# Haleon plc (HLN)

> Source: Nexqual · https://nexqual.com/HLN · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Haleon plc (HLN), nexqual.com/HLN" · informational, not investment advice.

**Price:** USD 10.37 (+3.49% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 10.02 · day 10.12–10.4 · 52w 8.65–11.28 · market cap $45.6B · NYQ

## Key facts
- 5 of 80 tracked superinvestors hold HLN (13F, Q2 2026): 0 new, 3 added, 1 reduced, 1 unchanged.
- Analysts: Buy (mean 2.00 on a 1–5 scale) (5 analysts), mean target USD 11.93 (range 10–13.77).
- Total return with dividends: 1Y +12.9% vs S&P 500 +14.9%; 5Y +57.9% vs S&P 500 +80.3%.
- Next earnings: 2026-07-30, EPS estimate USD —, revenue estimate $2.92B.

## Superinvestors (SEC 13F-HR, Q2 2026)
5 of 80 tracked investors hold HLN. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Dodge & Cox Funds | Dodge & Cox | 0.73% | $1.40B | Added +2.3% |
| Bill Nygren | Oakmark Funds | 0.21% | $157M | Added +12.0% |
| Kahn Brothers | Kahn Brothers Group | 0.10% | $565K | Unchanged |
| First Eagle Investment | First Eagle Investment Management | 0.07% | $39.4M | Added +4.8% |
| Tweedy Browne |  | 0.05% | $672K | Reduced -1.0% |

## Analysts
Consensus Buy (mean 2.00 on a 1–5 scale), 5 analysts; mean target USD 11.93 (low 10, high 13.77).

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2022-07-25) |
|---|---|---|
| Total return | +12.9% | +57.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +12.9% | +11.3% |
| Volatility (annualized) | 23.4% | 22.8% |
| Max drawdown | -21.8% (Feb 2026→Jun 2026) | -24.6% (Aug 2022→Aug 2022) |

## Peers (Drug Manufacturers - Specialty & Generic)
TEVA (Teva Pharmaceutical Industries ) USD 40.21 -1.01% · ZTS (Zoetis Inc.) USD 82 +2.99% · TAK (Takeda Pharmaceutical Company L) USD 20.36 +2.16% · UTHR (United Therapeutics Corporation) USD 584.79 +3.78% · VTRS (Viatris Inc.) USD 18.48 +0.16% · NBIX (Neurocrine Biosciences, Inc.) USD 143.29 +1.40%

## More
Full page: https://nexqual.com/HLN · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in HLN's own 20-F filed 2026-03-13 (https://www.sec.gov/Archives/edgar/data/1900304/000110465926027443/hln-20251231x20f.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Pfizer (PFE) | "The Group has received notices of potential claims for indemnification relating to OTC Zantac arising out of the Stock and Asset Purchase Agreement (SAPA), which the Group has rejected on the basis that the scope of the …" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | — | — | — | $2.92B | — |
| Next quarter (ends 2026-12-31) | — | — | — | $2.88B | — |
| Current fiscal year (ends 2026-12-31) | $0.56 | $0.55 | +2.2% | $11.39B | 3 |
| Next fiscal year (ends 2027-12-31) | $0.62 | $0.61 | +1.3% | $11.87B | 3 |