Nisa Investment Advisors LLC Has $34,000 Stock Holdings in Helen of Troy Limited $HELE

by · The Cerbat Gem

Nisa Investment Advisors LLC decreased its position in Helen of Troy Limited (NASDAQ:HELE – Free Report) by 77.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,202 shares of the company’s stock after selling 4,090 shares during the period. Nisa Investment Advisors LLC’s holdings in Helen of Troy were worth $34,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in HELE. Pzena Investment Management LLC boosted its stake in shares of Helen of Troy by 30.3% in the 2nd quarter. Pzena Investment Management LLC now owns 985,331 shares of the company’s stock valued at $27,964,000 after purchasing an additional 229,104 shares during the last quarter. Earnest Partners LLC lifted its holdings in Helen of Troy by 3.1% in the first quarter. Earnest Partners LLC now owns 780,940 shares of the company’s stock valued at $41,772,000 after buying an additional 23,601 shares during the period. Charles Schwab Investment Management Inc. boosted its stake in Helen of Troy by 7.9% in the first quarter. Charles Schwab Investment Management Inc. now owns 520,422 shares of the company’s stock valued at $27,837,000 after acquiring an additional 38,268 shares during the last quarter. Armistice Capital LLC acquired a new stake in Helen of Troy during the 1st quarter worth $19,845,000. Finally, Jacobs Levy Equity Management Inc. raised its position in shares of Helen of Troy by 1,985.6% during the 1st quarter. Jacobs Levy Equity Management Inc. now owns 332,708 shares of the company’s stock valued at $17,797,000 after acquiring an additional 316,755 shares during the last quarter.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the company. Zacks Research lowered Helen of Troy from a “hold” rating to a “strong sell” rating in a research report on Tuesday, October 14th. UBS Group decreased their target price on Helen of Troy from $27.00 to $25.00 and set a “neutral” rating for the company in a research report on Friday, October 10th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Helen of Troy in a research note on Saturday, September 27th. Finally, Canaccord Genuity Group reduced their price objective on shares of Helen of Troy from $26.00 to $23.00 and set a “hold” rating on the stock in a research note on Friday, October 10th. Three research analysts have rated the stock with a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Helen of Troy presently has an average rating of “Reduce” and a consensus target price of $42.00.

Check Out Our Latest Stock Report on HELE

Helen of Troy Trading Down 5.0%

NASDAQ:HELE opened at $19.21 on Friday. The company has a debt-to-equity ratio of 0.94, a current ratio of 1.71 and a quick ratio of 0.74. The business’s 50-day simple moving average is $22.58 and its 200-day simple moving average is $25.13. Helen of Troy Limited has a fifty-two week low of $18.13 and a fifty-two week high of $75.68. The stock has a market capitalization of $442.39 million, a PE ratio of -0.67 and a beta of 0.84.

Helen of Troy (NASDAQ:HELE – Get Free Report) last announced its earnings results on Thursday, October 9th. The company reported $0.59 EPS for the quarter, topping the consensus estimate of $0.54 by $0.05. The firm had revenue of $431.78 million for the quarter, compared to the consensus estimate of $416.77 million. Helen of Troy had a negative net margin of 36.20% and a positive return on equity of 8.72%. The business’s quarterly revenue was down 8.9% on a year-over-year basis. During the same period last year, the company posted $1.21 EPS. Helen of Troy has set its FY 2026 guidance at 3.750-4.25 EPS. Q3 2026 guidance at 1.550-1.800 EPS. Sell-side analysts expect that Helen of Troy Limited will post 6.46 earnings per share for the current fiscal year.

Helen of Troy Company Profile

(Free Report)

Helen of Troy Limited provides various consumer products in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates in two segments: Home & Outdoor and Beauty & Wellness. The Home & Outdoor segment offers food storage containers, kitchen utensils for cooking and preparing salads, fruits, vegetables and meats, graters, slicers and choppers, baking essentials, kitchen organization, bath, cleaning, infant and toddler products, and coffee preparation tools and electronics; and insulated beverageware, including bottles, travel tumblers, drinkware, mugs, food and lunch containers, insulated totes, soft coolers, outdoor kitchenware, and accessories.

Further Reading

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