Helen of Troy Ownership

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

Recent Insider Transactions

NasdaqGS:HELE Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
16 Jul 25	BuyUS$9,948	Tessa Judge	Individual	435	US$22.87
15 Jul 25	BuyUS$201,300	Tracy Scheuerman	Individual	10,000	US$20.13
15 Jul 25	BuyUS$214,700	Brian Grass	Individual	10,000	US$21.47

Insider Trading Volume

Insider Buying: HELE insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HELE?
Owner Type	Number of Shares	Ownership Percentage
State or Government	11,362	0.0495%
General Public	523,599	2.28%
Individual Insiders	594,092	2.59%
Institutions	21,826,293	95.1%

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

Top Shareholders

Top 25 shareholders own 71.82% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.2%	BlackRock, Inc.	3,485,960	US$83.5m	-0.43%	no data
11.4%	The Vanguard Group, Inc.	2,606,759	US$62.4m	0.32%	no data
4.52%	Dimensional Fund Advisors LP	1,038,537	US$24.9m	1.3%	no data
4.29%	Pzena Investment Management, Inc.	985,331	US$23.6m	30.3%	0.04%
3.93%	State Street Global Advisors, Inc.	902,789	US$21.6m	-0.53%	no data
3.36%	EARNEST Partners, LLC	771,670	US$18.5m	-1.19%	0.08%
2.64%	Charles Schwab Investment Management, Inc.	605,104	US$14.5m	16.3%	no data
2.43%	Geode Capital Management, LLC	557,368	US$13.3m	-0.62%	no data
1.96%	Columbia Management Investment Advisers, LLC	450,078	US$10.8m	214%	no data
1.93%	Managed Account Advisors LLC	442,575	US$10.6m	-17.1%	no data
1.91%	Castleknight Management LP	439,500	US$10.5m	0%	0.66%
1.84%	D. E. Shaw & Co., L.P.	421,575	US$10.1m	105%	0.01%
1.62%	Federated Hermes, Inc.	372,049	US$8.9m	100%	0.02%
1.5%	Jacobs Levy Equity Management Inc	343,963	US$8.2m	3.38%	0.03%
1.43%	Invenomic Capital Management LP	328,722	US$7.9m	37.7%	0.79%
1.39%	M&G Investment Management Limited	319,686	US$7.7m	0%	0.01%
1.35%	AQR Capital Management, LLC	310,929	US$7.4m	186%	0.01%
1.27%	Goldman Sachs Group, Investment Banking and Securities Investments	292,646	US$7.0m	77.5%	no data
1.26%	Wellington Management Group LLP	288,241	US$6.9m	3.08%	no data
1.19%	Hotchkis and Wiley Capital Management, LLC	273,020	US$6.5m	21.8%	0.02%
1.17%	Capital Research and Management Company	269,597	US$6.5m	0%	no data
1.14%	Millennium Management LLC	262,681	US$6.3m	0.27%	0.01%
1.05%	Systematic Financial Management LP	241,138	US$5.8m	2.76%	0.14%
1.04%	Northern Trust Global Investments	238,666	US$5.7m	-9.52%	no data
1.03%	The Glenmede Trust Company, National Association	237,555	US$5.7m	0%	0.03%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/09/09 15:36
End of Day Share Price	2025/09/09 00:00
Earnings	2025/05/31
Annual Earnings	2025/02/28

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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.

Analyst	Institution
Ishan Majumdar	Baptista Research
Olivia Tong Cheang	BofA Global Research
Susan Anderson	Canaccord Genuity