Congress trades
Helios Technologies, Inc. (HLIO)
About Helios Technologies, Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Chief executive
- Sean Bagan
- Employees
- 2,300
- Listed since
- Jan 9, 1997
- Market value
- $2.3B
- Price to earnings
- 32.7
- Earnings per share
- $2.16
- Dividend yield
- 0.59%
Earnings
6 reported quarters · next on Nov 2, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 10, 2026 | $0.88 | $0.80 | $231.9M | $230.7M | EPS beatRevenue in line |
| Q1 FY2026reported May 11, 2026 | $0.80 | $0.68 | $228.4M | $220.1M | EPS beatRevenue beat |
| Q4 FY2025reported Mar 2, 2026 | $0.81 | $0.71 | $210.7M | $197.0M | EPS beatRevenue beat |
| Q3 FY2025reported Nov 3, 2025 | $0.72 | $0.65 | $220.3M | $197.0M | EPS beatRevenue beat |
| Q2 FY2025reported Aug 4, 2025 | $0.59 | $0.49 | $212.5M | $205.4M | EPS beatRevenue beat |
| Q1 FY2025reported May 6, 2025 | $0.44 | $0.36 | $195.5M | $204.4M | EPS beatRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed May 4, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Sean BaganPresident & Chief Executive Officer and Chief Financia | $713K | $693K | $2.0M | $3.4M |
| Marc GreenbergExecutive Vice President, General Counsel & Secretary | $408K | $216K | $708K | $1.3M |
| Matteo ArduiniPresident, Hydraulics EMEA Fluid Conveyance Technology | $395K | $199K | $633K | $1.2M |
| Rick MartichPresident, Hydraulics Motion Control Technology | $306K | $162K | $538K | $1.0M |
| Jeremy EvansExecutive Vice President, Chief Financial Officer | $270K | $39K | $296K | $604K |
The summary compensation table from the 2025 proxy statement, current executives only. 1 executive who has since left the company is named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $231.4M | 2,592,872 | +6.1% | 7.86% |
| Vanguard Portfolio Management LLC | $146.5M | 1,641,106 | +9.0% | 4.97% |
| Dimensional Fund Advisors LP | $138.3M | 1,549,341 | -4.3% | 4.70% |
| Vanguard Capital Management LLC | $130.5M | 1,462,106 | -1.0% | 4.43% |
| Sara-Bay Financial | $102.3M | 1,146,658 | -0.6% | 3.47% |
| Conestoga Capital Advisors, LLC | $96.8M | 1,084,345 | -18.2% | 3.29% |
| Invesco Ltd. | $96.7M | 1,083,038 | +394.1% | 3.28% |
| Geode Capital Management, LLC | $87.4M | 979,448 | +17.0% | 2.97% |
| Jennison Associates LLC | $87.2M | 977,554 | -5.6% | 2.96% |
| Thrivent Financial For Lutherans | $82.0M | 918,909 | -0.7% | 2.78% |
| Wellington Management Group LLP | $79.2M | 887,417 | -32.1% | 2.69% |
| State Street Corp | $75.1M | 841,953 | +6.8% | 2.55% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Congress trades in HLIO
6 disclosures of 6 on record · median 34d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +9.6%S&P +67.9% · vs S&P 500 -58.4% | Jul 18, 2023 | Aug 21, 2023 | 34d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +12.2%S&P +75.8% · vs S&P 500 -63.6% | Jun 12, 2023 | Jul 11, 2023 | 29d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | -21.3%S&P +64.0% · vs S&P 500 -85.3% | Nov 3, 2021 | Dec 13, 2021 | 40d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +69.2%S&P +131.1% · vs S&P 500 -62.0% | Oct 29, 2020 | Nov 5, 2020 | 7d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +89.9%S&P +147.3% · vs S&P 500 -57.4% | Jun 30, 2020 | Jul 17, 2020 | 17d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | n/a | Sep 26, 2018 | Oct 30, 2018 | 34d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Questions
Which members of Congress have traded HLIO?
Josh Gottheimer, Gilbert Ray Cisneros, Jr., Michael T. McCaul disclosed HLIO transactions in the filings shown here.
How quickly are HLIO trades disclosed?
Congressional disclosures took a median of 34 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.