HLIO Helios Technologies (HLIO) Insider Trading, Ownership & Congress Trades
Industrials · Miscellaneous fabricated metal products · CIK 0001024795
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
160
13F, latest reported quarter
Conversions, 180 days
20
Codes C/M, not in net · $1.5M priced
What the filings say about HLIO
Insiders, 180 days
-$1.1M net sold
1 seller · 0% of sales under a 10b5-1 plan
Helios Technologies insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, HELIOS TECHNOLOGIES, INC. insiders sold a net $1.1M of stock across 23 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on Jun 22, 2026.
- The trade is 53.3% of the 11,317 shares held after it.
- No other insider sold within 30 days.
- 160 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President of Hydraulics, FCT Arduini Matteo sold about $545.0K of HLIO on Jun 23, 2026, the largest insider sale at the company on our record; 160 funds added in the latest 13F quarter.Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on May 15, 2026.
- The trade is 35.3% of the 11,317 shares held after it.
- No other insider sold within 30 days.
- 160 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President of Hydraulics, FCT Arduini Matteo sold about $359.7K of HLIO on Jun 22, 2026, the largest insider sale at the company since 2024; 160 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Dec 5, 2025.
- The trade is 19.6% of the 15,317 shares held after it.
- No other insider sold within 30 days.
- 160 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President of Hydraulics, FCT Arduini Matteo sold about $229.4K of HLIO on May 15, 2026, the largest insider sale at the company since 2024; 160 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Nov 25, 2024.
- The trade is 14.3% of the 13,986 shares held after it.
- 1 other insider sold within 30 days.
- 160 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President of Hydraulics, FCT Arduini Matteo sold about $109.2K of HLIO on Dec 5, 2025, the largest insider sale at the company since 2024; 1 other insider sold within 30 days and 160 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Nov 7, 2024.
- The trade is 9.0% of the 6,923 shares held after it.
- 1 other insider sold within 30 days.
- 160 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Sacchi Diana sold about $36.2K of HLIO on Nov 5, 2025; 1 other insider sold within 30 days and 160 funds added in the latest 13F quarter.23 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$1.1M over 180 days
more than 52% of Industrials
Congress
no House purchase disclosed in the last 12 months
Funds
160 funds bought in last quarter
more than 51% of Industrials
Revenue
+4.1% year over year
below 54% of Industrials
Margin
5.8% net margin
more than 51% of Industrials
Buybacks
no share repurchases reported
Short interest
3.4% of the float short (float per yahoo 2026-10-27) · 2.9 days to cover · settled 2026-10-15
more than 52% of Industrials
What changed in the last 30 days
Oct 28Insider selling stopped: no sales in 90 days after 3 in the prior 90
Why it matters
The absence is the signal: 3 sales in one 90-day window and none in the next is a change of behaviour, not a filing.
Watch HLIO
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+19.6%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns HLIO: institutional holders (13F)
13F holdings, latest reported quarter
2,592,872 sh
$231.4M
1,641,106 sh
$146.5M
1,549,341 sh
$138.3M
1,462,106 sh
$130.5M
1,146,658 sh
$102.3M
Congress trades in HLIO
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
HLIO planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
MATTEO ARDUINI
Filed 2026-06-23
$544.9K
HLIO mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Rockefeller US Small Cap Core Fund
$3.0M position · as of 2026-05-31
3.1%
CONESTOGA SMALL CAP FUND
$60.8M position · as of 2026-06-30
3.0%
Janus Henderson Small-Mid Cap Value Fund
$1.9M position · as of 2026-06-30
2.6%
Carillon Chartwell Small Cap Value Fund
$1.2M position · as of 2026-06-30
2.5%
Janus Henderson Small Cap Value Fund
$28.7M position · as of 2026-06-30
2.3%
abrdn Focused U.S. Small Cap Active ETF
$190.7K position · as of 2026-07-31
1.9%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $1.1M sold by insiders over 180 days, 160 funds added last quarter. Each figure is a federal filing, dated the day it went public.
HLIO financials
Revenue growth
+4.1%
XBRL, annual
Net margin
5.8%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$891.4M
four quarters, 2025-06-29 to 2026-07-04
Revenue, TTM HLIO
| FY Jan 2026 | $839.1M |
| FY Dec 2024 | $805.9M |
| FY Dec 2023 | $835.6M |
| FY Dec 2022 | $885.4M |
| FY Jan 2022 | $869.2M |
| Jul 2026 | $231.9M |
| Apr 2026 | $228.4M |
| Jan 2026 | $210.8M |
| Sep 2025 | $220.3M |
| Jun 2025 | $212.5M |
| Mar 2025 | $195.5M |
| Dec 2024 | $179.5M |
| Sep 2024 | $194.5M |
At each fiscal year end
Single quarter
Net margin, TTM
+8.0%
net income over revenue, 2025-06-29 to 2026-07-04
Net margin, TTM HLIO
| FY Jan 2026 | +5.8% |
| FY Dec 2024 | +4.8% |
| FY Dec 2023 | +4.5% |
| FY Dec 2022 | +11.1% |
| FY Jan 2022 | +12.0% |
| Jul 2026 | +9.4% |
| Apr 2026 | +8.6% |
| Jan 2026 | +9.3% |
| Sep 2025 | +4.7% |
| Jun 2025 | +5.4% |
| Mar 2025 | +3.7% |
| Dec 2024 | +2.7% |
| Sep 2024 | +5.9% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$106.9M
operating cash flow minus capex, 2025-06-29 to 2026-07-04
Free cash flow, TTM HLIO
| FY Jan 2026 | $103.6M |
| FY Dec 2024 | $95.2M |
| FY Dec 2023 | $49.7M |
| FY Dec 2022 | $78.1M |
| FY Jan 2022 | $86.3M |
| Jul 2026 | $30.6M |
| Apr 2026 | $17.2M |
| Jan 2026 | $40.5M |
| Sep 2025 | $18.6M |
| Jun 2025 | $31.6M |
| Mar 2025 | $12.9M |
| Dec 2024 | $28.3M |
| Sep 2024 | $28.8M |
At each fiscal year end
Single quarter
Debt to equity
0.24x
long-term 2026-07-04 plus current 2026-07-04; equity 2026-07-04
Debt to equity HLIO
| FY Jan 2026 | 0.28x |
| FY Dec 2024 | 0.35x |
| FY Dec 2023 | 0.38x |
| FY Dec 2022 | 0.23x |
| FY Jan 2022 | 0.28x |
| Jul 2026 | 0.24x |
| Apr 2026 | 0.26x |
| Jan 2026 | 0.28x |
| Sep 2025 | 0.31x |
| Jun 2025 | 0.32x |
| Mar 2025 | 0.34x |
| Dec 2024 | 0.35x |
| Sep 2024 | 0.35x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.61x
TTM operating cash flow over long-term 2026-07-04 plus current 2026-07-04
Cash flow to debt HLIO
| FY Jan 2026 | 0.49x |
| FY Dec 2024 | 0.41x |
| FY Dec 2023 | 0.26x |
| FY Dec 2022 | 0.60x |
| FY Jan 2022 | 0.56x |
| Jul 2026 | 0.61x |
| Apr 2026 | 0.54x |
| Jan 2026 | 0.49x |
| Sep 2025 | 0.42x |
| Jun 2025 | 0.43x |
| Mar 2025 | 0.42x |
| Dec 2024 | 0.41x |
| Sep 2024 | 0.39x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+7.7%
TTM net income over average of 2025-06-28 and 2026-07-04
Return on equity HLIO
| FY Jan 2026 | +5.4% |
| FY Dec 2024 | +4.5% |
| FY Dec 2023 | +4.6% |
| FY Dec 2022 | +13.1% |
| FY Jan 2022 | +15.9% |
| Jul 2026 | +7.7% |
| Apr 2026 | +6.7% |
| Jan 2026 | +5.4% |
| Sep 2025 | +3.7% |
| Jun 2025 | +3.9% |
| Mar 2025 | +4.3% |
| Dec 2024 | +4.5% |
| Sep 2024 | +4.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+4.6%
TTM net income over average of 2025-06-28 and 2026-07-04
Return on assets HLIO
| FY Jan 2026 | +3.2% |
| FY Dec 2024 | +2.5% |
| FY Dec 2023 | +2.5% |
| FY Dec 2022 | +6.8% |
| FY Jan 2022 | +7.7% |
| Jul 2026 | +4.6% |
| Apr 2026 | +4.0% |
| Jan 2026 | +3.2% |
| Sep 2025 | +2.2% |
| Jun 2025 | +2.2% |
| Mar 2025 | +2.4% |
| Dec 2024 | +2.5% |
| Sep 2024 | +2.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
tax provision or pre-tax income not filed for the four quarters
Return on invested capital HLIO
| FY Jan 2026 | n/a |
| FY Dec 2024 | +5.6% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | +12.3% |
| FY Jan 2022 | +14.3% |
| Jul 2026 | n/a |
| Apr 2026 | n/a |
| Jan 2026 | n/a |
| Sep 2025 | +3.6% |
| Jun 2025 | +5.1% |
| Mar 2025 | +5.4% |
| Dec 2024 | +5.6% |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+6.5%
operating income (EBIT proxy) over average of 2025-06-28 and 2026-07-04 minus current liabilities
Return on capital employed HLIO
| FY Jan 2026 | +4.8% |
| FY Dec 2024 | +5.8% |
| FY Dec 2023 | +5.8% |
| FY Dec 2022 | +10.7% |
| FY Jan 2022 | +12.4% |
| Jul 2026 | +6.5% |
| Apr 2026 | +5.7% |
| Jan 2026 | +4.8% |
| Sep 2025 | +3.8% |
| Jun 2025 | +5.2% |
| Mar 2025 | +5.6% |
| Dec 2024 | +5.8% |
| Sep 2024 | +5.6% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
31.38x
close 2026-10-26 over four quarters of diluted EPS, 2025-06-29 to 2026-07-04
P/E, trailing HLIO
| FY Jan 2026 | 37.73x |
| FY Dec 2024 | 38.44x |
| FY Dec 2023 | 39.78x |
| FY Dec 2022 | 17.97x |
| FY Jan 2022 | 32.66x |
| Jul 2026 | 38.50x |
| Apr 2026 | 36.96x |
| Jan 2026 | 37.73x |
| Sep 2025 | 52.21x |
| Jun 2025 | 32.26x |
| Mar 2025 | 29.07x |
| Dec 2024 | 38.44x |
| Sep 2024 | 41.73x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$2.4B
market value at close 2026-10-26 on 2026-07-31 shares, plus long-term 2026-07-04 plus current 2026-07-04, minus cash 2026-07-04
Enterprise value HLIO
| FY Jan 2026 | $2.0B |
| FY Dec 2024 | $1.8B |
| FY Dec 2023 | $1.8B |
| FY Dec 2022 | $1.9B |
| FY Jan 2022 | $3.6B |
| Jul 2026 | $2.9B |
| Apr 2026 | $2.4B |
| Jan 2026 | $2.0B |
| Sep 2025 | $2.0B |
| Jun 2025 | $1.4B |
| Mar 2025 | $1.3B |
| Dec 2024 | $1.8B |
| Sep 2024 | $1.8B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+4.8%
TTM free cash flow over market value at close 2026-10-26
FCF yield HLIO
| FY Jan 2026 | +5.7% |
| FY Dec 2024 | +6.4% |
| FY Dec 2023 | +3.3% |
| FY Dec 2022 | +4.4% |
| FY Jan 2022 | +2.5% |
| Jul 2026 | +3.9% |
| Apr 2026 | +4.8% |
| Jan 2026 | +5.7% |
| Sep 2025 | +5.2% |
| Jun 2025 | +9.1% |
| Mar 2025 | +8.9% |
| Dec 2024 | +6.4% |
| Sep 2024 | +5.9% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.30x
P/E over trailing EPS growth of 106%: four quarters to 2026-07-04 against the four to 2025-06-28
PEG, trailing HLIO
| FY Jan 2026 | 1.58x |
| FY Dec 2024 | 14.61x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Jan 2022 | n/a |
| Jul 2026 | 0.36x |
| Apr 2026 | 0.58x |
| Jan 2026 | 1.58x |
| Sep 2025 | n/a |
| Jun 2025 | 2.07x |
| Mar 2025 | 2.64x |
| Dec 2024 | 14.61x |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-01 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $839.0M | $805.9M | $835.6M | $885.4M |
| Gross profit | $271.2M | $252.3M | $261.7M | $298.5M |
| Operating income | $66.0M | $81.8M | $79.9M | $137.3M |
| Net income | $48.4M | $39.0M | $37.5M | $98.4M |
| EPS (diluted) | 1.45 | 1.17 | 1.14 | 3.02 |
| Operating cash flow | $127.3M | $122.1M | $83.9M | $109.9M |
| Cash | $73.0M | $44.1M | $32.4M | $43.7M |
| Long-term debt | $256.2M | $283.2M | $298.3M | $164.2M |
| Dividends paid | $12.0M | $11.9M | $11.8M | $11.7M |
SEC XBRL, fiscal years, as known on 2026-10-28
HLIO Stock Sonar score 6/7 axes
Find similar shapesCompareHLIO ranks highest on risk and compliance (86th percentile) and financial health (71st), and lowest on insider conviction (25th), among Industrials peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
HLIO filings, in plain words
Are Helios Technologies insiders buying or selling HLIO?
In the 180 days to 2026-10-28, Helios Technologies insiders were net sellers, a net $1.1M across purchases and sales reported on Form 4, by 1 seller.
Read the full summary
In the 180 days to 2026-10-28, Helios Technologies insiders were net sellers of HLIO, a net $1.1M across purchases and sales reported on Form 4 by 1 seller. None of the 3 insider sales was flagged as made under a Rule 10b5-1 plan. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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