,249 | $0.00 | $0.00 |
| Mar 13, 2026 | Brown Laura D | Director | M | 1,177 | $64.17 | $75.5K |
| Mar 13, 2026 | Schuetz Alexander | Director | M | 1,177 | $64.17 | $75.5K |
| Mar 13, 2026 | Chenanda Cary | Director | M | 1,106 | $0.00 | $0.00 |
| Mar 13, 2026 | Schuetz Alexander | Director | F | 354 | $64.17 | $22.7K |
| Mar 13, 2026 | Schuetz Alexander | Director | M | 1,177 | $0.00 | $0.00 |
| Mar 13, 2026 | Britt Douglas | Director | M | 1,249 | $64.17 | $80.1K |
| Mar 13, 2026 | Sacchi Diana | Director | M | 1,249 | $0.00 | $0.00 |
| Mar 5, 2026 | Aldridge Billy Vern | President, Electronics | A | 2,441 | $0.00 | $0.00 |
| Mar 5, 2026 | Arduini Matteo | President of Hydraulics, FCT | A | 7,063 | $0.00 | $0.00 |
| Mar 5, 2026 | Aldridge Billy Vern | President, Electronics | A | 5,051 | $0.00 | $0.00 |
| Mar 5, 2026 | Greenberg Marc A | General Counsel and Secretary | A | 3,417 | $0.00 | $0.00 |
| Mar 5, 2026 | Greenberg Marc A | General Counsel and Secretary | A | 7,071 | $0.00 | $0.00 |
| Mar 5, 2026 | Arduini Matteo | President of Hydraulics, FCT | A | 3,413 | $0.00 | $0.00 |
| Mar 5, 2026 | Evans Jeremy Scott | Chief Financial Officer | A | 3,772 | $0.00 | $0.00 |
| Mar 5, 2026 | Evans Jeremy Scott | Chief Financial Officer | A | 7,806 | $0.00 | $0.00 |
| Mar 5, 2026 | Martich Frederick Joseph | Pres. of Hydraulics, MCT | A | 2,807 | $0.00 | $0.00 |
| Mar 5, 2026 | Martich Frederick Joseph | Pres. of Hydraulics, MCT | A | 5,808 | $0.00 | $0.00 |
| Mar 5, 2026 | Bagan Sean | President and CEO | A | 3,698 | $67.61 | $250.0K |
| Mar 5, 2026 | Bagan Sean | President and CEO | A | 18,770 | $0.00 | $0.00 |
| Mar 5, 2026 | Bagan Sean | President and CEO | A | 38,846 | $0.00 | $0.00 |
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
$84.67 mean target
+7.0% upside
Buy (1.33)
$80.00 Low
$90.00 High
| Metric | Value |
|---|---|
| Current Price | $79.16 |
| Target Low | $80.00 |
| Target Mean | $84.67 |
| Target Median | $85.00 |
| Target High | $90.00 |
| # Analysts | 6 |
| Recommendation | Buy (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 | 36.3% | +17.1% | 6↑ 0↓ | $0.2B | 8.6% | 6 |
| Next Q 2026-09-30 |
$0.68 | $0.64 | $0.77 | -6.0% | -3.6% | 2↑ 4↓ | $0.2B | -6.4% | 6 |
| Current FY 2026-12-31 |
$2.93 | $2.85 | $3.05 | 14.5% | +5.2% | 6↑ 0↓ | $0.9B | 3.3% | 6 |
| Next FY 2027-12-31 |
$3.34 | $3.20 | $3.45 | 13.9% | +4.4% | 5↑ 0↓ | $0.9B | 5.0% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.804 | |
| 7d ago | $0.685 | +0.119 |
| 30d ago | $0.687 | +0.118 |
| 60d ago | $0.693 | +0.111 |
| 90d ago | $0.735 | +0.069 |
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 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 |
|---|---|---|---|---|---|---|---|
| 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