Wellington Management Group LLP Has $23.96 Million Holdings in Helen of Troy Limited $HELE

Key Points

• Wellington Management increased its Helen of Troy stake by 12.8% in the second quarter, owning 824,238 shares worth approximately $23.96 million, or 3.54% of the company.
• Helen of Troy reported quarterly revenue of $402.12 million and EPS of $0.17, exceeding analyst estimates, while revenue rose 8.2% year over year. The company issued fiscal 2027 EPS guidance of $3.25–$3.75.
• Analyst sentiment remains mixed, with a consensus “Hold” rating and an average price target of $26.50, below the reported share price of $28.40.

Wellington Management Group LLP grew its holdings in shares of Helen of Troy Limited (NASDAQ:HELE - Free Report) by 12.8% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 824,238 shares of the company's stock after buying an additional 93,350 shares during the period. Wellington Management Group LLP owned approximately 3.54% of Helen of Troy worth $23,961,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of HELE. Paradigm Capital Management Inc. NY lifted its position in shares of Helen of Troy by 64.3% during the 1st quarter. Paradigm Capital Management Inc. NY now owns 927,100 shares of the company's stock valued at $13,369,000 after acquiring an additional 362,900 shares during the period. Hsbc Holdings PLC acquired a new stake in Helen of Troy in the first quarter worth $1,936,000. Renaissance Technologies LLC acquired a new stake in Helen of Troy in the first quarter worth $571,000. RWWM Inc. increased its stake in Helen of Troy by 85.7% in the first quarter. RWWM Inc. now owns 1,173,829 shares of the company's stock valued at $16,927,000 after purchasing an additional 541,689 shares in the last quarter. Finally, Wedge Capital Management L L P NC bought a new stake in Helen of Troy in the second quarter valued at $1,532,000.

Helen of Troy Price Performance

Shares of NASDAQ HELE opened at $28.40 on Friday. Helen of Troy Limited has a fifty-two week low of $13.85 and a fifty-two week high of $30.68. The stock has a market cap of $661.44 million, a price-to-earnings ratio of -1.58 and a beta of 1.31. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.81 and a current ratio of 1.78. The firm's 50-day simple moving average is $28.42 and its 200 day simple moving average is $23.58.

Helen of Troy (NASDAQ:HELE - Get Free Report) last issued its quarterly earnings data on Wednesday, July 8th. The company reported $0.17 EPS for the quarter, topping analysts' consensus estimates 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 firm had revenue of $402.12 million during the quarter, compared to analyst estimates of $374.55 million. During the same period in the previous year, the company posted $0.41 EPS. The company's revenue for the quarter 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, research analysts anticipate that Helen of Troy Limited will post 2.84 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research firms have recently issued reports on HELE. Canaccord Genuity Group increased their price objective 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. UBS Group boosted their target price on Helen of Troy from $25.00 to $28.00 and gave the company a "neutral" rating in a research report on Thursday, July 9th. Zacks Research downgraded Helen of Troy from a "strong-buy" rating to a "hold" rating in a research note on Monday, July 6th. Wall Street Zen upgraded Helen of Troy from a "hold" rating to a "strong-buy" rating in a report on Sunday, July 12th. Finally, Weiss Ratings cut Helen of Troy from a "sell (d)" rating to a "sell (d-)" rating in a research note on Tuesday, July 21st. One analyst has rated the stock with a Strong Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of "Hold" and an average price target of $26.50.

Helen of Troy Profile

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.

Want to see what other hedge funds are holding HELE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Helen of Troy Limited (NASDAQ:HELE - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.