tus insignias Rango 52S $14–$31 77% of range Calificación del Analista BUY 10 analysts Precio Objetivo $31 +16% upside P/E -1.5 ROE -39.8% Margen de Beneficio Neto -22.7%

HELE Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

03
Precio $26.74
Capitalización Bursátil (MRQ) $623M
P/E (TTM) -1.5
BPA (TTM) $-17.92
Ingresos (TTM) $1.82B
ROE (TTM) -39.8%
Deuda/Capital (MRQ) 0.8
Rango 52S $14–$31

HELE Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

04
rango
barras

La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.

Divisiones de acciones 4
Fecha ex-dividendo División Tipo
23 de septiembre de 1997 2-for-1 Adelante
2 de julio de 1996 2-for-1 Adelante
2 de octubre de 1992 3-for-2 Adelante
27 de septiembre de 1983 2-for-1 Adelante

Acerca de Helen of Troy Limited - Common Stock Descripción general de la empresa de Wikipedia

05 · wikidata

Helen of Troy Limited is an American publicly traded designer, developer and worldwide marketer of consumer brand-name housewares, health and home, and beauty products under owned and licensed brands. It is the parent corporation of OXO International Ltd., Kaz, Inc., Steel Technology, LLC, and Idelle Labs, Ltd, among others. The company is headquartered in Hamilton, Bermuda, with U.S. operations headquartered in El Paso, Texas. The company is named after the mythic figure Helen of Troy.

History

Helen of Troy Limited began as a wig store in Downtown El Paso in 1968 and expanded into the hair appliance business in 1975 by supplying hair salons with hair dryers and curling irons. In 1980, the son of the company's founder Louis Rubin, Jerry Rubin, entered into a licensing agreement with Vidal Sassoon. Since then, the company's growth has come through years of acquiring rights to use well-known global brands in the health and home, housewares, beauty and nutritional supplements categories, or by acquiring brands and companies outright.

The company underwent a notable tax inversion when it reorganized into a Bermuda company in 1993. This inversion prompted new federal legislation tightening the rules on inversion, which are colloquially known as the "Helen of Troy Rules."

In June 2004, the company paid $273.2 million for OXO International, a New York designer and maker of household tools. In January 2011, the company announced it has completed the acquisition of Kaz Incorporated for $271.5 million. Kaz provides consumer products serving health care and home environment needs including body thermometers, humidifiers, fans, and other products primarily under the licensed brands Vicks, Braun and Honeywell, as well as products under owned brands like Stinger, Softheat, and Kaz. In January 2012, Kaz acquired PŪR water purification products business from Procter & Gamble.

In 2014, the company implemented its succession plan, with Jerry Rubin stepping down as CEO, and the appointment of Julien R. Mininberg as CEO, effective March 1, 2014. Mininberg had been CEO and president of Helen of Troy's Healthcare/Home Environment segment.

In March 2016, the company acquired Steel Technology, LLC, which does business under the brand name Hydro Flask, for approximately $210 million in cash, subject to certain customary closing adjustments.

In December 2021, the company bought Osprey Packs, Inc for $414 million.

Company structure

Since that time, the company has grown organically and through acquisition and operates in three reportable business segments. The company divested its former Nutritional Supplements business in December 2017. By order of sales contribution, these are Health & Home, Housewares, and Beauty. Helen of Troy's sales were $1.49 billion in Fiscal Year 2018 (on a continuing operations basis, as reported).

As of February 2018, the company employed approximately 1,489 full-time employees worldwide. The company's US headquarters and Shared Services Center is in a northwest El Paso building, and the company has distribution facilities in Olive Branch, Mississippi, Southaven, Mississippi, and Arlington, Tennessee. The company also has offices in Marlborough, Massachusetts; Boston, Massachusetts; Cortez, Colorado; Bend, Oregon; New York City; Mexico City; Toronto; Sheffield; Bussigny-près-Lausanne; Macau; Shenzhen; and Hong Kong.

The company contracts with unaffiliated manufacturers, primarily in China and Mexico, to manufacture a significant portion of its finished goods for the Beauty appliances and accessories, Housewares, Healthcare, Water Filtration, and Home Environment product categories. The North American region of the grooming, skin and hair care category of the Beauty segment source most of their products from U.S. manufacturers. For fiscal years 2018, 2017, and 2016, finished goods manufactured by vendors in Asia comprised approximately 74%, 71%, and 70%, respectively, of total finished goods purchased.

Brands

Helen of Troy Limited, together with its subsidiaries, designs, develops, imports, markets, and distributes brand-name products in three reportable business segments: Health & Home, Housewares, and Beauty.

The Health and Home segment offers healthcare and home comfort products including thermometers, blood pressure monitors and humidifiers, faucet mount water filtration systems and pitcher-based water filtration systems, air purifiers, heaters, fans, humidifiers and dehumidifiers under the PUR, Honeywell, Braun, and Vicks brands.

The Housewares segment offers food and beverage preparation tools and gadgets, storage containers and organization products, household cleaning products, shower organization and bathroom accessories, feeding and drinking products, child seating, cleaning tools and nursery accessories, insulated water bottles, jugs, drinkware, travel mugs and food containers under the OXO, Good Grips, Hydro Flask, Soft Works, and OXO tot brands.

The Beauty segment offers hair care appliances (both retail and professional), grooming brushes, tools and decorative hair accessories, liquid hair styling, treatment and conditioning products under the Hot Tools and Drybar brands.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

sectorConsumer products industriaConsumer products empleados1 854 paísBM

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

06
Ingresos$1.79B
2017-02-28 → 2026-02-28
BPA$-39.08
2017-02-28 → 2026-02-28
Flujo de caja libre$132M
2017-02-28 → 2026-02-28
Margen neto-22.7%
2018-02-28 → 2026-02-28
Valoración y ratios 07–12

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica Tendencia a 5 años HELE promedio 5A Mediana de Pares Veredicto
P/E (TTM) -1.5promedio 5A ≈13.8 ≈13.8 · ·
P/S (TTM) 0.3promedio 5A ≈1.2 ≈1.2 · ·
P/C (MRQ) 0.7promedio 5A ≈1.7 ≈1.7 · ·
EV / EBITDA -1.9promedio 5A ≈10.7 ≈10.7 · ·
Precio / FCF (TTM) 7.7promedio 5A ≈37.6 ≈37.6 · ·
Precio / Flujo de Caja (TTM) 5.6promedio 5A ≈14.2 ≈14.2 · ·
EV / Revenue (EV / Ingresos) 0.8promedio 5A ≈1.6 ≈1.6 · ·
EV / FCF 10.5promedio 5A ≈49.3 ≈49.3 · ·
Precio / Valor Contable Tangible (MRQ) 1.3 · · ·

La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.

valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

14
Sorpresa Media -6.8%
Próximo informe Oct 07, 2026
PeríodoInformeEPS ActualEPS est.Sorpresa
30 de junio de 2026 $0.17 $-0.00 —
31 de marzo de 2026 $0.83 $0.72 15.4%
31 de diciembre de 2025 $1.71 $1.75 -2.1%
30 de septiembre de 2025 $0.59 $0.54 10.0%
30 de junio de 2025 $0.41 $0.87 -52.7%
31 de marzo de 2025 $2.33 $2.45 -4.8%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

15
Estado de resultados 17
Métrica Tendencia 202620252024202320222021202020192018201720162015
Revenue $1.79B$1.91B$2.01B$2.07B$2.22B$2.10B$1.71B$1.56B$1.48B$1.40B$1.39B$1.45B
Cost of Revenue $971M$993M$1.06B$1.17B$1.27B$1.17B$973M$923M$868M$824M$867M$846M
Gross Profit $816M$914M$949M$899M$953M$927M$734M$641M$611M$573M$526M$600M
R&D Expense $54M$54M$56M$48M$54M$53M$18M$13M$14M$12M$12M$7M
SG&A Expense $709M$705M$669M$660M$680M$637M$512M$438M$425M$401M$403M$429M
Operating Income $-782M$143M$261M$212M$273M$281M$178M$199M$169M$170M$116M$162M
Interest Expense ··$53M$41M$13M$13M$13M$12M$14M$14M$11M$15M
Interest Income ··········$110.0K$60.0K
Other Non-op $982.0K$838.0K$2M$249.0K$260.0K$559.0K$394.0K$340.0K$327.0K$414.0K$299.0K$517.0K
Pretax Income $-839M$92M$209M$171M$260M$269M$166M$188M$155M$156M$106M$147M
Income Tax $60M$-32M$40M$28M$36M$15M$14M$14M$9M$11M$13M$16M
Net Income $-899M$124M$169M$143M$224M$254M$152M$169M$44M$141M$101M·
EPS (Basic) $-39.08$5.38$7.06$5.98$9.27$10.16$6.06$6.46$1.64$5.11$3.58$4.59
EPS (Diluted) $-39.08$5.37$7.03$5.95$9.17$10.08$6.02$6.41$1.63$5.04$3.52$4.52
Shares (Basic) 23,002,00023,012,00023,865,00023,955,00024,142,00024,985,00025,118,00026,073,00027,077,00027,522,00028,273,00028,579,000
Shares (Diluted) 23,002,00023,065,00023,970,00024,090,00024,410,00025,196,00025,322,00026,303,00027,254,00027,891,00028,749,00029,035,000
EBITDA $-729M$198M$312M$256M$308M$319M·$229M$203M$209M$173M$201M
Balance general 27
Métrica Tendencia 202620252024202320222021202020192018201720162015
Cash & Equivalents $19M$19M$19M$29M$33M$45M$24M$12M$21M$24M$227M$12M
Receivables $361M$428M$395M$378M$458M$382M$348M$280M$276M$229M$218M$222M
Inventory $456M$453M$396M$455M$558M$482M$256M$302M$252M$281M$302M$293M
Prepaid Expense $24M$26M$27M$25M$26M$16M$9M$10M$10M$10M$10M$10M
Current Assets $866M$932M$844M$892M$1.08B$972M$683M$605M$558M$556M$755M$565M
PP&E (Net) $308M$330M$337M$352M$205M$137M$132M$130M$124M$127M$130M$126M
PP&E (Gross) $502M$530M$506M$531M$366M$277M$264M$254M$239M$229M$224M$208M
Accum. Depreciation $194M$200M$169M$179M$161M$140M$132M$124M$115M$102M$94M$82M
Goodwill $472M$1.18B$1.07B$1.07B$949M$740M$740M$602M$602M$602M$583M$550M
Intangibles $373M$567M$537M$554M$538M$357M$301M$292M$303M$336M$376M$398M
Other Non-current Assets $20M$18M$15M$8M$8M$4M$807.0K$13M$21M$1M$2M$13M
Total Assets $2.12B$3.13B$2.84B$2.91B$2.82B$2.26B$1.90B$1.65B$1.62B$1.81B$1.63B$1.62B
Accounts Payable $256M$269M$245M$191M$308M$335M$153M$144M$129M$106M$104M$99M
Accrued Liabilities $200M$161M$181M$201M$272M$271M$183M$165M$168M$148M$141M$141M
Current Liabilities $505M$466M$451M$412M$603M$615M$339M$312M$299M$289M$268M$262M
Capital Leases $53M$40M$37M$43M$44M$38M$41M·····
Deferred Tax $3M$29M$41M$28M$22M$6M$4M·$7M$20M$27M$53M
Other Non-current Liabilities $992.0K$6M$12M$14M$17M$23M$21M$16M$15M$17M$27M$23M
Total Liabilities $1.32B$1.45B$1.20B$1.42B$1.50B$1.02B$742M$653M$609M$792M$919M$749M
Long-term Debt $786M$922M$672M$937M$816M$348M$339M$321M$290M$486M$620M$433M
Total Debt $781M$917M$666M$934M$813M$344M·$321M$290M$486M$624M$433M
Common Stock $2M$2M$2M$2M$2M$2M$3M$2M$3M$3M$3M$3M
Retained Earnings $413M$1.31B$1.28B$1.16B$1.02B$965M$898M$746M$780M$798M$729M$722M
AOCI $-2M$2M$2M$5M$202.0K$-12M$-7M$1M$631.0K$1M$665.0K$-76.0K
Stockholders' Equity $798M$1.68B$1.64B$1.49B$1.33B$1.24B$1.16B$997M$1.01B$1.02B$930M$905M
Liabilities + Equity $2.12B$3.13B$2.84B$2.91B$2.82B$2.26B$1.90B$1.65B$1.62B$1.81B$1.85B$1.65B
Shares Outstanding 23,077,23022,856,06623,751,25823,994,40523,800,30524,405,92125,193,76624,946,04626,575,63427,028,66527,735,03428,488,411
Flujo de Efectivo 18
Métrica Tendencia 202620252024202320222021202020192018201720162015
D&A $53M$55M$51M$45M$36M$38M$37M$30M$34M$36M$35M$40M
Stock-based Comp $17M$21M$34M$27M$35M$26M$23M$22M$15M$14M$7M$6M
Deferred Tax $38M$-76M$13M$-2M$-9M$-4M$-6M·····
Amort. of Intangibles $17M$19M$18M$18M$13M$18M$21M$14M$19M$22M$22M$25M
Restructuring $3M$15M$19M$27M$380.0K$350.0K$3M$4M$2M$0··
Other Non-cash $962M$-11M$39M$-4M$-145M$-4M·$-25M$131M···
Operating Cash Flow $171M$113M$306M$208M$141M$314M$271M$195M$224M$229M$187M$179M
CapEx $39M$30M$37M$175M$78M$99M$18M$26M$14M$16M$17M$7M
Investing Cash Flow $-34M$-263M$5M$-319M$-439M$-99M$-274M$-25M$36M$-230M$-64M·
Debt Issued $250M$0$249M$250M$0$0······
Net Debt Issued $234M$-6M$2M$230M$-2M$-2M·$-2M$-26M$-24M$-22M$-97M
Stock Repurchased $2M$103M$55M$18M$188M$203M$10M$217M$73M$76M$100M$274M
Net Stock Activity $-2M$-103M$-55M$-18M$-188M$-203M·$-217M$-66M$-75M$-100M$-274M
Financing Cash Flow $-137M$150M$-322M$107M$286M$-195M$15M$-179M$-262M$-201M$91M·
Net Change in Cash $19.0K$366.0K$-11M$-4M$-12M$21M$13M$-9M$-2M$-203M$214M·
Taxes Paid $27M$41M$29M$37M$23M$20M$23M$4M$6M$16M$17M$17M
Free Cash Flow $132M$83M$269M$33M$63M$215M·$169M$211M$208M$165M$172M
Levered FCF ··$227M$-707.8K$52M$204M·$158M$199M$194M$155M$159M
Rentabilidad 8
Métrica Tendencia 202620252024202320222021202020192018201720162015
Gross Margin 45.7%47.9%47.3%43.4%42.9%44.2%··41.8%43.9%41.1%41.5%
Operating Margin -43.8%7.5%13.0%10.2%12.3%13.4%··11.3%10.7%8.5%11.2%
Net Margin -50.3%6.5%8.4%6.9%10.1%12.1%··3.0%···
Pretax Margin -47.0%4.8%10.4%8.3%11.7%12.8%··10.4%9.8%7.8%10.2%
EBITDA Margin -40.8%10.4%15.6%12.4%13.9%15.2%··13.6%13.6%11.2%13.9%
ROA -34.3%4.2%5.9%5.0%8.8%12.2%·10.3%2.6%···
ROE -104.3%7.5%10.5%9.7%16.7%20.7%·16.6%4.4%···
ROIC -53.1%7.4%9.1%7.3%11.0%16.8%·14.0%10.8%10.2%7.1%10.8%
Liquidez y Solvencia 5
Métrica Tendencia 202620252024202320222021202020192018201720162015
Current Ratio 1.72.01.92.21.81.6·1.91.91.92.92.2
Quick Ratio 0.81.00.91.00.80.7·0.91.00.91.60.9
Debt / Equity 1.00.50.40.60.60.3·0.30.30.50.70.5
LT Debt / Equity 0.90.50.40.60.60.3·0.30.30.50.60.5
Interest Coverage ··4.95.221.222.3·17.012.111.111.810.8
Eficiencia 3
Métrica Tendencia 202620252024202320222021202020192018201720162015
Asset Turnover 0.70.60.70.70.91.0··0.90.90.90.9
Inventory Turnover 2.12.32.52.32.43.2·3.33.32.93.12.9
Receivables Turnover 4.54.65.25.05.35.7··5.96.97.06.6
Por Acción 5
Métrica Tendencia 202620252024202320222021202020192018201720162015
Book Value / Share $34.59$73.65$68.94$62.05$55.77$50.78·$39.95$38.17$37.77$33.53$31.75
Revenue / Share $77.66$82.71$83.65$86.04$91.08$83.30··$54.66$55.12$53.77$49.77
Cash Flow / Share $7.44$4.91$12.77$8.64$5.77$12.47·$7.43$8.23$8.19$6.44$6.15
Cash / Share $0.82$0.83$0.78$1.21$1.40$1.85·$0.48$0.78$0.85$8.14$0.43
EPS (TTM) $-39.08$5.37$7.03$5.95$9.17$10.08$6.02$6.41$1.63$5.04$3.52$4.52
Tasas de Crecimiento 7
Métrica Tendencia 202620252024202320222021202020192018201720162015
Revenue YoY -6.4%-4.9%-3.3%-6.8%5.9%·······
Revenue CAGR 3Y -4.8%-5.0%-1.5%·········
Revenue CAGR 5Y -3.2%···········
EPS YoY ·-23.6%18.1%-35.1%-9.0%·······
EPS CAGR 3Y ·-16.3%-11.3%·········
Net Income YoY ·-26.6%17.7%-36.0%-11.9%·······
Net Income CAGR 3Y ·-17.9%-12.8%·········
Valoración (TTM) 14
Métrica Tendencia 202620252024202320222021202020192018201720162015
Revenue TTM $1.79B$1.91B$2.01B$2.07B$2.22B$2.10B$1.71B$1.56B$1.48B$1.40B$1.39B$1.45B
Net Income TTM $-899M$124M$169M$143M$224M$254M$152M$169M$44M$141M$101M·
Market Cap $407M$1.26B$2.97B$2.70B$4.90B$5.29B·$2.80B$2.39B$2.64B$2.64B$2.18B
Enterprise Value $1.17B$2.16B$3.62B$3.61B$5.67B$5.59B·$3.11B$2.66B$3.10B$3.04B$2.60B
P/E -0.510.217.818.922.421.527.317.555.219.427.117.0
P/S 0.20.71.51.32.22.5·1.81.61.91.91.5
P/B 0.50.71.81.83.74.3·2.82.42.62.82.4
P / Tangible Book ··87.3··37.2······
P / Cash Flow 2.411.19.713.034.816.8·14.310.711.614.312.2
P / FCF 3.115.111.081.078.024.6·16.611.412.716.112.7
EV / EBITDA -1.610.911.614.118.417.5·13.513.114.917.612.9
EV / FCF 8.925.913.4108.190.425.9·18.412.614.918.515.1
EV / Revenue 0.71.11.81.72.62.7·2.01.82.22.21.8
Earnings Yield -221.5%9.8%5.6%5.3%4.5%4.7%3.7%5.7%1.8%5.2%3.7%5.9%

Período más reciente a la izquierda · valores nulos mostrados como ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

16
Métrica 2026-02-282025-02-282024-02-292023-02-282022-02-28
Ingresos $1.79B $1.91B $2.01B $2.07B $2.22B
Margen Bruto % 45.7% 47.9% 47.3% 43.4% 42.9%
Margen Operativo % -43.8% 7.5% 13.0% 10.2% 12.3%
Beneficio neto $-899M $124M $169M $143M $224M
EPS Diluido $-39.08 $5.37 $7.03 $5.95 $9.17

Propietarios institucionales (13F) 226 declarantes · $728.2M total · A fecha de 30 de septiembre de 2026

17

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Tenedores 226
Valor en tenencia $728.2M
Nuevas posiciones 48
Posiciones cerradas 31
Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
48 (+4 vs trimestre anterior) 31 (-11 vs trimestre anterior) 78 (+10 vs trimestre anterior) 52 (-12 vs trimestre anterior) +2.4M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
BlackRock, Inc. $54 739 741 1 883 032 7,52% Acciones
AQR CAPITAL MANAGEMENT LLC $37 111 791 1 322 587 5,10% Acciones
VANGUARD GROUP INC $32 447 837 1 526 957 4,46% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $28 881 830 993 527 3,97% Acciones
BANK OF AMERICA CORP /DE/ $27 749 292 954 568 3,81% Acciones
D. E. Shaw & Co., Inc. $23 961 442 824 267 3,29% Acciones
WELLINGTON MANAGEMENT GROUP LLP $23 960 597 824 238 3,29% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $23 316 611 802 085 3,20% Acciones
MILLENNIUM MANAGEMENT LLC $22 669 687 779 831 3,11% Acciones
DIMENSIONAL FUND ADVISORS LP $20 139 861 692 821 2,77% Acciones
AMERIPRISE FINANCIAL INC $19 733 792 678 837 2,71% Acciones
PZENA INVESTMENT MANAGEMENT LLC $19 668 093 676 577 2,70% Acciones
GEODE CAPITAL MANAGEMENT, LLC $17 832 192 613 277 2,45% Acciones
CastleKnight Management LP $16 566 993 569 900 2,28% Acciones
STATE STREET CORP $15 297 768 526 239 2,10% Acciones
BARCLAYS PLC $14 535 000 500 000 2,00% Opción de compra
PARADIGM CAPITAL MANAGEMENT INC/NY $14 186 160 488 000 1,95% Acciones
RWWM, INC. $13 796 942 474 611 1,89% Acciones
AMERICAN CENTURY COMPANIES INC $13 410 718 461 325 1,84% Acciones
Prescott Group Capital Management, L.L.C. $12 726 061 437 773 1,75% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $11 007 733 378 663 1,51% Acciones
Woodline Partners LP $10 670 434 367 060 1,47% Acciones
FEDERATED HERMES, INC. $10 413 571 358 224 1,43% Acciones
Invenomic Capital Management LP $10 391 101 357 451 1,43% Acciones
EARNEST PARTNERS LLC $9 834 730 338 312 1,35% Acciones
MORGAN STANLEY $9 469 617 325 752 1,30% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $8 968 095 308 500 1,23% Opción de venta
BARCLAYS PLC $8 721 000 300 000 1,20% Opción de venta
HSBC HOLDINGS PLC $8 507 089 297 763 1,17% Acciones
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $8 199 630 282 065 1,13% Acciones
GOLDMAN SACHS GROUP INC $7 649 131 263 128 1,05% Acciones
JACOBS LEVY EQUITY MANAGEMENT, INC $6 200 457 213 294 0,85% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $6 161 357 211 949 0,85% Acciones
ENVESTNET ASSET MANAGEMENT INC $6 038 740 207 731 0,83% Acciones
RENAISSANCE TECHNOLOGIES LLC $5 953 827 204 810 0,82% Acciones
NORTHERN TRUST CORP $5 830 134 200 555 0,80% Acciones
WELLS FARGO & COMPANY/MN $5 692 139 195 808 0,78% Acciones
Glenmede Investment Management, LP $5 527 015 219 326 0,76% Acciones
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $5 218 065 179 500 0,72% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $5 200 623 178 900 0,71% Opción de compra
VANGUARD FIDUCIARY TRUST CO $4 511 809 155 205 0,62% Acciones
Trexquant Investment LP $4 482 274 154 189 0,62% Acciones
PANAGORA ASSET MANAGEMENT INC $4 275 383 147 072 0,59% Acciones
Vanguard Global Advisers, LLC $3 442 818 118 432 0,47% Acciones
UBS Group AG $3 371 306 115 972 0,46% Acciones
Invesco Ltd. $3 254 852 111 966 0,45% Acciones
IEQ CAPITAL, LLC $3 239 474 111 437 0,44% Acciones
Jump Financial, LLC $3 087 350 106 204 0,42% Acciones
Creative Planning $3 023 570 104 010 0,42% Acciones
Bank of New York Mellon Corp $2 768 309 95 229 0,38% Acciones

Mostrar todos los 226 propietarios institucionales →

Activistas y propietarios del %+ 5 2 tenencias

18

Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.

Declarante Presentado Participación Estado Propósito Presentación
Helen of Troy Limited IRS Identification No. of above person (entities only) 23 de enero de 2008 · Presentación inicial · SEC
Helen of Troy Limited 14 de junio de 2004 · Presentación inicial · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Informantes de la empresa 34 insiders · 13 directivos · 23 consejeros

19
Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
George Scott Uzzell Chief Executive Officer 2 de septiembre de 2026 F 235 968 0 0 $0
Noel Geoffroy Chief Executive Officer 6 de marzo de 2025 F 34 394 0 0 $0
Julien Mininberg Chief Executive Officer 19 de mayo de 2023 F 102 276 0 0 $0
Gerald J Rubin Chairman, CEO & President 31 de octubre de 2013 S 1 523 416 0 0 $0
Brian Grass Chief Financial Officer 1 de mayo de 2026 F 171 236 0 0 $0
Tracy Scheuerman Chief Financial Officer 15 de julio de 2025 P 33 041 0 0 $0
Matthew J Osberg Chief Financial Officer 11 de abril de 2023 A 9 102 0 0 $0
Tessa Judge Chief Legal Officer 16 de julio de 2025 P 24 812 0 0 $0
Richard J Oppenheim Vice President 16 de mayo de 2017 S 756 0 0 $0
Thomas J Benson Chief Operations Officer 1 de marzo de 2016 A 5 020 0 0 $0
Robert D Spear Senior Vice President 4 de mayo de 2004 M 770 0 0 $0
Arthur A August Executive Vice President 2 de abril de 2004 M 85 792 0 0 $0
Christopher L Carameros Executive Vice President 21 de enero de 2004 M 53 840 0 0 $0
Sades Tabata Lorena Gomez Consejero 1 de septiembre de 2026 A 9 544 0 0 $0
Elena Otero Consejero 1 de septiembre de 2026 A 9 544 0 0 $0
Krista Berry Consejero 1 de septiembre de 2026 A 12 326 0 0 $0
Marlo Michelle Cormier Platz Consejero 1 de septiembre de 2026 A 860 0 0 $0
Darren G Woody Consejero 1 de septiembre de 2026 A 15 919 0 0 $0
Thurman K Case Consejero 1 de septiembre de 2026 A 12 504 0 0 $0
Beryl Raff Consejero 1 de septiembre de 2026 A 14 639 0 0 $0
Mitchell E Fadel Consejero 1 de septiembre de 2026 A 860 0 0 $0
Timothy F Meeker Consejero 1 de junio de 2026 A 14 359 0 0 $0
Vincent D Carson Consejero 1 de junio de 2026 A 20 763 0 0 $0
Gary B Abromovitz Consejero 1 de junio de 2022 A 6 174 0 0 $0
William Susetka Consejero 1 de junio de 2020 A 5 896 0 0 $0
John B Butterworth Consejero 1 de junio de 2017 X 7 631 0 0 $0
Alexander M Davern Consejero 1 de marzo de 2017 X 2 313 0 0 $0
Adolpho R Telles Consejero 3 de junio de 2014 X 11 780 0 0 $0
Byron H Rubin Consejero 18 de mayo de 2010 M 12 000 0 0 $0
Stanlee N Rubin Consejero 25 de agosto de 2009 S 1 535 942 0 0 $0
Daniel C Montano Consejero 1 de junio de 2004 A 0 0 0 $0
HELEN OF TROY LTD Propietario del 10% 31 de julio de 2004 X 3 000 000 0 0 $0
James C Swaim · 1 de junio de 2005 A · 0 0 $0
Donald Hall · 26 de febrero de 2004 M 73 442 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 27 ETFs

20

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
QQQS · Invesco Exchange-Traded Fund Trust … 0,47% 3 985 SH 2 de octubre de 2026 Diario
VFVA · VANGUARD WELLINGTON FUND 0,25% 72 175 SH 19 de agosto de 2026 Diario
VFQY · VANGUARD WELLINGTON FUND 0,14% 22 627 SH 19 de agosto de 2026 Diario
VTWV · VANGUARD SCOTTSDALE FUNDS 0,04% 20 379 SH 19 de agosto de 2026 Diario
VCR · VANGUARD WORLD FUND 0,04% 89 767 SH 19 de agosto de 2026 Diario
RSSL · Global X Funds 0,02% 11 190 NS 31 de julio de 2026 N-PORT
DFSV · Dimensional ETF Trust 0,02% 61 104 NS 31 de julio de 2026 N-PORT
IWM · iShares Trust 0,02% 593 863 SH 11 de septiembre de 2026 Diario
VTWO · VANGUARD SCOTTSDALE FUNDS 0,02% 134 557 SH 19 de agosto de 2026 Diario
OMFS · Invesco Exchange-Traded Self-Indexe… 0,02% 1 914 SH 2 de octubre de 2026 Diario
DFAT · Dimensional ETF Trust 0,02% 84 775 NS 31 de julio de 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0,01% 48 806 SH 2 de octubre de 2026 Diario
VXF · VANGUARD INDEX FUNDS 0,01% 268 299 SH 19 de agosto de 2026 Diario
DFAS · Dimensional ETF Trust 0,01% 46 662 NS 31 de julio de 2026 N-PORT
DXUV · Dimensional ETF Trust 0,01% 1 221 NS 31 de julio de 2026 N-PORT
DFUV · Dimensional ETF Trust 0,00% 24 281 NS 31 de julio de 2026 N-PORT
DFSU · Dimensional ETF Trust 0,00% 2 737 NS 31 de julio de 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 2 537 NS 31 de julio de 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 26 561 NS 31 de julio de 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 4 572 NS 31 de julio de 2026 N-PORT
IWV · iShares Trust 0,00% 6 576 SH 3 de septiembre de 2026 Diario
ITOT · iShares Trust 0,00% 30 322 SH 11 de septiembre de 2026 Diario
DFUS · Dimensional ETF Trust 0,00% 6 383 NS 31 de julio de 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 701 586 SH 19 de agosto de 2026 Diario
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 1 855 SH 19 de agosto de 2026 Diario
IWN · iShares Trust · 214 908 SH 11 de septiembre de 2026 Diario
SMLF · iShares Trust · 22 916 SH 11 de septiembre de 2026 Diario

HELE Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

21
calificación · 10 analistas COMPRA
Objetivo mediano $28.00 +4,7%
2 20,0% Compra fuerte
4 40,0% Compra
4 40,0% Mantener
0 0,0% Venta
0 0,0% Venta fuerte

Precio objetivo a 12 meses

3 analistas · 2026-09-30

Objetivo medio $31.00 +15,9%

Ahora Precio Actual $26.74
Mín$25.00 Media$31.00 Máx$40.00

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

26

Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.

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Fuente: SEC 10-Q presentada el Jul 8, 2026