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

Helen of Troy (NASDAQ:HELE) had its price target upped by equities researchers at UBS Group from $16.00 to $25.00 in a report released on Friday,MarketScreener reports. The brokerage currently has a “neutral” rating on the stock. UBS Group’s price target would indicate a potential upside of 18.11% from the company’s current price.

Other equities research analysts have also issued reports about the company. Weiss Ratings restated a “sell (d-)” rating on shares of Helen of Troy in a research report on Friday, March 27th. Canaccord Genuity Group set a $22.00 price objective on Helen of Troy in a research report on Friday, January 9th. Finally, Zacks Research upgraded Helen of Troy from a “strong sell” rating to a “hold” rating in a research report on Monday, March 23rd. One investment 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 stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $23.50.

Helen of Troy Stock Down 11.1%

NASDAQ HELE traded down $2.65 during trading on Friday, reaching $21.17. 171,855 shares of the company’s stock were exchanged, compared to its average volume of 705,000. Helen of Troy has a fifty-two week low of $13.85 and a fifty-two week high of $33.76. The firm has a market capitalization of $488.32 million, a PE ratio of -0.60 and a beta of 0.86. The company has a current ratio of 1.81, a quick ratio of 0.90 and a debt-to-equity ratio of 1.02. The company’s fifty day simple moving average is $16.76 and its 200-day simple moving average is $18.67.

Helen of Troy (NASDAQ:HELE) last announced its quarterly earnings data on Thursday, April 23rd. The company reported $0.83 EPS for the quarter, topping analysts’ consensus estimates of $0.74 by $0.09. Helen of Troy had a positive return on equity of 8.33% and a negative net margin of 43.97%.The firm had revenue of $470.03 million during the quarter, compared to analyst estimates of $450.38 million. During the same period last year, the company posted $2.33 EPS. The business’s quarterly revenue was down 3.3% compared to the same quarter last year. Helen of Troy has set its FY 2027 guidance at 3.250-3.750 EPS. Sell-side analysts predict that Helen of Troy will post 2.58 EPS for the current year.

Institutional Investors Weigh In On Helen of Troy

Several institutional investors have recently made changes to their positions in HELE. iSAM Funds UK Ltd acquired a new stake in shares of Helen of Troy during the 3rd quarter valued at about $27,000. Farther Finance Advisors LLC lifted its holdings in shares of Helen of Troy by 5,529.2% during the 4th quarter. Farther Finance Advisors LLC now owns 1,351 shares of the company’s stock valued at $29,000 after buying an additional 1,327 shares during the last quarter. Allworth Financial LP lifted its holdings in shares of Helen of Troy by 922.7% during the 4th quarter. Allworth Financial LP now owns 1,350 shares of the company’s stock valued at $29,000 after buying an additional 1,218 shares during the last quarter. Larson Financial Group LLC lifted its holdings in shares of Helen of Troy by 1,323.2% during the 3rd quarter. Larson Financial Group LLC now owns 1,352 shares of the company’s stock valued at $34,000 after buying an additional 1,257 shares during the last quarter. Finally, Hantz Financial Services Inc. lifted its holdings 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 valued at $48,000 after buying 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: Q4 beat and raised FY?2027 EPS outlook — HELE reported Q4 EPS of $0.83 and revenue of $470M, topping estimates, and updated FY?2027 adjusted EPS guidance to $3.25–$3.75 (above consensus), which is driving optimism about earnings power. Helen of Troy Reports Fourth Quarter Fiscal 2026 Results
• Positive Sentiment: Top-line guidance provided — Management outlined FY?2027 net sales of roughly $1.75B–$1.82B alongside the raised EPS outlook, giving investors a clearer growth target for the year. Helen of Troy outlines FY27 net sales of $1.751B-$1.822B and adjusted EPS of $3.25-$3.75
• Positive Sentiment: Brand performance: Hydro Flask and Osprey strength — Management highlighted Hydro Flask beating plan and Osprey growth, which supports the company’s higher-margin, branded portfolio recovery thesis. Helen of Troy Forecasts Growth for Hydroflask and Osprey Segment
• Neutral Sentiment: Earnings call and transcript for details — The Q4 earnings call/transcript provides management color on inventory, pricing, and channel mix that investors will parse for sustainability of the beat and guidance. Helen of Troy Limited (HELE) Q4 2026 Earnings Call Transcript
• Neutral Sentiment: Analyst/summary coverage — Several outlets note the beat and stronger outlook but also flag mixed segment results; useful for seeing how street sentiment may evolve. Why Is Helen Of Troy Stock Gaining Today?
• Negative Sentiment: Revenue declined and margins pressured — Q4 revenue was down ~3.3% YoY; gross margin compressed and operating margin turned negative (? -10.8%) partly due to non?cash asset impairment charges, raising short?term profitability concerns. Helen of Troy Reports Fourth Quarter Fiscal 2026 Results
• Negative Sentiment: Securities litigation inquiry — A law firm announced a potential securities investigation, which can add legal risk and create headline volatility. Faruqi & Faruqi Continues Investigation of Potential Securities Claims Against Helen of Troy

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.