UBS Group Forecasts Strong Price Appreciation for Helen of Troy (NASDAQ:HELE) Stock

Key Points

• UBS raised its price target on Helen of Troy to $25 (from $16) and kept a "neutral" rating, implying roughly an 18% upside from the prior close.
• Q4 results beat expectations with EPS of $0.83 and $470M revenue, and management raised FY‑2027 guidance to adjusted EPS $3.25–$3.75 and net sales of about $1.75B–$1.82B, citing strength in Hydro Flask and Osprey.
• Offsetting the optimism, revenue was down ~3.3% YoY and margins were pressured by non‑cash impairment charges, while a securities‑litigation inquiry adds legal and headline risk.

Helen of Troy (NASDAQ:HELE - Get Free Report) had its price objective lifted by stock analysts at UBS Group from $16.00 to $25.00 in a research report issued to clients and investors on Friday,MarketScreener reports. The firm currently has a "neutral" rating on the stock. UBS Group's price target would suggest a potential upside of 18.11% from the stock's previous close.

A number of other research analysts have also issued reports on the company. Zacks Research raised Helen of Troy from a "strong sell" rating to a "hold" rating in a report on Monday, March 23rd. Weiss Ratings reaffirmed a "sell (d-)" rating on shares of Helen of Troy in a report on Friday, March 27th. Finally, Canaccord Genuity Group set a $22.00 target price on Helen of Troy in a report on Friday, January 9th. One analyst has rated the stock with a Strong Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average target price of $23.50.

Helen of Troy Price Performance

NASDAQ:HELE traded down $2.65 during mid-day trading on Friday, reaching $21.17. 171,855 shares of the stock were exchanged, compared to its average volume of 705,000. The business has a fifty day moving average price of $16.76 and a 200 day moving average price of $18.67. The firm has a market capitalization of $488.32 million, a PE ratio of -0.60 and a beta of 0.86. Helen of Troy has a 1-year low of $13.85 and a 1-year high of $33.76. The company has a current ratio of 1.81, a quick ratio of 0.90 and a debt-to-equity ratio of 1.02.

Helen of Troy (NASDAQ:HELE - Get Free Report) last released its earnings results on Thursday, April 23rd. The company reported $0.83 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.74 by $0.09. The firm had revenue of $470.03 million for the quarter, compared to analyst estimates of $450.38 million. Helen of Troy had a positive return on equity of 8.33% and a negative net margin of 43.97%.Helen of Troy's revenue was down 3.3% compared to the same quarter last year. During the same period in the previous year, the company earned $2.33 earnings per share. Helen of Troy has set its FY 2027 guidance at 3.250-3.750 EPS. Research analysts expect that Helen of Troy will post 2.58 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Helen of Troy

A number of institutional investors have recently bought and sold shares of the stock. Millennium Management LLC increased its stake in Helen of Troy by 164.9% in the 4th quarter. Millennium Management LLC now owns 1,049,381 shares of the company's stock worth $22,299,000 after purchasing an additional 653,300 shares in the last quarter. Pzena Investment Management LLC increased its stake in Helen of Troy by 2.6% in the 3rd quarter. Pzena Investment Management LLC now owns 1,010,756 shares of the company's stock worth $25,471,000 after purchasing an additional 25,425 shares in the last quarter. Charles Schwab Investment Management Inc. increased its stake in Helen of Troy by 24.9% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 881,344 shares of the company's stock worth $18,729,000 after purchasing an additional 175,696 shares in the last quarter. Wellington Management Group LLP increased its stake in Helen of Troy by 159.2% in the 3rd quarter. Wellington Management Group LLP now owns 747,220 shares of the company's stock worth $18,830,000 after purchasing an additional 458,979 shares in the last quarter. Finally, Ameriprise Financial Inc. increased its stake in Helen of Troy by 46.4% in the 3rd quarter. Ameriprise Financial Inc. now owns 658,928 shares of the company's stock worth $16,605,000 after purchasing an additional 208,850 shares in the last quarter.

Trending Headlines about Helen of Troy

Here are the key news stories impacting Helen of Troy this week:

• Positive Sentiment: Q4 beat and raised FY‑2027 EPS outlook — HELE reported Q4 EPS of $0.83 and revenue of $470M, topping estimates, and updated FY‑2027 adjusted EPS guidance to $3.25–$3.75 (above consensus), which is driving optimism about earnings power. Helen of Troy Reports Fourth Quarter Fiscal 2026 Results
• Positive Sentiment: Top-line guidance provided — Management outlined FY‑2027 net sales of roughly $1.75B–$1.82B alongside the raised EPS outlook, giving investors a clearer growth target for the year. Helen of Troy outlines FY27 net sales of $1.751B-$1.822B and adjusted EPS of $3.25-$3.75
• Positive Sentiment: Brand performance: Hydro Flask and Osprey strength — Management highlighted Hydro Flask beating plan and Osprey growth, which supports the company’s higher-margin, branded portfolio recovery thesis. Helen of Troy Forecasts Growth for Hydroflask and Osprey Segment
• Neutral Sentiment: Earnings call and transcript for details — The Q4 earnings call/transcript provides management color on inventory, pricing, and channel mix that investors will parse for sustainability of the beat and guidance. Helen of Troy Limited (HELE) Q4 2026 Earnings Call Transcript
• Neutral Sentiment: Analyst/summary coverage — Several outlets note the beat and stronger outlook but also flag mixed segment results; useful for seeing how street sentiment may evolve. Why Is Helen Of Troy Stock Gaining Today?
• Negative Sentiment: Revenue declined and margins pressured — Q4 revenue was down ~3.3% YoY; gross margin compressed and operating margin turned negative (≈ -10.8%) partly due to non‑cash asset impairment charges, raising short‑term profitability concerns. Helen of Troy Reports Fourth Quarter Fiscal 2026 Results
• Negative Sentiment: Securities litigation inquiry — A law firm announced a potential securities investigation, which can add legal risk and create headline volatility. Faruqi & Faruqi Continues Investigation of Potential Securities Claims Against Helen of Troy

Helen of Troy Company 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.

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