Helen of Troy Limited $HELE Stock Holdings Boosted by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. increased its position in shares of Helen of Troy Limited (NASDAQ:HELE) by 42.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 195,657 shares of the company’s stock after acquiring an additional 58,214 shares during the period. Envestnet Asset Management Inc. owned approximately 0.85% of Helen of Troy worth $4,931,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the business. Principal Financial Group Inc. raised its holdings in Helen of Troy by 2.5% during the 3rd quarter. Principal Financial Group Inc. now owns 141,615 shares of the company’s stock worth $3,569,000 after buying an additional 3,506 shares during the period. RWWM Inc. grew its stake in shares of Helen of Troy by 167.1% in the 3rd quarter. RWWM Inc. now owns 515,176 shares of the company’s stock valued at $12,982,000 after buying an additional 322,315 shares in the last quarter. SummerHaven Investment Management LLC acquired a new position in shares of Helen of Troy during the 3rd quarter worth $894,000. Nordea Investment Management AB increased its position in Helen of Troy by 6.3% during the third quarter. Nordea Investment Management AB now owns 73,770 shares of the company’s stock worth $1,860,000 after buying an additional 4,370 shares during the last quarter. Finally, Gladstone Institutional Advisory LLC raised its stake in shares of Helen of Troy by 4.1% in the 3rd quarter. Gladstone Institutional Advisory LLC now owns 80,286 shares of the company’s stock valued at $2,023,000 after acquiring an additional 3,143 shares in the last quarter.

Helen of Troy Price Performance

HELE stock opened at $18.52 on Monday. The company has a market capitalization of $427.26 million, a P/E ratio of -0.54 and a beta of 0.81. Helen of Troy Limited has a 52-week low of $16.29 and a 52-week high of $60.42. The business has a 50-day simple moving average of $19.20 and a two-hundred day simple moving average of $20.91. The company has a debt-to-equity ratio of 1.02, a quick ratio of 0.90 and a current ratio of 1.81.

Helen of Troy (NASDAQ:HELE) last announced its quarterly earnings results on Thursday, January 8th. The company reported $1.71 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.75 by ($0.04). Helen of Troy had a positive return on equity of 8.33% and a negative net margin of 43.97%.The company had revenue of $512.83 million for the quarter, compared to the consensus estimate of $502.42 million. During the same quarter last year, the company posted $2.67 EPS. The company’s quarterly revenue was down 3.4% compared to the same quarter last year. Helen of Troy has set its FY 2026 guidance at 3.250-3.75 EPS and its Q4 2026 guidance at 0.530-1.030 EPS. Research analysts expect that Helen of Troy Limited will post 6.46 EPS for the current fiscal year.

Analyst Ratings Changes

Several research analysts recently commented on the stock. Canaccord Genuity Group set a $22.00 target price on shares of Helen of Troy in a report on Friday, January 9th. UBS Group reduced their target price on Helen of Troy from $25.00 to $22.00 and set a “neutral” rating for the company in a research report on Friday, January 9th. Zacks Research downgraded Helen of Troy from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 20th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Helen of Troy in a research note on Monday, December 29th. Finally, CJS Securities raised Helen of Troy to a “strong-buy” rating in a report on Thursday, December 11th. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $22.00.

Helen of Troy Profile

Helen of Troy Limited is a global consumer products company that designs, sources and markets a diversified portfolio of household, health and beauty brands. Headquartered in El Paso, Texas, the company operates through three principal segments—Health & Home, Housewares and Beauty—offering products under well-known names including OXO, Vicks, Braun, Honeywell Home, PUR and Hot Tools. Helen of Troy distributes its products through a combination of mass, specialty and e-commerce channels to consumers, retailers and distributors worldwide.

The Housewares segment features kitchen tools, gadgets and organizational solutions marketed primarily under the OXO brand, recognized for its ergonomic “Good Grips” design.