i tuoi badge Intervallo 52 sett. $14–$31 77% of range Rating Analisti BUY 10 analysts Prezzo Obiettivo $31 +16% upside P/E -1.5 ROE -39.8% Margine di Profitto Netto -22.7%

HELE Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03
Prezzo $26.74
Capitalizzazione di Mercato (MRQ) $623M
P/E (TTM) -1.5
EPS (TTM) $-17.92
Ricavi (TTM) $1.82B
ROE (TTM) -39.8%
D/E Debito/Patrimonio (MRQ) 0.8
Intervallo 52 sett. $14–$31

HELE Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04
intervallo
barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Split azionari 4
Data ex-dividendo Split Tipo
23 Settembre 1997 2-for-1 Avanti
02 Luglio 1996 2-for-1 Avanti
02 Ottobre 1992 3-for-2 Avanti
27 Settembre 1983 2-for-1 Avanti

Informazioni su Helen of Troy Limited - Common Stock Panoramica della società da 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.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreConsumer products industriaConsumer products dipendenti1.854 paeseBM

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06
Ricavi$1.79B
2017-02-28 → 2026-02-28
EPS$-39.08
2017-02-28 → 2026-02-28
Flusso di cassa libero$132M
2017-02-28 → 2026-02-28
Margine netto-22.7%
2018-02-28 → 2026-02-28
Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica Tendenza 5 anni HELE media 5 anni Mediana dei peer Verdetto
P/E (TTM) -1.5media 5 anni ≈13.8 ≈13.8 · ·
P/S (TTM) 0.3media 5 anni ≈1.2 ≈1.2 · ·
P/B (MRQ) 0.7media 5 anni ≈1.7 ≈1.7 · ·
EV / EBITDA -1.9media 5 anni ≈10.7 ≈10.7 · ·
Prezzo / FCF (TTM) 7.7media 5 anni ≈37.6 ≈37.6 · ·
Prezzo / Flusso di cassa (TTM) 5.6media 5 anni ≈14.2 ≈14.2 · ·
EV / Revenue (EV / Ricavi) 0.8media 5 anni ≈1.6 ≈1.6 · ·
EV / FCF 10.5media 5 anni ≈49.3 ≈49.3 · ·
Prezzo / Valore contabile tangibile (MRQ) 1.3 · · ·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14
Sorpresa media -6.8%
Prossimo report Ott 07, 2026
PeriodoRapportoEPS ActualEPS StimatoSorpresa
30 Giugno 2026 $0.17 $-0.00 —
31 Marzo 2026 $0.83 $0.72 15.4%
31 Dicembre 2025 $1.71 $1.75 -2.1%
30 Settembre 2025 $0.59 $0.54 10.0%
30 Giugno 2025 $0.41 $0.87 -52.7%
31 Marzo 2025 $2.33 $2.45 -4.8%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15
Conto Economico 17
Metrica Tendenza 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
Stato Patrimoniale 27
Metrica Tendenza 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
Flusso di cassa 18
Metrica Tendenza 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
Redditività 8
Metrica Tendenza 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%
Liquidità e Solvibilità 5
Metrica Tendenza 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
Efficienza 3
Metrica Tendenza 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 Azione 5
Metrica Tendenza 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
Tassi di Crescita 7
Metrica Tendenza 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%·········
Valutazione (TTM) 14
Metrica Tendenza 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%

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16
Metrica 2026-02-282025-02-282024-02-292023-02-282022-02-28
Ricavi $1.79B $1.91B $2.01B $2.07B $2.22B
Margine Lordo % 45.7% 47.9% 47.3% 43.4% 42.9%
Margine Operativo % -43.8% 7.5% 13.0% 10.2% 12.3%
Utile netto $-899M $124M $169M $143M $224M
EPS Diluito $-39.08 $5.37 $7.03 $5.95 $9.17

Proprietari istituzionali (13F) 226 filer · $728.2M totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 226
Valore detenuto $728.2M
Nuove posizioni 48
Posizioni chiuse 31
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
48 (+4 vs trimestre precedente) 31 (-11 vs trimestre precedente) 78 (+10 vs trimestre precedente) 52 (-12 vs trimestre precedente) +2.4M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
BlackRock, Inc. $54.739.741 1.883.032 7,52% Azioni
AQR CAPITAL MANAGEMENT LLC $37.111.791 1.322.587 5,10% Azioni
VANGUARD GROUP INC $32.447.837 1.526.957 4,46% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $28.881.830 993.527 3,97% Azioni
BANK OF AMERICA CORP /DE/ $27.749.292 954.568 3,81% Azioni
D. E. Shaw & Co., Inc. $23.961.442 824.267 3,29% Azioni
WELLINGTON MANAGEMENT GROUP LLP $23.960.597 824.238 3,29% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $23.316.611 802.085 3,20% Azioni
MILLENNIUM MANAGEMENT LLC $22.669.687 779.831 3,11% Azioni
DIMENSIONAL FUND ADVISORS LP $20.139.861 692.821 2,77% Azioni
AMERIPRISE FINANCIAL INC $19.733.792 678.837 2,71% Azioni
PZENA INVESTMENT MANAGEMENT LLC $19.668.093 676.577 2,70% Azioni
GEODE CAPITAL MANAGEMENT, LLC $17.832.192 613.277 2,45% Azioni
CastleKnight Management LP $16.566.993 569.900 2,28% Azioni
STATE STREET CORP $15.297.768 526.239 2,10% Azioni
BARCLAYS PLC $14.535.000 500.000 2,00% Opzione Call
PARADIGM CAPITAL MANAGEMENT INC/NY $14.186.160 488.000 1,95% Azioni
RWWM, INC. $13.796.942 474.611 1,89% Azioni
AMERICAN CENTURY COMPANIES INC $13.410.718 461.325 1,84% Azioni
Prescott Group Capital Management, L.L.C. $12.726.061 437.773 1,75% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $11.007.733 378.663 1,51% Azioni
Woodline Partners LP $10.670.434 367.060 1,47% Azioni
FEDERATED HERMES, INC. $10.413.571 358.224 1,43% Azioni
Invenomic Capital Management LP $10.391.101 357.451 1,43% Azioni
EARNEST PARTNERS LLC $9.834.730 338.312 1,35% Azioni
MORGAN STANLEY $9.469.617 325.752 1,30% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $8.968.095 308.500 1,23% Opzione Put
BARCLAYS PLC $8.721.000 300.000 1,20% Opzione Put
HSBC HOLDINGS PLC $8.507.089 297.763 1,17% Azioni
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $8.199.630 282.065 1,13% Azioni
GOLDMAN SACHS GROUP INC $7.649.131 263.128 1,05% Azioni
JACOBS LEVY EQUITY MANAGEMENT, INC $6.200.457 213.294 0,85% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $6.161.357 211.949 0,85% Azioni
ENVESTNET ASSET MANAGEMENT INC $6.038.740 207.731 0,83% Azioni
RENAISSANCE TECHNOLOGIES LLC $5.953.827 204.810 0,82% Azioni
NORTHERN TRUST CORP $5.830.134 200.555 0,80% Azioni
WELLS FARGO & COMPANY/MN $5.692.139 195.808 0,78% Azioni
Glenmede Investment Management, LP $5.527.015 219.326 0,76% Azioni
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $5.218.065 179.500 0,72% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $5.200.623 178.900 0,71% Opzione Call
VANGUARD FIDUCIARY TRUST CO $4.511.809 155.205 0,62% Azioni
Trexquant Investment LP $4.482.274 154.189 0,62% Azioni
PANAGORA ASSET MANAGEMENT INC $4.275.383 147.072 0,59% Azioni
Vanguard Global Advisers, LLC $3.442.818 118.432 0,47% Azioni
UBS Group AG $3.371.306 115.972 0,46% Azioni
Invesco Ltd. $3.254.852 111.966 0,45% Azioni
IEQ CAPITAL, LLC $3.239.474 111.437 0,44% Azioni
Jump Financial, LLC $3.087.350 106.204 0,42% Azioni
Creative Planning $3.023.570 104.010 0,42% Azioni
Bank of New York Mellon Corp $2.768.309 95.229 0,38% Azioni

Mostra tutti i 226 proprietari istituzionali →

Attivisti e proprietari del 5%+ 2 partecipazioni

18

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
Helen of Troy Limited IRS Identification No. of above person (entities only) 23 Gennaio 2008 · Deposito iniziale · SEC
Helen of Troy Limited 14 Giugno 2004 · Deposito iniziale · 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.

Insider aziendali 34 insider · 13 dirigenti · 23 direttori

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Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
George Scott Uzzell Chief Executive Officer 02 Settembre 2026 F 235.968 0 0 $0
Noel Geoffroy Chief Executive Officer 06 Marzo 2025 F 34.394 0 0 $0
Julien Mininberg Chief Executive Officer 19 Maggio 2023 F 102.276 0 0 $0
Gerald J Rubin Chairman, CEO & President 31 Ottobre 2013 S 1.523.416 0 0 $0
Brian Grass Chief Financial Officer 01 Maggio 2026 F 171.236 0 0 $0
Tracy Scheuerman Chief Financial Officer 15 Luglio 2025 P 33.041 0 0 $0
Matthew J Osberg Chief Financial Officer 11 Aprile 2023 A 9.102 0 0 $0
Tessa Judge Chief Legal Officer 16 Luglio 2025 P 24.812 0 0 $0
Richard J Oppenheim Vice President 16 Maggio 2017 S 756 0 0 $0
Thomas J Benson Chief Operations Officer 01 Marzo 2016 A 5.020 0 0 $0
Robert D Spear Senior Vice President 04 Maggio 2004 M 770 0 0 $0
Arthur A August Executive Vice President 02 Aprile 2004 M 85.792 0 0 $0
Christopher L Carameros Executive Vice President 21 Gennaio 2004 M 53.840 0 0 $0
Sades Tabata Lorena Gomez Direttore 01 Settembre 2026 A 9.544 0 0 $0
Elena Otero Direttore 01 Settembre 2026 A 9.544 0 0 $0
Krista Berry Direttore 01 Settembre 2026 A 12.326 0 0 $0
Marlo Michelle Cormier Platz Direttore 01 Settembre 2026 A 860 0 0 $0
Darren G Woody Direttore 01 Settembre 2026 A 15.919 0 0 $0
Thurman K Case Direttore 01 Settembre 2026 A 12.504 0 0 $0
Beryl Raff Direttore 01 Settembre 2026 A 14.639 0 0 $0
Mitchell E Fadel Direttore 01 Settembre 2026 A 860 0 0 $0
Timothy F Meeker Direttore 01 Giugno 2026 A 14.359 0 0 $0
Vincent D Carson Direttore 01 Giugno 2026 A 20.763 0 0 $0
Gary B Abromovitz Direttore 01 Giugno 2022 A 6.174 0 0 $0
William Susetka Direttore 01 Giugno 2020 A 5.896 0 0 $0
John B Butterworth Direttore 01 Giugno 2017 X 7.631 0 0 $0
Alexander M Davern Direttore 01 Marzo 2017 X 2.313 0 0 $0
Adolpho R Telles Direttore 03 Giugno 2014 X 11.780 0 0 $0
Byron H Rubin Direttore 18 Maggio 2010 M 12.000 0 0 $0
Stanlee N Rubin Direttore 25 Agosto 2009 S 1.535.942 0 0 $0
Daniel C Montano Direttore 01 Giugno 2004 A 0 0 0 $0
HELEN OF TROY LTD Proprietario del 10% 31 Luglio 2004 X 3.000.000 0 0 $0
James C Swaim · 01 Giugno 2005 A · 0 0 $0
Donald Hall · 26 Febbraio 2004 M 73.442 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 28 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
PSL · Invesco Exchange-Traded Fund Trust 1,34% 37.627 SH 01 Ottobre 2026 Giornaliero
QQQS · Invesco Exchange-Traded Fund Trust … 0,47% 3.985 SH 01 Ottobre 2026 Giornaliero
VFVA · VANGUARD WELLINGTON FUND 0,25% 72.175 SH 19 Agosto 2026 Giornaliero
VFQY · VANGUARD WELLINGTON FUND 0,14% 22.627 SH 19 Agosto 2026 Giornaliero
VTWV · VANGUARD SCOTTSDALE FUNDS 0,04% 20.379 SH 19 Agosto 2026 Giornaliero
VCR · VANGUARD WORLD FUND 0,04% 89.767 SH 19 Agosto 2026 Giornaliero
RSSL · Global X Funds 0,02% 11.190 NS 31 Luglio 2026 N-PORT
DFSV · Dimensional ETF Trust 0,02% 61.104 NS 31 Luglio 2026 N-PORT
IWM · iShares Trust 0,02% 593.863 SH 11 Settembre 2026 Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS 0,02% 134.557 SH 19 Agosto 2026 Giornaliero
OMFS · Invesco Exchange-Traded Self-Indexe… 0,02% 1.914 SH 01 Ottobre 2026 Giornaliero
DFAT · Dimensional ETF Trust 0,02% 84.775 NS 31 Luglio 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0,01% 48.806 SH 01 Ottobre 2026 Giornaliero
VXF · VANGUARD INDEX FUNDS 0,01% 268.299 SH 19 Agosto 2026 Giornaliero
DFAS · Dimensional ETF Trust 0,01% 46.662 NS 31 Luglio 2026 N-PORT
DXUV · Dimensional ETF Trust 0,01% 1.221 NS 31 Luglio 2026 N-PORT
DFUV · Dimensional ETF Trust 0,00% 24.281 NS 31 Luglio 2026 N-PORT
DFSU · Dimensional ETF Trust 0,00% 2.737 NS 31 Luglio 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 2.537 NS 31 Luglio 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 26.561 NS 31 Luglio 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 4.572 NS 31 Luglio 2026 N-PORT
IWV · iShares Trust 0,00% 6.576 SH 03 Settembre 2026 Giornaliero
ITOT · iShares Trust 0,00% 30.322 SH 11 Settembre 2026 Giornaliero
DFUS · Dimensional ETF Trust 0,00% 6.383 NS 31 Luglio 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 701.586 SH 19 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 1.855 SH 19 Agosto 2026 Giornaliero
IWN · iShares Trust · 214.908 SH 11 Settembre 2026 Giornaliero
SMLF · iShares Trust · 22.916 SH 11 Settembre 2026 Giornaliero

HELE Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21
rating · 10 analisti COMPRA
Target mediano $28.00 +4,7%
2 20,0% Acquisto forte
4 40,0% Compra
4 40,0% Mantieni
0 0,0% Vendi
0 0,0% Vendita forte

Target Price a 12 Mesi

3 analisti · 2026-09-30

Target medio $31.00 +15,9%

Ora Prezzo attuale $26.74
Basso$25.00 Media$31.00 Alto$40.00

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26

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Fonte: SEC 10-Q depositato Lug 8, 2026