Helen of Troy Limited $HELE Stake Increased by RWWM Inc.

RWWM Inc. boosted its stake in Helen of Troy Limited (NASDAQ:HELE) by 85.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,173,829 shares of the company’s stock after acquiring an additional 541,689 shares during the period. Helen of Troy accounts for 1.2% of RWWM Inc.’s portfolio, making the stock its 13th largest position. RWWM Inc. owned approximately 0.05% of Helen of Troy worth $16,927,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently added to or reduced their stakes in the company. Hsbc Holdings PLC bought a new position in shares of Helen of Troy during the first quarter worth about $1,936,000. Leonteq Securities AG grew its position in shares of Helen of Troy by 166.6% in the 1st quarter. Leonteq Securities AG now owns 11,088 shares of the company’s stock worth $160,000 after acquiring an additional 6,929 shares in the last quarter. Strs Ohio raised its position in shares of Helen of Troy by 131.8% during the 1st quarter. Strs Ohio now owns 10,200 shares of the company’s stock valued at $147,000 after acquiring an additional 5,800 shares in the last quarter. Inspire Investing LLC lifted its stake in Helen of Troy by 64.7% during the first quarter. Inspire Investing LLC now owns 36,282 shares of the company’s stock worth $523,000 after purchasing an additional 14,255 shares during the last quarter. Finally, Empowered Funds LLC acquired a new position in Helen of Troy in the fourth quarter worth $148,000.

Trending Headlines about Helen of Troy

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

• Positive Sentiment: Zacks commentary said Helen of Troy’s sales momentum is rebuilding thanks to stronger brands, innovation, and distribution, which could support a longer-term recovery if execution continues. HELE Stock Outlook Improves as Brand Momentum Starts to Rebuild
• Positive Sentiment: Another Zacks note argued HELE may be undervalued because sales and leverage are improving, which could attract value-focused investors despite ongoing risks. Is HELE Stock Undervalued or a Value Trap for Investors Now?
• Neutral Sentiment: Analysts also noted that Helen of Troy’s omnichannel growth and international expansion are helping offset weaknesses, but the investment case remains mixed. HELE Stock Faces Tariff Costs as Omnichannel Growth Builds
• Negative Sentiment: Multiple law firms issued class-action reminders and lead-plaintiff deadline alerts, reinforcing the market’s focus on alleged shareholder harm and increasing legal overhang for HELE. Bragar Eagel & Squire, P.C. Reminds Helen of Troy Limited Investors That Class Action Lawsuit Has Been Filed and Encourages Investors to Contact the Firm Before August 3rd
• Negative Sentiment: The lawsuit notices specifically cite alleged issues tied to Project Pegasus and name company executives, which can amplify downside pressure if investors fear further disclosures or settlement costs. HELE UPCOMING DEADLINE: SueWallSt Alerts Helen of Troy Limited Stockholders of Securities Class Action

Helen of Troy Stock Performance

Shares of HELE stock opened at $27.22 on Wednesday. Helen of Troy Limited has a 12-month low of $13.85 and a 12-month high of $30.68. The company has a debt-to-equity ratio of 0.82, a current ratio of 1.78 and a quick ratio of 0.81. The firm has a market capitalization of $633.95 million, a price-to-earnings ratio of -1.51 and a beta of 1.31. The business has a 50 day simple moving average of $26.44 and a 200 day simple moving average of $21.06.

Helen of Troy (NASDAQ:HELE) last announced its quarterly earnings results on Wednesday, July 8th. The company reported $0.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.02 by $0.15. The company had revenue of $402.12 million during the quarter, compared to analyst estimates of $374.55 million. Helen of Troy had a positive return on equity of 6.46% and a negative net margin of 22.70%.The firm’s quarterly revenue was up 8.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.41 EPS. Helen of Troy has set its FY 2027 guidance at 3.250-3.750 EPS. On average, equities research analysts anticipate that Helen of Troy Limited will post 2.84 EPS for the current year.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the stock. Weiss Ratings upgraded shares of Helen of Troy from a “sell (d-)” rating to a “sell (d)” rating in a research report on Wednesday, July 8th. Wall Street Zen upgraded Helen of Troy from a “hold” rating to a “strong-buy” rating in a research note on Sunday. Zacks Research cut Helen of Troy from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 6th. UBS Group boosted their price objective 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. Finally, Canaccord Genuity Group increased their target price on Helen of Troy from $23.00 to $25.00 and gave the stock a “hold” rating in a research report on Thursday, July 9th. One research analyst has rated the stock with a Strong Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price 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.