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. It derives maximum revenue from the Hydraulics Segment.
Employees: 2,500
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
3.41% more ownership
Funds ownership: 95.1% [Q3] → 98.5% (+3.41%) [Q4]
3% less capital invested
Capital invested by funds: $1.51B [Q3] → $1.46B (-$45.7M) [Q4]
9% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 23
2% less funds holding
Funds holding: 175 [Q3] → 171 (-4) [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
1 analyst rating
Stifel Nathan Jones 43% 1-year accuracy 29 / 68 met price target | 78%upside $58 | Buy Maintained | 26 Feb 2025 |
Financial journalist opinion
Based on 3 articles about HLIO published over the past 30 days
