HELENasdaqElectric Housewares & FansFiscal year ends February 28
HELEN OF TROY LTD
Financials through Q2 FY2027, quarter ended Aug 31, 2026Last filing: 10-Q on Oct 8, 2026
$28.77−0.22 (-0.76%)
Close on Oct 19, 2026
- Market cap
- $694.88M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
96.3%
22M of 23M shares
Institutional holders
200
47 new, 33 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 1,607,055 | 7.00% | 13G (passive) amendment | Dec 31, 2025 |
| AQR Capital Management Holdings, LLC | 1,322,587 | 5.68% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HELE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,883,032 | 8.08% | $54.74M | +137,124 | 0.00% |
| Aqr Capital Management LLC | 1,322,587 | 5.68% | $37.11M | +559,816 | 0.01% |
| Vanguard Capital Management LLC | 993,527 | 4.27% | $28.88M | −13,337 | 0.00% |
| Bank Of America Corp /De/ | 954,568 | 4.10% | $27.75M | +347,770 | 0.00% |
| D. E. Shaw & Co., Inc. | 824,267 | 3.54% | $23.96M | +59,966 | 0.01% |
| Wellington Management Group Llp | 824,238 | 3.54% | $23.96M | +93,350 | 0.00% |
| Charles Schwab Investment Management Inc | 802,085 | 3.44% | $23.32M | −121,927 | 0.00% |
| Millennium Management LLC | 779,831 | 3.35% | $22.67M | +636,368 | 0.01% |
| Dimensional Fund Advisors LP | 692,821 | 2.97% | $20.14M | +194,076 | 0.00% |
| Ameriprise Financial Inc | 678,837 | 2.91% | $19.73M | +38,481 | 0.00% |
| Pzena Investment Management LLC | 676,577 | 2.90% | $19.67M | −84,596 | 0.06% |
| Geode Capital Management, LLC | 613,277 | 2.63% | $17.83M | +34,927 | 0.00% |
| CastleKnight Management LP | 569,900 | 2.45% | $16.57M | −59,800 | 0.22% |
| State Street Corp | 526,239 | 2.26% | $15.30M | +10,592 | 0.00% |
| Paradigm Capital Management Inc/Ny | 488,000 | 2.10% | $14.19M | −439,100 | 0.39% |
| RWWM, Inc. | 474,611 | 2.04% | $13.80M | −699,218 | 1.02% |
| American Century Companies Inc | 461,325 | 1.98% | $13.41M | +393,513 | 0.01% |
| Prescott Group Capital Management, L.L.C. | 437,773 | 1.88% | $12.73M | +81,662 | 1.10% |
| Vanguard Portfolio Management LLC | 378,663 | 1.63% | $11.01M | +46,070 | 0.00% |
| Woodline Partners LP | 367,060 | 1.58% | $10.67M | New | 0.03% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 200 | 22M | 96.3% | 47 / 76 | 46 / 33 | 6M | 4M |
| Q1 2026 | 188 | 21M | 90.7% | 41 / 63 | 59 / 44 | 6M | 5M |
| Q4 2025 | 193 | 22M | 96.3% | 41 / 63 | 63 / 49 | 6M | 6M |
| Q3 2025 | 206 | 23M | 99.8% | 42 / 70 | 65 / 43 | 5M | 5M |
| Q2 2025 | 209 | 24M | 100.0% | 46 / 79 | 50 / 64 | 4M | 4M |
| Q1 2025 | 229 | 24M | 100.0% | 37 / 84 | 72 / 48 | 3M | 3M |
| Q4 2024 | 242 | 24M | 100.0% | 43 / 87 | 69 / 42 | 4M | 4M |
| Q3 2024 | 245 | 24M | 100.0% | 59 / 74 | 86 / 68 | 10M | 7M |
| Q2 2024 | 255 | 25M | 100.0% | 27 / 86 | 90 / 41 | 2M | 4M |
| Q1 2024 | 273 | 27M | 100.0% | 35 / 98 | 91 / 24 | 1M | 2M |
| Q4 2023 | 262 | 28M | 100.0% | 38 / 77 | 101 / 21 | 2M | 2M |
| Q3 2023 | 248 | 27M | 100.0% | 33 / 79 | 94 / 30 | 1M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HELE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 701,586 | 3.01% | $20.40M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 268,385 | 1.15% | $7.80M | 0.01% | Jun 30, 2026 |
| Vanguard Explorer Value Fund | 253,782 | 1.09% | $6.89M | 0.55% | May 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 217,303 | 0.93% | $5.90M | 0.02% | May 31, 2026 |
| Invenomic Fund | 157,695 | 0.68% | $4.36M | 0.51% | Jul 31, 2026 |
| Pacer US Small Cap Cash Cows 100 ETF | 155,038 | 0.67% | $4.28M | 0.12% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 117,875 | 0.51% | $3.20M | 0.02% | May 31, 2026 |
| Vanguard U.S. Value Factor ETF | 109,825 | 0.47% | $2.98M | 0.36% | May 31, 2026 |
| Vanguard Consumer Discretionary Index Fund | 91,994 | 0.39% | $2.50M | 0.04% | May 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 84,775 | 0.36% | $2.34M | 0.02% | Jul 31, 2026 |
| Hotchkis and Wiley Small Cap Diversified Value Fund | 72,600 | 0.31% | $2.11M | 0.23% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 61,104 | 0.26% | $1.69M | 0.02% | Jul 31, 2026 |
| Invesco RAFI US 1000 ETF | 51,119 | 0.22% | $1.41M | 0.01% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 46,662 | 0.20% | $1.29M | 0.01% | Jul 31, 2026 |
| SmallCap Value Fund II | 45,810 | 0.20% | $1.27M | 0.10% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| George Scott Uzzell | Chief Executive Officer, Director | 235,968 | 1.01% | Sep 4, 2026 |
| Noel Geoffroy | Chief Executive Officer, Director | 34,394 | 0.15% | Mar 7, 2025 |
| Brian Grass | Chief Financial Officer | 187,277 | 0.80% | May 5, 2026 |
| Tessa Judge | Chief Legal Officer | 24,812 | 0.11% | Jul 16, 2025 |
| Tracy Scheuerman | Chief Financial Officer | 33,041 | 0.14% | Jul 15, 2025 |
| Marlo Michelle Cormier Platz | Director | 860 | 0.00% | Sep 2, 2026 |
| Elena Otero | Director | 9,544 | 0.04% | Sep 2, 2026 |
| Krista Berry | Director | 12,326 | 0.05% | Sep 2, 2026 |
| Sades Tabata Lorena Gomez | Director | 9,544 | 0.04% | Sep 2, 2026 |
| Darren G. Woody | Director | 15,929 | 0.07% | Sep 2, 2026 |
| Beryl Raff | Director | 14,639 | 0.06% | Sep 2, 2026 |
| Mitchell E. Fadel | Director | 860 | 0.00% | Sep 2, 2026 |
| Thurman K. Case | Director | 12,504 | 0.05% | Sep 2, 2026 |
| Vincent D. Carson | Director | 20,763 | 0.09% | Jun 2, 2026 |
| Timothy F. Meeker | Director | 14,359 | 0.06% | Jun 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| George Scott Uzzell Chief Executive Officer, Director | Sep 2, 2026 | Tax withholding | −4,793 | $28.59 | $137.03K | 235,968 |
| Sades Tabata Lorena Gomez Director | Sep 1, 2026 | Award | +860 | – | – | 9,544 |
| Marlo Michelle Cormier Platz Director | Sep 1, 2026 | Award | +860 | – | – | 860 |
| Krista Berry Director | Sep 1, 2026 | Award | +860 | – | – | 12,326 |
| Elena Otero Director | Sep 1, 2026 | Award | +860 | – | – | 9,544 |
| Mitchell E. Fadel Director | Sep 1, 2026 | Award | +860 | – | – | 860 |
| Thurman K. Case Director | Sep 1, 2026 | Award | +860 | – | – | 12,504 |
| Darren G. Woody Director | Sep 1, 2026 | Award | +860 | – | – | 15,919 |
| Beryl Raff Director | Sep 1, 2026 | Award | +860 | – | – | 14,639 |
| Vincent D. Carson Director | Jun 1, 2026 | Award | +919 | – | – | 20,763 |
| Sades Tabata Lorena Gomez Director | Jun 1, 2026 | Award | +919 | – | – | 8,684 |
| Thurman K. Case Director | Jun 1, 2026 | Award | +919 | – | – | 11,644 |
| Beryl Raff Director | Jun 1, 2026 | Award | +919 | – | – | 13,779 |
| Darren G. Woody Director | Jun 1, 2026 | Award | +919 | – | – | 15,059 |
| Krista Berry Director | Jun 1, 2026 | Award | +919 | – | – | 11,466 |
| Timothy F. Meeker Director | Jun 1, 2026 | Award | +919 | – | – | 14,359 |
| Elena Otero Director | Jun 1, 2026 | Award | +919 | – | – | 8,684 |
| Brian Grass Chief Financial Officer | May 1, 2026 | Tax withholding | −4,812 | $23.93 | $115.15K | 187,277 |
| Brian Grass Chief Financial Officer | May 1, 2026 | Tax withholding | −16,041 | $23.93 | $383.86K | 171,236 |
| George Scott Uzzell Chief Executive Officer, Director | Mar 6, 2026 | Award | +109,289 | – | – | 240,761 |
| Brian Grass Chief Financial Officer | Mar 6, 2026 | Award | +60,716 | – | – | 192,089 |
| Brian Grass Chief Financial Officer | Mar 4, 2026 | Tax withholding | −2,949 | $16.84 | $49.66K | 131,373 |
| Beryl Raff Director | Mar 2, 2026 | Award | +1,429 | – | – | 12,860 |
| Brian Grass Chief Financial Officer | Mar 2, 2026 | Tax withholding | −1,288 | $17.64 | $22.72K | 134,322 |
| Timothy F. Meeker Director | Mar 2, 2026 | Award | +1,429 | – | – | 13,440 |
| Vincent D. Carson Director | Mar 2, 2026 | Award | +1,429 | – | – | 19,844 |
| Thurman K. Case Director | Mar 2, 2026 | Award | +1,429 | – | – | 10,725 |
| Elena Otero Director | Mar 2, 2026 | Award | +1,429 | – | – | 7,765 |
| Darren G. Woody Director | Mar 2, 2026 | Award | +1,429 | – | – | 14,140 |
| Sades Tabata Lorena Gomez Director | Mar 2, 2026 | Award | +1,429 | – | – | 7,765 |
| Krista Berry Director | Mar 2, 2026 | Award | +1,429 | – | – | 10,547 |
| Darren G. Woody Director | Dec 1, 2025 | Award | +1,253 | – | – | 12,711 |
| Beryl Raff Director | Dec 1, 2025 | Award | +1,253 | – | – | 11,431 |
| Elena Otero Director | Dec 1, 2025 | Award | +1,253 | – | – | 6,336 |
| Vincent D. Carson Director | Dec 1, 2025 | Award | +1,253 | – | – | 18,415 |
| Sades Tabata Lorena Gomez Director | Dec 1, 2025 | Award | +1,253 | – | – | 6,336 |
| Krista Berry Director | Dec 1, 2025 | Award | +1,253 | – | – | 9,118 |
| Thurman K. Case Director | Dec 1, 2025 | Award | +1,253 | – | – | 9,296 |
| Timothy F. Meeker Director | Dec 1, 2025 | Award | +1,253 | – | – | 12,011 |
| Brian Grass Chief Financial Officer | Oct 6, 2025 | Tax withholding | −322 | $26.44 | $8.51K | 135,610 |
| Elena Otero Director | Sep 2, 2025 | Award | +992 | – | – | 5,083 |
| Darren G. Woody Director | Sep 2, 2025 | Award | +992 | – | – | 11,458 |
| Vincent D. Carson Director | Sep 2, 2025 | Award | +992 | – | – | 17,162 |
| Beryl Raff Director | Sep 2, 2025 | Award | +992 | – | – | 10,178 |
| Thurman K. Case Director | Sep 2, 2025 | Award | +992 | – | – | 8,043 |
| Sades Tabata Lorena Gomez Director | Sep 2, 2025 | Award | +992 | – | – | 5,083 |
| George Scott Uzzell Chief Executive Officer | Sep 2, 2025 | Award | +91,019 | – | – | 91,019 |
| George Scott Uzzell Chief Executive Officer | Sep 2, 2025 | Award | +40,453 | – | – | 131,472 |
| Krista Berry Director | Sep 2, 2025 | Award | +992 | – | – | 7,865 |
| Timothy F. Meeker Director | Sep 2, 2025 | Award | +992 | – | – | 10,758 |
| Tessa Judge Chief Legal Officer | Jul 16, 2025 | Buy | +435 | $22.87 | $9.95K | 24,812 |
| Tracy Scheuerman Chief Financial Officer | Jul 15, 2025 | Buy | +10,000 | $20.13 | $201.30K | 33,041 |
| Brian Grass Chief Executive Officer | Jul 15, 2025 | Buy | +10,000 | $21.47 | $214.70K | 135,932 |
| Beryl Raff Director | Jun 2, 2025 | Award | +933 | – | – | 9,186 |
| Darren G. Woody Director | Jun 2, 2025 | Award | +933 | – | – | 10,466 |
| Thurman K. Case Director | Jun 2, 2025 | Award | +933 | – | – | 7,051 |
| Sades Tabata Lorena Gomez Director | Jun 2, 2025 | Award | +933 | – | – | 4,091 |
| Elena Otero Director | Jun 2, 2025 | Award | +933 | – | – | 4,091 |
| Vincent D. Carson Director | Jun 2, 2025 | Award | +933 | – | – | 16,170 |
| Krista Berry Director | Jun 2, 2025 | Award | +933 | – | – | 6,873 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Vincent D. Carson Former Director | Oct 13, 2026 | 1,948 | $55.67K | Oct 13, 2026 | Restricted Stock Vesting |