Helios TechnologiesHLIO
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 Q3 regulatory filings by fund managers ($100M+ AUM)
38% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 47
17% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 24
2% more funds holding
Funds holding: 171 [Q2] → 175 (+4) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q2] → 2 (+0) [Q3]
1% less capital invested
Capital invested by funds: $1.53B [Q2] → $1.51B (-$22.5M) [Q3]
1.36% less ownership
Funds ownership: 96.43% [Q2] → 95.06% (-1.36%) [Q3]
28% less call options, than puts
Call options by funds: $62K | Put options by funds: $86K
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Stifel Nathan Jones 62% 1-year accuracy 43 / 69 met price target | 42%upside $63 | Buy Maintained | 16 Oct 2024 |
Financial journalist opinion
