XNAS • Consumer

Helen Of Troy Ltd (HELE)

ELECTRIC HOUSEWARES & FANS · RICHMOND HOUSE, 12 PAR-LA-VILLE ROAD, HAMILTON, HM 08

XNASstockActive listing
28.77
-0.22 (-0.76%)
Quote updated 10/19/2026, 4:00:00 AM
Previous close28.99
Open29.08
Day range28.32 – 29.14
52-week range13.85 – 31.98
Volume499,305
Market cap620.09M
PRICE HISTORY

Stock price history and performance

Daily closing prices from the stored market history.

250 sessions
$32$27$22$17$13Oct 21Apr 21Oct 19
STOCK RESEARCH · EDITORIAL ANALYSIS

Helen Of Troy Ltd (HELE): Investment Research & Business Outlook

A research-led explanation of the company, its financial evidence, valuation context and risks—not just a list of market numbers.

Research note

What the available evidence tells us

The latest stored quote for Helen Of Troy Ltd (HELE) is 28.77, timestamped 10/19/2026, 4:00:00 AM. A quote is a point-in-time observation; it does not, by itself, explain why the price moved or establish whether the shares are attractive.

Business and financial quality

Helen Of Troy Ltd is a consumer products company offering creative products and solutions for its customers through a diversified portfolio of brands. It has two operating segments: Home and Outdoor segment provides a broad range of consumer products for home activities such as food preparation, cooking, cleaning, and organization; as well as products for outdoor and on-the-go activities such as hydration, food storage, backpacks, and travel gear, and The Beauty and Wellness segment provides beauty and wellness products including mass and prestige market beauty appliances, prestige market liquid-based hair and personal care products, and wellness devices including thermometers, water and air filtration systems, humidifiers, and fans. Stored fundamentals include 36 usable headline metrics. These should be read across several reporting periods and compared with peers before drawing a conclusion about business quality.

Valuation: context matters

The stored trailing P/E ratio is 19.31. P/E compares a company’s share price with its earnings, but it should be interpreted alongside expected growth, earnings quality, cyclicality and comparable companies.

Price trend and quantitative outlook

The chart is based on 250 stored daily price observations. Historical performance describes what happened over that period; it is not a guarantee of future returns. The current stored quantitative model signal is “neutral”. Treat model outputs as scenarios with uncertainty, not as certain targets or personalized advice.

Key risks and what to watch next

Risk records exist for this company; review the risk and performance section below for the available volatility, drawdown and risk-adjusted measures. The next useful evidence to review is the company’s next reported financial results, changes in forward estimates, and primary-source disclosures.

Editorial integrity: this summary uses fields available in the current database. Missing evidence is called out rather than filled with invented facts.

What the numbers mean for investors

Business quality

Reported revenue growth is +8.20%. Growth is encouraging, but investors should confirm it is recurring and understand what product, geography or customer group is driving it.

Profitability

Gross margin is +45.97% and operating margin is +15.01%. The gap helps show how much operating costs absorb after direct costs; compare the trend with prior periods and sector peers.

Valuation

The stored P/E is 19.31. A multiple is not a verdict by itself: interpret it alongside expected earnings growth, cyclicality, cash flow, and comparable companies.

Price trend

The latest quote can be compared with the 20-, 50- and 200-day moving averages (27.85, 28.16, and 23.49). Moving averages describe trend, not intrinsic value, and can lag sudden market changes.

Bull case, bear case and evidence to watch

Bull case

The bullish case needs confirmation from reported revenue growth, cash generation, and future company disclosures; the current snapshot does not establish those conditions together.

Bear case

Potential downside still includes weaker demand, margin compression, competition, execution issues, or a broad market sell-off. Company-specific evidence is needed to quantify these risks.

What to watch next

Track the next earnings release, changes in revenue and margin trends, cash flow, management guidance, analyst estimate revisions, and primary-source filings. Update the thesis when new evidence arrives rather than relying on one ratio or forecast.

These interpretations are rule-based explanations of the stored fields, not independently verified company-specific forecasts. Missing data is not treated as zero; all investment cases remain conditional on new evidence.

US Market AI Research Desk · Data/research timestamp: Oct 19, 2026 · Methodology & disclaimer
QUANTITATIVE RESEARCH

Stock forecast and analysis: price outlook

Forecasts are model outputs, not promises or personalized investment advice.

neutral
HorizonModel targetExpected changeSignalConfidence score
24H28.94+0.58%neutral82
7D29.40+2.19%bullish82
30D30.46+5.88%bullish82
90D32.10+11.56%bullish82

Long-term model scenarios

Latest stored scenario per future target year. Bear, base and bull prices are model scenarios, not guaranteed targets. The relative model score is not a calibrated probability; uncertainty rises materially for distant years.

Target yearBase caseBear caseBull caseExpected CAGRRelative model scoreSignal
202726.2626.2126.302.77%70long-term-neutral
203028.9328.2829.603.16%69long-term-positive
203534.9732.0138.173.55%67long-term-positive
204042.8336.2050.573.76%65long-term-positive
205064.4546.2789.383.93%60long-term-positive
COMPANY FUNDAMENTALS

Financial performance and company fundamentals

Reported fields from the current fundamentals snapshot.

Revenue402.12MTotal sales reported for the period; compare growth across several periods.
Revenue growth+8.20%How quickly sales are expanding or contracting versus the comparison period.
Gross profit184.86MInterpret alongside the company’s history, sector peers, reporting period and data source.
Operating income60.35MInterpret alongside the company’s history, sector peers, reporting period and data source.
Net income35.76MInterpret alongside the company’s history, sector peers, reporting period and data source.
EPS (reported period)1.51Earnings per share for the stored reporting period; confirm whether the figure is quarterly, annual or trailing twelve months before comparing it with valuation multiples.
EPS growth-107.68%Interpret alongside the company’s history, sector peers, reporting period and data source.
Gross margin+45.97%Share of revenue left after direct costs; higher margins can indicate pricing power.
Operating margin+15.01%Share of revenue left after operating expenses, before interest and taxes.
Net margin+8.89%Share of revenue that remains as profit after expenses and taxes.
EBITDA73.73MInterpret alongside the company’s history, sector peers, reporting period and data source.
EBIT60.35MInterpret alongside the company’s history, sector peers, reporting period and data source.
Cash & equivalents21.68MInterpret alongside the company’s history, sector peers, reporting period and data source.
Total assets2.08BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total liabilities1.24BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total debt0Interpret alongside the company’s history, sector peers, reporting period and data source.
Shareholders equity843.52MInterpret alongside the company’s history, sector peers, reporting period and data source.
Current assets856.25MInterpret alongside the company’s history, sector peers, reporting period and data source.
Current liabilities480.19MInterpret alongside the company’s history, sector peers, reporting period and data source.
Operating cash flow-636KInterpret alongside the company’s history, sector peers, reporting period and data source.
Capital expenditure5.81MInterpret alongside the company’s history, sector peers, reporting period and data source.
Free cash flow-6.44MCash remaining after operating needs and capital expenditure; can support investment or shareholder returns.
FCF margin-1.60%Interpret alongside the company’s history, sector peers, reporting period and data source.
Return on equity+4.24%Profit generated relative to book equity; leverage and one-off gains can distort it.
Return on assets+1.72%Interpret alongside the company’s history, sector peers, reporting period and data source.
Return on invested capital+7.34%How effectively the business earns returns on capital used in operations.
Return on capital employed+3.77%Interpret alongside the company’s history, sector peers, reporting period and data source.
Debt / equity0Debt relative to shareholder equity; definitions may vary by data provider.
Price / sales1.57Interpret alongside the company’s history, sector peers, reporting period and data source.
Price / book0.75Interpret alongside the company’s history, sector peers, reporting period and data source.
EV / revenue1.51Interpret alongside the company’s history, sector peers, reporting period and data source.
EV / EBITDA8.25Interpret alongside the company’s history, sector peers, reporting period and data source.
Earnings yield+5.69%Interpret alongside the company’s history, sector peers, reporting period and data source.
Shares outstanding23,758,000Interpret alongside the company’s history, sector peers, reporting period and data source.
Book value / share35.50Interpret alongside the company’s history, sector peers, reporting period and data source.
FCF / share-0.27Interpret alongside the company’s history, sector peers, reporting period and data source.
Market cap620.09MMarket value of outstanding shares, not the same as enterprise value.
P/E ratio19.31Share price relative to earnings per share; interpret alongside growth and peers.
52-week high31.98Highest stored price over the rolling year; not a fair-value estimate.
52-week low13.85Lowest stored price over the rolling year; not a support guarantee.
Average volume499,305Typical shares traded; helps assess liquidity but can change around events.
TECHNICALS

Technical indicators

Latest stored daily indicator snapshot; unavailable indicators are omitted.

Oct 20, 2026
RSI (14)55.23Momentum oscillator from 0–100; extreme readings are context, not automatic buy/sell signals.
SMA 2027.85Average closing price over about 20 trading sessions; a short-term trend reference.
SMA 5028.16Average closing price over about 50 sessions; often used to assess medium-term direction.
SMA 10027.90Interpret alongside the company’s history, sector peers, reporting period and data source.
SMA 20023.49Average closing price over about 200 sessions; a longer-term trend reference.
EMA 2027.89Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 5027.82Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 20025.00Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD0.17Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD signal-0.11Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD histogram0.29Difference between MACD and its signal line; sign and changes indicate momentum shifts.
Bollinger upper30.63Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger middle27.85Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger lower25.08Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic55.97Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic signal60.44810242341105Interpret alongside the company’s history, sector peers, reporting period and data source.
Williams %R-44.03Interpret alongside the company’s history, sector peers, reporting period and data source.
CCI44.72Interpret alongside the company’s history, sector peers, reporting period and data source.
MFI52.57Interpret alongside the company’s history, sector peers, reporting period and data source.
ROC+7.15%Interpret alongside the company’s history, sector peers, reporting period and data source.
OBV-7.05MInterpret alongside the company’s history, sector peers, reporting period and data source.
Momentum12.21Interpret alongside the company’s history, sector peers, reporting period and data source.
Volatility+49.53%Interpret alongside the company’s history, sector peers, reporting period and data source.
ATR1.89Average true range estimates recent price movement size, not direction.
ADX28.66Measures trend strength, not whether the trend is bullish or bearish.
Support level24.69Interpret alongside the company’s history, sector peers, reporting period and data source.
Resistance level31.98Interpret alongside the company’s history, sector peers, reporting period and data source.
TrendbullishInterpret alongside the company’s history, sector peers, reporting period and data source.
REPORTED RESULTS

Financial statements, earnings history and estimate revisions

Recent normalized financial statement records.

Showing up to 60 recent statement records. Reported periods and statement types are preserved; blank values are not estimated. Contradictory zero sentinels are withheld instead of presented as verified facts.

PeriodStatementFiscal periodBasisRevenueCost of revenueGross profitOperating incomeNet incomeBasic EPSDiluted EPSCashTotal assetsTotal liabilitiesDebtEquityOperating cash flowCapexFree cash flowSource
May 31, 2026balance sheetFY-2027-Q1quarterly———————21.68M2.08B1.24B0843.52M———3spread
May 31, 2026cash flowFY-2027-Q1quarterly————————————-636K5.81M-6.44M3spread
May 31, 2026income statementFY-2027-Q1quarterly402.12M-217.26M184.86M60.35M35.76M1.541.51————————3spread
Feb 28, 2026balance sheetFY-2026-Q4quarterly———————18.89M2.12B1.32B0798.2M———3spread
Feb 28, 2026cash flowFY-2026-Q4annual————————————171.14M39.23M131.91M3spread
Feb 28, 2026cash flowFY-2026-Q4quarterly————————————111.32M8.22M103.1M3spread
Feb 28, 2026income statementFY-2026-Q4annual1.79B—815.69M-782.08M-898.98M-39.08-39.08————————3spread
Feb 28, 2026income statementFY-2026-Q4quarterly470.03M—209.66M-50.96M00.000.00————————3spread
Nov 30, 2025balance sheetFY-2026-Q3quarterly———————27.14M2.34B1.49B0852.26M———3spread
Nov 30, 2025cash flowFY-2026-Q3quarterly————————————59.81M31.01M28.81M3spread
Nov 30, 2025income statementFY-2026-Q3quarterly1.32B—606.04M-731.13M-843.42M-36.70-36.70————————3spread
Aug 31, 2025balance sheetFY-2026-Q2quarterly———————22.37M2.41B1.48B0926.28M———3spread
Aug 31, 2025cash flowFY-2026-Q2annual————————————47.87M24.83M23.04M3spread
Aug 31, 2025cash flowFY-2026-Q2quarterly————————————-10.47M11.47M-21.94M3spread
Aug 31, 2025income statementFY-2026-Q2annual803.44M—365.69M-722.76M-759.36M-33.09-33.09————————3spread
Aug 31, 2025income statementFY-2026-Q2quarterly431.78M—190.68M-315.72M-308.64M-13.44-13.44————————3spread
May 31, 2025balance sheetFY-2026-Q1quarterly———————22.67M2.65B1.42B01.23B———3spread
May 31, 2025cash flowFY-2026-Q1quarterly————————————58.34M13.36M44.98M3spread
May 31, 2025income statementFY-2026-Q1quarterly371.66M—175.01M-407.04M-450.72M-19.65-19.65————————3spread
Feb 28, 2025balance sheetFY-2025-Q4quarterly———————18.87M3.13B1.45B01.68B———3spread
Feb 28, 2025cash flowFY-2025-Q4quarterly————————————34.98M7.92M27.06M3spread
Feb 28, 2025cash flowFY-2025-Q4annual————————————113.21M30.07M83.14M3spread
Feb 28, 2025income statementFY-2025-Q4annual1.91B—914.41M142.75M123.75M5.385.37————————3spread
Feb 28, 2025income statementFY-2025-Q4quarterly485.89M—235.93M2.02M50.92M——————————3spread
Nov 30, 2024balance sheetFY-2025-Q3quarterly———————40.8M2.97B1.34B01.63B———3spread
Nov 30, 2024cash flowFY-2025-Q3quarterly————————————8.32M8.13M191K3spread
Nov 30, 2024income statementFY-2025-Q3quarterly530.71M—259.33M75.12M49.62M2.172.17————————3spread
Aug 31, 2024balance sheetFY-2025-Q2quarterly———————20.14M2.88B1.31B01.57B———3spread
Aug 31, 2024cash flowFY-2025-Q2annual————————————69.92M14.03M55.89M3spread
Aug 31, 2024cash flowFY-2025-Q2quarterly————————————44.6M4.88M39.71M3spread
Aug 31, 2024income statementFY-2025-Q2quarterly474.22M—216.07M34.85M17.01M0.750.74————————3spread
Aug 31, 2024income statementFY-2025-Q2annual891.07M—419.15M65.62M23.22M1.001.00————————3spread
May 31, 2024balance sheetFY-2025-Q1quarterly———————16.15M2.82B1.27B01.55B———3spread
May 31, 2024cash flowFY-2025-Q1quarterly————————————25.32M9.14M16.18M3spread
May 31, 2024income statementFY-2025-Q1quarterly416.85M—203.08M30.76M6.2M0.260.26————————3spread
Feb 29, 2024balance sheetFY-2024-Q4quarterly———————18.5M2.84B1.2B01.64B———3spread
Feb 29, 2024cash flowFY-2024-Q4quarterly————————————73.61M6.96M66.65M3spread
Feb 29, 2024cash flowFY-2024-Q4annual————————————306.07M36.64M269.42M3spread
Feb 29, 2024income statementFY-2024-Q4annual2.01B—948.66M260.59M168.59M7.067.03————————3spread
Feb 29, 2024income statementFY-2024-Q4quarterly489.2M—239.6M66.18M00.000.00————————3spread
Nov 30, 2023balance sheetFY-2024-Q3quarterly———————25.25M2.95B1.37B01.59B———3spread
Nov 30, 2023cash flowFY-2024-Q3quarterly————————————74.73M9.12M65.6M3spread
Nov 30, 2023income statementFY-2024-Q3quarterly549.61M—263.78M106.93M75.9M3.203.19————————3spread
Aug 31, 2023balance sheetFY-2024-Q2quarterly———————24.21M2.9B1.4B01.5B———3spread
Aug 31, 2023cash flowFY-2024-Q2annual————————————157.73M20.56M137.18M3spread
Aug 31, 2023cash flowFY-2024-Q2quarterly————————————36.68M8.68M28M3spread
Aug 31, 2023income statementFY-2024-Q2quarterly491.56M—229.65M46.85M27.38M1.141.14————————3spread
Aug 31, 2023income statementFY-2024-Q2annual966.24M—445.28M87.49M49.96M2.082.07————————3spread
May 31, 2023balance sheetFY-2024-Q1quarterly———————38.87M2.87B1.36B01.51B———3spread
May 31, 2023cash flowFY-2024-Q1quarterly————————————121.06M11.88M109.18M3spread
May 31, 2023income statementFY-2024-Q1quarterly474.67M—215.63M40.64M22.58M0.940.94————————3spread
Feb 28, 2023balance sheetFY-2023-Q4quarterly———————29.07M2.91B1.42B01.49B———3spread
Feb 28, 2023cash flowFY-2023-Q4annual————————————208.24M174.86M33.38M3spread
Feb 28, 2023cash flowFY-2023-Q4quarterly————————————158.72M28.67M130.05M3spread
Feb 28, 2023income statementFY-2023-Q4annual2.07B—899.35M211.79M143.27M5.985.95————————3spread
Feb 28, 2023income statementFY-2023-Q4quarterly484.58M—210.06M53.71M00.000.00————————3spread
Nov 30, 2022balance sheetFY-2023-Q3quarterly———————45.34M3.13B1.67B01.46B———3spread
Nov 30, 2022cash flowFY-2023-Q3quarterly————————————124.98M33.56M91.42M3spread
Nov 30, 2022income statementFY-2023-Q3quarterly558.61M—256.68M77.19M51.83M2.162.15————————3spread
Aug 31, 2022balance sheetFY-2023-Q2quarterly———————39.65M3.23B1.83B01.4B———3spread

Financial metric history

PeriodRevenue growthGross marginOperating marginNet marginROEROIC
May 31, 2026+8.20%+45.97%+15.01%+8.89%+4.24%+7.34%

Earnings history

These are SEC-reported financial facts grouped by fiscal period. The displayed date is the SEC filing/observation date, not a verified earnings announcement or release date. Use the company’s investor-relations calendar for confirmed earnings-release timing.

SEC filing / observation dateFiscal periodEPS reportedEPS estimateRevenue reportedRevenue estimate
Oct 8, 2026Q20.19—440.93M—
Jul 8, 2026Q11.51—402.12M—
Apr 23, 2026FY-39.08—1.79B—
Jan 8, 2026Q3-3.65—512.83M—
Oct 9, 2025Q2-13.44—431.78M—
Jul 10, 2025Q1-19.65—371.66M—
VALUATION

Stock valuation: P/E, forward P/E and multiples

Multiples shown only when the database has a usable value.

P/E ratio19.31
Price / sales1.57
Price / book0.75
Enterprise value608.14M

Peer comparisons are withheld until a comparable industry group and a reliable peer set are verified.

LATEST DEVELOPMENTS

News and company updates

Stories linked to this stock in the current database.

RISK CONTEXT

Risk and performance profile

Computed risk/performance records; not a recommendation. Mathematically uninterpretable or extreme ratios are withheld rather than displayed as reliable facts.

Volatility+42.19%
Beta0.9
ATR1.74
Maximum drawdown-49.73%
Sharpe ratio0.24
Sortino ratio0.24
Debt / equity0
Current ratio1.78
Interest coverage4.93
1-day return-0.15%
5-day return-4.45%
1-month return-10.04%
3-month return-7.19%
6-month return+63.78%
YTD return+20.24%
1-year return-2.93%
All-time return+4.07%
RESEARCH EVIDENCE

Source data and research records

Expandable evidence tables keep the main page focused while preserving detailed data.

Institutional holders and ownership

Showing up to 50 recent holder records. Values failing a basic implied-price check are withheld, not silently corrected.

PeriodFiledHolderCIKSharesValueOwnershipShares changeChange %Source
Jun 30, 2026Aug 14, 2026Ameritas Advisory Services, LLC19012757203———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Legal & General Group Plc7640687,395214.97K———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC163297239,4301.04M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Blueshift Asset Management, LLC17278276,913200.96K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Woodline Partners LP1784547367,06010.67M———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026VANGUARD FIDUCIARY TRUST CO933478155,2054.51M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026IFG Advisory, LLC17283192005.81K———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026SITTNER & NELSON, LLC1846138401.16K———SEC_13F_DATASET
Jun 30, 2026Aug 4, 2026FOX RUN MANAGEMENT, L.L.C.153345712,315358K———SEC_13F_DATASET
Jun 30, 2026Aug 3, 2026MTM Investment Management, LLC18314162005.81K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026NORTHERN TRUST CORP731243,672106.75K———SEC_13F_DATASET
Jun 30, 2026Aug 3, 2026AE Wealth Management LLC169772349314.33K———SEC_13F_DATASET
Jun 30, 2026Jul 24, 2026SIGNATUREFD, LLC14560483,456100.47K———SEC_13F_DATASET
Jun 30, 2026Aug 17, 2026PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO10072803,869112.47K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026IEQ CAPITAL, LLC1779789111,4373.24M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Man Group plc163746021,543626.26K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026BNP PARIBAS FINANCIAL MARKETS11665883,41199.16K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026KLP KAPITALFORVALTNING AS171744322,800662.8K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Glen Eagle Advisors, LLC2029317258———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Nuveen, LLC187192650,2361.46M———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026BRIGHTON JONES LLC13607987,440216.29K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO3152972,662Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026WELLINGTON MANAGEMENT GROUP LLP902219696,87820.26M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026 RWWM, INC.1507683474,61113.8M———SEC_13F_DATASET
Jun 30, 2026Jul 30, 2026HAZLETT, BURT & WATSON, INC.46392480Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026US BANCORP \DE\361041,64847.91K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026Pacific Ridge Capital Partners, LLC159154656,7271.65M———SEC_13F_DATASET
Jun 30, 2026Jul 22, 2026Wealth Enhancement Trust Services, Inc.20676961193.46K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026AMERICAN CENTURY COMPANIES INC748054461,32513.41M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026ROYAL BANK OF CANADA100027571221K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Federation des caisses Desjardins du Quebec20222971,00029.07K———SEC_13F_DATASET
Jun 30, 2026Jul 29, 2026HUDSON EDGE INVESTMENT PARTNERS INC.740272401.16K———SEC_13F_DATASET
Jun 30, 2026Jul 21, 2026Pflug Koory, LLC174006360517.59K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026RHUMBLINE ADVISERS111541831,556917.32K———SEC_13F_DATASET
Jun 30, 2026Aug 6, 2026WPG Advisers, LLC20673435145———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026DIMENSIONAL FUND ADVISORS LP354204638,31418.56M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026AMERIPRISE FINANCIAL INC820027678,82819.73M———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026MEEDER ASSET MANAGEMENT INC8094431,01029.36K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026FMR LLC31506673,3182.13M———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Tower Research Capital LLC (TRC)15334211,10432.09K———SEC_13F_DATASET
Jun 30, 2026Aug 6, 2026IMC-Chicago, LLC145286177,5002.25M———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026Prescott Group Capital Management, L.L.C.1166152437,77312.73M———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026EARNEST PARTNERS LLC1102578338,3129.83M———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026FIFTH THIRD BANCORP3552722640———SEC_13F_DATASET
Jun 30, 2026Aug 17, 2026Empowered Funds, LLC159282850,2121.46M———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026Pallas Capital Advisors LLC18622828,516247.56K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026TWO SIGMA INVESTMENTS, LP117939242,2371.23M———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026WINTON GROUP Ltd16120638,500247.1K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Freestone Grove Partners LP2007591387———SEC_13F_DATASET
Jun 30, 2026Jul 20, 2026Physician Wealth Advisors, Inc.179517314407———SEC_13F_DATASET
PeriodShares outstandingInstitutional ownershipInsider ownership
Jun 30, 202623,758,000+93.92%+0.72%
Insider transactions

Reported transaction values and remaining holdings are shown only when supplied by the source.

Transaction dateFiledInsiderTitleTypeCodeSharesPriceReported valueShares afterFilingSource
Oct 5, 2026Oct 7, 2026Grass BrianChief Financial OfficerTax WithholdingF49625.6412.72K172,125Open filingSEC_FORM_3_4_5
SEC filings

Showing up to 30 latest filings. Open the original SEC document when a URL is available.

FiledAcceptedFormDescriptionReporting periodAccessionSEC document
Oct 13, 2026—144——0001959173-26-007356View filing
Oct 8, 2026—8-KFORM 8-KOct 8, 20260000916789-26-000137View filing
Oct 8, 2026—10-QFORM 10-QAug 31, 20260000916789-26-000138View filing
Oct 7, 2026—4FORM 4Oct 5, 20260000916789-26-000129View filing
Sep 4, 2026—4FORM 4Sep 2, 20260000916789-26-000123View filing
Sep 2, 2026—4FORM 4Sep 1, 20260000916789-26-000121View filing
Sep 2, 2026—4FORM 4Sep 1, 20260000916789-26-000120View filing
Sep 2, 2026—4FORM 4Sep 1, 20260000916789-26-000116View filing
Sep 2, 2026—4FORM 4Sep 1, 20260001201320-26-000008View filing
Sep 2, 2026—4FORM 4Sep 1, 20260000916789-26-000119View filing
Sep 2, 2026—4FORM 4Sep 1, 20260000916789-26-000118View filing
Sep 2, 2026—4FORM 4Sep 1, 20260001526548-26-000009View filing
Sep 2, 2026—4FORM 4Sep 1, 20260000916789-26-000117View filing
Sep 2, 2026—3FORM 3Aug 25, 20260001201320-26-000006View filing
Sep 2, 2026—3FORM 3Aug 25, 20260001526548-26-000007View filing
Aug 26, 2026—8-KFORM 8-KAug 25, 20260000916789-26-000104View filing
Jul 8, 2026—10-QFORM 10-QMay 31, 20260000916789-26-000096View filing
Jul 8, 2026—8-KFORM 8-KJul 8, 20260000916789-26-000094View filing
Jun 24, 2026—DEFA14ADEFA14A—0000916789-26-000089View filing
Jun 24, 2026—DEF 14ADEF 14AFeb 28, 20260000916789-26-000088View filing
Jun 4, 2026—8-KFORM 8-KJun 4, 20260000916789-26-000083View filing
Jun 2, 2026—4FORM 4Jun 1, 20260000916789-26-000077View filing
Jun 2, 2026—4FORM 4Jun 1, 20260000916789-26-000075View filing
Jun 2, 2026—4FORM 4Jun 1, 20260000916789-26-000074View filing
Jun 2, 2026—4FORM 4Jun 1, 20260000916789-26-000073View filing
Jun 2, 2026—4FORM 4Jun 1, 20260000916789-26-000071View filing
Jun 2, 2026—4FORM 4Jun 1, 20260000916789-26-000072View filing
Jun 2, 2026—4FORM 4Jun 1, 20260000916789-26-000078View filing
Jun 2, 2026—4FORM 4Jun 1, 20260000916789-26-000076View filing
May 19, 2026—8-KFORM 8-KMay 13, 20260000916789-26-000056View filing
Quarterly and monthly research
PeriodResearch summary
May 31, 2026Derived quarterly snapshot; AI narrative pending
May 31, 2026Latest reported fundamentals for fiscal period FY-2027-Q1. Revenue: $402115000. Revenue growth: 8.20%. EPS: $1.510. EPS growth: -107.68%. Gross margin: 45.97%. Operating margin: 15.01%. Net margin: 8.89%. Free cash flow: $-6442000.
MonthResearch summary
Oct 1, 2026Derived monthly snapshot; AI narrative pending
Third-party metrics and ratios

Showing up to 40 recent metric records and 40 ratio records from the query window. Provider periods, units and validity flags are preserved when available.

PeriodReport periodFiscal yearQuarterPeriod typeCategoryValueUnitCurrencyValidSource
Aug 31, 2026Aug 31, 202620272semiannualgain_loss_on_sale_of_property_and_equipment-32,000—USDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualgain_loss_on_sale_of_real_estate-54,854,000—USDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualimpairment_charges0—USDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualother_financing_activities-4,100,000—USDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualprovision_for_credit_losses1,430,000—USDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualrepurchases_of_stock-1,262,000—USDYes3Spread
Aug 31, 2026Aug 31, 202620272instantcommon_stock2,330,000—USDYes3Spread
Aug 31, 2026Aug 31, 202620272instantpreferred_stock0—USDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualrestructuring_charges-2,543,000—USDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualselling_general_and_administrative-329,167,000—USDYes3Spread
Aug 31, 2026Aug 31, 202620272instantaccounts_payable277,955,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272instantaccounts_receivable_net327,758,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualaccrued_capital_expenditures6,939,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272instantaccrued_expenses211,212,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272instantaccumulated_other_comprehensive_income1,709,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualacquisitions_net_of_cash0USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272instantadditional_paid_in_capital396,609,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualamortization_of_debt_costs811,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272instantassets_held_for_sale_noncurrent0USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualcapital_expenditures-18,111,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272instantcash_and_equivalents22,583,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualcash_beginning_of_period18,886,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualcash_end_of_period22,583,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualchange_in_accounts_payable22,926,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualchange_in_accrued_liabilities7,987,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualchange_in_income_taxes-7,364,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualchange_in_inventory-24,513,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualchange_in_prepaid_expenses-13,179,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualchange_in_receivables31,221,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualchange_in_working_capital_combined2,368,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualcost_of_revenue-428,063,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272instantcurrent_assets876,335,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272instantcurrent_liabilities531,010,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272instantcurrent_portion_of_long_term_debt25,000,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualdeferred_income_taxes_incl_investment_tax_credits4,677,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272instantdeferred_tax_assets4,914,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272instantdeferred_tax_liabilities8,894,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualdepreciation_and_amortization26,397,000USDUSDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualeps_basic1.74USD/shareUSDYes3Spread
Aug 31, 2026Aug 31, 202620272semiannualeps_diluted1.69USD/shareUSDYes3Spread
PeriodReport periodFiscal yearQuarterPeriod typeRatio categoryRatioValuePercentileMissing inputsValidSource
Aug 31, 2026Aug 31, 202620272quarterlyefficiencyasset_turnover0.21+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlyliquiditycash_ratio0.04+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlycash_flowcf_margin_pct12.95+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlycash_flowcf_to_net_income12.32+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlyliquiditycurrent_ratio1.65+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlyleveragedebt_to_assets0.59+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlysectordebt_to_ebitda34.58+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlyleveragedebt_to_equity1.46+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlysectorebitda_margin_pct8.15+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlyleverageequity_multiplier2.46+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlycash_flowfree_cash_flow44,782,000+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlyprofitabilitygross_margin_pct52.19+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlyleverageinterest_coverage2.1+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlyefficiencyinventory_turnover0.44+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlyprofitabilitynet_margin_pct1.05+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlycash_flowoperating_cf_ratio0.11+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlyprofitabilityoperating_margin_pct5.2+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlyliquidityquick_ratio0.75+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlyefficiencyreceivables_turnover1.35+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlyprofitabilityroa_pct0.22+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlyprofitabilityroe_pct0.54+0.00%—Yes3Spread
Aug 31, 2026Aug 31, 202620272quarterlyliquidityworking_capital345,325,000+0.00%—Yes3Spread
May 31, 2026May 31, 202620271quarterlyefficiencyasset_turnover0.19+42.03%—Yes3Spread
May 31, 2026May 31, 202620271quarterlyliquiditycash_ratio0.05+11.60%—Yes3Spread
May 31, 2026May 31, 202620271quarterlycash_flowcf_margin_pct-0.16+27.93%—Yes3Spread
May 31, 2026May 31, 202620271quarterlycash_flowcf_to_net_income-0.02+20.06%—Yes3Spread
May 31, 2026May 31, 202620271quarterlyliquiditycurrent_ratio1.78+58.13%—Yes3Spread
May 31, 2026May 31, 202620271quarterlyleveragedebt_to_assets0.59+51.09%—Yes3Spread
May 31, 2026May 31, 202620271quarterlysectordebt_to_ebitda16.77+54.66%—Yes3Spread
May 31, 2026May 31, 202620271quarterlyleveragedebt_to_equity1.47+67.08%—Yes3Spread
May 31, 2026May 31, 202620271quarterlysectorebitda_margin_pct18.33+76.38%—Yes3Spread
May 31, 2026May 31, 202620271quarterlyleverageequity_multiplier2.47+65.56%—Yes3Spread
May 31, 2026May 31, 202620271quarterlycash_flowfree_cash_flow-6,442,000+23.01%—Yes3Spread
May 31, 2026May 31, 202620271quarterlyprofitabilitygross_margin_pct45.97+54.93%—Yes3Spread
May 31, 2026May 31, 202620271quarterlyleverageinterest_coverage4.93+55.56%—Yes3Spread
May 31, 2026May 31, 202620271quarterlyefficiencyinventory_turnover0.46+10.71%—Yes3Spread
May 31, 2026May 31, 202620271quarterlyprofitabilitynet_margin_pct8.89+70.10%—Yes3Spread
May 31, 2026May 31, 202620271quarterlycash_flowoperating_cf_ratio-0+31.53%—Yes3Spread
May 31, 2026May 31, 202620271quarterlyprofitabilityoperating_margin_pct15.01+78.14%—Yes3Spread
May 31, 2026May 31, 202620271quarterlyliquidityquick_ratio0.81+36.09%—Yes3Spread
Data quality and provenance

This page does not fill gaps with sample data. Values shown above come from the connected market-data and research tables.

No verified records available for this section yet.
RetrievedDatasetProviderStatus
Oct 8, 2026company_profileUS Market AI / SEC-mapped universeVerified
Identifiers and model evaluation
IdentifierValueSource
cik916789stocks.cik
tickerHELEstocks.symbol
No verified records available for this section yet.
QUICK ANSWERS

Frequently asked questions

What is HELE stock's current price?

The latest stored quote for HELE is 28.77. The quote timestamp is 10/19/2026, 4:00:00 AM. Prices can change during market hours.

What is the HELE stock forecast and analysis?

The latest available quantitative model signal is “neutral”. Review the forecast horizons alongside the company's reported financials, valuation, technical indicators and risks below; model outputs are estimates, not guarantees or personalized investment advice.

What is the HELE stock price target?

The forecast table shows stored quantitative model outputs for the available horizons. These are model targets, not necessarily Wall Street analyst consensus; a verified consensus target is not assumed unless explicitly stored.

What is the HELE stock price prediction for 2030?

A stored long-term model scenario for 2030 is shown in the forecast table. Long-range scenarios are highly uncertain and should be reviewed alongside the model version and assumptions.

What are the bullish and bearish views on HELE?

A sufficiently detailed analyst-opinion dataset is not currently stored for this stock. The bull and bear cases on this page are conditional evidence-based scenarios, not attributed analyst recommendations.

What is the HELE stock price prediction for 2026?

A verified 2026 long-term model output is not currently stored for this stock. Check the forecast section for available horizons rather than relying on an unsupported target.

Is HELE stock overvalued or undervalued?

The latest stored trailing P/E is 19.31. Those multiples alone cannot establish fair value; compare growth, cash flow, earnings quality, risk and relevant peers.

What is HELE's P/E ratio?

The latest stored trailing P/E ratio is 19.31. P/E compares share price with earnings per share and should be interpreted alongside growth, cyclicality and accounting quality.

What is HELE's 52-week high and low?

The stored 52-week range is 13.85 to 31.98. This describes the recent trading range, not a forecast or a guaranteed support/resistance level.

Does HELE pay a dividend, and what is its dividend history?

No dividend records are currently stored for this stock. That absence does not prove the company pays no dividend.

When is HELE's next earnings report?

The latest SEC filing/observation date in this database is Oct 8, 2026. This is not a verified earnings announcement date or a confirmed next-report date; check company investor relations for the official calendar.

How has HELE stock performed recently?

The price chart uses 250 stored daily observations, and the market snapshot includes the latest available quote. Use the chart to inspect the period shown; past performance does not predict future returns.

Is HELE stock in a bullish or bearish trend?

The stored technical snapshot classifies the trend as “bullish”. This rule-based label is based on available indicators and is not a standalone buy or sell signal.

What are the main risks of investing in HELE?

Available risk metrics are shown in the risk and performance section. These metrics do not capture every business, competitive, regulatory or market risk; review company filings and disclosures as well.

Where can I find HELE's financial statements and earnings history?

Use the Financial Statements section for stored statement records, financial metric history, earnings results and estimate revisions. Coverage depends on the data available for this company.

Does US Market AI provide a guaranteed HELE price target?

No. Forecasts shown here are quantitative model outputs, not guarantees or personalized financial advice. Missing forecast values are left unavailable rather than filled with invented targets.

US MARKET AI · STOCK RESEARCH

Data availability varies by company and provider. Missing values are omitted rather than estimated. Forecasts are model outputs and should be independently evaluated.

Research updated Oct 19, 2026 · Research methodology · Disclaimer