Pzena Investment Management LLC Invests $19.67 Million in Helen of Troy Limited $HELE

Posted by Brenda Bartman on Aug 18th, 2026

Pzena Investment Management LLC acquired a new stake in Helen of Troy Limited (NASDAQ:HELE – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 676,577 shares of the company’s stock, valued at approximately $19,668,000.

Several other institutional investors and hedge funds have also modified their holdings of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in Helen of Troy by 4.3% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 13,533 shares of the company’s stock worth $724,000 after acquiring an additional 563 shares during the last quarter. iSAM Funds UK Ltd acquired a new position in Helen of Troy in the 3rd quarter valued at $27,000. Allworth Financial LP raised its holdings in Helen of Troy by 922.7% in the 4th quarter. Allworth Financial LP now owns 1,350 shares of the company’s stock valued at $29,000 after acquiring an additional 1,218 shares during the last quarter. Larson Financial Group LLC lifted its stake in shares of Helen of Troy by 1,323.2% during the 3rd quarter. Larson Financial Group LLC now owns 1,352 shares of the company’s stock worth $34,000 after purchasing an additional 1,257 shares during the period. Finally, Versant Capital Management Inc lifted its stake in shares of Helen of Troy by 54.5% during the 2nd quarter. Versant Capital Management Inc now owns 3,618 shares of the company’s stock worth $105,000 after purchasing an additional 1,277 shares during the period.

Wall Street Analysts Forecast Growth

HELE has been the subject of several analyst reports. Weiss Ratings lowered Helen of Troy from a “sell (d)” rating to a “sell (d-)” rating in a research note on Tuesday, July 21st. Wall Street Zen raised shares of Helen of Troy from a “hold” rating to a “strong-buy” rating in a research note on Sunday, July 12th. Zacks Research cut shares of Helen of Troy from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 6th. Canaccord Genuity Group boosted their target price on shares of Helen of Troy from $23.00 to $25.00 and gave the company a “hold” rating in a report on Thursday, July 9th. Finally, UBS Group upped their price target on shares of Helen of Troy from $25.00 to $28.00 and gave the stock a “neutral” rating in a research report on Thursday, July 9th. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $26.50.

Check Out Our Latest Research Report on HELE

Helen of Troy Stock Performance

NASDAQ HELE opened at $28.15 on Tuesday. The company has a debt-to-equity ratio of 0.82, a current ratio of 1.78 and a quick ratio of 0.81. Helen of Troy Limited has a 1-year low of $13.85 and a 1-year high of $30.68. The firm has a market capitalization of $655.61 million, a P/E ratio of -1.56 and a beta of 1.31. The business’s 50-day simple moving average is $28.11 and its 200-day simple moving average is $22.54.

Helen of Troy (NASDAQ:HELE – Get Free Report) last posted its 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 firm had revenue of $402.12 million during the quarter, compared to the consensus estimate of $374.55 million. Helen of Troy had a negative net margin of 22.70% and a positive return on equity of 6.46%. The company’s revenue was up 8.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.41 EPS. Helen of Troy has set its FY 2027 guidance at 3.250-3.750 EPS. Equities analysts predict that Helen of Troy Limited will post 2.84 EPS for the current year.

About Helen of Troy

(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.