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Haleon plcNYSE:HLN Aktienübersicht

Marktkapitalisierung US$42.9b
Aktienkurs
n/a
1Y5.5%
7D-4.6%
1D-0.7%
Wert des Portfolios
​
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Haleon plc

NYSE:HLN Lagerbericht

Marktkapitalisierung: US$42.9b

Haleon (HLN) Aktienübersicht

Haleon plc ist zusammen mit seinen Tochtergesellschaften in der Forschung, Entwicklung, Herstellung und dem Vertrieb verschiedener Produkte der Gesundheitsfürsorge in Nordamerika, Europa, dem Nahen Osten, Afrika, Lateinamerika und dem asiatisch-pazifischen Raum tätig. Mehr Details

HLN grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung4/6
Künftiges Wachstum1/6
Vergangene Leistung5/6
Finanzielle Gesundheit2/6
Dividenden3/6

Belohnungen

43.2% unter unserer Schätzung des beizulegenden Zeitwerts gehandelt

Prognostiziertes Gewinnwachstum 8.06% pro Jahr

Die Erträge stiegen im vergangenen Jahr um 6.6%

Risikoanalyse

Hat einen hohen Schuldenstand


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Haleon plc Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für Haleon
Historische Aktienkurse
Aktueller AktienkursUK£9.80
52-Wochen-HochUK£11.28
52-Wochen-TiefUK£8.65
Beta0.25
1 Monat Veränderung-0.20%
3 Monate Veränderung6.18%
1 Jahr Veränderung5.49%
3 Jahre Veränderung16.53%
5 Jahre Veränderungn/a
Veränderung seit IPO30.67%

Aktuelle Nachrichten und Updates

Seeking Alpha • Jun 15

Haleon: Waiting For A Good Entry Point In Consumer Healthcare Leader

Summary Haleon delivered a 15.6% net profit increase in 2025, driven by cost controls and margin expansion despite modest revenue decline. HLN generated £1.5B in net free cash flow, supporting £650M in share buybacks and £612M in dividends, while reducing leverage to 2.6x EBITDA. Management guided for 3–5% organic revenue growth in 2026, with Q1 organic growth at 2.2% and expectations for acceleration through the year. Valuation at 12–13x EV/EBITDA is justified by HLN’s consumer healthcare dominance. Consensus sees EBITDA multiples declining to 10–10.5x by 2028. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • Jun 15

Haleon: Waiting For A Good Entry Point In Consumer Healthcare Leader

Summary Haleon delivered a 15.6% net profit increase in 2025, driven by cost controls and margin expansion despite modest revenue decline. HLN generated £1.5B in net free cash flow, supporting £650M in share buybacks and £612M in dividends, while reducing leverage to 2.6x EBITDA. Management guided for 3–5% organic revenue growth in 2026, with Q1 organic growth at 2.2% and expectations for acceleration through the year. Valuation at 12–13x EV/EBITDA is justified by HLN’s consumer healthcare dominance. Consensus sees EBITDA multiples declining to 10–10.5x by 2028. Read the full article on Seeking Alpha
Seeking Alpha • Mar 05

Haleon: Growing Profits And Dividend

Summary I initiate coverage on Haleon with a "hold" rating due to decent results and potential for ongoing growth, despite a slight revenue slip last year. Haleon's dividend grew 10% and is well-covered by free cash flow, but the 1.6% yield is less attractive compared to peers. The balance sheet is manageable with net debt at 22% of market cap, though I question the optimality of share buybacks at current prices. The current valuation, with a P/E ratio of 26, isn't compelling for new investment, though ongoing earnings growth suggests no reason for existing shareholders to sell. Read the full article on Seeking Alpha
Seeking Alpha • Dec 10

Haleon: Guidance Implies Uncertainty Around Flu Season

Summary Haleon plc is logging solid organic performances led by their solid brand portfolio for oral health with brands like Sensodyne and Parodontax. This is despite some tough comps still in the results, particularly in VMS. Guidance remains around the 4-6% organic growth figure, ignoring FX effects, despite the momentum in the Q3. This reflects that there is still uncertainty of how much of a plus this year's flu season will be for respiratory products, despite the weak comp. The biggest observation we make though is that the HLN stock valuation is just not attractive enough. Read the full article on Seeking Alpha
Seeking Alpha • Oct 24

Haleon: Tailwinds Are Mostly Priced In

Summary Haleon's share price increased by 20% since July, mainly driven by strong H1 2024 results and strategic moves, among them, increasing their stake in Tianjin TSKF Pharmaceutical. The upcoming launch of Eroxon and China's stimulus pack could improve future sales, but debt maturity in 2025 may hinder deleveraging plans. Institutional investor activity shows growing optimism in Q2 2024, but recent major fund buying is absent, contributing to the mixed outlook. Despite strong cash flow and organic growth in most of its key brands, high leverage and mixed valuation ratios lead to a Hold rating for Haleon. Read the full article on Seeking Alpha
Seeking Alpha • Aug 06

Haleon: Defensive Consumer Healthcare Stock As Safe Haven

Summary Haleon is a consumer healthcare company formed from a GSK and Pfizer merger, with a 50% share price increase since trading began. Financial results show strong cash flows, with a net profit of 754M GBP and EPS of 7.90 pence per share in the first half of the year. Investment thesis suggests writing put options due to the high EBITDA multiple, with the potential for decreasing net debt and increasing EBITDA in the future. Read the full article on Seeking Alpha
Seeking Alpha • Nov 20

The Investment Case For Haleon: Steady Shareholder Value Accumulation

Summary Haleon plc is a promising company in the personal care products sector, with a low beta and cheap valuation. The company operates globally and has leading brands in oral health, painkillers, and vitamins. Haleon's ownership structure is interconnected with Pfizer and GSK, but divestitures could increase competitive pressures. My valuation analysis suggests the stock is significantly undervalued, implying a 44.6% upside potential and an $11.92 price target. Read the full article on Seeking Alpha
Seeking Alpha • Sep 07

The Share Price Has The Flu, But Haleon Is As Healthy As An Ox

Summary Haleon's share price has slumped, but its performance is relatively better compared to its consumer staples peers and the recent listing Kenvue. HLN has delivered solid results with organic revenue growth, increased operating profits, and raised revenue forecasts for FY2023. The company is optimizing its portfolio, divesting the Lamisil brand, reducing debt, and generating strong cash flow. Power brands are driving performance. Read the full article on Seeking Alpha
Seeking Alpha • Jun 12

Haleon: A Hidden Gem In The Consumer Health Market

Summary Haleon has a strong portfolio of leading brands and is well-positioned to benefit from ongoing market expansions. The company's latest earnings were strong, with double-digit growth in both the top and the bottom line. Despite the solid fundamentals and growth, its current valuation remains discounted compared to peers. I rate the company as a buy. Read the full article on Seeking Alpha
Seeking Alpha • Feb 25

Haleon exploring sale of ChapStick Brand - report

Haleon Plc (NYSE:HLN), the consumer health unit spun off from GSK Plc last year, is evaluating a sale of its ChapStick lip balm brand. The company is working with advisers and the business could see $600 million in a potential sale, according to a Bloomberg report from Friday, which cited people familiar. Deliberations on a possible sale are said to be at an early stage. The news comes after Bloomberg late last month reported that Haleon (HLN) was in the early stages of evaluating large potential deals to increase the size of its brand portfolio. Haleon was said to be studying possible deals in the medium-to-long-term, including potentially combining with Sanofi's (SNY) $30 billion consumer-health business. Haleon (HLN) is set to report Q4 results on Thursday. Also see SA contributor Yannick Frey's piece from last month entitled "Haleon: A Great Consumer Staples Add."
Seeking Alpha • Jan 31

Haleon said to evaluate potential deals to increase its size - report

Haleon Plc (NYSE:HLN), the consumer health business spun of from pharmaceutical giant GSK Plc (GSK), is in the early stages of evaluating large potential deal to increase the size of its brand portfolio. Haleon (HLN) is studying possible deals in medium-to-long-term, including potentially combining with Sanofi's (NASDAQ:SNY) $30 billion consumer-health business, according to traders, who cited a Bloomberg report. The maker of Advil pain reliever and Aquafresh toothpaste is expected to wait until it can show several quarters of profit grown and debt paydown before it goes forward with any big transactions, according to the report. The report comes as Johnson & Johnson (JNJ) is preparing to list its consumer health business this year, though analysts cautioned on Monday that the legal judgement against J&J in talc litigation may complicate that process. Bayer (OTCPK:BAYRY) is also seeing pressure from activists investors, including one who earlier this month pushed for the German company to separate its crop sciences business from its consumer drug business.
Seeking Alpha • Aug 31

Haleon: Undervalued With Clear Catalyst Ahead

Summary Haleon has tumbled 20% since trading began in July. The stock is undervalued relative to its peers. The announcement of a dividend should boost the stock to higher levels. Earlier this year, GSK plc (GSK) decided to focus its business on vaccines and prescription medication. As a result, the company spun-off its consumer health business. The newly created company, Haleon plc (HLN), is now the largest standalone consumer health business. It owns many household brands, including Advil, Emergen-C, Tums and Sensodyne. The company is a powerhouse in the consumer staples industry, with around $11.5 billion in annual sales. The stock began trading on July 18, 2022, and has been steadily trading lower, down 20% since trading started. This article will focus on the stock's value versus peers as well as a significant catalyst that could lead to the stock finding a floor and climbing higher. Haleon Fact Sheet Haleon is Undervalued Yahoo Finance and CNBC Anyway, you analyze Haleon, it is undervalued versus its peers in the industry. Comparing Haleon to three of the biggest companies in consumer staples - Procter & Gamble (PG), Unilever (UL, UNLYF), and Kimberly-Clark (KMB) - the company stacks up well on a number of valuation metrics. Its P/E value of 14.6 is 56% below the average P/E ratio of the 3 peers. This also puts the stock at a discount to the broader S&P 500 as well. Whenever you see a stock trading at a steep discount to its peers, investors should then look at the company's margin and growth level to see if the undervaluation is warranted. Here, you can again see Haleon stacking up very well. The company has an attractive net margin of 15.7%, which is well above Unilever and Kimberly-Clark. Perhaps, more importantly, the company expects its margins to hold up even in today's challenging market environment. Haleon saw a very strong second quarter revenue growth of 12.9% and organic revenue growth of 7.5%. The organic revenue growth came from a 4% increase in price and improved volumes of 3.5%. This combination shows consumers are willing to pay higher prices to continue to buy Haleon's product lineup in a very competitive market. For the full year FY2022, the company expects organic growth of 6-8% and 4-6% over the following 2 years. This steady growth is exactly what investors want to see and is attractive versus its peers over a 5-year period. PG Revenue (Annual YoY Growth) data by YCharts Haleon Underperformance With Haleon having attractive revenue growth, healthy margins and trading at a discount relative to its peers, why has the stock performed so poorly since its debut? Both the company and the stock are in a transition period. When Haleon was spun-off from GSK, all GSK shareholders received 1 Haleon share for every GSK share they held. 54.5% of Haleon stock was held by GSK shareholders at the time of the spin-off. These investors held GSK for exposure to pharma and not necessarily consumer healthcare. As a result, many of the current GSK shareholders likely sold during the first few weeks as it didn't meet their portfolio needs or sold to raise cash in a very uncertain market. In addition, shortly after it began trading as a standalone company, news of a growing lawsuit emerged that targeted a probable carcinogen in the popular heartburn drug, Zantac. Zantac was originally formulated and sold by GSK in the 1980s. GSK's patent expired in 1997, and since then numerous pharmaceutical companies have owned the rights to Zantac, including Pfizer (PFE), Sanofi (SNY) and Boehringer Ingelheim. With the first legal proceedings of this lawsuit starting in late August, investors began to fear an outcome similar to that faced by Bayer when they agreed to a $10.9 billion settlement related to lawsuits targeting a link between Roundup and cancer. However, the lawsuit targeting Zantac is extremely complex due to the drug being sold for nearly 4 decades by numerous different pharma companies. These lawsuits will be locked up in the courts for years to come and has a long way to go before any outcome is even clear. Haleon shares fell over 10% as news of the start of the trial emerged. Haleon issued a statement about the lawsuit where they stated Haleon is not a party to any of the Zantac claims and the company never marketed Zantac in any form in the U.S. Haleon may end up having some exposure to the lawsuit, but it will likely be limited due to the number of other companies involved, and no clear result will be known for years. As a result, the issue should remain on investors' radar, but shouldn't be front of mind or alter investment decisions. Haleon Catalyst As I said above, Haleon's stock is in a transition period and in a bit of a no-man's land. It's a newly created consumer healthcare company with plenty of comps, but the biggest difference between it and its peers is the dividend. Currently, Haleon pays no dividend. As a result, it doesn't meet many investor needs or criteria. Mutual funds, pensions, endowments and retail investors are large holders of Procter & Gamble, Unilever and Kimberly-Clark because they are steady businesses during favorable and unfavorable economic conditions that pay a steady dividend. Currently, Haleon doesn't offer this steady income that many investors rely on in their portfolios. However, the company has stated they intend to start paying a dividend at the lower end of a 30-50% payout ratio. Assuming the company starts its payout ratio at 30% and EPS of 0.42, the initial dividend will likely be around $0.12-$0.13/share. This would give the stock an initial dividend yield around 2% based on its current price around $6/share. This would also give the company plenty of room to accomplish their other objective to get their net debt/EBITDA under 3 by the end of 2024.
Seeking Alpha • Aug 19

Former GSK consumer health unit Haleon hits all-time low

Haleon (NYSE:HLN), which only began trading on the NYSE on July 19, has fallen to an all-time low. The GlaxoSmithKline (GSK) consumer healthcare spinoff opened that date at $7.25. Earlier Friday, it reached a low of $5.95. Haleon (HLN) and GSK (GSK) have both been negatively impacted recently by potential exposure to litigation related to the recalled heartburn drug Zantac (ranitidine).
Seeking Alpha • Jul 20

Haleon CEO says brand recognition, gross margins will drive growth - CNBC

On its third day as a company separate from GlaxoSmithKline (GSK), Haleon (HLN) CEO Brian McNamara said that the customer recognition of its many brands combined with hits high gross margin rate will power growth in the future, he said. In an interview on CNBC's "Squawk Box" Wednesday morning, McNamara said that the former GSK (GSK) consumer healthcare unit had a gross margin of 63% and an operating margin of 22.8% in 2021. "With that gross margin and strength in brands, [it] really gives us the ability to invest in innovation and advertising and promotion to really drive the fundamental growth of the business," he added. Despite a plethora of store and generic-branded consumer healthcare products, McNamara noted that "brands really matter in the health space." Haleon (HLN) management has previously guided to 4%-6% net sales growth annually. Haleon (HLN) began trading on the London Stock Exchange on Monday. Since then, shares are down ~8%. The company made its trading debut on the NYSE today. In late morning trading, shares are up 0.4%.

Aktionärsrenditen

HLNUS PharmaceuticalsUS Markt
7D-4.6%-4.7%2.4%
1Y5.5%43.0%19.6%

Rendite im Vergleich zur Industrie: HLN unter dem Niveau der Branche US Pharmaceuticals , die im vergangenen Jahr eine Rendite von 43% erzielte.

Rendite vs. Markt: HLN hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 19.6 erzielte.

Preisvolatilität

Is HLN's price volatile compared to industry and market?
HLN volatility
HLN Average Weekly Movement3.5%
Pharmaceuticals Industry Average Movement9.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.1%

Stabiler Aktienkurs: HLN hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: HLNDie wöchentliche Volatilität (4%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
171524,535Brian McNamarawww.haleon.com

Haleon plc ist zusammen mit seinen Tochtergesellschaften in der Forschung, Entwicklung, Herstellung und dem Vertrieb verschiedener Gesundheitsprodukte für Endverbraucher in Nordamerika, Europa, dem Nahen Osten, Afrika, Lateinamerika und im asiatisch-pazifischen Raum tätig. Das Unternehmen bietet Mundpflegeprodukte wie Zahnpasten, Mundspülungen und Produkte zur Pflege von Zahnersatz unter den Marken Sensodyne, Polident, Parodontax und Biotene sowie Vitamine, Mineralstoffe und Nahrungsergänzungsmittel unter den Marken Centrum, Emergen-C und Caltrate an. Zudem bietet es verschiedene rezeptfreie Produkte an, darunter Nasentropfen sowie Mittel gegen Erkältung, Grippe und Allergien unter den Marken Theraflu und Flonase für Atemwegserkrankungen; Schmerzmittel unter den Marken Voltaren, Panadol und Advil; sowie Antazida und Antihistaminika unter den Marken TUMS, ENO, sowie Fenistil für die Verdauungsgesundheit und andere Beschwerden.

Haleon plc's Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von Haleon im Vergleich zum Marktanteil des Unternehmens?
HLN grundlegende Statistiken
MarktanteilUS$42.86b
Gewinn(TTM)US$2.18b
Umsatz(TTM)US$14.98b
19.7x
Kurs-Gewinn-Verhältnis
2.9x
Kurs-Umsatz-Verhältnis

Ist HLN zu teuer?

Siehe Fair Value und Bewertungsanalyse

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
HLN Gewinn- und Verlustrechnung (TTM)
EinnahmenUK£11.15b
Kosten der EinnahmenUK£3.84b
BruttogewinnUK£7.31b
Sonstige AusgabenUK£5.69b
GewinnUK£1.62b

Zuletzt gemeldete Gewinne

Jun 30, 2026

Datum des nächsten Gewinnberichts

k.A.

Gewinn per Aktie (EPS)0.18
Bruttomarge65.57%
Nettogewinnspanne14.55%
Schulden/Eigenkapital-Verhältnis49.2%

Wie hat sich HLN auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Dividenden

2.0%
Aktuelle Dividendenrendite
40%
Ausschüttungsquote

Zahlt HLN eine zuverlässige Dividende?

Siehe HLN Dividendenhistorie und Benchmarks
Bis wann müssen Sie HLN kaufen, um eine kommende Dividende zu erhalten?
Haleon Dividendentermine
Ex-Dividenden DatumAug 14 2026
Datum der DividendenzahlungSep 17 2026
Tage bis Ex-Dividende10 days
Tage bis zum Datum der Dividendenzahlung44 days

Zahlt HLN eine zuverlässige Dividende?

Siehe HLN Dividendenhistorie und Benchmarks

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/08/04 05:46
Aktienkurs zum Tagesende2026/08/03 00:00
Gewinne2026/06/30
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Haleon plc wird von 26 Analysten beobachtet. 16 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Iain SimpsonBarclays
Warren AckermanBarclays
Bethan DaviesBerenberg