Helen of Troy Limited (NASDAQ:HELE) Receives Consensus Rating of “Hold” from Analysts

Helen of Troy Limited (NASDAQ:HELE) has received an average recommendation of “Hold” from the five brokerages that are currently covering the stock, MarketBeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation, three have issued a hold recommendation and one has assigned a strong buy recommendation to the company. The average 12 month price target among brokers that have covered the stock in the last year is $24.00.

Several equities research analysts recently weighed in on the company. UBS Group boosted their target price on Helen of Troy from $16.00 to $25.00 and gave the stock a “neutral” rating in a research note on Friday. Zacks Research upgraded Helen of Troy from a “strong sell” rating to a “hold” rating in a research note on Monday, March 23rd. Weiss Ratings restated a “sell (d-)” rating on shares of Helen of Troy in a research note on Friday, March 27th. Finally, Canaccord Genuity Group boosted their target price on Helen of Troy from $18.00 to $23.00 and gave the stock a “hold” rating in a research note on Friday.

Key Headlines Impacting Helen of Troy

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

• Positive Sentiment: Q4 beat: HELE reported Q4 EPS of $0.83 vs. Street estimates (~$0.74) and revenue of $470.0M vs. est. ~$450M — beats that initially drove a rally. Helen of Troy Q4 Earnings Beat, Sales down 3.3% Y/Y
• Positive Sentiment: FY‑2027 guidance raised: management set adjusted EPS of $3.25–$3.75 (above consensus ~$3.15) and revenue guidance near $1.75–1.82B, giving a clearer multi‑year outlook that supports longer‑term valuation. Helen of Troy Reports Fourth Quarter Fiscal 2026 Results
• Positive Sentiment: Brand-level strength: Management highlighted Hydro Flask outperforming plan and Osprey growth — positive drivers within Home & Outdoor that could support recovery if momentum continues. EXEC: Hydro Flask Tops Plan, Osprey Grows in Helen of Troy’s Fiscal Q4
• Neutral Sentiment: Analyst updates mixed: UBS raised its price target to $25 (neutral rating) while Canaccord raised its target to $23 with a Hold — these lifts reflect the beat/guidance but stop short of bullish upgrades, leaving sentiment balanced. UBS adjusts Helen of Troy price target to $25 Canaccord raises PT to $23 (Benzinga)
• Negative Sentiment: Margin pressure and impairment: Gross margin fell (44.6% vs. prior 48.6%) and operating margin swung negative, reflecting non‑cash impairment charges and higher costs — a core reason investors are cautious despite the top‑line beat. Helen of Troy Reports Fourth Quarter Fiscal 2026 Results
• Negative Sentiment: Home & Outdoor sales slid: reporting shows Osprey/Hydro Flask parent segment sales declined in Q4, offsetting some brand positives and contributing to the revenue decline vs. prior year. Home & Outdoor Segment Sales Slide
• Negative Sentiment: Shareholder litigation inquiry: Faruqi & Faruqi announced an investigation into potential securities claims — litigation risk can increase volatility and pressure valuation until resolved. Faruqi & Faruqi Investigates Claims

Institutional Investors Weigh In On Helen of Troy

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Envestnet Asset Management Inc. lifted its stake in Helen of Troy by 42.4% in the third quarter. Envestnet Asset Management Inc. now owns 195,657 shares of the company’s stock valued at $4,931,000 after buying an additional 58,214 shares during the last quarter. RWWM Inc. lifted its stake in Helen of Troy by 167.1% in the third quarter. RWWM Inc. now owns 515,176 shares of the company’s stock valued at $12,982,000 after buying an additional 322,315 shares during the last quarter. Counterpoint Mutual Funds LLC lifted its stake in Helen of Troy by 882.6% in the third quarter. Counterpoint Mutual Funds LLC now owns 125,416 shares of the company’s stock valued at $3,160,000 after buying an additional 112,652 shares during the last quarter. Allspring Global Investments Holdings LLC purchased a new stake in Helen of Troy in the third quarter valued at approximately $3,633,000. Finally, Invenomic Capital Management LP lifted its stake in Helen of Troy by 68.8% in the third quarter. Invenomic Capital Management LP now owns 554,985 shares of the company’s stock valued at $13,986,000 after buying an additional 226,263 shares during the last quarter.

Helen of Troy Stock Performance

Shares of Helen of Troy stock opened at $23.62 on Monday. Helen of Troy has a one year low of $13.85 and a one year high of $33.76. The company has a market cap of $544.91 million, a PE ratio of -0.60 and a beta of 0.86. The company has a debt-to-equity ratio of 0.98, a quick ratio of 0.90 and a current ratio of 1.71. The business has a 50-day simple moving average of $16.88 and a 200-day simple moving average of $18.65.

Helen of Troy (NASDAQ:HELE) last announced its quarterly earnings data on Thursday, April 23rd. The company reported $0.83 EPS for the quarter, topping analysts’ consensus estimates of $0.74 by $0.09. The business had revenue of $470.03 million during the quarter, compared to the consensus estimate of $450.38 million. Helen of Troy had a positive return on equity of 7.00% and a negative net margin of 50.33%.The business’s revenue for the quarter was down 3.3% on a year-over-year basis. During the same period in the previous year, the company posted $2.33 earnings per share. Helen of Troy has set its FY 2027 guidance at 3.250-3.750 EPS. On average, equities research analysts forecast that Helen of Troy will post 2.66 EPS for the current fiscal year.

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.