Helen of Troy Limited (HELE)

B&W Enterprises Limited • Drybar Products LLC • Helen of Troy Canada, Inc. • Helen of Troy (Cayman) Limited • Helen of Troy Chile S.A. • Helen of Troy Consulting (Shenzhen) Company Limited • Helen of Troy de Mexico • Helen of Troy Holding B.V. • Helen of Troy Insurance Limited • Helen of Troy L.P. ...

IRS number

742692550

HELE stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Latest filings (excl ownership)

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8 Jan 25

Helen of Troy Limited Reports Third Quarter Fiscal 2025 Results

8 Jan 25

8-K

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

16 Dec 24

8-K

Regulation FD Disclosure

9 Oct 24

Helen of Troy Limited Reports Second Quarter Fiscal 2025 Results

9 Oct 24

8-K

Submission of Matters to a Vote of Security Holders

9 Jul 24

Helen of Troy Limited Reports First Quarter Fiscal 2025 Results

9 Jul 24

DEFA14A

Additional proxy soliciting materials

21 Jun 24

Transcripts

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HELE

Earnings call transcript

2025 Q3

8 Jan 25

HELE

Earnings call transcript

2025 Q2

9 Oct 24

HELE

Earnings call transcript

2025 Q1

9 Jul 24

HELE

Earnings call transcript

2024 Q4

24 Apr 24

HELE

Earnings call transcript

2024 Q3

8 Jan 24

HELE

Earnings call transcript

2024 Q2

4 Oct 23

HELE

Earnings call transcript

2024 Q1

10 Jul 23

HELE

Earnings call transcript

2024 Q1

10 Jul 23

HELE

Earnings call transcript

2023 Q4

27 Apr 23

HELE

Earnings call transcript

2023 Q3

5 Jan 23

Latest ownership filings

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SADES TABATA LORENA GOMEZ

Financial summary

Financial statements Chart HELE financial data

Quarter (USD)	Nov 24	Aug 24	May 24	Feb 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Feb 24	Feb 23	Feb 22	Feb 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q3 2024

HELE institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	248	259	-4.2%
Opened positions	58	31	+87.1%
Closed positions	69	43	+60.5%
Increased positions	74	85	-12.9%
Reduced positions	86	88	-2.3%

13F shares	Current	Prev Q	Change
Total value	1.47 tn	2.23 tn	-34.0%
Total shares	23.98 mm	24.56 mm	-2.4%
Total puts	733.40 k	409.00 k	+79.3%
Total calls	485.50 k	287.40 k	+68.9%
Total put/call ratio	1.5	1.4	+6.1%

Largest owners	Shares	Value	Change
BlackRock	3.51 mm	$216.93 bn	NEW
FMR	2.88 mm	$178.16 bn	-17.3%
Vanguard	2.64 mm	$163.33 bn	+10.8%
Dimensional Fund Advisors	1.09 mm	$67.47 bn	-5.4%
Pacer Advisors	1.07 mm	$66.18 bn	+30278.8%
STT State Street	894.68 k	$55.34 bn	+3.7%
Earnest Partners	638.36 k	$39.48 bn	-4.2%
Pzena Investment Management	581.44 k	$35.96 bn	NEW
Geode Capital Management	535.88 k	$33.15 bn	-8.2%
MQBKY Macquarie Group Limited	506.77 k	$31.34 bn	-2.2%

Largest transactions	Shares	Bought/sold	Change
BlackRock	3.51 mm	+3.51 mm	NEW
BLK BlackRock	0.00	-2.81 mm	EXIT
Cooke & Bieler	0.00	-1.91 mm	EXIT
Pacer Advisors	1.07 mm	+1.07 mm	+30278.8%
Allspring Global Investments	91.12 k	-787.22 k	-89.6%
Snyder Capital Management L P	0.00	-629.90 k	EXIT
FMR	2.88 mm	-602.09 k	-17.3%
Capital World Investors	0.00	-600.00 k	EXIT
Pzena Investment Management	581.44 k	+581.44 k	NEW
Voloridge Investment Management	338.13 k	+335.88 k	+14981.4%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

HELE insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	#Shares	#Remaining
2 Dec 24	Krista Berry	Common Shares, Par value $0.10 per share	Grant	Acquire A	No	No	333	5,483
2 Dec 24	Vincent D Carson	Common Shares, Par value $0.10 per share	Grant	Acquire A	No	No	333	14,780
2 Dec 24	Sades Tabata Lorena Gomez	Common Shares, Par value $0.10 per share	Grant	Acquire A	No	No	333	2,701
2 Dec 24	Thurman K Case	Common Shares, Par value $0.10 per share	Grant	Acquire A	No	No	333	5,661
2 Dec 24	Elena Otero	Common Shares, Par value $0.10 per share	Grant	Acquire A	No	No	333	2,701