Helios Technologies Inc (HLIO)

Sector:
INDUSTRIALS
Industry:
MACHINERY
SIC:
MISCELLANEOUS FABRICATED METAL PRODUCTS
CEO:
Josef Matosevic
Employees:
2,350
1500 WEST UNIVERSITY PKWY, SARASOTA, FL 34243
9413621200

Helios Technologies, Inc. develops, manufactures, and sells solutions for hydraulics and electronics markets. The Hydraulics segment offers cartridge valve technology products to control rates and direction of fluid flow. The Electronics segment offers displays, controls, and instrumentation products for off-highway, recreational and commercial marine, power sports and specialty vehicles.

Data derived from most recent annual or quarterly report
Market Cap 1.257 Billion Shares Outstanding33.035 Million Avg 30-day Volume 306.873 Thousand
P/E Ratio35.4607 Dividend Yield0.65 EPS0.63
Price to Revenue2.1872 Debt to Equity0.646 EBITDA152.1 Million
Price to Book Value2.1773 Operating Margin10.5941 Enterprise Value2.342 Billion
Current Ratio3.01 EPS Growth-0.511 Quick Ratio1.221
1 Yr BETA 1.1015 52-week High/Low 72.29 / 37.77 Profit Margin6.168
Operating Cash Flow Growth-18.4352 Free Cash Flow to Firm (FCFF) TTM -106.013 Million Free Cash Flow to Equity (FCFE) TTM644.244 Million
Altman Z-Score2.8072
View SEC Filings from HLIO instead.

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Funds Holding HLIO (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding HLIO

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Recent Filings

Financial Reporting

Ownership

  • 4: filed on 2023-10-02 by LEMAITRE PHILIPPE
  • 4: filed on 2023-10-02 by BROWN LAURA D
  • 4: filed on 2023-10-02 by BRITT DOUGLAS
  • 4: filed on 2023-10-02 by CHENANDA CARY
  • 4: filed on 2023-10-02 by SCHUETZ ALEXANDER
  • 4: filed on 2023-10-02 by SACCHI DIANA
  • 4: filed on 2023-10-02 by BAGAN SEAN
  • 4: filed on 2023-09-27 by SACCHI DIANA
  • 4: filed on 2023-09-27 by SCHUETZ ALEXANDER
  • 4: filed on 2023-09-27 by CHENANDA CARY

    • Events (8k)

  • 8-K: filed on 2023-11-02:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-09-25:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-08-07:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-07-18:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-06-05:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-06-02:
    Item 3.02: Unregistered Sales of Equity Securities
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2023-05-17:
    Item 1.01: Entry into a Material Definitive Agreement
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-05-08:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-05-01:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
  • 8-K: filed on 2023-03-20:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits

    • Proposed Sales (Form 144)

  • 144: filed on 2023-06-30:

    • Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    none

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    BAGAN SEAN CHIEF FINANCIAL OFFICER

    • Officer
    		 0 2023-10-01 2

    LEMAITRE PHILIPPE

    • Director
    		 0 2023-09-29 7

    BRITT DOUGLAS

    • Director
    		 0 2023-09-29 6

    BROWN LAURA D

    • Director
    		 0 2023-09-29 6

    SCHUETZ ALEXANDER

    • Director
    		 0 2023-09-29 6

    SACCHI DIANA

    • Director
    		 0 2023-09-29 6

    CHENANDA CARY

    • Director
    		 0 2023-09-29 6

    MATOSEVIC JOSEF PRESIDENT AND CEO

    • Officer
    		 34,420 2023-07-01 5

    MARTICH FREDERICK JOSEPH PRES. OF HYDRAULICS, AMERICAS

    • Officer
    		 8,235 2023-04-26 1

    FULTON TRICIA L EVP, CHIEF FINANCIAL OFFICER

    • Officer
    		 69,213 2023-02-28 4

    ARDUINI MATTEO PRESIDENT, QRC

    • Officer
    		 11,745 2023-02-28 4

    MORGAN JASON LEMAR PRESIDENT, CVT

    • Officer
    		 4,393 2023-02-28 4

    GREENBERG MARC A GENERAL COUNSEL AND SECRETARY

    • Officer
    		 994 2023-01-28 3

    WICHLACZ LEE FRANCIS PRESIDENT, ELECTRONICS

    • Officer
    		 2,801 2023-01-06 2

    BERTONECHE MARC

    • Director
    		 537 2022-03-09 0

    NEALIS MELANIE M CHIEF LEGAL & COMPLIANCE OFFIC

    • Officer
    		 4,995 2022-01-28 0

    YADLEY GREGORY C

    • Director
    		 10,698 2021-06-04 0

    GUGLIELMO KENNON

    • Director
    		 5,850 2021-03-10 0

    MCPEAK JINGER J OFFICER

    • Officer
    		 4,615 2021-03-06 0

    MENON RAJASEKHAR OFFICER

    • Officer
    		 1,359 2020-04-27 0

    KOSKI CHRISTINE L

    • Director
    		 1,082,938 2020-03-06 0

    DANGEL WOLFGANG H PRESIDENT AND CEO

    • Officer
    • Director
    		 47,439 2020-03-06 0

    GRZELAK DAVID W

    • Director
    		 15,750 2019-12-12 0

    KOSKI BEVERLY

    • FORMER 10% OWNER
    		 No longer subject to file 2019-08-09 0

    KOSKI FAMILY LP

    • FORMER 10% OWNER
    		 No longer subject to file 2019-08-09 0

    KOSKI ROBERT C

    • FORMER 10% OWNER
    		 No longer subject to file 2019-08-09 0

    KOSKI THOMAS L

    • FORMER 10% OWNER
    		 No longer subject to file 2019-08-09 0

    KOSKI CHRISTINE L

    KOSKI BEVERLY

    KOSKI FAMILY LP

    KOSKI THOMAS L

    KOSKI ROBERT C

    • Director
    • 10% Owner
    		 2,668,975 2019-07-31 0

    GOTTING GARY A OFFICER

    • Officer
    		 13,767 2019-03-13 0

    ROSER CRAIG OFFICER

    • Officer
    		 18,898 2019-03-03 0

    CARLSON ALLEN J

    • Director
    		 38,320 2018-03-16 0

    WORMLEY DAVID N

    • Director
    		 35,125 2017-03-03 0

    TWITTY TIM A

    • OFFICER
    		 No longer subject to file 2017-03-03 0

    BOKORNEY MARK B

    • OFFICER
    		 No longer subject to file 2017-03-03 0

    HANCOX STEVEN OFFICER

    • Officer
    		 33,243 2015-11-11 0

    KAHLER JOHN S

    • Director
    		 29,214 2015-02-28 0

    MEGERLIN FERDINAND E

    • Director
    		 2,279 2013-03-20 0

    COOPER JEFFREY OFFICER

    • Officer
    		 8,417 2011-07-07 0

    ROBSON PETER G GENERAL MGR, SUN HYD LTD (UK)

    • Officer
    		 1,077 2010-11-17 0

    KOSKI ROBERT E

    KOSKI BEVERLY

    KOSKI FAMILY LP

    KOSKI CHRISTINE L

    KOSKI ROBERT C

    KOSKI THOMAS L

    • Director
    • 10% Owner
    		 4,753,464 2008-09-13 0

    SAKAMOTO HIROKATSU

    • Director
    		 2,163 2007-12-08 0

    NIXON CLYDE G

    • FORMER DIRECTOR
    		 13,399 2007-06-19 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    BAGAN SEAN - Officer CHIEF FINANCIAL OFFICER

    		2023-10-02 13:36:46 -0400 2023-10-01 A 2,312 a 2,312 direct

    BAGAN SEAN - Officer CHIEF FINANCIAL OFFICER

    		2023-10-02 13:36:46 -0400 2023-10-01 A 2,312 a 2,312 direct

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    HELIOS TECHNOLOGIES INC HLIO 2023-11-30 20:45:05 UTC 4.9119 0.4081 1900000
    HELIOS TECHNOLOGIES INC HLIO 2023-11-30 20:16:16 UTC 4.9119 0.4081 1900000
    HELIOS TECHNOLOGIES INC HLIO 2023-11-30 19:45:03 UTC 4.9119 0.4081 1900000
    HELIOS TECHNOLOGIES INC HLIO 2023-11-30 19:15:04 UTC 4.9119 0.4081 1900000
    HELIOS TECHNOLOGIES INC HLIO 2023-11-30 18:45:04 UTC 4.9119 0.4081 1900000
    HELIOS TECHNOLOGIES INC HLIO 2023-11-30 18:15:04 UTC 4.9119 0.4081 1900000
    HELIOS TECHNOLOGIES INC HLIO 2023-11-30 17:45:04 UTC 4.9119 0.4081 1900000
    HELIOS TECHNOLOGIES INC HLIO 2023-11-30 17:15:04 UTC 4.9119 0.4081 1900000
    HELIOS TECHNOLOGIES INC HLIO 2023-11-30 16:45:03 UTC 4.9119 0.4081 1900000
    HELIOS TECHNOLOGIES INC HLIO 2023-11-30 16:15:04 UTC 4.9119 0.4081 1800000
    HELIOS TECHNOLOGIES INC HLIO 2023-11-30 15:45:04 UTC 4.9119 0.4081 1800000
    HELIOS TECHNOLOGIES INC HLIO 2023-11-30 15:15:04 UTC 4.9119 0.4081 1800000
    HELIOS TECHNOLOGIES INC HLIO 2023-11-30 14:45:04 UTC 4.9119 0.4081 1800000
    HELIOS TECHNOLOGIES INC HLIO 2023-11-30 14:15:04 UTC 4.9119 0.4081 1800000
    HELIOS TECHNOLOGIES INC HLIO 2023-11-30 13:45:04 UTC 4.9119 0.4081 1800000
    HELIOS TECHNOLOGIES INC HLIO 2023-11-30 13:15:04 UTC 4.9119 0.4081 1800000
    HELIOS TECHNOLOGIES INC HLIO 2023-11-30 12:45:03 UTC 4.9119 0.4081 1800000
    HELIOS TECHNOLOGIES INC HLIO 2023-11-29 22:15:05 UTC 4.9119 0.4081 1900000
    HELIOS TECHNOLOGIES INC HLIO 2023-11-29 21:45:04 UTC 4.9119 0.4081 1900000
    HELIOS TECHNOLOGIES INC HLIO 2023-11-29 21:15:05 UTC 4.9119 0.4081 1900000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin

    Congressional Transactions Past 6-Months

    To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***
    Congress Person Party Chamber Filing Filing Date Transaction Date Security Type Owner Transaction Amount
    Hon. Josh Gottheimer democrat House Filing 2023-08-08 2023-07-18 JT S $1,001-$15,000
    Hon. Josh Gottheimer democrat House Filing 2023-07-06 2023-06-12 JT SP $1,001-$15,000
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