Helen of Troy Limited (HELE) Stock Price & Analysis
Helen of Troy Limited (HELE) closed at USD 29.53 on Thursday, October 15, 2026, up 3.43% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 28.55; the Oct 15, 2026 session ranged USD 28.92–30.85 on volume of 827,655 shares. Market capitalization is $690.73M, with a 52-week range of USD 13.85–31.98 (NMS). Source: Nexqual, retrieved October 16, 2026 at 05:22 UTC.
Also available as compact Markdown for AI agents: nexqual.com/HELE.md
Key facts (HELE)
- Last four reported quarters (through Aug 31, 2026): revenue $1.83B, net income -$99.2M (-5.4% margin), free cash flow $147M (SEC filings).
- 1 of 80 tracked superinvestors hold HELE (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: Hold (mean 2.50 on a 1–5 scale) (4 analysts), mean target USD 31.67 (range 26–40).
- Total return with dividends: 1Y +48.6% vs S&P 500 +18.1%; 5Y -86.9% vs S&P 500 +85.1%.
- Next earnings: 2027-01-07, EPS estimate USD 2.25, revenue estimate $501M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (HELE)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.22B | $2.07B | $2.01B | $1.91B | $1.79B | $1.83B |
| Gross profit | $953M | $899M | $949M | $914M | $816M | — |
| Operating income | $273M | $212M | $261M | $143M | -$782M | $23.9M |
| Net income | $224M | $143M | $169M | $124M | -$899M | -$99.2M |
| EPS (diluted) | $9.17 | $5.95 | $7.03 | $5.37 | -$39.08 | — |
| Free cash flow | $62.8M | $33.4M | $269M | $83.1M | $132M | $147M |
| Gross margin | 42.9% | 43.4% | 47.3% | 47.9% | 45.7% | — |
| Operating margin | 12.3% | 10.2% | 13.0% | 7.5% | -43.8% | 1.3% |
| Net margin | 10.1% | 6.9% | 8.4% | 6.5% | -50.3% | -5.4% |
| Revenue growth | +5.9% | -6.8% | -3.3% | -4.9% | -6.4% | — |
| Cash + short-term investments | $33.4M | $29.1M | $18.5M | $18.9M | $18.9M | — |
| Total debt | $813M | $934M | $666M | $917M | $781M | — |
Fiscal years end Feb. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Aug 31, 2026) (HELE)
P/S 0.4x · EV/EBITDA 17.5x · EV/Sales 0.7x · P/FCF 4.7x · P/B 0.8x · FCF yield 21.31% · Earnings yield -14.37% · Buyback yield (TTM) 0.25% · Net debt $650M · EV $1.34B
P/E at fiscal year-ends: Feb 2025 10.3x, Feb 2024 17.8x.
Superinvestors (SEC 13F-HR, Q2 2026) (HELE)
1 of 80 tracked investors hold HELE. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Richard Pzena | Pzena Investment Management | 0.06% | $19.7M | Reduced -11.1% |
Analysts (HELE)
Consensus Hold (mean 2.50 on a 1–5 scale), 4 analysts; mean target USD 31.67 (low 26, high 40).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-09 | UBS | Target raised | Neutral | $28 → $29 |
| 2026-10-09 | Canaccord Genuity | Maintained | Hold | $26 |
| 2026-10-06 | Canaccord Genuity | Target raised | Hold | $25 → $26 |
| 2026-07-09 | UBS | Target raised | Neutral | $25 → $28 |
| 2026-07-09 | Canaccord Genuity | Target raised | Hold | $23 → $25 |
Total return (dividends reinvested) (HELE)
| 1Y (from 2025-10-16) | 5Y (from 2021-10-11) | |
|---|---|---|
| Total return | +48.6% | -86.9% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | +48.8% | -33.4% |
| Volatility (annualized) | 53.9% | 53.2% |
| Max drawdown | -36.8% (Dec 2025→Mar 2026) | -94.4% (Nov 2021→Mar 2026) |
Key Statistics (as of October 16, 2026 at 05:22 UTC)
| Price | USD 29.53 |
|---|---|
| Change | ▲ 3.43% (up) |
| Previous Close | USD 28.55 |
| Open | USD 29 |
| Day Range | USD 28.92 – 30.85 |
| 52-Week Range | USD 13.85 – 31.98 |
| Volume | 827,655 shares |
| Market Cap | $690.73M |
| Exchange | NMS |
Technical Analysis (HELE)
Nexqual's technical model rates HELE "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 16, 2026 at 05:22 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 59.13 (neutral) |
| vs SMA50 | Above (USD 28.17) |
| MACD | 0.02 (positive) |
Analyst Ratings (HELE)
Wall Street analysts rate HELE "Hold" based on 4 analysts, with a mean price target of USD 31.67 (range USD 26–40), per Nexqual as of October 16, 2026 at 05:22 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 4 |
| Mean Target | USD 31.67 |
| High Target | USD 40 |
| Low Target | USD 26 |
| Buy / Hold / Sell | 1 / 3 / 0 |
Earnings (HELE)
| Next Earnings Date | 2027-01-07 |
|---|---|
| EPS Estimate | USD 2.25 |
| Revenue Estimate | $501.02M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-08-31 | USD 0.79 vs est 0.5 ▲ beat |
| 2026-05-31 | USD 0.17 vs est 0.02 ▲ beat |
| 2026-02-28 | USD 0.83 vs est 0.7 ▲ beat |
| 2025-11-30 | USD 1.71 vs est 1.68 ▲ beat |
Source: Nexqual, October 16, 2026 at 05:22 UTC.
Financials & Fundamentals (HELE)
| Total Revenue | $1.83B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +2.10% |
| Gross Margin | +45.80% |
| Operating Margin | +0.51% |
| Profit Margin | -5.43% |
| ROE | -11.15% |
| Debt / Equity | 0.85 |
| Current Ratio | 1.65 |
| Total Cash | $26.88M |
| Total Debt | $725.45M |
| Free Cash Flow (fiscal year ended Feb 2026, SEC 10-K) | $131.91M (7.4% of revenue) |
Source: Nexqual, October 16, 2026 at 05:22 UTC.
Financial Health Score (HELE)
Nexqual rates Helen of Troy Limited's overall financial health "Mixed" across five dimensions, as of October 16, 2026 at 05:22 UTC.
| Growth | Weak — Revenue -6% YoY (annual), declining |
|---|---|
| Profitability | Solid — Gross margin 46%, operating 1% |
| Balance Sheet | Mixed — $27M cash vs $725M debt |
| Cash Flow | Solid — FCF $132M (FY ended Feb 2026, 10-K), 7% margin |
| Efficiency | Critical — ROE -11%, ROA 2.8% |
Ownership (HELE)
| Insider Ownership | +2.04% |
|---|---|
| Institutional Ownership | +101.93% |
| Shares Outstanding | 23.39M |
| Float | 21.51M |
| Short % of Float | +11.88% |
Source: Nexqual, October 16, 2026 at 05:22 UTC.
Leadership (HELE)
Helen of Troy Limited is led by George Scott Uzzell (age 58), CEO & Director, per Nexqual as of October 16, 2026 at 05:22 UTC.
| CEO & Director | George Scott Uzzell (age 58) |
|---|---|
| Chief Financial Officer | Brian L. Grass (age 55) |
| Assistant Chief Financial Officer | Tracy Schuerman (age 53) |
| President of Home & Outdoor | Larry Witt |
| President of International | Nicolas Lanus |
Major Backers & Investors (HELE)
Notable institutional backers of Helen of Troy Limited include AQR Capital Management, LLC, Bank of America Corporation, Shaw D.E. & Co., Inc., according to Nexqual as of October 16, 2026 at 05:22 UTC.
Active Investors
| Investor | Stake |
|---|---|
| AQR Capital Management, LLC | 5.65% |
| Bank of America Corporation | 4.08% |
| Shaw D.E. & Co., Inc. | 3.52% |
| Wellington Management | 3.52% |
| Charles Schwab Investment Management, Inc. | 3.43% |
| Millennium Management | 3.33% |
| Ameriprise Financial, Inc. | 2.9% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 11.51% |
| Vanguard Group | 9.48% |
| Dimensional Fund Advisors | 2.96% |
Source: Nexqual, October 16, 2026 at 05:22 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| HNST | The Honest Company, Inc. | USD 5.12 | ▼ 1.35% |
| ODD | ODDITY Tech Ltd. | USD 23.17 | ▲ 4.75% |
| MAGN | Magnera Corporation | USD 11.25 | ▲ 1.44% |
| EPC | Edgewell Personal Care Company | USD 28.1 | ▼ 1.51% |
| SPB | Spectrum Brands Holdings, Inc. | USD 78.91 | ▲ 2.24% |
| NWL | Newell Brands Inc. | USD 5.77 | ▲ 3.22% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 16, 2026 at 05:22 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt