The Honest Company, Inc. (HNST) Stock Price & Analysis
The Honest Company, Inc. (HNST) closed at USD 4.86 on Thursday, October 22, 2026, up 0.00% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 4.86; the Oct 22, 2026 session ranged USD 4.73–4.94 on volume of 2,181,235 shares. Market capitalization is $521.40M, with a 52-week range of USD 2.07–6.01 (NMS). Source: Nexqual, retrieved October 23, 2026 at 10:37 UTC.
Also available as compact Markdown for AI agents: nexqual.com/HNST.md
Key facts (HNST)
- Last four reported quarters (through Jun 30, 2026): revenue $342M, net income -$12.2M (-3.6% margin), free cash flow $52.7M (SEC filings).
- Insider open-market sales, last ~7 months: 20 Form 4 filings, $2.4M; 5 not under a Rule 10b5-1 plan ($896K); 0 by opportunistic insiders, 5 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 2.71 on a 1–5 scale) (7 analysts), mean target USD 5.2 (range 5–5.7).
- Total return with dividends: 1Y +33.1% vs S&P 500 +14.9%; 5Y -48.2% vs S&P 500 +80.3%.
- Next earnings: 2026-11-05, EPS estimate USD 0, revenue estimate $80.8M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (HNST)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $319M | $314M | $344M | $378M | $371M | $342M |
| Gross profit | $109M | $92.3M | $101M | $145M | $124M | — |
| Operating income | -$36.8M | -$49.8M | -$38.9M | -$6.3M | -$18.5M | -$14.9M |
| Net income | -$38.7M | -$49.0M | -$39.2M | -$6.1M | -$15.7M | -$12.2M |
| EPS (diluted) | -$0.43 | -$0.53 | -$0.42 | -$0.06 | -$0.14 | — |
| Free cash flow | -$38.4M | -$77.9M | $17.5M | $1.0M | $13.6M | $52.7M |
| Gross margin | 34.3% | 29.4% | 29.2% | 38.2% | 33.3% | — |
| Operating margin | -11.6% | -15.9% | -11.3% | -1.7% | -5.0% | -4.4% |
| Net margin | -12.1% | -15.6% | -11.4% | -1.6% | -4.2% | -3.6% |
| Revenue growth | +6.0% | -1.6% | +9.8% | +9.9% | -1.9% | — |
| Cash + short-term investments | $93.2M | $15.2M | $32.8M | — | — | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (HNST)
P/S 1.5x · P/FCF 9.9x · P/B 3.1x · FCF yield 10.11% · Earnings yield -2.33%
Insider sales (SEC Form 4, open-market, last ~7 months) (HNST)
15 of 20 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-10-08 | Sternweis Thomas | SVP, Enterprise Dev. & Strat. | 25,000 | $123K | 5.8% | No | Too little history (no open-market trades in 2023) |
| 2026-09-14 | Sternweis Thomas | SVP, Enterprise Dev. & Strat. | 25,000 | $137K | 5.5% | Yes | Too little history (no open-market trades in 2023) |
| 2026-08-20…2026-08-21 | Von Kunssberg Etienne | SVP, Supply Chain | 7,195 | $36K | 1.8% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-08-20 | Sternweis Thomas | SVP, Enterprise Dev. & Strat. | 6,403 | $32K | 1.4% | Yes | Too little history (no open-market trades in 2023) |
| 2026-08-20 | Sheehey Brendan | General Counsel | 9,664 | $48K | 1.2% | Yes | Routine (sold in Mar & May & Aug & Nov each year 2023–2025) |
| 2026-08-20 | Mayle Jonathan | SVP, Customer Sales | 6,161 | $31K | 1.3% | Yes | Too little history (no open-market trades in 2023) |
| 2026-08-20 | Vernon Carla | Chief Executive Officer | 117,893 | $588K | 2.7% | Yes | Routine (traded in May each year 2023–2025; this trade is outside those months) |
| 2026-08-20 | Bruce Curtiss James Iii | Chief Fin. & Operating Officer | 3,129 | $16K | 0.5% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-08-20 | Ball Dorria L. | Chief People Officer | 6,812 | $34K | 1.6% | Yes | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-10…2026-08-11 | Turner Andrea | Director | 64,295 | $338K | 20.3% | No | Too little history (no open-market trades in 2023 or 2025) |
| 2026-08-10 | Mayle Jonathan | SVP, Customer Sales | 79,000 | $412K | 17.6% | No | Too little history (no open-market trades in 2023) |
| 2026-05-22 | Von Kunssberg Etienne | SVP, Supply Chain | 4,544 | $15K | 1.6% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-20 | Von Kunssberg Etienne | SVP, Supply Chain | 2,651 | $8K | 0.9% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-20 | Vernon Carla | Chief Executive Officer | 119,389 | $375K | 2.9% | Yes | Routine (traded in May each year 2023–2025) |
| 2026-05-20 | Winchell Stephen | Chief Innovation Officer | 12,886 | $40K | 2.6% | Yes | Routine (sold in May & Aug & Nov each year 2023–2025) |
| 2026-05-20 | Sternweis Thomas | SVP, Enterprise Dev. & Strat. | 6,673 | $21K | 1.4% | Yes | Too little history (no open-market trades in 2023) |
| 2026-05-20 | Sheehey Brendan | General Counsel | 9,784 | $31K | 1.3% | Yes | Routine (sold in Mar & May & Aug & Nov each year 2023–2025) |
| 2026-05-20 | Mayle Jonathan | SVP, Customer Sales | 6,236 | $20K | 1.4% | Yes | Too little history (no open-market trades in 2023) |
| 2026-05-20 | Bruce Curtiss James Iii | Chief Financial Officer | 12,669 | $40K | 2.4% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-05-20 | Ball Dorria L. | Chief People Officer | 6,899 | $22K | 1.6% | Yes | Too little history (no open-market trades in 2023 or 2024) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (HNST)
Consensus Hold (mean 2.71 on a 1–5 scale), 7 analysts; mean target USD 5.2 (low 5, high 5.7).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-13 | Morgan Stanley | Target raised | Equal-Weight | $3.4 → $5.7 |
| 2026-08-06 | Telsey Advisory Group | Target raised | Market Perform | $4 → $5 |
| 2026-08-06 | B. Riley Securities | Target raised | Buy | $4 → $5 |
Total return (dividends reinvested) (HNST)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +33.1% | -48.2% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +33.3% | -12.3% |
| Volatility (annualized) | 71.2% | 70.7% |
| Max drawdown | -42.8% (Oct 2025→Feb 2026) | -89.0% (Nov 2021→Oct 2023) |
HNST revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Wipes | $39.5M | 47.4% | +37.3% |
| Personal Care and Other | $20.5M | 24.6% | -1.1% |
| Diapers | $20.2M | 24.2% | -21.2% |
| Honest.com, Apparel and Canada | $3.1M | 3.7% | -83.0% |
| Total revenue | $83.3M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
HNST suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Butterblu | “For example, effective December 31, 2025, we ceased our fulfillment of orders via Honest.com, and exited retail and online stores in Canada and on November 5, 2025 we sent notice of termination of our Supplier Services Agreement with Butterblu for the sale of Honest apparel as part of Powering Honest Growth.” |
| Supplier | Salesforce (CRM) | “We rely on SaaS technologies from third parties, including Salesforce, in order to operate critical functions of our business, including financial management services, customer relationship management services, supply chain services and data storage services.” |
| Customer | Amazon (AMZN) | “The loss of Amazon, Target and Walmart or any other large customer, the reduction of purchasing levels or the cancellation of any business from Amazon, Target or Walmart or any other large customer for an extended length of time could negatively impact our sales and ability to achieve or maintain profitability.” |
| Customer | Walmart (WMT) | “The loss of Amazon, Target and Walmart or any other large customer, the reduction of purchasing levels or the cancellation of any business from Amazon, Target or Walmart or any other large customer for an extended length of time could negatively impact our sales and ability to achieve or maintain profitability.” |
| Partner | GEODIS Logistics | “As part of Powering Honest Growth, in December 2025, we notified GEODIS, pursuant to the terms of the contract, that we are terminating the agreement with them for the Pennsylvania warehouse use and services effective June 30, 2026.” |
| Partner | National Distribution Centers | “In 2023, we entered into an agreement with National Distribution Centers, LLC, or NFI that replaced GEODIS in providing services at our Las Vegas, Nevada fulfillment center.” |
| Competitor | Unilever (UL) | “Select competitors of our skin and personal care products include Kimberly-Clark Corporation (pending acquiror of Kenvue Inc.), The Clorox Company (parent company of Burt's Bees, Inc.), Unilever PLC (maker of Shea Moisture), Estée Lauder Inc., L'Oréal S.A. and Pacifica Beauty LLC.” |
| Competitor | Procter & Gamble (PG) | “Select competitors of our diapers include Kimberly-Clark Corporation (maker of Huggies diapers and Cottonelle wipes) and Procter & Gamble Company (maker of Pampers, Pampers Pure, Luvs and Charmin).” |
Quoted from the company's 10-K filed Feb 25, 2026.
HNST customer concentration
In the period ended Dec 31, 2025, 2 direct customers each accounted for at least 10% (39%, 28%) of revenue, per the company's 10-K filed Feb 25, 2026. The company does not name them.
HNST analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.00 | $0.03 | -99.2% | $80.8M | 5 |
| Next quarter (ends Dec 2026) | $0.01 | $0.04 | -83.2% | $80.3M | 5 |
| Current fiscal year (ends Dec 2026) | $0.12 | $0.10 | +25.9% | $322.6M | 6 |
| Next fiscal year (ends Dec 2027) | $0.12 | $0.13 | -8.4% | $336.0M | 6 |
Key Statistics (as of October 23, 2026 at 10:37 UTC)
| Price | USD 4.86 |
|---|---|
| Change | ▲ 0.00% (up) |
| Previous Close | USD 4.86 |
| Open | USD 4.83 |
| Day Range | USD 4.73 – 4.94 |
| 52-Week Range | USD 2.07 – 6.01 |
| Volume | 2,181,235 shares |
| Market Cap | $521.40M |
| Exchange | NMS |
Technical Analysis (HNST)
Nexqual's technical model rates HNST "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 10:37 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 33.21 (neutral) |
| vs SMA50 | Below (USD 5.25) |
| MACD | -0.08 (negative) |
Analyst Ratings (HNST)
Wall Street analysts rate HNST "Hold" based on 7 analysts, with a mean price target of USD 5.2 (range USD 5–5.7), per Nexqual as of October 23, 2026 at 10:37 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 7 |
| Mean Target | USD 5.2 |
| High Target | USD 5.7 |
| Low Target | USD 5 |
| Buy / Hold / Sell | 4 / 2 / 1 |
Earnings (HNST)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 0 |
| Revenue Estimate | $80.79M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.1 vs est 0.01 ▲ beat |
| 2026-03-31 | USD 0.01 vs est 0.01 ▼ miss |
| 2025-12-31 | USD 0.01 vs est 0.02 ▼ miss |
| 2025-09-30 | USD 0.01 vs est -0 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:37 UTC.
Financials & Fundamentals (HNST)
| Total Revenue | $342.01M |
|---|---|
| Revenue Growth (latest quarter, YoY) | -10.90% |
| Gross Margin | +40.14% |
| Operating Margin | +4.86% |
| Profit Margin | -3.56% |
| ROE | -6.87% |
| Debt / Equity | 0.06 |
| Current Ratio | 3.94 |
| Total Cash | $105.90M |
| Total Debt | $9.51M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $52.71M (15.4% of revenue) |
Source: Nexqual, October 23, 2026 at 10:37 UTC.
Financial Health Score (HNST)
Nexqual rates The Honest Company, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 10:37 UTC.
| Growth | Weak — Revenue -2% YoY (annual), declining |
|---|---|
| Profitability | Solid — Gross margin 40%, operating 5% (last 12 months) |
| Balance Sheet | Strong — $106M cash vs $10M debt, net cash position |
| Cash Flow | Strong — FCF $53M (last 4 quarters to Jun 2026, SEC), 15% margin |
| Efficiency | Critical — ROE -7%, ROA 1.3% |
Ownership (HNST)
| Insider Ownership | +14.46% |
|---|---|
| Institutional Ownership | +49.35% |
| Shares Outstanding | 107.28M |
| Float | 96.64M |
| Short % of Float | +10.29% |
Source: Nexqual, October 23, 2026 at 10:37 UTC.
Leadership (HNST)
The Honest Company, Inc. is led by Carla Vernon, CEO & Director, per Nexqual as of October 23, 2026 at 10:37 UTC.
| CEO & Director | Carla Vernon |
|---|---|
| Founder & Director | Jessica Marie Warren |
| Chief Financial & Operating Officer and Principal Financial, Accounting and Operating Officer | Curtiss Bruce |
| Senior Vice President of Supply Chain | Etienne von Kunssberg |
| Senior Vice President of Integrated Marketing & Communications | Brenna Israel Mast |
Major Backers & Investors (HNST)
Notable institutional backers of The Honest Company, Inc. include MAK Capital One LLC, ArrowMark Colorado Holdings LLC, Meridian Fund Inc-Meridian Contrarian Fund, according to Nexqual as of October 23, 2026 at 10:37 UTC.
Active Investors
| Investor | Stake |
|---|---|
| MAK Capital One LLC | 4.34% |
| ArrowMark Colorado Holdings LLC | 2.66% |
| Meridian Fund Inc-Meridian Contrarian Fund | 2.66% |
| Fidelity | 1.81% |
| Portolan Capital Management, LLC | 1.58% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 6.37% |
| Vanguard Group | 5.42% |
| Geode Capital | 2.35% |
| State Street | 1.9% |
| Dimensional Fund Advisors | 1.62% |
Source: Nexqual, October 23, 2026 at 10:37 UTC.
From The Honest Company, Inc.'s Latest SEC 10-K Filing (filed 2026-02-25)
Key Strengths & Strategy (as disclosed to the SEC)
- Since this partnership, we have donated more than $0.8 million and reached more than an estimated 402,000 mothers in 2025 with health education and programs to support the organization, including its new Mom and Baby Action Network.
- Since our launch, we have expanded our product availability, including the launch of strategic partnerships with Target, Amazon and Walmart in 2014, 2017 and 2022, respectively, as well as distribution with many other retailers nationwide.
- We protect our intellectual property through a combination of trademarks, domain names, copyrights, trade secrets and patents, as well as contractual provisions and restrictions on access to our proprietary technology.
- We further control the use of our proprietary technology and intellectual property through provisions in both our customer terms of use on our website and the terms and conditions governing our agreements with other third parties. investors should monitor our website and corporate LinkedIn account in addition to our SEC filings and public webcasts.
Partnerships
- We look to identify and work with partners who share our commitment to quality, current Good Manufacturing Practices ("cGMPs"), clean ingredients in partnership with our Honest Standard, sustainability, and design.
- As part of Powering Honest Growth, in December 2025, we notified GEODIS, pursuant to the terms of the contract, that we are terminating the agreement with them for the Pennsylvania warehouse use and services effective June 30, 2026.
Legal & Regulatory Risks (Item 1A, quoted)
- The occurrence of adverse reactions, ineffectiveness or other safety incidents could also adversely affect the price and availability of affected materials, resulting in higher costs, disruptions in supply and a reduction in our sales.
- We are subject to extensive governmental regulation and we may incur material liabilities under, or costs in order to comply with, existing or future laws and regulation, and our failure to comply may result in enforcements, recalls, and other adverse actions.
- Changes in existing laws or regulations or related official guidance, or the adoption of new laws or regulations or guidance, may increase our costs and otherwise adversely affect our business, financial condition, results of operations and prospects.
- The regulatory environment in which we operate has changed in the past could change significantly and adversely in the future.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| MAGN | Magnera Corporation | USD 11.84 | ▲ 5.71% |
| HELE | Helen of Troy Limited | USD 28.96 | ▲ 2.04% |
| ODD | ODDITY Tech Ltd. | USD 23.35 | ▲ 4.33% |
| EPC | Edgewell Personal Care Company | USD 28.89 | ▲ 7.08% |
| SPB | Spectrum Brands Holdings, Inc. | USD 81.03 | ▲ 2.62% |
| NWL | Newell Brands Inc. | USD 5.73 | ▲ 3.06% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:37 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