HELE — Helen of Troy Ltd

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates HELE Bearish with a Setup Score of 34, net conviction 27, actionability 42. How the Setup Score works →

Total Setup Score34
Directional BiasBearish
Net Conviction27
Actionability42 (in range)

Key signals behind this score

About Helen of Troy Ltd

Helen of Troy Limited operates as a consumer products company in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. 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 an… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$26.34
Market Cap$639M
Float23.1M
Shares Outstanding23.3M
P/E (Forward)7.13
Price/Sales (TTM)0.35
vs. Analyst Target+17.7% to analyst PT
Profit Margin-22.71%
Operating Margin (TTM)15.01%
Revenue (TTM)$1.82B
Earnings Growth (YoY)24.90%
Dividend RateNone
Analyst Target Price$31.00 (4 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2021 $2.10B $254M $927M $329M
2022 $2.22B $224M $953M $311M
2023 $2.07B $143M $899M $287M
2024 $2.01B $169M $949M $301M
2025 $1.91B $124M $914M $269M
2026 $1.79B -$899M $816M -$728M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Aug 2025 $432M -$309M
Nov 2025 $513M -$84.1M
Feb 2026 $470M -$55.6M
May 2026 $402M $35.8M

Ownership & Float

Insider Ownership2.0%
Institutional Ownership95.2%
Short Float10.9%
% of All Funds Holding2.10%
Number of Funds Holding173

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$26.36Near-term / short-term trend
Weekly40-Week SMA$20.67Medium-term trend
Weekly80-Week SMA$28.93Cyclical trend (business cycle)
Weekly200-Week SMA$70.32Secular trend (multi-year)
Monthly10-Month SMA$21.32Near-term monthly trend
Monthly20-Month SMA$29.91Medium-term monthly trend
Monthly40-Month SMA$64.15Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$53.00 resistance 1.45x 14 months ago
$92.00 resistance 2.85x 23 months ago

Historical Earnings Reactions (123 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.18% -0.04% 41.46% 4.04% -10.56%
1 Day -0.21% -0.27% 43.90% 10.71% -9.68%
1 Week -0.12% -0.55% 45.08% 15.48% -12.46%
2 Weeks -0.05% -1.12% 40.98% 31.53% -20.76%
1 Month -0.10% -0.27% 48.36% 19.33% -22.82%

Next earnings: September 26, 2026 (75 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan2.4%58.0%50
Feb0.6%52.0%50
Mar0.2%48.0%50
Apr4.4%60.0%50
May2.0%46.0%50
Jun1.5%50.0%50
Jul2.5%51.0%49
Aug1.6%46.0%50
Sep-0.3%50.0%50
Oct-0.3%46.0%50
Nov0.8%62.0%50
Dec7.3%58.0%50

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.05% 39.8% 2383
Tuesday 0.22% 42.6% 2582
Wednesday 0.02% 39.3% 2583
Thursday 0.12% 41.5% 2533
Friday 0.10% 40.7% 2519

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 95.2%

Insider Transactions — Smart Summary

Total insider ownership: 2.0%

12-Month Insider Activity Summary

Total Filings3
Net Value+$425,948.45
Net Shares Change20,435
% of Float0.1%
C-Suite Filings3
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
Grass Brian Chief Executive Officer +$214,700 1 1 buy
SCHEUERMAN TRACY Chief Financial Officer +$201,300 1 1 buy
JUDGE TESSA Chief Legal Officer +$9,948.45 1 1 buy

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-07-15 – 2025-07-16 3 3 +$425,948.45 3 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2025-07-15 SCHEUERMAN TRACY Chief Financial Officer +$201,300 Transaction at $20.13, now +30.8%
2025-07-15 Grass Brian Chief Executive Officer +$214,700 Transaction at $21.47, now +22.7%
2025-07-16 JUDGE TESSA Chief Legal Officer +$9,948.45 Transaction at $22.87, now +15.2%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Helen of Troy Ltd (HELE) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for HELE on Trend Edge →