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Metrics as of 10/14/2026, 10:19 AM (Berlin time), refresh in progress.

Helios Technologies Stock

Helios Technologies, Inc.

HLIONYSEMarkt
US$67.64
-0.3% today

Company data

Sector
Industrials
Industry
Industrial - Machinery
Country
United States
CEO
Sean Bagan
Employees
2,300
Market cap
$2.2 B
IPO
09/01/1997

Helios Technologies, Inc. is a global enterprise based in the United States that designs, produces, and sells solutions for the hydraulics and electronics industries. Headquartered in Sarasota, Florida, and led by CEO Sean Bagan, the company operates across the Americas, Europe, the Middle East, Africa, and the Asia…

Company description based on the data provider's company data, AI-assisted, created on 16/10/2026. Not investment advice.

Helios Technologies stock: price history

16/10/25+27.3 %16/10/26

1D

-0.3%

1W

-2.7%

1M

+0.9%

6M

-1.6%

YTD

+26.5%

1Y

+27.3%

2Y

+40.8%

5Y

-20.1%

10Y

+129.3%

Next earnings date

Next earnings date

02/11/2026 (in 16 days)

Volatility around earnings

~55% stronger price swings than usual

Helios Technologies stock scores

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Deterministically calculated from financial metrics, not investment advice. Updated nightly, last on 17/10/2026.

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Analyst assessment of Helios Technologies

PRICE TARGET LOW

US$85.00

CONSENSUS

US$91.67

MEDIAN

US$95.00

PRICE TARGET HIGH

US$95.00

0

STRONG BUY

7

BUY

6

HOLD

0

SELL

0

STRONG SELL

13

TOTAL · Buy

As of: 12/08/2026

ANALYST FIRMRATINGACTIONDATE
JP MorganOverweightmaintain12/08/2026
StifelBuymaintain12/08/2026
StifelBuymaintain20/07/2026
KeybancOverweightmaintain13/07/2026
JP MorganOverweightmaintain26/05/2026
StifelBuymaintain14/05/2026
BairdOutperformmaintain13/05/2026
JP MorganOverweightmaintain13/05/2026

Helios Technologies stock metrics

P/E

31.5

P/B

2.37

EV/EBITDA

12.88

RETURN ON EQUITY

2.3%

NET MARGIN

9.4%

DEBT/EQUITY

0.02

DIVIDEND YIELD

0.7%

AS OF

04/07/2026

Free float & liquidity

FREE FLOAT

99.6%

FLOAT SHARES

32,898,971

AVG. DAILY VOLUME (30D)

386,971

Insider transactions (SEC)

ROLETRANSACTIONSHARESPRICEPLAN TYPEDATE

Bagan Sean

OfficerTax settlement30468.89Spontaneous05/10/2026

Bagan Sean

OfficerOption exercise77168.89Spontaneous05/10/2026

Britt Douglas

DirectorOption exercise78769.29Spontaneous22/09/2026

Walsh Ian K.

DirectorOption exercise69769.29Spontaneous22/09/2026

Brown Laura D

DirectorOption exercise1,17469.29Spontaneous22/09/2026
Page 1 / 6

Institutional holders

FUND / INSTITUTIONSHARESCHANGEAS OF
CONGRESS ASSET MANAGEMENT CO /MA152,142+26,91730/09/2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC7,726+1,47830/09/2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC.4,754+1,04130/09/2026
Versant Capital Management, Inc1,199+12230/09/2026
Farther Finance Advisors, LLC1,134+59230/09/2026
Page 1 / 3

Dividends & Stock splits

Dividends

EX-DATEPAY DATEAMOUNTYIELD
13/10/202626/10/2026US$0.120.6 %
10/07/202624/07/2026US$0.120.5 %
13/04/202627/04/2026US$0.120.5 %
07/01/202621/01/2026US$0.090.6 %
07/10/202521/10/2025US$0.090.7 %
Page 1 / 8

Stock splits

DATERATIO
18/07/20113:2
17/07/20073:2
18/07/20053:2

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Comparable stocks

Frequently asked questions about Helios Technologies stock

What does Helios Technologies do?

Helios Technologies, Inc. is a company in the Industrials sector, Industrial - Machinery industry, headquartered in United States.

The CEO is Sean Bagan, the company employs around 2,300 people.

The IPO was on 09/01/1997; the stock trades on NYSE under the ticker HLIO.

What do analysts say about Helios Technologies stock?

13 analysts rate the stock, the consensus is Buy (as of 12/08/2026).

The average price target is US$91.67, ranging from US$85.00 to US$95.00, with a median of US$95.00.

This is an external assessment, not a statement by Market Jury.

When does Helios Technologies report next?

The next earnings date is 02/11/2026.

Around past earnings, price swings were roughly 55% stronger than usual.

Does Helios Technologies pay a dividend?

Yes. The last dividend was US$0.12 per share, ex-date 13/10/2026, paid on 26/10/2026.

The dividend yield is 0.7% (as of 04/07/2026).

Which stocks are comparable to Helios Technologies?

Comparable stocks include GE Vernova, Parker-Hannifin, Emerson Electric, Illinois Tool Works, Cummins, PACCAR, Rockwell Automation and Carrier Global.

How can I get Helios Technologies stock analyzed?

Clicking "Analyze stock" lets five strategies assess Helios Technologies against fixed, published rules and judge it bullish, neutral or bearish. The jury states where it disagrees. A free account starts with 5 credits, a quick check costs 1 credit, a full analysis 2 credits.

Not investment advice. Past performance is not an indicator of future results.