vos badges Fourchette 52 semaines $14–$31 77% of range Note des analystes BUY 10 analysts Objectif de cours $31 +16% upside P/E -1.5 ROE -39.8% Marge nette -22.7%

HELE Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines

03
Prix $26.74
Capitalisation Boursière (MRQ) $623M
P/E (TTM) -1.5
BPA (TTM) $-17.92
Revenu (TTM) $1.82B
ROE (TTM) -39.8%
Dette/Capitaux propres (MRQ) 0.8
Fourchette 52 semaines $14–$31

HELE Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue

04
fourchette
barres

La granularité des barres s'adapte à la période sélectionnée — survolez le graphique pour voir l'ouverture/le maximum/le minimum/la clôture d'une barre.

Splits d'actions 4
Date ex-dividende Division Type
23 septembre 1997 2-for-1 Avant
2 juillet 1996 2-for-1 Avant
2 octobre 1992 3-for-2 Avant
27 septembre 1983 2-for-1 Avant

À propos de Helen of Troy Limited - Common Stock Présentation de l'entreprise depuis 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.

Source : Wikipedia (Anglais), CC BY-SA 4.0 · Voir sur Wikipedia ↗

Wikidata ↗

secteurConsumer products industrieConsumer products employés1 854 paysBM

Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA

06
Revenu$1.79B
2017-02-28 → 2026-02-28
BPA$-39.08
2017-02-28 → 2026-02-28
Flux de trésorerie libre$132M
2017-02-28 → 2026-02-28
Marge nette-22.7%
2018-02-28 → 2026-02-28
Valorisation et Ratios 07–12

Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?

Métrique Tendance sur 5 ans HELE moyenne 5 ans Médiane des pairs Verdict
P/E (TTM) -1.5moyenne 5 ans ≈13.8 ≈13.8 · ·
P/S (TTM) 0.3moyenne 5 ans ≈1.2 ≈1.2 · ·
P/B (MRQ) 0.7moyenne 5 ans ≈1.7 ≈1.7 · ·
EV / EBITDA -1.9moyenne 5 ans ≈10.7 ≈10.7 · ·
Cours / FCF (TTM) 7.7moyenne 5 ans ≈37.6 ≈37.6 · ·
Cours / Flux de trésorerie (TTM) 5.6moyenne 5 ans ≈14.2 ≈14.2 · ·
EV / Revenue (VE / Chiffre d'affaires) 0.8moyenne 5 ans ≈1.6 ≈1.6 · ·
EV / FCF (VE / FCF) 10.5moyenne 5 ans ≈49.3 ≈49.3 · ·
Cours / Actif net tangible (MRQ) 1.3 · · ·

La médiane des pairs est calculée sur une base standardisée par métrique et peut ne pas toujours correspondre à la base TTM/MRQ indiquée pour cette action.

valeur · ≈ moyenne 5 ans · médiane du secteur · verdict par rapport à la médiane

Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats

14
Surprise Moyenne -6.8%
Prochain rapport Oct 07, 2026
PériodeRapportEPS ActualBPA est.Surprise
30 juin 2026 $0.17 $-0.00 —
31 mars 2026 $0.83 $0.72 15.4%
31 décembre 2025 $1.71 $1.75 -2.1%
30 septembre 2025 $0.59 $0.54 10.0%
30 juin 2025 $0.41 $0.87 -52.7%
31 mars 2025 $2.33 $2.45 -4.8%

Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie

15
Compte de résultat 17
Métrique Tendance 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
Bilan 27
Métrique Tendance 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
Flux de trésorerie 18
Métrique Tendance 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
Rentabilité 8
Métrique Tendance 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%
Liquidité et Solvabilité 5
Métrique Tendance 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
Efficacité 3
Métrique Tendance 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
Par action 5
Métrique Tendance 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
Taux de croissance 7
Métrique Tendance 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%·········
Valorisation (TTM) 14
Métrique Tendance 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%

Période la plus récente à gauche · valeurs nulles affichées comme ·

États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années

16
Métrique 2026-02-282025-02-282024-02-292023-02-282022-02-28
Revenu $1.79B $1.91B $2.01B $2.07B $2.22B
Marge Brute % 45.7% 47.9% 47.3% 43.4% 42.9%
Marge d'exploitation % -43.8% 7.5% 13.0% 10.2% 12.3%
Résultat net $-899M $124M $169M $143M $224M
BPA dilué $-39.08 $5.37 $7.03 $5.95 $9.17

Détenteurs institutionnels (13F) 226 déclarants · $728.2M total · Au 30 septembre 2026

17

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

Détenteurs 226
Valeur détenue $728.2M
Nouvelles positions 48
Positions clôturées 31
Activité institutionnelle — Q2 2026 vs trimestre précédent
Nouvelles positions Positions clôturées Augmenté Diminué Variation nette des actions
48 (+4 vs T. préc.) 31 (-11 vs T. préc.) 78 (+10 vs T. préc.) 52 (-12 vs T. préc.) +2.4M

Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.

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

Afficher les 226 détenteurs institutionnels →

Activistes et détenteurs de 5%+ 2 participations

18

Investisseurs ayant déposé un Schedule 13D auprès de la SEC — détention effective supérieure à 5% avec l'intention d'influencer l'émetteur (participations activistes, campagnes pour le conseil d'administration, fusions-acquisitions). Chaque ligne montre le dernier état connu de la position du déposant.

Déclarant Déposé Participation Statut Objectif Dépôt
Helen of Troy Limited IRS Identification No. of above person (entities only) 23 janvier 2008 · Dépôt initial · SEC
Helen of Troy Limited 14 juin 2004 · Dépôt initial · 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.

Initiés de la société 34 initiés · 13 dirigeants · 23 administrateurs

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

Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché

Détention d'ETF Détenu par 27 ETFs

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Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.

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

HELE Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse

21
notation · 10 analystes ACHAT
Objectif médian $28.00 +4,7%
2 20,0% Achat fort
4 40,0% Achat
4 40,0% Conserver
0 0,0% Vente
0 0,0% Vente forte

Objectif de cours à 12 mois

3 analystes · 2026-09-30

Objectif moyen $31.00 +15,9%

Maintenant Prix actuel $26.74
Bas$25.00 Moyenne$31.00 Haut$40.00

Mes métriques Votre watchlist personnelle — lignes sélectionnées de Fondamentaux Complets

26

Choisissez les indicateurs qui vous importent — cliquez sur le + à côté de n'importe quelle ligne dans les Fondamentaux complets ci-dessus.

Votre sélection est enregistrée et vous suit sur tous les tickers.

Source : Dépôt SEC 10-Q le Jul 8, 2026