Helen of Troy (NASDAQ:HELE) Upgraded to “Strong-Buy” at Wall Street Zen

Helen of Troy (NASDAQ:HELE) was upgraded by equities research analysts at Wall Street Zen from a “hold” rating to a “strong-buy” rating in a research note issued on Sunday.

A number of other brokerages have also weighed in on HELE. UBS Group lifted their price objective on Helen of Troy from $25.00 to $28.00 and gave the stock a “neutral” rating in a research report on Thursday. Weiss Ratings raised Helen of Troy from a “sell (d-)” rating to a “sell (d)” rating in a research note on Wednesday. Canaccord Genuity Group lifted their price target on shares of Helen of Troy from $23.00 to $25.00 and gave the company a “hold” rating in a report on Thursday. Finally, Zacks Research lowered shares of Helen of Troy from a “strong-buy” rating to a “hold” rating in a report on Monday, July 6th. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $26.50.

Helen of Troy Trading Down 4.0%

Shares of HELE stock traded down $1.09 during mid-day trading on Friday, reaching $26.34. The stock had a trading volume of 795,695 shares, compared to its average volume of 591,187. The stock’s 50-day moving average price is $26.28 and its two-hundred day moving average price is $20.95. Helen of Troy has a 52-week low of $13.85 and a 52-week high of $30.68. The firm has a market capitalization of $613.46 million, a PE ratio of -1.46 and a beta of 1.31. The company has a current ratio of 1.78, a quick ratio of 0.81 and a debt-to-equity ratio of 0.82.

Helen of Troy (NASDAQ:HELE) last posted its earnings results on Wednesday, July 8th. The company reported $0.17 earnings per share for the quarter, topping analysts’ consensus estimates of $0.02 by $0.15. Helen of Troy had a negative net margin of 22.70% and a positive return on equity of 6.46%. The company had revenue of $402.12 million during the quarter, compared to analyst estimates of $374.55 million. During the same period in the prior year, the business posted $0.41 earnings per share. Helen of Troy’s revenue for the quarter was up 8.2% on a year-over-year basis. Helen of Troy has set its FY 2027 guidance at 3.250-3.750 EPS. Equities analysts expect that Helen of Troy will post 2.81 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Helen of Troy

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Invenomic Capital Management LP lifted its holdings in shares of Helen of Troy by 68.8% during the third quarter. Invenomic Capital Management LP now owns 554,985 shares of the company’s stock valued at $13,986,000 after purchasing an additional 226,263 shares during the last quarter. Prescott Group Capital Management L.L.C. purchased a new position in Helen of Troy during the fourth quarter valued at $2,344,000. Aster Capital Management DIFC Ltd purchased a new position in Helen of Troy during the fourth quarter valued at $504,000. UBS Group AG boosted its holdings in Helen of Troy by 386.0% in the fourth quarter. UBS Group AG now owns 616,992 shares of the company’s stock worth $13,111,000 after acquiring an additional 490,031 shares in the last quarter. Finally, Mork Capital Management LLC purchased a new stake in shares of Helen of Troy in the third quarter worth $1,008,000.

Key Stories Impacting Helen of Troy

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

• Positive Sentiment: HELE reported fiscal Q1 results that beat expectations, with stronger-than-expected EPS and revenue, plus growth across Home & Outdoor and Beauty & Wellness; management also raised its fiscal 2027 sales outlook, which supports the stock. Helen of Troy Q1 Earnings Beat Estimates, Sales Outlook Raised
• Neutral Sentiment: Canaccord Genuity lifted its price target on Helen of Troy to $25 from $23, but kept a hold rating, suggesting analysts see some improvement but still limited upside. Canaccord Genuity price target update
• Neutral Sentiment: Short-interest data showed no meaningful change in shares sold short, so this does not appear to be a major trading driver today.
• Negative Sentiment: Multiple law firms issued reminders and alerts about a pending class action lawsuit alleging securities fraud, with a lead-plaintiff deadline of August 3, 2026. These legal headlines can pressure sentiment and raise uncertainty for HELE. The Gross Law Firm class action reminder
• Negative Sentiment: A separate class action notice from Bronstein, Gewirtz & Grossman and another from the Schall Law Firm reinforced the same litigation overhang, which may be contributing to the stock’s weakness. Bronstein, Gewirtz & Grossman class action alert

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.