HELEN OF TROY LTD(HELE)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #2,409 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
HELE Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for HELEN OF TROY LTD (HELE), a Technology sector company. 13F Pro's AI-powered ranking engine scores HELE at 32.8/100 on a 32-signal composite quality model, placing it at rank #2,409 of 2,962 stocks — the bottom half of the AI-ranked universe. Based on the latest XBRL financial filings (Q2 2026), HELEN OF TROY LTD reports quarterly revenue of $402.1M, net income of $35.8M, free cash flow of $-6.4M. Top institutional holders of HELE by reported 13-F value include BlackRock, AQR CAPITAL MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. HELE trades on the Nasdaq exchange and files with the SEC under CIK 916789. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate HELE daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for HELEN OF TROY LTD directly from SEC EDGAR. HELEN OF TROY LTD's 13F Pro composite quality score has ranged between 27 and 35 since 2026, currently 32.8 — a stable long-term trajectory across 48 quarterly and live scoring snapshots.
Revenue
Q2 2026
$402.1M
Net Income
Q2 2026
$35.8M
Free Cash Flow
Q2 2026
$-6.4M
ROIC
Q2 2026
15.5%
D/E Ratio
Q2 2026
0.85
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-6.4% YoYNet Income
-826.4% YoYOperating Income
-647.9% YoYEPS (Diluted)
-827.7% YoYTotal Assets
-32.5% YoYTotal Debt
-13.0% YoYOp. Cash Flow
+51.2% YoYFree Cash Flow
+58.7% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $1.79B -6.4% | $1.91B -4.9% | $2.01B -3.3% | $2.07B -6.8% | $2.22B +5.9% | $2.10B |
| Net Income | $-899.0M -826.4% | $123.8M -26.6% | $168.6M +17.7% | $143.3M -36.0% | $223.8M -11.9% | $253.9M |
| Operating Income | $-782.1M -647.9% | $142.7M -45.2% | $260.6M +23.0% | $211.8M -22.3% | $272.6M -3.2% | $281.5M |
| EPS (Diluted) | $-39.08 -827.7% | $5.37 -23.6% | $7.03 +18.2% | $5.95 -35.1% | $9.17 -9.0% | $10.08 |
| Total Assets | $2.12B -32.5% | $3.13B +10.3% | $2.84B -2.6% | $2.91B +3.2% | $2.82B +24.7% | $2.26B |
| Total Debt | $810.5M -13.0% | $931.2M +37.3% | $678.2M -28.1% | $942.9M +15.3% | $818.1M +134.1% | $349.5M |
| Operating Cash Flow | $171.1M +51.2% | $113.2M -63.0% | $306.1M +47.0% | $208.2M +47.9% | $140.8M -55.2% | $314.1M |
| Free Cash Flow | $131.9M +58.7% | $83.1M -69.1% | $269.4M +707.2% | $33.4M -46.8% | $62.8M -70.9% | $215.4M |
Get alerted when HELE's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for HELEN OF TROY LTD including:
Top Institutional Holders of HELE
BlackRock, Inc.
$54.7M1,883,032 shAQR CAPITAL MANAGEMENT LLC
$37.1M1,322,587 shVANGUARD CAPITAL MANAGEMENT LLC
$28.9M993,527 shBANK OF AMERICA CORP /DE/
$27.7M954,568 shD. E. Shaw & Co., Inc.
$24.0M824,267 shWELLINGTON MANAGEMENT GROUP LLP
$24.0M824,238 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$23.3M802,085 shMILLENNIUM MANAGEMENT LLC
$22.7M779,831 shDIMENSIONAL FUND ADVISORS LP
$20.1M692,821 shAMERIPRISE FINANCIAL INC
$19.7M678,837 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $54.7M | 1,883,032 |
| AQR CAPITAL MANAGEMENT LLC | $37.1M | 1,322,587 |
| VANGUARD CAPITAL MANAGEMENT LLC | $28.9M | 993,527 |
| BANK OF AMERICA CORP /DE/ | $27.7M | 954,568 |
| D. E. Shaw & Co., Inc. | $24.0M | 824,267 |
| WELLINGTON MANAGEMENT GROUP LLP | $24.0M | 824,238 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $23.3M | 802,085 |
| MILLENNIUM MANAGEMENT LLC | $22.7M | 779,831 |
| DIMENSIONAL FUND ADVISORS LP | $20.1M | 692,821 |
| AMERIPRISE FINANCIAL INC | $19.7M | 678,837 |
Companies Similar to HELE
Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.
Atkore Inc.
Kimball Electronics, Inc.
METHODE ELECTRONICS INC
ALPHA & OMEGA SEMICONDUCTOR Ltd
SCANSOURCE, INC.
Sensata Technologies Holding plc
Fluence Energy, Inc.
Rackspace Technology, Inc.
Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
More Technology Companies
View all Technology →Put HELE on your watchlist
Track score changes the day HELEN OF TROY LTD files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is HELE a good stock to buy?
13F Pro's AI-powered analysis of HELEN OF TROY LTD (HELE) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for HELE are available on the HELE stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. HELE is classified as a small company.
Which hedge funds own HELE?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling HELE. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of HELEN OF TROY LTD's investment landscape.