lencana Anda Rentang 52M $14–$31 77% of range Peringkat Analis BUY 10 analysts Target Harga $31 +16% upside P/E -1.5 ROE -39.8% Margin Laba Bersih -22.7%

HELE Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

03
Harga $26.74
Kapitalisasi Pasar (MRQ) $623M
P/E (TTM) -1.5
EPS (TTM) $-17.92
Pendapatan (TTM) $1.82B
ROE (TTM) -39.8%
D/E Utang/Ekuitas (MRQ) 0.8
Rentang 52M $14–$31

HELE Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

04
rentang
batang

Granularitas batang menyesuaikan dengan periode yang dipilih — arahkan kursor ke bagan untuk melihat buka/tinggi/rendah/tutup untuk sebuah batang.

Pemecahan saham 4
Tanggal ex-dividen Pemecahan Tipe
23 Sep. 1997 2-for-1 Maju
2 Juli 1996 2-for-1 Maju
2 Okt. 1992 3-for-2 Maju
27 Sep. 1983 2-for-1 Maju

Tentang Helen of Troy Limited - Common Stock Tinjauan perusahaan dari 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.

Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗

Wikidata ↗

sektorConsumer products industriConsumer products karyawan1.854 negaraBM

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

06
Pendapatan$1.79B
2017-02-28 → 2026-02-28
EPS$-39.08
2017-02-28 → 2026-02-28
Arus Kas Bebas$132M
2017-02-28 → 2026-02-28
Margin bersih-22.7%
2018-02-28 → 2026-02-28
Valuasi & Rasio 07–12

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik Tren 5 Tahun HELE rata-rata 5T Median Rekan Kesimpulan
P/E (TTM) -1.5rata-rata 5T ≈13.8 ≈13.8 · ·
P/S (TTM) 0.3rata-rata 5T ≈1.2 ≈1.2 · ·
P/B (MRQ) 0.7rata-rata 5T ≈1.7 ≈1.7 · ·
EV / EBITDA -1.9rata-rata 5T ≈10.7 ≈10.7 · ·
Harga / FCF (TTM) 7.7rata-rata 5T ≈37.6 ≈37.6 · ·
Harga / Arus Kas (TTM) 5.6rata-rata 5T ≈14.2 ≈14.2 · ·
EV / Revenue (EV / Pendapatan) 0.8rata-rata 5T ≈1.6 ≈1.6 · ·
EV / FCF 10.5rata-rata 5T ≈49.3 ≈49.3 · ·
Harga / Nilai Buku Berwujud (MRQ) 1.3 · · ·

Median rekan dihitung berdasarkan basis standar per metrik dan mungkin tidak selalu cocok dengan basis TTM/MRQ yang ditampilkan untuk saham ini.

nilai · ≈ rata-rata 5T · median industri · penilaian relatif terhadap median

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

14
Kejutan Rata-rata -6.8%
Laporan Berikutnya Okt 07, 2026
PeriodeLaporanEPS AktualEPS EstimasiKejutan
30 Juni 2026 $0.17 $-0.00 —
31 Maret 2026 $0.83 $0.72 15.4%
31 Des. 2025 $1.71 $1.75 -2.1%
30 Sep. 2025 $0.59 $0.54 10.0%
30 Juni 2025 $0.41 $0.87 -52.7%
31 Maret 2025 $2.33 $2.45 -4.8%

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

15
Laporan Laba Rugi 17
Metrik Tren 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
Neraca 27
Metrik Tren 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
Arus Kas 18
Metrik Tren 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
Profitabilitas 8
Metrik Tren 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%
Likuiditas & Solvabilitas 5
Metrik Tren 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
Efisiensi 3
Metrik Tren 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
Per Saham 5
Metrik Tren 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
Tingkat Pertumbuhan 7
Metrik Tren 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%·········
Valuasi (TTM) 14
Metrik Tren 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%

Periode terbaru di sebelah kiri · nilai null ditampilkan sebagai ·

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

16
Metrik 2026-02-282025-02-282024-02-292023-02-282022-02-28
Pendapatan $1.79B $1.91B $2.01B $2.07B $2.22B
Margin Kotor % 45.7% 47.9% 47.3% 43.4% 42.9%
Margin Operasi % -43.8% 7.5% 13.0% 10.2% 12.3%
Laba Bersih $-899M $124M $169M $143M $224M
EPS Dilusian $-39.08 $5.37 $7.03 $5.95 $9.17

Pemilik institusional (13F) 227 pengaju · $728.3M total · Per tanggal 30 Sep. 2026

17

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Pemegang 227
Nilai yang dipegang $728.3M
Posisi baru 48
Posisi yang keluar 31
Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
48 (+4 vs Kuartal sebelumnya) 31 (-11 vs Kuartal sebelumnya) 78 (+10 vs Kuartal sebelumnya) 52 (-12 vs Kuartal sebelumnya) +2.4M

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
BlackRock, Inc. $54.739.741 1.883.032 7,52% Saham
AQR CAPITAL MANAGEMENT LLC $37.111.791 1.322.587 5,10% Saham
VANGUARD GROUP INC $32.447.837 1.526.957 4,46% Saham
VANGUARD CAPITAL MANAGEMENT LLC $28.881.830 993.527 3,97% Saham
BANK OF AMERICA CORP /DE/ $27.749.292 954.568 3,81% Saham
D. E. Shaw & Co., Inc. $23.961.442 824.267 3,29% Saham
WELLINGTON MANAGEMENT GROUP LLP $23.960.597 824.238 3,29% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $23.316.611 802.085 3,20% Saham
MILLENNIUM MANAGEMENT LLC $22.669.687 779.831 3,11% Saham
DIMENSIONAL FUND ADVISORS LP $20.139.861 692.821 2,77% Saham
AMERIPRISE FINANCIAL INC $19.733.792 678.837 2,71% Saham
PZENA INVESTMENT MANAGEMENT LLC $19.668.093 676.577 2,70% Saham
GEODE CAPITAL MANAGEMENT, LLC $17.832.192 613.277 2,45% Saham
CastleKnight Management LP $16.566.993 569.900 2,27% Saham
STATE STREET CORP $15.297.768 526.239 2,10% Saham
BARCLAYS PLC $14.535.000 500.000 2,00% Opsi beli
PARADIGM CAPITAL MANAGEMENT INC/NY $14.186.160 488.000 1,95% Saham
RWWM, INC. $13.796.942 474.611 1,89% Saham
AMERICAN CENTURY COMPANIES INC $13.410.718 461.325 1,84% Saham
Prescott Group Capital Management, L.L.C. $12.726.061 437.773 1,75% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $11.007.733 378.663 1,51% Saham
Woodline Partners LP $10.670.434 367.060 1,47% Saham
FEDERATED HERMES, INC. $10.413.571 358.224 1,43% Saham
Invenomic Capital Management LP $10.391.101 357.451 1,43% Saham
EARNEST PARTNERS LLC $9.834.730 338.312 1,35% Saham
MORGAN STANLEY $9.469.617 325.752 1,30% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $8.968.095 308.500 1,23% Opsi jual
BARCLAYS PLC $8.721.000 300.000 1,20% Opsi jual
HSBC HOLDINGS PLC $8.507.089 297.763 1,17% Saham
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $8.199.630 282.065 1,13% Saham
GOLDMAN SACHS GROUP INC $7.649.131 263.128 1,05% Saham
JACOBS LEVY EQUITY MANAGEMENT, INC $6.200.457 213.294 0,85% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $6.161.357 211.949 0,85% Saham
ENVESTNET ASSET MANAGEMENT INC $6.038.740 207.731 0,83% Saham
RENAISSANCE TECHNOLOGIES LLC $5.953.827 204.810 0,82% Saham
NORTHERN TRUST CORP $5.830.134 200.555 0,80% Saham
WELLS FARGO & COMPANY/MN $5.692.139 195.808 0,78% Saham
Glenmede Investment Management, LP $5.527.015 219.326 0,76% Saham
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $5.218.065 179.500 0,72% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $5.200.623 178.900 0,71% Opsi beli
VANGUARD FIDUCIARY TRUST CO $4.511.809 155.205 0,62% Saham
Trexquant Investment LP $4.482.274 154.189 0,62% Saham
PANAGORA ASSET MANAGEMENT INC $4.275.383 147.072 0,59% Saham
Vanguard Global Advisers, LLC $3.442.818 118.432 0,47% Saham
UBS Group AG $3.371.306 115.972 0,46% Saham
Invesco Ltd. $3.254.852 111.966 0,45% Saham
IEQ CAPITAL, LLC $3.239.474 111.437 0,44% Saham
Jump Financial, LLC $3.087.350 106.204 0,42% Saham
Creative Planning $3.023.570 104.010 0,42% Saham
Bank of New York Mellon Corp $2.768.309 95.229 0,38% Saham

Tampilkan semua 227 pemilik institusional →

Aktivis & pemilik 5%+ 2 saham

18

Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.

Pengaju Diajukan Kepemilikan Status Tujuan Pengajuan
Helen of Troy Limited IRS Identification No. of above person (entities only) 23 Jan. 2008 · Pengajuan awal · SEC
Helen of Troy Limited 14 Juni 2004 · Pengajuan awal · 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.

Orang dalam perusahaan 34 orang dalam · 13 pejabat · 23 direktur

19
Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
George Scott Uzzell Chief Executive Officer 2 Sep. 2026 F 235.968 0 0 $0
Noel Geoffroy Chief Executive Officer 6 Maret 2025 F 34.394 0 0 $0
Julien Mininberg Chief Executive Officer 19 Mei 2023 F 102.276 0 0 $0
Gerald J Rubin Chairman, CEO & President 31 Okt. 2013 S 1.523.416 0 0 $0
Brian Grass Chief Financial Officer 1 Mei 2026 F 171.236 0 0 $0
Tracy Scheuerman Chief Financial Officer 15 Juli 2025 P 33.041 0 0 $0
Matthew J Osberg Chief Financial Officer 11 April 2023 A 9.102 0 0 $0
Tessa Judge Chief Legal Officer 16 Juli 2025 P 24.812 0 0 $0
Richard J Oppenheim Vice President 16 Mei 2017 S 756 0 0 $0
Thomas J Benson Chief Operations Officer 1 Maret 2016 A 5.020 0 0 $0
Robert D Spear Senior Vice President 4 Mei 2004 M 770 0 0 $0
Arthur A August Executive Vice President 2 April 2004 M 85.792 0 0 $0
Christopher L Carameros Executive Vice President 21 Jan. 2004 M 53.840 0 0 $0
Sades Tabata Lorena Gomez Direktur 1 Sep. 2026 A 9.544 0 0 $0
Elena Otero Direktur 1 Sep. 2026 A 9.544 0 0 $0
Krista Berry Direktur 1 Sep. 2026 A 12.326 0 0 $0
Marlo Michelle Cormier Platz Direktur 1 Sep. 2026 A 860 0 0 $0
Darren G Woody Direktur 1 Sep. 2026 A 15.919 0 0 $0
Thurman K Case Direktur 1 Sep. 2026 A 12.504 0 0 $0
Beryl Raff Direktur 1 Sep. 2026 A 14.639 0 0 $0
Mitchell E Fadel Direktur 1 Sep. 2026 A 860 0 0 $0
Timothy F Meeker Direktur 1 Juni 2026 A 14.359 0 0 $0
Vincent D Carson Direktur 1 Juni 2026 A 20.763 0 0 $0
Gary B Abromovitz Direktur 1 Juni 2022 A 6.174 0 0 $0
William Susetka Direktur 1 Juni 2020 A 5.896 0 0 $0
John B Butterworth Direktur 1 Juni 2017 X 7.631 0 0 $0
Alexander M Davern Direktur 1 Maret 2017 X 2.313 0 0 $0
Adolpho R Telles Direktur 3 Juni 2014 X 11.780 0 0 $0
Byron H Rubin Direktur 18 Mei 2010 M 12.000 0 0 $0
Stanlee N Rubin Direktur 25 Agu 2009 S 1.535.942 0 0 $0
Daniel C Montano Direktur 1 Juni 2004 A 0 0 0 $0
HELEN OF TROY LTD Pemilik 10% 31 Juli 2004 X 3.000.000 0 0 $0
James C Swaim · 1 Juni 2005 A · 0 0 $0
Donald Hall · 26 Feb. 2004 M 73.442 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Kepemilikan ETF Dimiliki oleh 28 ETF

20

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
PSL · Invesco Exchange-Traded Fund Trust 1,34% 37.627 SH 1 Okt. 2026 Harian
QQQS · Invesco Exchange-Traded Fund Trust … 0,47% 3.985 SH 1 Okt. 2026 Harian
VFVA · VANGUARD WELLINGTON FUND 0,25% 72.175 SH 19 Agu 2026 Harian
VFQY · VANGUARD WELLINGTON FUND 0,14% 22.627 SH 19 Agu 2026 Harian
VTWV · VANGUARD SCOTTSDALE FUNDS 0,04% 20.379 SH 19 Agu 2026 Harian
VCR · VANGUARD WORLD FUND 0,04% 89.767 SH 19 Agu 2026 Harian
RSSL · Global X Funds 0,02% 11.190 NS 31 Juli 2026 N-PORT
DFSV · Dimensional ETF Trust 0,02% 61.104 NS 31 Juli 2026 N-PORT
IWM · iShares Trust 0,02% 593.863 SH 11 Sep. 2026 Harian
VTWO · VANGUARD SCOTTSDALE FUNDS 0,02% 134.557 SH 19 Agu 2026 Harian
OMFS · Invesco Exchange-Traded Self-Indexe… 0,02% 1.914 SH 1 Okt. 2026 Harian
DFAT · Dimensional ETF Trust 0,02% 84.775 NS 31 Juli 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0,01% 48.806 SH 1 Okt. 2026 Harian
VXF · VANGUARD INDEX FUNDS 0,01% 268.299 SH 19 Agu 2026 Harian
DFAS · Dimensional ETF Trust 0,01% 46.662 NS 31 Juli 2026 N-PORT
DXUV · Dimensional ETF Trust 0,01% 1.221 NS 31 Juli 2026 N-PORT
DFUV · Dimensional ETF Trust 0,00% 24.281 NS 31 Juli 2026 N-PORT
DFSU · Dimensional ETF Trust 0,00% 2.737 NS 31 Juli 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 2.537 NS 31 Juli 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 26.561 NS 31 Juli 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 4.572 NS 31 Juli 2026 N-PORT
IWV · iShares Trust 0,00% 6.576 SH 3 Sep. 2026 Harian
ITOT · iShares Trust 0,00% 30.322 SH 11 Sep. 2026 Harian
DFUS · Dimensional ETF Trust 0,00% 6.383 NS 31 Juli 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 701.586 SH 19 Agu 2026 Harian
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 1.855 SH 19 Agu 2026 Harian
IWN · iShares Trust · 214.908 SH 11 Sep. 2026 Harian
SMLF · iShares Trust · 22.916 SH 11 Sep. 2026 Harian

HELE Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

21
peringkat · 10 analis BELI
Target median $28.00 +4,7%
2 20,0% Beli Kuat
4 40,0% Beli
4 40,0% Tahan
0 0,0% Jual
0 0,0% Jual Kuat

Target Harga 12 Bulan

3 analis · 2026-09-30

Target rata-rata $31.00 +15,9%

Sekarang Harga saat ini $26.74
Rendah$25.00 Rata-rata$31.00 Tinggi$40.00

Metrik Saya Daftar pantauan pribadi Anda — baris yang dipilih dari Fundamental Lengkap

26

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Sumber: SEC 10-Q diajukan Jul 8, 2026