Hsbc Holdings PLC Makes New Investment in Helen of Troy Limited $HELE

Hsbc Holdings PLC acquired a new position in shares of Helen of Troy Limited (NASDAQ:HELE) in the 1st quarter, Holdings Channel reports. The fund acquired 137,389 shares of the company’s stock, valued at approximately $1,936,000.

A number of other large investors have also recently made changes to their positions in HELE. Invenomic Capital Management LP raised its stake in Helen of Troy by 6.9% in the 4th quarter. Invenomic Capital Management LP now owns 593,310 shares of the company’s stock worth $12,608,000 after acquiring an additional 38,325 shares during the last quarter. Aster Capital Management DIFC Ltd acquired a new position in shares of Helen of Troy in the fourth quarter valued at about $504,000. Prescott Group Capital Management L.L.C. acquired a new position in shares of Helen of Troy in the fourth quarter valued at about $2,344,000. UBS Group AG raised its stake in shares of 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 purchasing an additional 490,031 shares during the last quarter. Finally, Larson Financial Group LLC raised its stake in shares of Helen of Troy by 1,323.2% in the third quarter. Larson Financial Group LLC now owns 1,352 shares of the company’s stock worth $34,000 after purchasing an additional 1,257 shares during the last quarter.

Helen of Troy News Summary

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

HELE has been the topic of a number of recent research reports. Wall Street Zen upgraded Helen of Troy from a “hold” rating to a “strong-buy” rating in a research report on Sunday, July 12th. Canaccord Genuity Group raised their price target on shares of Helen of Troy from $23.00 to $25.00 and gave the stock a “hold” rating in a research report on Thursday, July 9th. Zacks Research cut shares of Helen of Troy from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 6th. Weiss Ratings downgraded shares of Helen of Troy from a “sell (d)” rating to a “sell (d-)” rating in a report on Tuesday, July 21st. Finally, UBS Group increased their price objective on shares of Helen of Troy from $25.00 to $28.00 and gave the stock a “neutral” rating in a research note on Thursday, July 9th. One research analyst has rated the stock with a Strong Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, 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 firm has a market cap of $663.07 million, a price-to-earnings ratio of -1.58 and a beta of 1.31. Helen of Troy Limited has a 52 week low of $13.85 and a 52 week high of $30.68. The business’s 50-day moving average price is $27.05 and its 200 day moving average price is $21.45. The company has a quick ratio of 0.81, a current ratio of 1.78 and a debt-to-equity ratio of 0.82.

Helen of Troy (NASDAQ:HELE) last announced its quarterly earnings results on Wednesday, July 8th. The company reported $0.17 earnings per share 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 during the quarter, compared to analysts’ expectations of $374.55 million. During the same period last year, the business earned $0.41 earnings per share. Helen of Troy’s quarterly revenue 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. As a group, sell-side analysts anticipate that Helen of Troy Limited will post 2.85 earnings per share for the current year.

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.