Invenomic Capital Management LP Has $13.99 Million Stock Position in Helen of Troy Limited $HELE

Invenomic Capital Management LP raised its holdings in shares of Helen of Troy Limited (NASDAQ:HELE) by 68.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 554,985 shares of the company’s stock after purchasing an additional 226,263 shares during the period. Invenomic Capital Management LP owned 2.41% of Helen of Troy worth $13,986,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of HELE. Envestnet Asset Management Inc. lifted its holdings in Helen of Troy by 42.4% in the third quarter. Envestnet Asset Management Inc. now owns 195,657 shares of the company’s stock valued at $4,931,000 after buying an additional 58,214 shares during the period. RWWM Inc. grew its holdings in Helen of Troy by 167.1% during the 3rd quarter. RWWM Inc. now owns 515,176 shares of the company’s stock worth $12,982,000 after acquiring an additional 322,315 shares during the period. SG Americas Securities LLC raised its position in shares of Helen of Troy by 1,086.6% during the 2nd quarter. SG Americas Securities LLC now owns 158,419 shares of the company’s stock valued at $4,496,000 after acquiring an additional 145,068 shares during the last quarter. Counterpoint Mutual Funds LLC raised its position in shares of Helen of Troy by 882.6% during the 3rd quarter. Counterpoint Mutual Funds LLC now owns 125,416 shares of the company’s stock valued at $3,160,000 after acquiring an additional 112,652 shares during the last quarter. Finally, Allspring Global Investments Holdings LLC acquired a new position in shares of Helen of Troy in the 3rd quarter valued at $3,633,000.

Analyst Ratings Changes

Several research firms have recently issued reports on HELE. Weiss Ratings restated a “sell (d-)” rating on shares of Helen of Troy in a research report on Monday, December 29th. CJS Securities upgraded Helen of Troy to a “strong-buy” rating in a report on Thursday, December 11th. Zacks Research lowered Helen of Troy from a “hold” rating to a “strong sell” rating in a research note on Tuesday, January 20th. UBS Group reduced their target price on Helen of Troy from $25.00 to $22.00 and set a “neutral” rating on the stock in a report on Friday, January 9th. Finally, Canaccord Genuity Group set a $22.00 price target on Helen of Troy in a research note on Friday, January 9th. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $22.00.

Helen of Troy Trading Down 1.7%

NASDAQ:HELE opened at $16.47 on Monday. The company has a debt-to-equity ratio of 1.02, a current ratio of 1.81 and a quick ratio of 0.90. The business’s 50-day simple moving average is $18.07 and its 200-day simple moving average is $20.21. Helen of Troy Limited has a fifty-two week low of $15.21 and a fifty-two week high of $54.25. The stock has a market capitalization of $379.96 million, a PE ratio of -0.48 and a beta of 0.80.

Helen of Troy (NASDAQ:HELE) last posted its earnings results on Thursday, January 8th. The company reported $1.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 business had revenue of $512.83 million for the quarter, compared to the consensus estimate of $502.42 million. During the same period in the previous year, the company posted $2.67 earnings per share. Helen of Troy’s revenue for the quarter 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. Sell-side analysts expect that Helen of Troy Limited will post 6.46 earnings per share for the current fiscal year.

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.