Pzena Investment Management LLC Has $10.98 Million Stake in Helen of Troy Limited $HELE

Posted by on Jul 3rd, 2026

Pzena Investment Management LLC decreased its position in Helen of Troy Limited (NASDAQ:HELE – Free Report) by 19.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 761,173 shares of the company’s stock after selling 186,395 shares during the quarter. Pzena Investment Management LLC owned about 3.30% of Helen of Troy worth $10,976,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the company. Inspire Investing LLC boosted its stake in Helen of Troy by 64.7% in the 1st quarter. Inspire Investing LLC now owns 36,282 shares of the company’s stock valued at $523,000 after purchasing an additional 14,255 shares during the period. Empowered Funds LLC bought a new position in Helen of Troy during the 4th quarter worth $148,000. XTX Topco Ltd acquired a new stake in shares of Helen of Troy during the fourth quarter worth $321,000. Susquehanna Portfolio Strategies LLC lifted its holdings in shares of Helen of Troy by 25.8% during the fourth quarter. Susquehanna Portfolio Strategies LLC now owns 102,985 shares of the company’s stock worth $2,188,000 after buying an additional 21,143 shares in the last quarter. Finally, Millennium Management LLC boosted its position in shares of Helen of Troy by 164.9% in the fourth quarter. Millennium Management LLC now owns 1,049,381 shares of the company’s stock valued at $22,299,000 after acquiring an additional 653,300 shares during the period.

Helen of Troy Stock Performance

HELE opened at $28.14 on Friday. The company has a debt-to-equity ratio of 0.95, a quick ratio of 0.81 and a current ratio of 1.71. Helen of Troy Limited has a 52-week low of $13.85 and a 52-week high of $33.73. The firm has a market cap of $655.44 million, a P/E ratio of -0.72 and a beta of 1.31. The business’s fifty day moving average is $25.79 and its 200-day moving average is $20.67.

Helen of Troy (NASDAQ:HELE – Get Free Report) last posted its quarterly earnings results on Thursday, April 23rd. The company reported $0.83 EPS for the quarter, beating 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%.Helen of Troy’s revenue for the quarter was down 3.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.33 earnings per share. Helen of Troy has set its FY 2027 guidance at 3.250-3.750 EPS. Sell-side analysts expect that Helen of Troy Limited will post 2.81 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the stock. Zacks Research upgraded shares of Helen of Troy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, May 5th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Helen of Troy in a research note on Wednesday, June 24th. Wall Street Zen downgraded shares of Helen of Troy from a “buy” rating to a “hold” rating in a report on Saturday, May 23rd. Canaccord Genuity Group increased their target price on shares of Helen of Troy from $18.00 to $23.00 and gave the stock a “hold” rating in a research report on Friday, April 24th. Finally, UBS Group raised their target price on shares of Helen of Troy from $16.00 to $25.00 and gave the stock a “neutral” rating in a report on Friday, April 24th. Two equities research analysts have rated the stock with a Strong Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $24.00.

Read Our Latest Analysis on HELE

Helen of Troy Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Helen of Troy (NASDAQ:HELE)

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