HLIO Smart Money
Helios Technologies, Inc.
1W: -0.8%
1M: -1.9%
3M: -9.6%
YTD: +24.2%
1Y: +20.9%
3Y: +34.0%
5Y: -20.6%
$67.53
+0.37 (+0.55%)
Pre-Market: $67.12 (-0.41, -0.61%)
Weekly Expected Move ±4.2%
$61
$63
$66
$69
$72
Credit Risk of going bust: lower than 92% of companies Debt: 0.7% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.04 (down 99.9%), Helios Technologies, Inc. would be worth roughly what it owes.
Total debt $15.0M against a stock market value of $2.23B.
Distance to default 15.16 (Merton model): prices to 2026-10-27, balance sheet 2026-07-04, debt counted $7.5M (short-term plus half of long-term), stock volatility 37.5%; Altman Z 3.93. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.04 (down 99.9%), Helios Technologies, Inc. would be worth roughly what it owes.
Total debt $15.0M against a stock market value of $2.23B.
Distance to default 15.16 (Merton model): prices to 2026-10-27, balance sheet 2026-07-04, debt counted $7.5M (short-term plus half of long-term), stock volatility 37.5%; Altman Z 3.93. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026309
Institutions Holding
+41 vs prior
123.1%
Ownership
+34.39%
62
New
99
Increased
116
Reduced
23
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | Bagan Sean | officer: president and ceo | F-Tax Withholding | 304 | $68.89 | $21K | Filing |
| 2026-09-18 | Schuetz Alexander | director | F-Tax Withholding | 223 | $69.29 | $15K | Filing |
| 2026-09-11 | Evans Jeremy Scott | officer: chief financial officer | F-Tax Withholding | 92 | $70.66 | $7K | Filing |
| 2026-09-11 | Martich Frederick Joseph | officer: pres. of hydraulics, mct | F-Tax Withholding | 294 | $70.66 | $21K | Filing |
| 2026-09-11 | Greenberg Marc A | officer: general counsel and secretary | F-Tax Withholding | 294 | $70.66 | $21K | Filing |
| 2026-09-11 | Bagan Sean | officer: president and ceo | F-Tax Withholding | 294 | $70.66 | $21K | Filing |
| 2026-06-23 | Arduini Matteo | officer: president of hydraulics, fct | S-Sale | 6,027 | $90.42 | $545K | Filing |
| 2026-06-22 | Arduini Matteo | officer: president of hydraulics, fct | S-Sale | 4,000 | $89.93 | $360K | Filing |
| 2026-06-05 | Schuetz Alexander | director | F-Tax Withholding | 388 | $81.27 | $32K | Filing |
| 2026-05-15 | Arduini Matteo | officer: president of hydraulics, fct | S-Sale | 3,000 | $76.48 | $229K | Filing |
| 2026-01-06 | Martich Frederick Joseph | officer: pres. of hydraulics, mct | F-Tax Withholding | 230 | $59.46 | $14K | Filing |
| 2026-01-06 | Aldridge Billy Vern | officer: president, electronics | F-Tax Withholding | 133 | $59.46 | $8K | Filing |
| 2026-01-06 | Greenberg Marc A | officer: general counsel and secretary | F-Tax Withholding | 381 | $59.46 | $23K | Filing |
| 2026-01-03 | Martich Frederick Joseph | officer: pres. of hydraulics, mct | F-Tax Withholding | 419 | $54.71 | $23K | Filing |
| 2026-01-03 | Martich Frederick Joseph | officer: pres. of hydraulics, mct | F-Tax Withholding | 618 | $54.71 | $34K | Filing |
| 2026-01-03 | Greenberg Marc A | officer: general counsel and secretary | F-Tax Withholding | 823 | $54.71 | $45K | Filing |
| 2026-01-03 | Greenberg Marc A | officer: general counsel and secretary | F-Tax Withholding | 756 | $54.71 | $41K | Filing |
| 2026-01-03 | Evans Jeremy Scott | officer: chief financial officer | F-Tax Withholding | 98 | $54.71 | $5K | Filing |
| 2026-01-03 | Bagan Sean | officer: president and ceo | F-Tax Withholding | 1,614 | $54.71 | $88K | Filing |
| 2026-01-03 | Bagan Sean | officer: president and ceo | F-Tax Withholding | 586 | $54.71 | $32K | Filing |
| 2026-01-03 | Aldridge Billy Vern | officer: president, electronics | F-Tax Withholding | 207 | $54.71 | $11K | Filing |
| 2026-01-03 | Aldridge Billy Vern | officer: president, electronics | F-Tax Withholding | 185 | $54.71 | $10K | Filing |
| 2025-12-05 | Schuetz Alexander | director | F-Tax Withholding | 236 | $54.19 | $13K | Filing |
| 2025-12-05 | Arduini Matteo | officer: president of hydraulics, fct | S-Sale | 2,000 | $54.61 | $109K | Filing |
| 2025-11-05 | Sacchi Diana | director | S-Sale | 620 | $58.35 | $36K | Filing |
🏛️ Congressional Trades
5 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2023-07-18 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2023-06-12 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2021-11-03 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2020-10-29 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2020-06-30 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,592,872 | $231M | +149,916 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,641,106 | $146M | +135,810 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 1,549,341 | $138M | -69,371 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,462,106 | $130M | -15,243 | 2026-06-30 | Filing |
| Sara-Bay Financial | 1,146,658 | $102M | -7,238 | 2026-06-30 | Filing |
| Conestoga Capital Advisors, LLC | 1,084,345 | $97M | -240,861 | 2026-06-30 | Filing |
| Invesco Ltd. | 1,083,038 | $97M | +863,860 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 979,448 | $87M | +142,617 | 2026-06-30 | Filing |
| JENNISON ASSOCIATES LLC | 977,554 | $87M | -58,423 | 2026-06-30 | Filing |
| WELLINGTON MANAGEMENT GROUP LLP | 887,417 | $79M | -419,256 | 2026-06-30 | Filing |
| STATE STREET CORP | 841,953 | $75M | +53,944 | 2026-06-30 | Filing |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 834,221 | $74M | -96,787 | 2026-06-30 | Filing |
| NEUBERGER BERMAN GROUP LLC | 761,883 | $68M | +50,085 | 2026-06-30 | Filing |
| AMERIPRISE FINANCIAL INC | 743,426 | $66M | +4,165 | 2026-06-30 | Filing |
| NOMURA ASSET MANAGEMENT INTERNATIONAL IN | 718,688 | $64M | -49,972 | 2026-06-30 | Filing |
| ACK Asset Management LLC | 681,000 | $61M | -99,378 | 2026-06-30 | Filing |
| WASATCH ADVISORS LP | 660,085 | $59M | -138,923 | 2026-06-30 | Filing |
| Nuveen, LLC | 507,047 | $45M | +177,535 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 449,107 | $40M | +6 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 411,128 | $37M | -99,391 | 2026-06-30 | Filing |