Helios Technologies Ownership
| HLIO Stock | USD 53.08 0.77 1.47% |
Shares in Circulation | First Issued 1995-03-31 | Previous Quarter 33.3 M | Current Value 33.2 M | Avarage Shares Outstanding 25.8 M | Quarterly Volatility 4.2 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Helios |
Helios Stock Ownership Analysis
About 95.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 1.99. Some equities with similar Price to Book (P/B) outperform the market in the long run. Helios Technologies has Price/Earnings To Growth (PEG) ratio of 0.99. The entity last dividend was issued on the 4th of October 2024. The firm had 3:2 split on the 18th of July 2011. Helios Technologies, Inc., together with its subsidiaries, develops, manufactures, and sells solutions for the hydraulics and electronics markets in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Helios Technologies, Inc. was founded in 1970 and is headquartered in Sarasota, Florida. Helios Technologies operates under Specialty Industrial Machinery classification in the United States and is traded on New York Stock Exchange. It employs 2350 people. To learn more about Helios Technologies call Josef Matosevic at 941 362 1200 or check out https://www.heliostechnologies.com.Besides selling stocks to institutional investors, Helios Technologies also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Helios Technologies' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Helios Technologies' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Helios Technologies Quarterly Liabilities And Stockholders Equity |
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Helios Technologies Insider Trades History
Only 1.63% of Helios Technologies are currently held by insiders. Unlike Helios Technologies' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Helios Technologies' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Helios Technologies' insider trades
Helios Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Helios Technologies is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Helios Technologies backward and forwards among themselves. Helios Technologies' institutional investor refers to the entity that pools money to purchase Helios Technologies' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Geode Capital Management, Llc | 2024-09-30 | 752.5 K | Hhg Plc | 2024-06-30 | 728 K | Bank Of America Corp | 2024-06-30 | 627 K | T. Rowe Price Investment Management,inc. | 2024-09-30 | 566.9 K | Bank Of New York Mellon Corp | 2024-06-30 | 463.7 K | New York State Common Retirement Fund | 2024-09-30 | 393.3 K | Royce & Associates, Lp | 2024-09-30 | 388.7 K | Charles Schwab Investment Management Inc | 2024-09-30 | 365 K | Neuberger Berman Group Llc | 2024-06-30 | 323.3 K | Wasatch Advisors Lp | 2024-09-30 | 3.5 M | Vanguard Group Inc | 2024-09-30 | 3.3 M |
Helios Technologies Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Helios Technologies insiders, such as employees or executives, is commonly permitted as long as it does not rely on Helios Technologies' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Helios Technologies insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Helios Technologies Outstanding Bonds
Helios Technologies issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Helios Technologies uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Helios bonds can be classified according to their maturity, which is the date when Helios Technologies has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Helios Technologies Corporate Filings
| 14th of November 2024 Other Reports | ViewVerify | |
13A | 8th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
10Q | 6th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 5th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Pair Trading with Helios Technologies
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Helios Technologies position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Helios Technologies will appreciate offsetting losses from the drop in the long position's value.Moving together with Helios Stock
Moving against Helios Stock
| 0.71 | RR | Richtech Robotics Class | PairCorr |
| 0.7 | CVV | CVD Equipment | PairCorr |
| 0.42 | CYD | China Yuchai Interna | PairCorr |
| 0.35 | AOS | Smith AO | PairCorr |
The ability to find closely correlated positions to Helios Technologies could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Helios Technologies when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Helios Technologies - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Helios Technologies to buy it.
The correlation of Helios Technologies is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Helios Technologies moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Helios Technologies moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Helios Technologies can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Helios Technologies. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. To learn how to invest in Helios Stock, please use our How to Invest in Helios Technologies guide.You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.
Is Industrial Machinery & Supplies & Components space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Helios Technologies. If investors know Helios will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Helios Technologies listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 2.206 | Dividend Share 0.36 | Earnings Share 1.13 | Revenue Per Share 24.693 | Quarterly Revenue Growth (0.03) |
The market value of Helios Technologies is measured differently than its book value, which is the value of Helios that is recorded on the company's balance sheet. Investors also form their own opinion of Helios Technologies' value that differs from its market value or its book value, called intrinsic value, which is Helios Technologies' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Helios Technologies' market value can be influenced by many factors that don't directly affect Helios Technologies' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Helios Technologies' value and its price as these two are different measures arrived at by different means. Investors typically determine if Helios Technologies is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Helios Technologies' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.