Helen of Troy Ltd
HELE- Exchange
- Nasdaq
- Industry
- Electric Housewares & Fans
- SEC CIK
- 0000916789
No open-market purchases or sales by Helen of Troy Ltd insiders were filed in the last 90 days; 202 institutions reported holding it in 13F filings for Q2 2026, worth $650.0M in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 10, 2026
- $893.5M
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +13 vs. previous quarter
- 202
- 13F valueReported value at the end of Q2 2026
- $650.0M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2026
- $1.79B
- −6.4% year over year
- Net income, FY2026
- -$899.0M
- −826.4% year over year
- Free cash flow, FY2026
- $131.9M
- +58.7% year over year
- Revenue, Q2 FY2027
- $440.9M
- +2.1% year over year
Revenue flow, FY2026
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2026: $899.0M (50.3% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 2.18M
- Shares sold short
- Change
- −353.3K
- −13.9% vs. previous
- Days to cover
- 5.43
- At average daily volume
Superinvestors holding HELE, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding HELE at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Helen of Troy Ltd insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jul 16, 2025 (view filing) | Jul 16 | Same day | Judge TessaChief Legal Officer | PPurchaseCommon Shares, Par value $0.10 per share | +435 | $22.87 | +$9.95K | +1.8%24.8K after | |
| Jul 15, 2025 (view filing) | Jul 15 | Same day | Grass BrianChief Executive Officer | PPurchaseCommon Shares, Par value $0.10 per share | +10.0K | $21.47 | +$214.7K | +7.9%135.9K after | |
| Jul 15, 2025 (view filing) | Jul 15 | Same day | Scheuerman TracyChief Financial Officer | PPurchaseCommon Shares, Par value $0.10 per share | +10.0K | $20.13 | +$201.3K | +43.4%33.0K after | |
| May 11, 2023 (view filing) | May 11 | Same day | Grass BrianChief Financial Officer | PPurchaseCommon Shares, Par value $0.10 per share | +5.00K | $96.13 | +$480.6K | +16.2%35.8K after | 2 lots |
| May 11, 2023 (view filing) | May 11 | Same day | Grass BrianChief Financial Officer | SSaleCommon Shares, Par value $0.10 per share | −18.3K | $0.1396 | −$2.55K | –0 after | Derivative |
| May 6, 2022 (view filing) | May 5 | 1 day | Abromovitz Gary BDirector | SSaleCommon Shares, Par value $0.10 per share | −1.04K | $209.00 | −$216.9K | −14.7%6.05K after | |
| Nov 15, 2021 (view filing) | Nov 12 | 3 days | Mininberg JulienChief Executive Officer | SSaleCommon Shares, Par value $0.10 per share | −6.64K | $245.93 | −$1.63M | −8.0%76.2K after | 4 lots |
| Oct 15, 2021 (view filing) | Oct 13 | 2 days | Grass BrianChief Financial Officer | SSaleCommon Stock, Par Value $0.10 per share | −2.00K | $221.50 | −$443.0K | −4.2%45.5K after | |
| Sep 1, 2021 (view filing) | May 1, 2018 | 1,219 days | Carson Vincent DChief Legal Officer | SSaleCommon Stock, Par Value $0.10 per share | −9.43K | $87.10 | −$821.3K | −44.5%11.8K after | Amended |
| Aug 23, 2021 (view filing) | Jul 9, 2020 | 410 days | Mininberg JulienChief Executive Officer | SSaleCommon Stock, Par Value $0.10 per share | −1.46K | $208.96 | −$305.5K | −1.1%130.8K after | Amended |
Top 10 13F holders, Q2 2026
See all 202 holdersThe largest institutional positions in Helen of Troy Ltd at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,883,032 | $54.7M | 0.00% | +137,124+7.9% | Added |
| AQR Capital Management LLC | 1,322,587 | $37.1M | 0.01% | +559,816+73.4% | Added |
| Vanguard Capital Management LLC | 993,527 | $28.9M | 0.00% | −13,337−1.3% | Reduced |
| Bank of America Corp | 954,568 | $27.7M | 0.00% | +347,770+57.3% | Added |
| D. E. Shaw & Co., Inc. | 824,267 | $24.0M | 0.01% | +59,966+7.8% | Added |
| Wellington Management Group LLP | 824,238 | $24.0M | 0.00% | +93,350+12.8% | Added |
| Charles Schwab Investment Management Inc | 802,085 | $23.3M | 0.00% | −121,927−13.2% | Reduced |
| Millennium Management LLC | 779,831 | $22.7M | 0.02% | +636,368+443.6% | Added |
| Dimensional Fund Advisors LP | 692,821 | $20.1M | 0.00% | +194,076+38.9% | Added |
| Ameriprise Financial Inc | 678,837 | $19.7M | 0.00% | +38,481+6.0% | Added |
Holders of 5% or more of HELE
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Helen of Troy Ltd.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 7.00%1.61M shares | – | Oct 18, 20243 filings | Jan 8, 2026 | SEC |
| AQR Capital Management LLC | 13G | 5.68%1.32M shares | New | Aug 12, 20261 filing | Aug 12, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.07%1.18M shares | +0.14 ppfrom 4.93% | Apr 30, 20263 filings | Oct 30, 2026 | SEC |
Politician trades
All politician trades in HELE4 members of Congress reported 12 trades in Helen of Troy Ltd since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Aug 15, 2024 |  Josh Gottheimer House · NJ | Sell | $1K-$15K |
| Feb 15, 2024 | Josh Gottheimer House · NJ | Buy | $1K-$15K |
| Jan 7, 2024 | Josh Gottheimer House · NJ | Sell (partial) | $1K-$15K |
| Aug 29, 2022 | Josh Gottheimer House · NJ | Buy | $1K-$15K |
| Jun 16, 2022 |  Lois Frankel House · FL | Sell | $1K-$15K |
House · NJ · Aug 15, 2024
Sell$1K-$15K
House · NJ · Feb 15, 2024
Buy$1K-$15K
House · NJ · Jan 7, 2024
Sell (partial)$1K-$15K
House · NJ · Aug 29, 2022
Buy$1K-$15K
House · FL · Jun 16, 2022
Sell$1K-$15K