HELE at a glance
HELEN OF TROY LTD (HELE, SEC CIK 916789) filed its latest 10-K annual report on April 23, 2026, a 10-Q quarterly report on July 8, 2026, an 8-K current report on August 26, 2026 and Form 4 insider filings as recently as September 4, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended February 28, 2026 (FY2026), HELEN OF TROY LTD (HELE) reported revenue of $1.8 billion (down 6.4% from FY2025) and a net loss of $899.0 million. Diluted EPS was -$39.08.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding HELEN OF TROY LTD (HELE) shares worth $313.9 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.8B
- −6.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 29 funds
- $313.9M · +2 vs prior quarter
- Latest 8-K
- Aug 26, 2026
- Item 5.02 · Item 5.07
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended May 31, 2026
Management Discussion & Analysis
- Net income $35.8M vs net loss $450.7M YoY
- Adjusted income $4.0M, down 58.3% from $9.5M; adjusted diluted EPS $0.17 vs $0.41
- Cash $21.7M; operating cash flow used $0.6M vs $58.3M provided YoY
- Investing cash flow $72.5M, driven by distribution-facility sale proceeds
- Debt repayments $65.1M; near-term priority debt reduction, with $168.5M additional borrowing capacity limited by leverage covenant
Risk Factors
- Risk Factors section not provided, preventing identification of newly added or materially changed risks
- Filing text reports no open-market repurchases during the quarter
- $500 million share-repurchase authorization, with $496.798 million remaining through August 2027
- 62,200 shares repurchased at average $19.53, primarily tax-withholding share tenders
AI summary of the HELE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Shareholders approved 965,000 additional common shares for awards under the 2025 Stock Incentive Plan
- Expanded equity pool increases potential employee compensation dilution
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine director nominees re-elected, preserving existing Board composition through the next annual meeting
- Executive compensation advisory vote approved with 16,036,440 votes for, supporting current pay practices
Item 2.02: Results of Operations and Financial Condition
- Q1 fiscal 2027 results announced July 8, 2026, with detailed figures in Exhibit 99.1
- Investor focus: quarterly sales, earnings, margins, cash flow, and updated outlook in the accompanying press release
Item EX-99.1: Item EX-99.1
- Q1 FY2027 net sales rose 8.2% to $402.1M, with Home & Outdoor up 9.5% and Beauty & Wellness up 7.0%
- Adjusted EPS fell to $0.17 from $0.41, while adjusted operating margin declined to 4.0% from 4.3%
Item 7.01: Regulation FD Disclosure
- Item 7.01 section contains only filing certification signatures
- No substantive Regulation FD disclosure or investor-impacting information provided
AI summaries of HELE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for HELE
Don't miss the next HELE filing
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- Fund moves. Which tracked funds opened, added or cut HELE, by share count.
- Ask anything. An AI agent that reads every HELE filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Uzzell George Scott | F | Sep 2, 2026 | 4,793 | $28.59 |
| Berry Krista | A | Sep 1, 2026 | 860 | - |
| RAFF BERYL | A | Sep 1, 2026 | 860 | - |
| Platz Marlo Michelle Cormier | A | Sep 1, 2026 | 860 | - |
| CASE THURMAN K | A | Sep 1, 2026 | 860 | - |
| Otero Elena | A | Sep 1, 2026 | 860 | - |
| GOMEZ SADES TABATA LORENA | A | Sep 1, 2026 | 860 | - |
| Woody Darren G | A | Sep 1, 2026 | 860 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.9B | $1.8B |
| Gross Profit | $948.7M | $914.4M | $815.7M |
| Operating Income | - | $142.7M | -$782.1M |
| Net Income | $168.6M | $123.8M | -$899.0M |
| Gross Margin | - | 47.9% | 45.7% |
| Op. Margin | - | 7.5% | -43.8% |
| Net Margin | - | 6.5% | -50.3% |
| Balance Sheet | |||
| Total Assets | $2.8B | $3.1B | $2.1B |
| Equity | - | $1.7B | $798.2M |
| ROE | - | 7.4% | -112.6% |
| Per Share | |||
| EPS | $7.03 | $5.37 | $-39.08 |
| Cash Flow | |||
| Operating CF | - | $113.2M | $171.1M |
Source: XBRL data in HELEN OF TROY LTD (HELE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate HELE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $313.9M |
| Q1 2026 | 27 | $124.4M |
| Q4 2025 | 28 | $228.8M |
| Q3 2025 | 28 | $342.6M |
| Q2 2025 | 27 | $416.0M |
| Q1 2025 | 24 | $556.6M |
| Q4 2024 | 20 | $558.3M |
| Q3 2024 | 18 | $252.1M |
- Millennium Management+636.4K (+444%)
- AQR Capital Management+559.8K (+73%)
- Bank of America Corp+347.8K (+57%)
- Dimensional Fund Advisors+194.1K (+39%)
- Renaissance Technologies LLC+165.2K (+417%)
- Goldman Sachs Group−228.6K (-46%)
- JPMorgan Chase & Co−147.3K (-76%)
- Vanguard Capital Management LLC−13.3K (-1%)
- HANCOCK WHITNEY CORP−215 (-2%)
- Fifth Third Bancorp−22 (-50%)
- Two Sigma Investments+42.2K
- Raymond James Financial+8.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 201 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
HELE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 8-K | Aug 26, 2026 | - | Analysis | - |
| SC 13G | Aug 12, 2026 | - | - | |
| 8-K | Jul 8, 2026 | - | Analysis | - |
| 10-Q | Jul 8, 2026 | May 31, 2026 | Analysis | |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 8-K | May 19, 2026 | - | Analysis | |
| SC 13G | May 15, 2026 | - | - | |
| 4 | May 5, 2026 | - | - | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 8-K | Apr 23, 2026 | - | Analysis | - |
| 10-K | Apr 23, 2026 | Feb 28, 2026 | - | |
| 4 | Mar 10, 2026 | - | - | - |
| 4 | Mar 10, 2026 | - | - | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
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HELE SEC filings: frequently asked questions
Which institutions hold HELE stock?
As of June 30, 2026, the largest HELEN OF TROY LTD (HELE) holders among the 13F filers tracked by SignalX were BlackRock ($54.7 million), AQR Capital Management ($37.1 million), Vanguard Capital Management LLC ($28.9 million), Bank of America Corp ($27.8 million), D.E. Shaw & Co ($24.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was HELE's revenue in fiscal year 2026?
For the fiscal year ended February 28, 2026 (FY2026), HELEN OF TROY LTD (HELE) reported revenue of $1.8 billion (down 6.4% from FY2025) and a net loss of $899.0 million. Diluted EPS was -$39.08. The figures come from the XBRL data in the 10-K.
What did HELE report in its latest 8-K?
HELEN OF TROY LTD (HELE) filed an 8-K on August 26, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 5.07 (Submission of Matters to a Vote of Security Holders). Shareholders approved 965,000 additional common shares for awards under the 2025 Stock Incentive Plan.
What are the latest HELE SEC filings?
HELEN OF TROY LTD (HELE) filed its latest 10-K annual report on April 23, 2026, a 10-Q quarterly report on July 8, 2026, an 8-K current report on August 26, 2026 and a Form 4 insider filing on September 4, 2026.
What is HELE's SEC CIK number?
HELEN OF TROY LTD (HELE)'s SEC Central Index Key (CIK) is 916789. EDGAR lists every HELE filing under that number.
Ask anything about HELE
The research agent reads HELE's filings, financials, insider trades and 13F holders, then answers with sources.