Helen of Troy Limited

NasdaqGS:HELE Stock Report

Market Cap: US$596.1m

Helen of Troy Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of HELE?
Owner TypeNumber of SharesOwnership Percentage
State or Government11,3880.0456%
Individual Insiders454,6631.82%
Institutions24,510,15798.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 79.92% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
15.3%
BlackRock, Inc.
3,501,122US$91.0m-3.74%no data
11.3%
The Vanguard Group, Inc.
2,598,327US$67.5m-1.07%no data
11.3%
FMR LLC
2,587,242US$67.2m-3.45%no data
4.47%
Dimensional Fund Advisors LP
1,025,251US$26.6m-5.46%no data
3.96%
State Street Global Advisors, Inc.
907,597US$23.6m-2.57%no data
3.4%
EARNEST Partners, LLC
780,940US$20.3m3.12%0.09%
3.3%
Pzena Investment Management, Inc.
756,227US$19.6m7.16%0.04%
2.44%
Geode Capital Management, LLC
560,826US$14.6m4.91%no data
2.33%
Managed Account Advisors LLC
533,631US$13.9m57.3%no data
2.27%
Charles Schwab Investment Management, Inc.
520,422US$13.5m7.94%no data
2.21%
Arrowstreet Capital, Limited Partnership
507,338US$13.2m-21.6%0.01%
1.85%
William Blair Investment Management, LLC
423,910US$11.0m-3.84%0.01%
1.67%
Medina Value Partners, LLC
383,356US$10.0m20.4%2.99%
1.62%
Armistice Capital LLC
371,000US$9.6m0%0.26%
1.45%
Jacobs Levy Equity Management Inc
332,708US$8.6m1,990%0.03%
1.31%
Janus Henderson Group plc
300,193US$7.8m-0.83%no data
1.22%
Wellington Management Group LLP
279,621US$7.3m16.6%no data
1.18%
Capital Research and Management Company
269,597US$7.0m0%no data
1.15%
Northern Trust Global Investments
263,777US$6.9m1.91%no data
1.14%
Millennium Management LLC
261,972US$6.8m0%0.01%
1.04%
Invenomic Capital Management LP
238,791US$6.2m68.2%0.49%
1.04%
The Glenmede Trust Company, National Association
237,555US$6.2m0%0.03%
1.03%
Fuller & Thaler Asset Management, Inc.
236,682US$6.1m1.12%0.02%
1.02%
Systematic Financial Management LP
234,668US$6.1m-0.9%0.16%
0.98%
Hotchkis and Wiley Capital Management, LLC
224,160US$5.8m7.67%0.02%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/06/20 16:37
End of Day Share Price 2025/06/20 00:00
Earnings2025/02/28
Annual Earnings2025/02/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Helen of Troy Limited is covered by 17 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ishan MajumdarBaptista Research
Olivia Tong CheangBofA Global Research
Susan AndersonCanaccord Genuity