HLN Smart Money
Haleon plc
1W: -1.0%
1M: +9.8%
3M: -2.0%
YTD: +0.7%
1Y: +8.9%
3Y: +27.0%
$10.08
-0.12 (-1.18%)
Weekly Expected Move ±3.8%
$9
$10
$10
$11
$11
Credit Risk of going bust: lower than 82% of companies Debt: 19.8% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $0.16 (down 98%), Haleon plc would be worth roughly what it owes.
Total debt $10.92B against a stock market value of $44.33B.
Distance to default 10.04 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $6.68B (short-term plus half of long-term), stock volatility 23.4%; Altman Z'' 3.98. 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.
Total debt $10.92B against a stock market value of $44.33B.
Distance to default 10.04 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $6.68B (short-term plus half of long-term), stock volatility 23.4%; Altman Z'' 3.98. 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.
Overview
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
🏦 Institutional Activity
Latest: Q2 2026707
Institutions Holding
+15 vs prior
12.3%
Ownership
-0.21%
89
New
216
Increased
273
Reduced
58
Closed
👔 Insider Trades
0 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| No insider trades found | |||||||
🏛️ Congressional Trades
19 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2025-09-23 | Val Hoyle | House | Sell | $1,001 - $15,000 | Filing |
| 2025-09-22 | Val Hoyle | House | Sell | $1,001 - $15,000 | Filing |
| 2025-07-10 | Lisa McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-07-09 | Lisa C. McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-06-24 | Lisa McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-06-23 | Lisa C. McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-04-09 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2025-04-08 | Josh S. Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2024-10-29 | Valerie Hoyle | House | Buy | $1,001 - $15,000 | Filing |
| 2024-10-28 | Val Hoyle | House | Buy | $1,001 - $15,000 | Filing |
| 2024-06-21 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2024-05-20 | Josh Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
| 2023-07-21 | Josh Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
| 2023-07-20 | Josh Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
| 2023-07-19 | Josh Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
| 2023-07-10 | Daniel Goldman | House | Sell | $15,001 - $50,000 | Filing |
| 2023-03-31 | Josh Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
| 2023-02-27 | Daniel Goldman | House | Buy | $1,001 - $15,000 | Filing |
| 2023-01-13 | Daniel Goldman | House | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| Dodge & Cox | 149,934,507 | $1.4B | +3,394,844 | 2026-06-30 | Filing |
| FMR LLC | 120,991,250 | $1.1B | +7,022,091 | 2026-06-30 | Filing |
| Clearbridge Investments, LLC | 32,342,126 | $302M | +623,401 | 2026-06-30 | Filing |
| MORGAN STANLEY | 19,461,762 | $182M | +295,509 | 2026-06-30 | Filing |
| HARRIS ASSOCIATES L P | 16,833,252 | $157M | +1,801,211 | 2026-06-30 | Filing |
| Harding Loevner LP | 15,414,796 | $148M | -297,754 | 2026-06-30 | Filing |
| Nuveen, LLC | 15,332,859 | $143M | +6,633,766 | 2026-06-30 | Filing |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 14,181,817 | $132M | -492,701 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 10,850,097 | $101M | -84,131 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 10,824,395 | $101M | +2,544,927 | 2026-06-30 | Filing |
| Point72 Asset Management, L.P. | 9,264,255 | $86M | +2,690,217 | 2026-06-30 | Filing |
| RAYMOND JAMES FINANCIAL INC | 7,278,875 | $68M | +1,014,834 | 2026-06-30 | Filing |
| NORGES BANK | 7,175,000 | $67M | +7,175,000 | 2026-06-30 | Filing |
| Aristotle Capital Management, LLC | 7,090,436 | $66M | -573,078 | 2026-06-30 | Filing |
| JONES FINANCIAL COMPANIES LLLP | 7,116,095 | $66M | -1,970,433 | 2026-06-30 | Filing |
| Douglas Lane & Associates, LLC | 6,692,390 | $62M | -1,393 | 2026-06-30 | Filing |
| ENVESTNET ASSET MANAGEMENT INC | 6,276,154 | $59M | -758,624 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 5,394,442 | $50M | -733,010 | 2026-06-30 | Filing |
| WELLS FARGO & COMPANY/MN | 4,924,330 | $46M | +901,581 | 2026-06-30 | Filing |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4,783,989 | $45M | +3,116,495 | 2026-06-30 | Filing |