Helios Technologies (HLIO)

• Market cap: $1.29B
• 1 day: -3.08%
• 5 days: -6.96%
• 1 month: -15.41%
• 3 months: -25.90%
• 6 months: -12.58%
• Year to date: -12.62%
• 1 year: -13.06%
• 5 years: -7.32%
• 10 years: -4.67%
• Sector: Consumer Discretionary
• Industry: Miscellaneous Fabricated Metal Products

About: Helios Technologies Inc is a industrial technology company that develops, manufactures, and markets solutions for the hydraulics and electronics markets. It operates under two business segments: Hydraulics and Electronics. The Hydraulics segment designs and manufactures hydraulic cartridge valves, hydraulic quick release couplings as well as engineers complete hydraulic systems. The Electronics segment designs and manufactures customized electronic controls systems and displays for a variety of end markets including industrial and mobile, recreational and health and wellness.

Employees: 2,700

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

1,041% more call options, than puts

Call options by funds: $308K | Put options by funds: $27K

43% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 49

3.4% more ownership

Funds ownership: 95.1% [Q3] → 98.5% (+3.4%) [Q4]

3% less capital invested

Capital invested by funds: $1.51B [Q3] → $1.46B (-$45.9M) [Q4]

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

3% less funds holding

Funds holding: 175 [Q3] → 170 (-5) [Q4]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q3] → 1 (-1) [Q4]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $60 55% upside
• Avg. target: $60 55% upside
• High target: $60 55% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Stifel Nathan Jones 59% 1-year accuracy 42 / 71 met price target

55% upside $60

Buy Maintained

24 Jan 2025