HELIOS TECHNOLOGIES, INC.
In the published model solve dated 2026-Q2, anchored at $71.62, HELIOS TECHNOLOGIES, INC. (HLIO) is priced for today's economics sustained for ~7.0 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 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: 2026-08-10 (items 2.02, 9.01); 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).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: 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.