Herbalife Ltd $HLF Stake Increased by Johnson Financial Group LLC

Posted by on Jun 4th, 2026

Johnson Financial Group LLC lifted its holdings in Herbalife Ltd (NYSE:HLF – Free Report) by 1,156.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 414,500 shares of the company’s stock after buying an additional 381,500 shares during the period. Herbalife comprises approximately 0.3% of Johnson Financial Group LLC’s portfolio, making the stock its 20th biggest position. Johnson Financial Group LLC owned about 0.40% of Herbalife worth $5,343,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of HLF. Geode Capital Management LLC lifted its stake in Herbalife by 1.0% in the 4th quarter. Geode Capital Management LLC now owns 2,577,634 shares of the company’s stock worth $33,231,000 after acquiring an additional 25,783 shares in the last quarter. Penn Capital Management Company LLC acquired a new position in shares of Herbalife in the 4th quarter valued at about $449,000. Optimize Financial Inc increased its holdings in shares of Herbalife by 1.5% in the 4th quarter. Optimize Financial Inc now owns 61,426 shares of the company’s stock valued at $792,000 after purchasing an additional 880 shares during the period. EverSource Wealth Advisors LLC lifted its position in shares of Herbalife by 512.7% in the fourth quarter. EverSource Wealth Advisors LLC now owns 6,544 shares of the company’s stock worth $84,000 after purchasing an additional 5,476 shares in the last quarter. Finally, Evoke Wealth LLC purchased a new stake in shares of Herbalife in the fourth quarter worth approximately $2,636,000.

Insider Activity

In related news, COO Troy Hicks sold 38,377 shares of the firm’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $12.93, for a total value of $496,214.61. Following the transaction, the chief operating officer directly owned 9,062 shares of the company’s stock, valued at approximately $117,171.66. This trade represents a 80.90% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Frank Lamberti sold 134,982 shares of the business’s stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $13.50, for a total value of $1,822,257.00. Following the completion of the sale, the insider owned 36,624 shares of the company’s stock, valued at approximately $494,424. This trade represents a 78.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 191,296 shares of company stock worth $2,551,678. Corporate insiders own 5.13% of the company’s stock.

Analyst Ratings Changes

Several analysts recently commented on HLF shares. Royal Bank Of Canada decreased their price target on shares of Herbalife from $17.00 to $16.00 and set a “sector perform” rating for the company in a report on Tuesday, April 28th. Citigroup reissued a “buy” rating and set a $21.00 target price (up from $17.00) on shares of Herbalife in a research note on Thursday, February 19th. Weiss Ratings cut shares of Herbalife from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, May 22nd. Wall Street Zen raised shares of Herbalife from a “buy” rating to a “strong-buy” rating in a research note on Saturday, April 18th. Finally, Mizuho set a $17.00 price objective on Herbalife in a research report on Monday, May 4th. Three equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $17.80.

Read Our Latest Analysis on Herbalife

Herbalife Stock Down 4.9%

HLF stock opened at $11.41 on Thursday. The firm has a 50 day moving average of $14.43 and a two-hundred day moving average of $14.82. Herbalife Ltd has a 12 month low of $7.43 and a 12 month high of $20.40. The company has a market capitalization of $1.18 billion, a price-to-earnings ratio of 5.00, a P/E/G ratio of 0.71 and a beta of 0.88.

Herbalife (NYSE:HLF – Get Free Report) last released its quarterly earnings results on Wednesday, May 6th. The company reported $0.64 earnings per share for the quarter, beating analysts’ consensus estimates of $0.61 by $0.03. Herbalife had a net margin of 4.67% and a negative return on equity of 41.47%. The business had revenue of $1.32 billion for the quarter, compared to the consensus estimate of $1.30 billion. During the same quarter last year, the firm earned $0.59 EPS. Herbalife’s revenue for the quarter was up 7.8% on a year-over-year basis. On average, research analysts expect that Herbalife Ltd will post 2.47 EPS for the current fiscal year.

Herbalife Profile

(Free Report)

Herbalife Nutrition Ltd. (NYSE: HLF) operates as a global multi-level marketing company specializing in weight-management, nutritional supplement, sports nutrition and personal care products. Its portfolio includes protein shakes, vitamins, energy and fitness supplements, hydration products and skin and hair care items, all formulated to support wellness, performance and healthy living. Products are manufactured in GMP-certified facilities to ensure consistent quality and safety standards.

Founded in 1980 by Mark R.

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Institutional Ownership by Quarter for Herbalife (NYSE:HLF)

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