Federated Hermes Inc. Decreases Holdings in Helen of Troy Limited $HELE

Federated Hermes Inc. lowered its stake in shares of Helen of Troy Limited (NASDAQ:HELE) by 49.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 187,152 shares of the company’s stock after selling 184,897 shares during the period. Federated Hermes Inc. owned about 0.81% of Helen of Troy worth $4,716,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Signaturefd LLC boosted its holdings in Helen of Troy by 71.1% in the 2nd quarter. Signaturefd LLC now owns 1,429 shares of the company’s stock worth $41,000 after buying an additional 594 shares during the last quarter. Tower Research Capital LLC TRC lifted its position in shares of Helen of Troy by 216.1% in the second quarter. Tower Research Capital LLC TRC now owns 1,998 shares of the company’s stock valued at $57,000 after acquiring an additional 1,366 shares in the last quarter. Lazard Asset Management LLC acquired a new stake in shares of Helen of Troy in the second quarter worth approximately $67,000. PNC Financial Services Group Inc. increased its position in shares of Helen of Troy by 26.4% during the second quarter. PNC Financial Services Group Inc. now owns 4,013 shares of the company’s stock worth $114,000 after purchasing an additional 838 shares in the last quarter. Finally, Police & Firemen s Retirement System of New Jersey increased its position in shares of Helen of Troy by 16.2% during the second quarter. Police & Firemen s Retirement System of New Jersey now owns 5,454 shares of the company’s stock worth $155,000 after purchasing an additional 759 shares in the last quarter.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on HELE shares. Canaccord Genuity Group set a $22.00 target price on shares of Helen of Troy in a research note on Friday, January 9th. Zacks Research cut Helen of Troy from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 20th. UBS Group reduced their price objective on Helen of Troy from $25.00 to $22.00 and set a “neutral” rating on the stock in a research report on Friday, January 9th. CJS Securities raised Helen of Troy to a “strong-buy” rating in a research note on Thursday, December 11th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Helen of Troy in a research report on Monday, December 29th. 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 company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $22.00.

Helen of Troy Stock Performance

Shares of Helen of Troy stock opened at $17.84 on Tuesday. The firm has a market cap of $411.60 million, a PE ratio of -0.52 and a beta of 0.78. The company has a quick ratio of 0.90, a current ratio of 1.81 and a debt-to-equity ratio of 1.02. Helen of Troy Limited has a 52 week low of $16.29 and a 52 week high of $60.83. The business’s fifty day simple moving average is $19.78 and its 200-day simple moving average is $21.38.

Helen of Troy (NASDAQ:HELE) last issued its quarterly earnings data 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 negative net margin of 43.97% and a positive return on equity of 8.33%. The company had revenue of $512.83 million during the quarter, compared to analysts’ expectations of $502.42 million. During the same quarter last year, the firm posted $2.67 earnings per share. The firm’s quarterly revenue was down 3.4% on a year-over-year basis. 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. Equities analysts forecast that Helen of Troy Limited will post 6.46 earnings per share for the current year.

Key Stories Impacting Helen of Troy

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

• Positive Sentiment: Incidental name recognition — the high-profile casting controversy briefly raises searches and social mentions for the phrase “Helen of Troy,” which could produce a small, short-term bump in brand awareness for Helen of Troy Limited even though the company is unrelated. Elon Musk Attacks Christopher Nolan for Casting Lupita Nyong’o as Helen of Troy in The Oddysey
• Neutral Sentiment: Entertainment controversy only — the articles cover Elon Musk’s criticisms of the alleged casting choice; there’s no reporting linking the filmmakers or actors to Helen of Troy Limited’s products, operations, executives, or financials, so no expected material business impact. Elon Musk accuses Christopher Nolan of losing his integrity over casting a black actress in ‘The Odyssey’
• Negative Sentiment: Potential for brand confusion or noisy social-media association — if the controversy grows, HELE could face mistaken identity mentions or be pulled into social-media debates. That could create short-term reputational noise and customer queries, though the probability of measurable financial impact is low. “Helen of Troy Was Blonde”: Elon Musk Slams ‘Odyssey’s’ Casting

About Helen of Troy

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.