Hsbc Holdings PLC Takes $1.94 Million Position in Helen of Troy Limited $HELE

Hsbc Holdings PLC acquired a new stake in shares of Helen of Troy Limited (NASDAQ:HELE) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 137,389 shares of the company’s stock, valued at approximately $1,936,000. Hsbc Holdings PLC owned 0.59% of Helen of Troy as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of HELE. iSAM Funds UK Ltd purchased a new stake in Helen of Troy during the third quarter worth $27,000. Allworth Financial LP increased its holdings in shares of Helen of Troy by 922.7% in the 4th quarter. Allworth Financial LP now owns 1,350 shares of the company’s stock valued at $29,000 after acquiring an additional 1,218 shares during the period. Farther Finance Advisors LLC raised its position in shares of Helen of Troy by 5,529.2% in the 4th quarter. Farther Finance Advisors LLC now owns 1,351 shares of the company’s stock worth $29,000 after acquiring an additional 1,327 shares in the last quarter. Larson Financial Group LLC raised its position in shares of Helen of Troy by 1,323.2% in the 3rd quarter. Larson Financial Group LLC now owns 1,352 shares of the company’s stock worth $34,000 after acquiring an additional 1,257 shares in the last quarter. Finally, Hantz Financial Services Inc. lifted its stake in shares of Helen of Troy by 497.1% during the 4th quarter. Hantz Financial Services Inc. now owns 2,257 shares of the company’s stock worth $48,000 after purchasing an additional 1,879 shares during the last quarter.

Helen of Troy News Roundup

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

• Positive Sentiment: A recent valuation-focused article highlighted Helen of Troy as potentially still undervalued even after a sharp rally, suggesting some investors may see room for further upside. Is It Too Late to Buy Helen Of Troy Ltd (HELE) After 3.3% Rally? GF Value Says Undervalued
• Neutral Sentiment: Several entertainment-related articles mention “Helen of Troy” in connection with Lupita Nyong’o and Christopher Nolan’s The Odyssey, but these are unrelated to the company and should not affect fundamentals. Teacher schools white people who have a problem with Lupita Nyong’o as Helen of Troy
• Neutral Sentiment: Additional media references to “Helen of Troy” in entertainment coverage are likewise not business updates for the consumer-products company. I’m a Black Greek Woman. What Lupita Nyong’o’s Casting as Helen of Troy in ‘The Odyssey’ Meant to Me
• Negative Sentiment: Multiple law firms announced or reminded investors about a class-action lawsuit against Helen of Troy Limited, alleging securities-law violations and investor harm for purchases made between April 24, 2024 and October 8, 2025. This legal overhang can weigh on sentiment as investors assess potential costs and reputational damage. Bronstein, Gewirtz & Grossman LLC Urges Helen of Troy Limited Investors to Act: Class Action Filed Alleging Investor Harm
• Negative Sentiment: Another investor alert repeated the same class-action claims and deadline reminders, reinforcing concerns about litigation risk for HELE. HELE Investors are Reminded of the Pending Lead Plaintiff Deadline on August 3, 2026; Contact Robbins LLP for Information About Recovering Your Losses
• Negative Sentiment: A third legal notice from Pomerantz LLP also flagged the lawsuit and upcoming deadlines, adding to the steady stream of negative headline risk around the stock. INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Helen of Troy Limited of Class Action Lawsuit and Upcoming Deadlines – HELE

Wall Street Analysts Forecast Growth

Several research firms have issued reports on HELE. Canaccord Genuity Group lifted their target price on Helen of Troy from $23.00 to $25.00 and gave the company a “hold” rating in a research note on Thursday, July 9th. Weiss Ratings lowered shares of Helen of Troy from a “sell (d)” rating to a “sell (d-)” rating in a research report on Tuesday, July 21st. UBS Group raised their price target on shares of Helen of Troy from $25.00 to $28.00 and gave the company a “neutral” rating in a report on Thursday, July 9th. Wall Street Zen upgraded shares of Helen of Troy from a “hold” rating to a “strong-buy” rating in a report on Sunday, July 12th. Finally, Zacks Research downgraded shares of Helen of Troy from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 6th. One research analyst has rated the stock with a Strong Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $26.50.

Helen of Troy Price Performance

Helen of Troy stock opened at $28.47 on Monday. The company has a debt-to-equity ratio of 0.82, a current ratio of 1.78 and a quick ratio of 0.81. The stock has a market capitalization of $663.07 million, a price-to-earnings ratio of -1.58 and a beta of 1.31. Helen of Troy Limited has a 1-year low of $13.85 and a 1-year high of $30.68. The business has a fifty day moving average price of $27.05 and a 200-day moving average price of $21.45.

Helen of Troy (NASDAQ:HELE) last announced its earnings results on Wednesday, July 8th. The company reported $0.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.02 by $0.15. Helen of Troy had a positive return on equity of 6.46% and a negative net margin of 22.70%.The company had revenue of $402.12 million for the quarter, compared to analyst estimates of $374.55 million. During the same period in the prior year, the company posted $0.41 EPS. The firm’s quarterly revenue was up 8.2% compared to the same quarter last year. Helen of Troy has set its FY 2027 guidance at 3.250-3.750 EPS. Equities research analysts forecast that Helen of Troy Limited will post 2.85 EPS for the current fiscal year.

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.