HELE Smart Money
Helen of Troy Limited
1W: -0.8%
1M: +0.1%
3M: +3.7%
YTD: +41.7%
1Y: +43.1%
3Y: -71.8%
5Y: -87.2%
$29.20
+0.68 (+2.37%)
Weekly Expected Move ±6.8%
$24
$26
$28
$30
$32
Credit Risk of going bust: higher than 76% of companies Debt: 51.5% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the third-riskiest tenth, about 1 in 140 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.42 (down 92%), Helen of Troy Limited would be worth roughly what it owes.
Total debt $725.4M against a stock market value of $683.0M.
Distance to default 2.90 (Merton model): prices to 2026-10-27, balance sheet 2026-08-31, debt counted $348.8M (short-term plus half of long-term), stock volatility 53.7%; Altman Z 1.74. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $2.42 (down 92%), Helen of Troy Limited would be worth roughly what it owes.
Total debt $725.4M against a stock market value of $683.0M.
Distance to default 2.90 (Merton model): prices to 2026-10-27, balance sheet 2026-08-31, debt counted $348.8M (short-term plus half of long-term), stock volatility 53.7%; Altman Z 1.74. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026236
Institutions Holding
+5 vs prior
97.7%
Ownership
+53.24%
50
New
75
Increased
79
Reduced
33
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-05 | Grass Brian | officer: chief financial officer | F-Tax Withholding | 496 | $25.64 | $13K | Filing |
| 2026-09-02 | Uzzell George Scott | officer: chief executive officer | F-Tax Withholding | 4,793 | $28.59 | $137K | Filing |
| 2026-09-01 | CASE THURMAN K | director | A-Grant/Award | 860 | $— | $0 | Filing |
| 2026-09-01 | Woody Darren G | director | A-Grant/Award | 860 | $— | $0 | Filing |
| 2026-09-01 | GOMEZ SADES TABATA LORENA | director | A-Grant/Award | 860 | $— | $0 | Filing |
| 2026-09-01 | FADEL MITCHELL E | director | A-Grant/Award | 860 | $— | $0 | Filing |
| 2026-09-01 | RAFF BERYL | director | A-Grant/Award | 860 | $— | $0 | Filing |
| 2026-09-01 | Berry Krista | director | A-Grant/Award | 860 | $— | $0 | Filing |
| 2026-09-01 | Otero Elena | director | A-Grant/Award | 860 | $— | $0 | Filing |
| 2026-09-01 | Platz Marlo Michelle Cormier | director | A-Grant/Award | 860 | $— | $0 | Filing |
| 2026-06-01 | CARSON VINCENT D | director | A-Grant/Award | 919 | $— | $0 | Filing |
| 2026-06-01 | Meeker Timothy F | director | A-Grant/Award | 919 | $— | $0 | Filing |
| 2026-06-01 | CASE THURMAN K | director | A-Grant/Award | 919 | $— | $0 | Filing |
| 2026-06-01 | Berry Krista | director | A-Grant/Award | 919 | $— | $0 | Filing |
| 2026-06-01 | RAFF BERYL | director | A-Grant/Award | 919 | $— | $0 | Filing |
| 2026-06-01 | GOMEZ SADES TABATA LORENA | director | A-Grant/Award | 919 | $— | $0 | Filing |
| 2026-06-01 | Otero Elena | director | A-Grant/Award | 919 | $— | $0 | Filing |
| 2026-06-01 | Woody Darren G | director | A-Grant/Award | 919 | $— | $0 | Filing |
| 2026-05-01 | Grass Brian | officer: chief financial officer | F-Tax Withholding | 4,812 | $23.93 | $115K | Filing |
| 2026-05-01 | Grass Brian | officer: chief financial officer | F-Tax Withholding | 16,041 | $23.93 | $384K | Filing |
| 2026-03-04 | Grass Brian | officer: chief financial officer | F-Tax Withholding | 2,949 | $16.84 | $50K | Filing |
| 2026-03-02 | GOMEZ SADES TABATA LORENA | director | A-Grant/Award | 1,429 | $— | $0 | Filing |
| 2026-03-02 | CASE THURMAN K | director | A-Grant/Award | 1,429 | $— | $0 | Filing |
| 2026-03-02 | CARSON VINCENT D | director | A-Grant/Award | 1,429 | $— | $0 | Filing |
| 2026-03-02 | Berry Krista | director | A-Grant/Award | 1,429 | $— | $0 | Filing |
🏛️ Congressional Trades
17 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2024-07-12 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2024-01-11 | Josh Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
| 2023-12-11 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2022-07-22 | Josh Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
| 2022-06-14 | Lois Frankel | House | Sell | $1,001 - $15,000 | Filing |
| 2020-11-24 | Gilbert Cisneros | House | Sell | $1,001 - $15,000 | Filing |
| 2020-11-19 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2020-05-26 | Lois Frankel | House | Sell | $1,001 - $15,000 | Filing |
| 2020-04-07 | Kelly Loeffler | Senate | Sell | $15,001 - $50,000 | Filing |
| 2020-04-07 | Kelly Loeffler | Senate | Sell | $15,001 - $50,000 | Filing |
| 2020-03-10 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2020-03-09 | Kelly Loeffler | Senate | Sell | $50,001 - $100,000 | Filing |
| 2020-03-09 | Kelly Loeffler | Senate | Sell | $50,001 - $100,000 | Filing |
| 2020-03-06 | Kelly Loeffler | Senate | Sell | $50,001 - $100,000 | Filing |
| 2020-03-06 | Kelly Loeffler | Senate | Sell | $50,001 - $100,000 | Filing |
| 2020-03-06 | Kelly Loeffler | Senate | Sell | $50,001 - $100,000 | Filing |
| 2020-03-02 | Josh Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,883,032 | $55M | +137,124 | 2026-06-30 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 1,322,587 | $37M | +559,816 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 993,527 | $29M | -13,337 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 954,568 | $28M | +347,770 | 2026-06-30 | Filing |
| D. E. Shaw & Co., Inc. | 824,267 | $24M | +59,966 | 2026-06-30 | Filing |
| WELLINGTON MANAGEMENT GROUP LLP | 824,238 | $24M | +93,350 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 802,085 | $23M | -121,927 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 802,085 | $23M | +802,085 | 2026-06-30 | Filing |
| MILLENNIUM MANAGEMENT LLC | 779,831 | $23M | +636,368 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 692,821 | $20M | +194,076 | 2026-06-30 | Filing |
| AMERIPRISE FINANCIAL INC | 678,837 | $20M | +38,481 | 2026-06-30 | Filing |
| PZENA INVESTMENT MANAGEMENT LLC | 676,577 | $20M | -84,596 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 613,277 | $18M | +34,927 | 2026-06-30 | Filing |
| CastleKnight Management LP | 569,900 | $17M | -59,800 | 2026-06-30 | Filing |
| STATE STREET CORP | 526,239 | $15M | +10,592 | 2026-06-30 | Filing |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 488,000 | $14M | -439,100 | 2026-06-30 | Filing |
| RWWM, INC. | 474,611 | $14M | -699,218 | 2026-06-30 | Filing |
| AMERICAN CENTURY COMPANIES INC | 461,325 | $13M | +393,513 | 2026-06-30 | Filing |
| Prescott Group Capital Management, L.L.C | 437,773 | $13M | +81,662 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 378,663 | $11M | +46,070 | 2026-06-30 | Filing |