Stock Taper
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HLIO
HELIOS TECHNOLOGIES, INC.
NYSE
$73.08
▼ DOWN 1.81% (-1.35)

KEY STATISTICS

Market Cap$2.42 B
52w High$95.05
52w Low$47.01
Dividend Yield0.45%
FrequencyQuarterly
P/E25.03
Volume219.39K
Shares Out.33.05M

COMPANY

LEADERSHIP

Sean Bagan
CHIEF EXECUTIVE
Sean Bagan

COMPENSATION 2026

Salary$713,461
Stock Awards$692,972
Incentive Plan Pay$987,000
All Other Comp.$54,093
Total$3,383,351

ABOUT

SECTOR
Industrials
WENT PUBLIC
January 9, 1997
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
2,300

PRICE TARGET

Target High$95.00
Target Low$85.00
Target Median$95.00
Target Consensus$91.67

UPCOMING EARNINGS

DateNov 2, 2026
DayMonday
Rev. Est.$220.32M
NOV
2
MON

SPLIT RECORD

DATETYPERATIO
2011-07-18Forward3:2
2007-07-17Forward3:2
2005-07-18Forward3:2

PRICE

$73.08 ▼ DOWN 1.81% (−$1.35)
OVERLAYS
$72.75$73.50$74.259:34 AM10:38 AM11:42 AM12:47 PM1:51 PM2:55 PM3:59 PM73.08

About Helios Technologies, Inc.

https://www.heliostechnologies.com ↗

Helios Technologies designs, manufactures, and sells hydraulic and electronic solutions worldwide for industrial, mobile, and specialty markets under brands like Sun Hydraulics and Enovation Controls.

INDUSTRY

Industrial - Machinery

A PRODUCT HELIOS TECHNOLOGIES, INC. IS KNOWN FOR

0-Series counterbalance valves (models CAZA and CBZA)
0-Series counterbalance valves (models CAZA and CBZA)

Sun Hydraulics' 0-Series counterbalance valves, released in December 2025, deliver compact, high-performance motion control up to 6000 psi for demanding applications like aerial platforms and boom trucks.

COMPETITORS

COMPETITOR
EPAC COMPARE
ETN COMPARE
FELE COMPARE
PH COMPARE
SXI COMPARE

Revenue by Products

IconPRODUCTQ3-2025Q4-2025Q1-2026Q2-2026
Hydraulics$141.3M $132.2M ▼$139.2M ▲$146.4M ▲
Electronics$79M $78.5M ▼$89.2M ▲$85.5M ▼

Revenue by Geography

MapREGIONQ3-2025Q4-2025Q1-2026Q2-2026
Americas$114.2M $123.5M ▲$128.7M ▲$120.2M ▼
EMEA$51M $48.9M ▼$57.8M ▲$60.9M ▲
Asia Pacific$55.1M $38.3M ▼$41.9M ▲$50.8M ▲

ETFS HOLDING THIS STOCK

ETFS HOLDING
138
LISTED HERE
26
RANKED BY POSITION SIZE
VTS.AX
0.00% · 1.1M
XSU.TO
0.08% · 851.5K
DFAT
0.09% · 185.3K
SCHA
0.05% · 157.1K
PRN
1.28% · 66.5K
R2US.L
0.08% · 61.3K
PSC
0.16% · 61.1K
AVSC
0.13% · 55.4K
DES
0.15% · 45.4K
XRS2.DE
0.08% · 29.9K
FSMD
0.08% · 29.3K
RSSL
0.08% · 15.9K
GSSC
0.08% · 12.0K
JPSE
0.14% · 11.6K
FYX
0.05% · 9.9K
ISMD
0.17% · 7.7K
TPSC
0.15% · 7.6K
TRFM
0.18% · 6.6K
AFSC
1.80% · 2.4K
ESSC
0.53% · 2.4K
ETLZ.DE
0.08% · 2.4K
JSTC
0.04% · 1.6K
URTY
0.03% · 1.4K
AI
AIMS
0.09% · 1.1K
RFLR
0.06% · 719
TILT
0.00% · 668

INSTITUTIONAL OWNERSHIP

SHARES OWNED
61.88%
HOLDERS
355
TOP 12 OF 355 · RANKED BY POSITION SIZE
Vanguard Group Inc
3.2M sh · $166.44M
Blackrock, Inc.
2.6M sh · $231.41M
Blackrock Inc.
2.4M sh · $113.45M
Wellington Management Group Llp
2.0M sh · $106.85M
Conestoga Capital Advisors, LLC
1.7M sh · $86.54M
Dimensional Fund Advisors LP
1.6M sh · $84.81M
Thrivent Financial For Lutherans
1.5M sh · $79.79M
Sara-Bay Financial
1.2M sh · $62.9M
Barrow Hanley Mewhinney & Strauss LLC
1.2M sh · $60.86M
Invesco Ltd.
1.1M sh · $96.66M
Jennison Associates LLC
1.0M sh · $67.04M
Geode Capital Management, LLC
979.4K sh · $87.43M

RATINGS SNAPSHOT

Overall rating: B+

DCFROEROAD/EP/EP/B
Discounted Cash Flow3
Return On Equity3
Return On Assets4
Debt To Equity5
Price To Earnings1
Price To Book2
Overall Score3

TRADES BY CONGRESS

HOUSE TRADES
Josh Gottheimer
Josh Gottheimer
Sale (Full)
2023-07-18
 Gilbert Cisneros
Gilbert Cisneros
Purchase
2020-10-29

INSIDER TRADES

★
OFFICER: PRESIDENT OF HYDRAULICS, FCT
Arduini Matteo
Purchase · 874 shares
2026-06-23
★
OFFICER: PRESIDENT OF HYDRAULICS, FCT
Arduini Matteo
Sale · 6.0K shares
2026-06-23
★
OFFICER: PRESIDENT OF HYDRAULICS, FCT
Arduini Matteo
Sale · 4.0K shares
2026-06-23
★
OFFICER: PRESIDENT OF HYDRAULICS, FCT
Arduini Matteo
Sale · 874 shares
2026-06-23

MOST RECENT ANALYST GRADES

GRADE SUMMARY
OVERWEIGHT 2
BUY 1
OUTPERFORM 1
4 GRADES IN THE LAST 12 MONTHS
JP Morgan OVERWEIGHT Stifel BUY Keybanc OVERWEIGHT Baird OUTPERFORM

SECTORS PEERS

PEERPRICE
CECO$69.67COMPARE
HNI$49.13COMPARE
DXPE$185.92COMPARE
EPAC$37.61COMPARE
ENOV$24.90COMPARE
TNC$69.58COMPARE
BW$7.16COMPARE
LZ$6.15COMPARE