UBS Group Forecasts Strong Price Appreciation for Helen of Troy (NASDAQ:HELE) Stock

Helen of Troy (NASDAQ:HELE) had its price target lifted by investment analysts at UBS Group from $16.00 to $25.00 in a research report issued on Friday, MarketBeat.com reports. The firm presently has a “neutral” rating on the stock. UBS Group’s target price suggests a potential upside of 5.84% from the stock’s previous close.

HELE has been the topic of several other research reports. Weiss Ratings restated a “sell (d-)” rating on shares of Helen of Troy in a research note on Friday, March 27th. Canaccord Genuity Group set a $22.00 target price on shares of Helen of Troy in a research report on Friday, January 9th. Finally, Zacks Research raised shares of Helen of Troy from a “strong sell” rating to a “hold” rating in a report on Monday, March 23rd. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $24.00.

Helen of Troy Trading Down 0.8%

Shares of HELE opened at $23.62 on Friday. The company has a current ratio of 1.71, a quick ratio of 0.90 and a debt-to-equity ratio of 0.98. The stock has a market cap of $544.91 million, a PE ratio of -0.60 and a beta of 0.86. Helen of Troy has a 1 year low of $13.85 and a 1 year high of $33.76. The stock has a 50 day simple moving average of $16.88 and a 200-day simple moving average of $18.59.

Helen of Troy (NASDAQ:HELE) last announced its quarterly earnings results on Thursday, April 23rd. The company reported $0.83 EPS for the quarter, beating the consensus estimate of $0.74 by $0.09. Helen of Troy had a positive return on equity of 7.00% and a negative net margin of 50.33%.The business had revenue of $470.03 million for the quarter, compared to analyst estimates of $450.38 million. During the same quarter in the previous year, the firm earned $2.33 EPS. Helen of Troy’s quarterly revenue was down 3.3% on a year-over-year basis. Helen of Troy has set its FY 2027 guidance at 3.250-3.750 EPS. On average, sell-side analysts predict that Helen of Troy will post 2.66 EPS for the current fiscal year.

Hedge Funds Weigh In On Helen of Troy

Institutional investors and hedge funds have recently bought and sold shares of the business. Millennium Management LLC grew its holdings in shares of Helen of Troy by 164.9% during the fourth quarter. Millennium Management LLC now owns 1,049,381 shares of the company’s stock worth $22,299,000 after purchasing an additional 653,300 shares during the last quarter. Pzena Investment Management LLC increased its stake in shares of Helen of Troy by 2.6% in the third quarter. Pzena Investment Management LLC now owns 1,010,756 shares of the company’s stock valued at $25,471,000 after buying an additional 25,425 shares in the last quarter. Charles Schwab Investment Management Inc. raised its holdings in shares of Helen of Troy by 24.9% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 881,344 shares of the company’s stock valued at $18,729,000 after buying an additional 175,696 shares during the last quarter. Wellington Management Group LLP raised its holdings in shares of Helen of Troy by 159.2% in the third quarter. Wellington Management Group LLP now owns 747,220 shares of the company’s stock valued at $18,830,000 after buying an additional 458,979 shares during the last quarter. Finally, Ameriprise Financial Inc. lifted its position in Helen of Troy by 46.4% during the 3rd quarter. Ameriprise Financial Inc. now owns 658,928 shares of the company’s stock worth $16,605,000 after buying an additional 208,850 shares in the last quarter.

Trending Headlines about Helen of Troy

Here are the key news stories impacting Helen of Troy this week:

• Positive Sentiment: Q4 beat: HELE reported Q4 EPS of $0.83 vs. Street estimates (~$0.74) and revenue of $470.0M vs. est. ~$450M — beats that initially drove a rally. Helen of Troy Q4 Earnings Beat, Sales down 3.3% Y/Y
• Positive Sentiment: FY‑2027 guidance raised: management set adjusted EPS of $3.25–$3.75 (above consensus ~$3.15) and revenue guidance near $1.75–1.82B, giving a clearer multi‑year outlook that supports longer‑term valuation. Helen of Troy Reports Fourth Quarter Fiscal 2026 Results
• Positive Sentiment: Brand-level strength: Management highlighted Hydro Flask outperforming plan and Osprey growth — positive drivers within Home & Outdoor that could support recovery if momentum continues. EXEC: Hydro Flask Tops Plan, Osprey Grows in Helen of Troy’s Fiscal Q4
• Neutral Sentiment: Analyst updates mixed: UBS raised its price target to $25 (neutral rating) while Canaccord raised its target to $23 with a Hold — these lifts reflect the beat/guidance but stop short of bullish upgrades, leaving sentiment balanced. UBS adjusts Helen of Troy price target to $25 Canaccord raises PT to $23 (Benzinga)
• Negative Sentiment: Margin pressure and impairment: Gross margin fell (44.6% vs. prior 48.6%) and operating margin swung negative, reflecting non‑cash impairment charges and higher costs — a core reason investors are cautious despite the top‑line beat. Helen of Troy Reports Fourth Quarter Fiscal 2026 Results
• Negative Sentiment: Home & Outdoor sales slid: reporting shows Osprey/Hydro Flask parent segment sales declined in Q4, offsetting some brand positives and contributing to the revenue decline vs. prior year. Home & Outdoor Segment Sales Slide
• Negative Sentiment: Shareholder litigation inquiry: Faruqi & Faruqi announced an investigation into potential securities claims — litigation risk can increase volatility and pressure valuation until resolved. Faruqi & Faruqi Investigates Claims

Helen of Troy Company 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.