Helios Technologies, Inc.

NYSE:HLIO Stock Report

Market Cap: US$1.6b

Helios Technologies Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NYSE:HLIO Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
25 Nov 24SellUS$215,920Matteo ArduiniIndividual4,000US$53.98
07 Nov 24SellUS$33,155Diana SacchiIndividual615US$53.91
21 May 24SellUS$376,040Matteo ArduiniIndividual7,000US$53.72

Insider Trading Volume

Insider Buying: HLIO insiders have only sold shares in the past 3 months.


Ownership Breakdown

What is the ownership structure of HLIO?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders244,6610.736%
General Public1,045,9163.15%
Institutions31,951,79796.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 80.36% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.7%
Wasatch Advisors LP
3,543,128US$165.4m-15.4%0.6%
9.97%
The Vanguard Group, Inc.
3,315,068US$154.7m2.56%no data
7.35%
BlackRock, Inc.
2,442,446US$114.0m2.8%no data
6.08%
Wellington Management Group LLP
2,022,724US$94.4m-30.1%0.02%
5.48%
Thrivent Investment Management Inc.
1,820,140US$84.9m30.8%0.16%
5.46%
Brown Capital Management, LLC
1,813,404US$84.6m-8.54%1.19%
5.18%
Conestoga Capital Advisors, LLC
1,720,401US$80.3m-14.3%1.1%
4.09%
Dimensional Fund Advisors LP
1,359,608US$63.5m5.85%0.01%
2.92%
Sara-Bay Financial Corp.
970,379US$45.3m-0.11%18.5%
2.33%
State Street Global Advisors, Inc.
773,777US$36.1m0.61%no data
2.3%
Managed Account Advisors LLC
765,027US$35.7m27.1%0.01%
2.26%
Geode Capital Management, LLC
752,544US$35.1m1.06%no data
1.9%
Janus Henderson Group plc
632,019US$29.5m-13.2%0.01%
1.79%
T. Rowe Price Group, Inc.
595,496US$27.8m19.5%no data
1.59%
Perpetual Limited
527,789US$24.6m10.9%0.07%
1.44%
Neuberger Berman Investment Advisers LLC
479,134US$22.4m48.2%0.02%
1.42%
Barrow, Hanley, Mewhinney & Strauss, LLC
471,326US$22.0m11.6%0.34%
1.18%
New York State Common Retirement Fund
393,323US$18.4m-6.59%0.02%
1.17%
Royce & Associates, LP
388,659US$18.1m34.1%0.16%
1.1%
Charles Schwab Investment Management, Inc.
364,984US$17.0m11.7%no data
1.04%
Voya Investment Management LLC
346,781US$16.2m74.3%0.02%
0.98%
Schroder Investment Management North America Inc.
324,305US$15.1m26.9%0.05%
0.9%
IAT Reinsurance Company Ltd, Asset Management Arm
300,000US$14.0m0%3.82%
0.89%
Frontier Capital Management Co LLC
296,291US$13.8m40.6%0.12%
0.89%
Northern Trust Global Investments
294,754US$13.8m-0.18%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/20 22:47
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/28
Annual Earnings2023/12/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Helios Technologies, Inc. is covered by 10 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Mircea DobreBaird
Holden LewisBB&T Capital Markets
Christopher MooreCJS Securities, Inc.