While Helios Technologies Inc has overperformed by 5.54%, investors are advised to look at stock chart patterns for technical insight. Within its last year performance, HLIO rose by 19.47%, with highs and lows ranging from $57.29 to $24.76, whereas the simple moving average jumped by 35.80% in the last 200 days.
On June 26, 2025, KeyBanc Capital Markets Upgraded Helios Technologies Inc (NYSE: HLIO) to Overweight. A report published by KeyBanc Capital Markets on July 09, 2024, Downgraded its rating to ‘Sector Weight’ for HLIO. CJS Securities also rated HLIO shares as ‘Market Outperform’, setting a target price of $78 on the company’s shares in an initiating report dated March 31, 2023. Barrington Research Initiated an Outperform rating on March 31, 2022, and assigned a price target of $107. Stifel March 22, 2022d its ‘Hold’ rating to ‘Buy’ for HLIO, as published in its report on March 22, 2022. KeyBanc Capital Markets’s report from March 14, 2022 suggests a price prediction of $90 for HLIO shares, giving the stock a ‘Overweight’ rating. Robert W. Baird also rated the stock as ‘Outperform’.
Analysis of Helios Technologies Inc (HLIO)
A return on investment can be expected regardless of HLIO’s performance over the next quarter with the dividend set at $0.36 per share. Further, the quarter-over-quarter decrease in sales is -3.37%, showing a negative trend in the upcoming months.
To gain a thorough understanding of Helios Technologies Inc’s future performance, several well-rounded types of analysis and research techniques can be used, with equity being among the most crucial. The goal here is to ensure that your current return on equity of 3.93% is sufficient for you to turn a profit off your investment. Taking into account the quick ratio of the company, currently set at 1.41, you can see that the company can cover any debts it may have, which can easily be seen in the annual report of the company.
It is also very valuable to look at average volume as an indicator of volatility for a stock, and HLIO is recording an average volume of 444.20K. On a monthly basis, the volatility of the stock is set at 3.79%, whereas on a weekly basis, it is put at 3.13%, with a gain of 11.06% over the past seven days. Furthermore, long-term investors anticipate a median target price of $57.40, showing growth from the present price of $53.33, which can serve as yet another indication of whether HLIO is worth investing in or should be passed over.
How Do You Analyze Helios Technologies Inc Shares?
A leading company in the Specialty Industrial Machinery sector, Helios Technologies Inc (HLIO) is based in the USA. When comparing Helios Technologies Inc shares with other companies under Industrials, the P/E value is an influential factor to note. This is because it represents an indication of the future growth of the company in terms of investors’ expectations. Ultimately, the value of the latter should demonstrate steady, rapid growth, which is an accurate measure of the company’s progress. In addition to the value of 50.89, there is a growth in quarterly earnings of -16.19%.
The number of employees owning shares of the company should also be considered in addition to the fundamentals. This is because the values should be in line with investors’ expectations. As such, the current holdings of company stock inside the company are set at 0.83%. This can enable you to see the extent to which executives own the company’s stock. As opposed to executive stock, institutional ownership accounts for 87.98% of the company’s shares, contributing to an indication of company value, since large shareholders may signify strength within the organization.
