Helen Of Troy LTD (HELE) — SEC Filings

Overview

Helen Of Troy LTD (HELE) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Apr 23, 2026: Helen of Troy Ltd. (HELE) filed an 8-K on April 23, 2026, reporting its financial results for the fiscal year ending February 28, 2026. The filing includes a press release detailing the company's performance and financial condition. Specific financial figures for the period are expected to be found

Sentiment Summary

Across 37 filings, the sentiment breakdown is: 2 bearish, 34 neutral, 1 mixed. The dominant filing sentiment for Helen Of Troy LTD is neutral.

Filing Type Overview

Helen Of Troy LTD (HELE) has filed 3 10-K, 15 8-K, 5 10-Q, 2 DEF 14A, 12 SC 13G/A with the SEC between Jan 2024 to Apr 2026.

Filings by Year

2026 · 2025 · 2024

Recent Filings (37)

• 10-K Filing — 10-K · Apr 23, 2026
• Helen of Troy Files 8-K with FY26 Results — 8-K · Apr 23, 2026 Risk: low
  Helen of Troy Ltd. (HELE) filed an 8-K on April 23, 2026, reporting its financial results for the fiscal year ending February 28, 2026. The filing includes a pr
• Helen of Troy Files 8-K: Material Definitive Agreement — 8-K · Nov 25, 2025 Risk: medium
  Helen of Troy Limited (HELE) filed an 8-K on November 25, 2025, reporting an entry into a material definitive agreement. The filing also includes Regulation FD
• Helen of Troy Announces Director and Executive Compensation Changes — 8-K · Nov 4, 2025 Risk: medium
  Helen of Troy Limited (HELE) announced on November 4, 2025, changes related to its board of directors and executive compensation. The filing indicates a departu
• Helen of Troy Announces Executive and Board Changes — 8-K · Oct 22, 2025 Risk: medium
  Helen of Troy Limited announced on October 20, 2025, changes in its executive team and board of directors. Specifically, it reported the departure of certain of
• HELE Plunges to $308M Loss on Massive Asset Impairments — 10-Q · Oct 9, 2025 Risk: high
  HELEN OF TROY LTD reported a significant net loss of $308.643 million for the three months ended August 31, 2025, a stark contrast to the net income of $17.014
• Helen of Troy Files 8-K on Officer/Director Changes & More — 8-K · Aug 21, 2025 Risk: low
  Helen of Troy Limited filed an 8-K on August 21, 2025, reporting events as of August 20, 2025. The filing covers the departure of directors or certain officers,
• Helen of Troy (HELE) Files Current Report — 8-K · Aug 14, 2025 Risk: low
  Helen of Troy Limited (HELE) filed an 8-K on August 12, 2025, to report its current activities. The filing confirms the company's principal executive offices ar
• Helen of Troy Q1 Sales Dip 10.3% Amid Soft Consumer Demand — 10-Q · Jul 10, 2025 Risk: high
  Helen of Troy Ltd. (HELE) reported a net sales decrease of 10.3% to $447.3 million for the first quarter ended May 31, 2025, compared to $498.7 million in the p
• Helen of Troy Files Definitive Proxy, Signaling Compensation Focus — DEF 14A · Jun 20, 2025 Risk: low
  HELEN OF TROY LTD (HELE) filed its DEF 14A on June 20, 2025, covering the fiscal year ending February 28, 2025. This definitive proxy statement outlines proposa
• Helen of Troy Files 8-K for Regulation FD Disclosure — 8-K · Jun 5, 2025 Risk: low
  Helen of Troy Limited (HELE) filed an 8-K on June 5, 2025, to report a Regulation FD Disclosure. The filing does not contain specific details about the nature o
• Helen of Troy Announces Executive & Board Changes — 8-K · May 6, 2025 Risk: medium
  Helen of Troy Limited (HELE) announced on May 2, 2025, changes in its executive team and board of directors. The company also disclosed compensatory arrangement
• Helen of Troy Ltd. Files 2025 10-K — 10-K · Apr 24, 2025 Risk: medium
  Helen of Troy Ltd. filed its 2025 10-K report on April 24, 2025, detailing its fiscal year ending February 28, 2025. The company, primarily involved in electric
• Helen of Troy Files 10-Q for Q3 FY2025 — 10-Q · Jan 8, 2025 Risk: medium
  Helen of Troy Ltd. filed its 10-Q for the period ending November 30, 2024. The company reported financial results for the third quarter and the first nine month
• Helen of Troy Files 8-K on Financial Obligations — 8-K · Dec 16, 2024 Risk: medium
  Helen of Troy Limited (HELE) filed an 8-K on December 16, 2024, reporting the creation of a direct financial obligation and an obligation under an off-balance s
• Helen of Troy Files 8-K — 8-K · Nov 21, 2024 Risk: low
  Helen of Troy Ltd. filed an 8-K on November 21, 2024, to report a Regulation FD Disclosure and Financial Statements and Exhibits. The filing does not contain sp
• SC 13G/A Filing — SC 13G/A · Nov 14, 2024
• SC 13G/A Filing — SC 13G/A · Nov 12, 2024
• SC 13G/A Filing — SC 13G/A · Nov 12, 2024
• SC 13G/A Filing — SC 13G/A · Nov 12, 2024
• SC 13G/A Filing — SC 13G/A · Nov 8, 2024
• SC 13G/A Filing — SC 13G/A · Nov 4, 2024
• SC 13G/A Filing — SC 13G/A · Oct 18, 2024
• Helen of Troy Files 8-K on Financials — 8-K · Oct 9, 2024 Risk: low
  Helen of Troy Limited filed an 8-K on October 9, 2024, to report on its results of operations and financial condition. The filing includes financial statements
• Helen of Troy Files 8-K on Shareholder Votes — 8-K · Aug 23, 2024 Risk: low
  Helen of Troy Limited filed an 8-K on August 23, 2024, reporting on matters submitted to a vote of security holders as of August 21, 2024. The filing details th
• Helen of Troy Files Q1 FY25 10-Q — 10-Q · Jul 9, 2024 Risk: medium
  Helen of Troy Ltd. filed its 10-Q for the period ending May 31, 2024. The company reported financial results for the first quarter of fiscal year 2025. Key fina
• Helen of Troy DEF 14A: Executive Compensation Details — DEF 14A · Jun 21, 2024 Risk: low
  Helen of Troy Ltd. filed its DEF 14A on June 21, 2024, detailing executive compensation for the fiscal year ending February 29, 2024. The filing includes inform
• Helen of Troy Sells Hydro Flask for $104M — 8-K · Jun 6, 2024 Risk: medium
  Helen of Troy Limited (HELE) announced on June 6, 2024, that it has entered into a definitive agreement to sell its Hydro Flask business to Ares Management Corp
• Helen of Troy Files 2024 Annual Report — 10-K · Apr 24, 2024 Risk: low
  Helen of Troy Limited (HELE) filed its annual report for the fiscal year ended February 29, 2024. The company, incorporated in Bermuda with its principal execut
• Helen of Troy CFO Departs; New Directors Appointed — 8-K · Mar 5, 2024 Risk: medium
  Helen of Troy Ltd. announced on February 28, 2024, the departure of its Chief Financial Officer, Brian T. Kennealy, effective March 1, 2024. The company also ap
• Helen of Troy Enters, Terminates Material Agreements; Creates New Obligation — 8-K · Feb 20, 2024 Risk: medium
  HELEN OF TROY LIMITED filed an 8-K on February 20, 2024, reporting events from February 15, 2024. The filing indicates the entry into and termination of a mater
• Cooke & Bieler Amends Helen of Troy Stake, Signals Ownership Change — SC 13G/A · Feb 13, 2024 Risk: low
  Cooke & Bieler LP, an investment adviser, filed an amended Schedule 13G/A on February 13, 2024, indicating a change in their ownership of Helen of Troy Ltd. (NA
• Vanguard Group Maintains 8.0% Stake in Helen of Troy Ltd — SC 13G/A · Feb 13, 2024 Risk: low
  The Vanguard Group, a major investment firm, filed an amended SC 13G/A on February 13, 2024, for its holdings in Helen of Troy Ltd. This filing, Amendment No. 1
• Capital Research Global Investors Amends Helen of Troy Stake — SC 13G/A · Feb 9, 2024 Risk: low
  Capital Research Global Investors, a Delaware-based investment firm, filed an amended SC 13G/A on February 9, 2024, disclosing a beneficial ownership of 1,761,0
• FMR LLC & Abigail Johnson Maintain 14.038% Stake in Helen of Troy — SC 13G/A · Feb 9, 2024 Risk: low
  FMR LLC, a major investment firm, and its principal owner, Abigail P. Johnson, have updated their ownership stake in Helen of Troy Ltd (HELE) to 14.038% as of F
• BlackRock Amends Helen of Troy Stake, Filing SC 13G/A — SC 13G/A · Jan 23, 2024
  BlackRock Inc. filed an amended SC 13G/A on January 23, 2024, indicating a change in its ownership stake in Helen of Troy Ltd. as of December 31, 2023. This fil
• Helen of Troy Ltd. Files 10-Q for Period Ending November 30, 2023 — 10-Q · Jan 8, 2024 Risk: low
  HELEN OF TROY LTD (HELE) filed a Quarterly Report (10-Q) with the SEC on January 8, 2024. Helen of Troy Ltd. filed a 10-Q report for the period ending November

Risk Profile

Risk Assessment: Of HELE's 28 recent filings, 2 were flagged as high-risk, 11 as medium-risk, and 15 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.

Financial Highlights

Key financial metrics from Helen Of Troy LTD's most recent 10-Q filing (Oct 9, 2025):

• Revenue: $431.781M
• Net Income: $ -308.643M
• EPS: $ -13.44
• Debt-to-Equity: 1.60
• Cash Position: $22.370M
• Operating Margin: -73.1%
• Total Assets: $2,407.554M
• Total Debt: $893.220M

Key Executives

• Brian T. Kennealy
• Jack L. Blount
• Kelly R. Moran
• Steven L. Smith
• Abigail P. Johnson

Industry Context

Helen of Troy operates in the consumer products industry, facing competition across its diverse segments including housewares, health and home, and beauty. The industry is characterized by brand loyalty, innovation, and sensitivity to consumer spending trends. Recent performance indicates challenges in maintaining sales momentum and profitability amidst potential economic headwinds or increased competition.

Top Tags

institutional-ownership (5) · amendment (5) · financials (4) · board-changes (3) · corporate-governance (3) · 10-Q (3) · 8-k (2) · material-agreement (2) · governance (2) · executive-compensation (2)

Key Numbers

• Net Loss: $308.643M — For the three months ended August 31, 2025, compared to $17.014M net income in prior year.
• Asset Impairment Charges: $740.779M — For the six months ended August 31, 2025, a significant non-cash expense.
• Sales Revenue: $431.781M — For the three months ended August 31, 2025, down 9.0% from $474.221M.
• Goodwill: $569.150M — As of August 31, 2025, a decrease from $1,182.899M as of February 28, 2025.
• Olive & June Acquisition Cost: $224.7M — Initial cash consideration for the acquisition completed December 16, 2024.
• Basic Loss Per Share: $13.44 — For the three months ended August 31, 2025, compared to $0.75 basic earnings per share in prior year.
• Long-Term Debt: $871.345M — Excluding current maturities, as of August 31, 2025, down from $907.519M.
• Cash and Cash Equivalents: $22.370M — As of August 31, 2025, up from $18.867M as of February 28, 2025.
• Net Sales: $447.3M — 10.3% decrease from $498.7M in Q1 2024
• Net Income: $35.1M — 32.9% decrease from $52.3M in Q1 2024
• Diluted EPS: $1.47 — down from $2.18 in Q1 2024
• Total Net Sales Decrease: 10.3% — year-over-year decline for Q1 2025
• Beauty & Wellness Sales Decrease: 12.5% — segment sales fell to $178.5M
• Home & Outdoor Sales Decrease: 8.8% — segment sales fell to $268.8M
• Olive & June Divestiture Proceeds: $25.0M — completed on December 16, 2024

Forward-Looking Statements

• {"claim":"Vanguard will maintain a significant ownership stake in Helen of Troy Ltd.","entity":"The Vanguard Group","targetDate":"December 29, 2024","confidence":"high"}
• {"claim":"Capital Research Global Investors will maintain a significant stake in Helen of Troy Ltd. for the foreseeable future.","entity":"Capital Research Global Investors","targetDate":"December 29, 2024","confidence":"medium"}
• {"claim":"FMR LLC will likely maintain a significant stake in Helen of Troy Ltd for the foreseeable future.","entity":"FMR LLC","targetDate":"2025-02-09","confidence":"high"}

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