What is the 13F Pro Quality Score for HELE?

13F Pro ranks HELEN OF TROY LTD (HELE) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View HELE's current score at https://13fpro.ai/research/HELE (free sign-up required for the full ranking).

Which hedge funds own the most HELE stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of HELE include BlackRock,, RWWM,, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/HELE as soon as new 13F filings post.

Where does 13F Pro source HELE data?

All HELEN OF TROY LTD fundamentals and ownership data come directly from SEC EDGAR. HELEN OF TROY LTD files with the SEC under CIK 916789. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is HELE in?

HELEN OF TROY LTD (HELE) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

How often is HELE research updated on 13F Pro?

HELE's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

HELEN OF TROY LTD(HELE)Stock Analysis

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13F Pro Quality Score

34.9/100

Rank #2,173 of 2,879 stocks

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

25.8/100

Profitability

25.5/100

Balance Sheet

30.0/100

Earnings Quality

30.0/100

Free Cash Flow

39.6/100

Institutional Flow

12.9/100

Revenue Scale

60.7/100

Dilution Risk

59.1/100

HELE Stock Analysis & AI Quality Score

AI 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 34.9/100 on a 32-signal composite quality model, placing it at rank #2,173 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include institutional flow (12.9) and profitability (25.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2027), 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,, RWWM,, 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.

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Fun facts about HELEN OF TROY LTD

Quirks, history, and lore behind HELE — the kind of stuff that makes a stock memorable.

1
The Basics
A Bermuda-incorporated company with operational roots in Texas · listed on Nasdaq · classified under Technology yet sells things you'd find in any kitchen or bathroom.
2
The Numbers
Annual revenue in the neighborhood of $2 billion, spread across a portfolio of dozens of consumer brands — none of which share the parent's name.
3
The History
Founded in the late 1960s originally as a housewares business, it spent decades quietly acquiring brand after brand rather than building its own identity.
4
The Secret
Its brand stable spans personal care, home environment, and beauty — think thermometers, humidifiers, hair tools, and hydration bottles — all under one invisible parent.
5
The Lore
Brands like Vicks (licensed), Honeywell (licensed), Hydro Flask, and OXO live under its roof — you've owned its products without ever knowing the company's name.
6
The Giveaway
The company is named after a mythological Spartan queen whose face launched a thousand ships — and whose corporate descendants launch thousands of SKUs at Target.

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Revenue

Q1 2027

$402.1M

Net Income

Q1 2027

$35.8M

Free Cash Flow

Q1 2027

$-6.4M

D/E Ratio

Q1 2027

0.85

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-6.4% YoY

$1.79BFY 2026

FY23 $2.07BFY24 $2.01BFY25 $1.91BFY26 $1.79B

Net Income

-825.0% YoY

$-899.0MFY 2026

FY23 $143.3MFY24 $169.0MFY25 $124.0MFY26 $-899.0M

Operating Income

-647.9% YoY

$-782.1MFY 2026

FY23 $211.8MFY24 $260.6MFY25 $142.7MFY26 $-782.1M

EPS (Diluted)

-827.7% YoY

$-39.08FY 2026

FY23 $5.95FY24 $7.03FY25 $5.37FY26 $-39.08

Total Assets

-32.5% YoY

$2.12BFY 2026

FY23 $2.91BFY24 $2.84BFY25 $3.13BFY26 $2.12B

Total Debt

-13.0% YoY

$810.5MFY 2026

FY23 $942.9MFY24 $678.2MFY25 $931.2MFY26 $810.5M

Op. Cash Flow

+51.2% YoY

$171.1MFY 2026

FY23 $208.2MFY24 $306.1MFY25 $113.2MFY26 $171.1M

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2021	FY 2020
Revenue	$1.79B -6.4%	$1.91B -4.9%	$2.01B -3.3%	$2.07B -1.2%	$2.10B +22.9%	$1.71B
Net Income	$-899.0M -825.0%	$124.0M -26.6%	$169.0M +18.0%	$143.3M -43.6%	$253.9M +66.7%	$152.3M
Operating Income	$-782.1M -647.9%	$142.7M -45.2%	$260.6M +23.0%	$211.8M -24.8%	$281.5M +57.9%	$178.3M
EPS (Diluted)	$-39.08 -827.7%	$5.37 -23.6%	$7.03 +18.2%	$5.95 -41.0%	$10.08 +67.4%	$6.02
Total Assets	$2.12B -32.5%	$3.13B +10.3%	$2.84B -2.6%	$2.91B +28.7%	$2.26B +18.9%	$1.90B
Total Debt	$810.5M -13.0%	$931.2M +37.3%	$678.2M -28.1%	$942.9M +169.8%	$349.5M +2.4%	$341.2M
Operating Cash Flow	$171.1M +51.2%	$113.2M -63.0%	$306.1M +47.0%	$208.2M -33.7%	$314.1M +15.8%	$271.3M

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Available Research

13F Pro tracks comprehensive data for HELEN OF TROY LTD including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of HELE

BlackRock, Inc.
$25.2M1,745,908 sh
RWWM, Inc.
$16.9M1,173,829 sh
VANGUARD CAPITAL MANAGEMENT LLC
$14.5M1,006,864 sh
PARADIGM CAPITAL MANAGEMENT INC/NY
$13.4M927,100 sh
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$13.3M924,012 sh
D. E. Shaw & Co., Inc.
$11.0M764,301 sh
PZENA INVESTMENT MANAGEMENT LLC
$11.0M761,173 sh
AQR CAPITAL MANAGEMENT LLC
$10.8M762,771 sh
WELLINGTON MANAGEMENT GROUP LLP
$10.5M730,888 sh
Invenomic Capital Management LP
$9.4M649,459 sh

Fund	Value	Shares
BlackRock, Inc.	$25.2M	1,745,908
RWWM, Inc.	$16.9M	1,173,829
VANGUARD CAPITAL MANAGEMENT LLC	$14.5M	1,006,864
PARADIGM CAPITAL MANAGEMENT INC/NY	$13.4M	927,100
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$13.3M	924,012
D. E. Shaw & Co., Inc.	$11.0M	764,301
PZENA INVESTMENT MANAGEMENT LLC	$11.0M	761,173
AQR CAPITAL MANAGEMENT LLC	$10.8M	762,771
WELLINGTON MANAGEMENT GROUP LLP	$10.5M	730,888
Invenomic Capital Management LP	$9.4M	649,459

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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.

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.