Helios Technologies (HLIO)

• Market cap: $1.04B
• 1 day: -2.62%
• 5 days: -9.34%
• 1 month: -16.76%
• 3 months: -29.55%
• 6 months: -34.00%
• Year to date: -29.55%
• 1 year: -29.06%
• 5 years: -9.42%
• 10 years: -22.80%
• Sector: Consumer Discretionary
• Industry: Miscellaneous Fabricated Metal Products

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

45% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 49

3.55% more ownership

Funds ownership: 94.95% [Q3] → 98.5% (+3.55%) [Q4]

3% less capital invested

Capital invested by funds: $1.5B [Q3] → $1.46B (-$43.4M) [Q4]

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

2% less funds holding

Funds holding: 174 [Q3] → 171 (-3) [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: $58 86% upside
• Avg. target: $58 86% upside
• High target: $58 86% upside

1 analyst rating

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

Stifel Nathan Jones 33% 1-year accuracy 22 / 67 met price target

86% upside $58

Buy Maintained

26 Feb 2025