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Factor Model (net -1.4)
Factor Model
net -1.4
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0
Analysis pending — waiting for first signal cycle.
Evidence
8d ago
Stifel main HLIO: Buy → Buy
Fundamentals & Data ▾
Helios Technologies, Inc.
Industrials · Specialty Industrial Machinery
Mkt Cap
$2B
P/E
47.6 fwd 21.8
Beta
1.26
Div Yield
70.00%
52w Range
$25.70 - $76.47
Short Interest
998,259 3.82%
Days to Cover
2.3 +6%
Technicals
downtrend
from 52w Hi
-4.3%
1w return
-2.7%
Insiders
mixed
0B / 0S
Analysts
mixed
EPS Estimate
$0.69
-0.2% 30d
0up / 1dn
Est. Dispersion
7%
6 analysts
Analyst Target
$80
$75 - $85
Options P/C
0.44
Insider Cluster
sell cluster
0B / 2S
Fund Convergence
strong
D.E. Shaw, Citadel, Renaissance, Two Sigma
Financials
Revenue
$211M +17% YoY
FCF
$39M
Gross Margin
34%
Op Margin
12%
Momentum:
decelerating
Top Holders
D.E. Shaw
$107M
Citadel
$8M
Renaissance
$1M
Two Sigma
Recent Filings & Data
insider trade
79
net selling
· $770,515 sold
13 insiders · 79 transactions (30d)
Recent transactions
BAGAN SEAN P. · other
EVANS JEREMY SCOTT · other
BRITT DOUGLAS M · other
BROWN LAURA D. · exercise · $75,528
SCHUETZ ALEXANDER · exercise · $75,528
SACCHI DIANA · exercise · $80,148
CHENANDA CARY · exercise · $70,972
BAGAN SEAN P. · award · $250,022
MARTICH FREDERICK JOSEPH · exercise · $30,622
ALDRIDGE BILLY VERN · exercise · $23,070
ARDUINI MATTEO · exercise · $61,125
GREENBERG MARC A · exercise · $57,617
MARTICH FREDERICK JOSEPH · other
BAGAN SEAN P. · exercise · $454,640
ALDRIDGE BILLY VERN · other
EVANS JEREMY SCOTT · other
ARDUINI MATTEO · exercise · $180,707
GREENBERG MARC A · exercise · $194,822
BRITT DOUGLAS M · exercise · $45,194
BROWN LAURA D. · exercise · $47,796
SCHUETZ ALEXANDER · exercise · $42,593
SACCHI DIANA · exercise · $45,194
ARDUINI MATTEO · sell · $109,220
CHENANDA CARY · other
SACCHI DIANA · sell · $36,180
BRITT DOUGLAS M · exercise · $48,232
BROWN LAURA D. · exercise · $45,488
SCHUETZ ALEXANDER · exercise · $45,488
SACCHI DIANA · exercise · $48,232
CHENANDA CARY · exercise · $42,744
BAGAN SEAN P. · exercise · $40,393
BAGAN SEAN P. · exercise · $41,806
EVANS JEREMY SCOTT · exercise · $20,903
ARDUINI MATTEO · exercise · $41,806
GREENBERG MARC A · exercise · $41,806
MARTICH FREDERICK JOSEPH · exercise · $41,806
BRITT DOUGLAS M · other
BROWN LAURA D. · exercise · $28,265
SCHUETZ ALEXANDER · exercise · $28,265
SACCHI DIANA · exercise · $29,979
CHENANDA CARY · exercise · $26,551
BRITT DOUGLAS M · exercise · $36,618
LEMAITRE PHILIPPE · exercise · $54,611
BROWN LAURA D. · exercise · $34,540
SCHUETZ ALEXANDER · exercise · $34,540
SACCHI DIANA · exercise · $36,618
CHENANDA CARY · other
ARDUINI MATTEO · other
MARTICH FREDERICK JOSEPH · exercise · $23,005
ARDUINI MATTEO · exercise · $45,876
GREENBERG MARC A · exercise · $43,285
WICHLACZ LEE FRANCIS · exercise · $20,861
MARTICH FREDERICK JOSEPH · exercise · $53,377
ARDUINI MATTEO · exercise · $90,781
GREENBERG MARC A · exercise · $90,870
WICHLACZ LEE FRANCIS · other
BRITT DOUGLAS M · exercise · $51,465
LEMAITRE PHILIPPE · exercise · $86,655
BROWN LAURA D. · other
SCHUETZ ALEXANDER · exercise · $54,806
SACCHI DIANA · exercise · $58,147
CHENANDA CARY · exercise · $54,806
ARDUINI MATTEO · sell · $215,920
SACCHI DIANA · sell · $33,155
BAGAN SEAN P. · exercise · $36,460
BRITT DOUGLAS M · other
LEMAITRE PHILIPPE · other
BROWN LAURA D. · other
SCHUETZ ALEXANDER · other
SACCHI DIANA · other
CHENANDA CARY · other
BAGAN SEAN P. · award
BRITT DOUGLAS M · exercise · $32,898
LEMAITRE PHILIPPE · other
BROWN LAURA D. · other
SCHUETZ ALEXANDER · other
SACCHI DIANA · other
CHENANDA CARY · other
ARDUINI MATTEO · sell · $376,040
3 signals · latest 8d ago
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