HELIOS TECHNOLOGIES, INC.
At today's price, HELIOS TECHNOLOGIES, INC. (HLIO) is priced for today's economics sustained for ~10.3 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Helios makes hydraulic and electronic components for capital equipment across two segments, Hydraulics and Electronics, and the counterintuitive finding is that the smaller Electronics arm is the faster grower: it jumped 29.1% year over year in Q1 2026 versus 10.1% for the larger Hydraulics segment. [Source: Q1 2026 earnings release] • The biggest risk is that the company sells into cyclical capital-goods demand, which its 10-K ties to factors that ⟦can adversely affect the demand for capital
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239 institutional managers reported holding HLIO in 13F filings for the quarter ended 2026-03-31. 51 opened new positions that quarter. Held by Vanguard Group, BlackRock, Dimensional Fund Advisors, among others. On the short side, 892k shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (2.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
HLIO's share count grew 2.7% over the past five years. It pays a dividend, and has paid one every year in our records (16 and counting); the current rate is $0.36 a share annually. Cash returned over the past three years: $32.80M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at HLIO over the trailing three years. Absence is a fact about the company, not a signal. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
HLIO's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | -12.4% | -0.8% |
| 2023-11-08 | -13.7% | -2.3% |
| 2024-02-28 | +7.3% | +2.5% |
| 2024-05-10 | +6.8% | -13.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
HLIO's latest 8-K filings: 2026-06-17 (items 8.01, 9.01); 2026-06-15 (items 5.02, 5.07, 9.01); 2026-05-11 (items 2.02, 9.01); 2026-03-20 (items 7.01, 8.01, 9.01); 2026-03-02 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.