HELE Helen of Troy (HELE) Insider Trading, Ownership & Congress Trades
Consumer Goods · Electric housewares & fans · CIK 0000916789
Form 144 · 1
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
123
13F, latest reported quarter
What the filings say about HELE
Congress, 1 year
No trades
Last one: sale, 2024-07-12
Planned sales (Form 144), 90 days
$55.7K
1 notice
Helen of Troy insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for HELEN OF TROY LTD in the period covered. Source: SEC Form 4 filings, as of 2026-10-29.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 1.8% of the 24,811 shares held after it.
- 2 other insiders bought within 30 days.
- 123 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Legal Officer JUDGE TESSA bought about $9.9K of HELE on Jul 16, 2025; 2 other insiders bought within 30 days and 123 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (2 buys, 1 sale), the last on May 11, 2023.
- The trade is 7.4% of the 135,932 shares held after it.
- 2 other insiders bought within 30 days.
- 123 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Grass Brian bought about $214.7K of HELE on Jul 15, 2025, the largest insider purchase at the company since 2023; 2 other insiders bought within 30 days and 123 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 30.3% of the 33,041 shares held after it.
- 2 other insiders bought within 30 days.
- 123 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer SCHEUERMAN TRACY bought about $201.3K of HELE on Jul 15, 2025, the largest insider purchase at the company since 2023; 2 other insiders bought within 30 days and 123 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Oct 13, 2021.
- The trade is 9.8% of the 35,835 shares held after it.
- No other insider bought within 30 days.
- 123 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Grass Brian bought about $336.4K of HELE on May 11, 2023, the largest insider purchase at the company on our record; 123 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Oct 13, 2021.
- The trade is 4.6% of the 32,335 shares held after it.
- No other insider bought within 30 days.
- 123 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Grass Brian bought about $144.2K of HELE on May 11, 2023, the largest insider purchase at the company on our record; 123 funds added in the latest 13F quarter.26 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
123 funds bought in last quarter
more than 53% of Consumer Goods
Revenue
-6.4% year over year
below 77% of Consumer Goods
Margin
-50.3% net margin
below 90% of Consumer Goods
Buybacks
$1.3M repurchased, FY to 2026-08-31
below 82% of Consumer Goods
Short interest
11.8% of the float short (float per yahoo 2026-10-28) · 3.5 days to cover · settled 2026-10-15
more than 89% of Consumer Goods
What changed in the last 30 days
Oct 13Former Director CARSON VINCENT D filed to sell $55.7K by Oct 13 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Watch HELE
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+43.1%12M
Form 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns HELE: institutional holders (13F)
13F holdings, latest reported quarter
1,883,032 sh
$54.7M
1,322,587 sh
$37.1M
993,527 sh
$28.9M
954,568 sh
$27.7M
824,267 sh
$24.0M
Congress trades in HELE
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2024-07-12 · disclosed 34 days later
$1,001 - $15,000
Bought 2024-01-11 · disclosed 35 days later
$1,001 - $15,000
Sold 2023-12-11 · disclosed 27 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
HELE planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
CARSON VINCENT D
Filed 2026-10-13
$55.7K
HELE mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Invesco Dorsey Wright Consumer Staples Momentum ETF
$1.1M position · as of 2026-07-31
1.3%
Invesco NASDAQ Future Gen 200 ETF
$118.2K position · as of 2026-05-31
0.6%
Victory Integrity Discovery Fund
$520.4K position · as of 2026-06-30
0.6%
VANGUARD EXPLORER VALUE FUND
$6.9M position · as of 2026-05-31
0.5%
Invenomic Fund
$4.4M position · as of 2026-07-31
0.5%
Sterling Capital Behavioral Small Cap Value Fund
$299.1K position · as of 2026-06-30
0.4%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Noel M.Geoffroy
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$5.3M
$1.2M
$2.0M
-75%
-33%
2023
$10.0M
$11.5M
$2.3M
-42%
-16%
2022
$8.0M
-$5.7M
$1.7M
-48%
-4%
2021
$9.7M
$12.8M
$1.7M
-5%
+5%
2020
$9.4M
$21.8M
$3.0M
+32%
+23%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows 123 funds added last quarter, $55.7K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
HELE financials
Revenue growth
-6.4%
XBRL, annual
Net margin
-50.3%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$1.8B
four quarters, 2025-09-01 to 2026-08-31
Revenue, TTM HELE
| FY Feb 2026 | $1.8B |
| FY Feb 2025 | $1.9B |
| FY Feb 2024 | $2.0B |
| FY Feb 2023 | $2.1B |
| FY Feb 2022 | $2.2B |
| Aug 2026 | $440.9M |
| May 2026 | $402.1M |
| Feb 2026 | $470.0M |
| Nov 2025 | $512.8M |
| Aug 2025 | $431.8M |
| May 2025 | $371.7M |
| Feb 2025 | $485.9M |
| Nov 2024 | $530.7M |
At each fiscal year end
Single quarter
Net margin, TTM
-5.4%
net income over revenue, 2025-09-01 to 2026-08-31
Net margin, TTM HELE
| FY Feb 2026 | -50.3% |
| FY Feb 2025 | +6.5% |
| FY Feb 2024 | +8.4% |
| FY Feb 2023 | +6.9% |
| FY Feb 2022 | +10.1% |
| Aug 2026 | +1.1% |
| May 2026 | +8.9% |
| Feb 2026 | -11.8% |
| Nov 2025 | -16.4% |
| Aug 2025 | -71.5% |
| May 2025 | -121.3% |
| Feb 2025 | +10.5% |
| Nov 2024 | +9.3% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$147.2M
operating cash flow minus capex, 2025-09-01 to 2026-08-31
Free cash flow, TTM HELE
| FY Feb 2026 | $131.9M |
| FY Feb 2025 | $83.1M |
| FY Feb 2024 | $269.4M |
| FY Feb 2023 | $33.4M |
| FY Feb 2022 | $62.8M |
| Aug 2026 | $44.8M |
| May 2026 | -$6.4M |
| Feb 2026 | $103.1M |
| Nov 2025 | $5.8M |
| Aug 2025 | -$21.9M |
| May 2025 | $45.0M |
| Feb 2025 | $27.1M |
| Nov 2024 | $191.0K |
At each fiscal year end
Single quarter
Debt to equity
0.79x
long-term 2026-08-31 plus current 2026-08-31; equity 2026-08-31
Debt to equity HELE
| FY Feb 2026 | 0.98x |
| FY Feb 2025 | 0.54x |
| FY Feb 2024 | 0.41x |
| FY Feb 2023 | 0.63x |
| FY Feb 2022 | 0.61x |
| Aug 2026 | 0.79x |
| May 2026 | 0.85x |
| Feb 2026 | 0.98x |
| Nov 2025 | 1.05x |
| Aug 2025 | 0.96x |
| May 2025 | 0.71x |
| Feb 2025 | 0.54x |
| Nov 2024 | 0.45x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.27x
TTM operating cash flow over long-term 2026-08-31 plus current 2026-08-31
Cash flow to debt HELE
| FY Feb 2026 | 0.22x |
| FY Feb 2025 | 0.12x |
| FY Feb 2024 | 0.46x |
| FY Feb 2023 | 0.22x |
| FY Feb 2022 | 0.17x |
| Aug 2026 | 0.27x |
| May 2026 | 0.16x |
| Feb 2026 | 0.22x |
| Nov 2025 | 0.11x |
| Aug 2025 | 0.10x |
| May 2025 | 0.17x |
| Feb 2025 | 0.12x |
| Nov 2024 | 0.21x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
-11.2%
TTM net income over average of 2025-08-31 and 2026-08-31
Return on equity HELE
| FY Feb 2026 | -72.5% |
| FY Feb 2025 | +7.5% |
| FY Feb 2024 | +10.8% |
| FY Feb 2023 | +10.2% |
| FY Feb 2022 | +17.5% |
| Aug 2026 | -11.2% |
| May 2026 | -39.8% |
| Feb 2026 | -72.5% |
| Nov 2025 | -63.9% |
| Aug 2025 | -52.8% |
| May 2025 | -24.0% |
| Feb 2025 | +7.5% |
| Nov 2024 | +7.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-4.4%
TTM net income over average of 2025-08-31 and 2026-08-31
Return on assets HELE
| FY Feb 2026 | -34.3% |
| FY Feb 2025 | +4.2% |
| FY Feb 2024 | +5.9% |
| FY Feb 2023 | +5.0% |
| FY Feb 2022 | +8.8% |
| Aug 2026 | -4.4% |
| May 2026 | -17.4% |
| Feb 2026 | -34.3% |
| Nov 2025 | -29.8% |
| Aug 2025 | -24.9% |
| May 2025 | -12.2% |
| Feb 2025 | +4.2% |
| Nov 2024 | +3.9% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on invested capital HELE
| FY Feb 2026 | n/a |
| FY Feb 2025 | n/a |
| FY Feb 2024 | +9.5% |
| FY Feb 2023 | +7.7% |
| FY Feb 2022 | +11.4% |
| Aug 2026 | n/a |
| May 2026 | n/a |
| Feb 2026 | n/a |
| Nov 2025 | n/a |
| Aug 2025 | n/a |
| May 2025 | n/a |
| Feb 2025 | n/a |
| Nov 2024 | +6.6% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+1.4%
operating income (EBIT proxy) over average of 2025-08-31 and 2026-08-31 minus current liabilities
Return on capital employed HELE
| FY Feb 2026 | -36.6% |
| FY Feb 2025 | +5.6% |
| FY Feb 2024 | +10.7% |
| FY Feb 2023 | +9.0% |
| FY Feb 2022 | +14.1% |
| Aug 2026 | +1.4% |
| May 2026 | -16.8% |
| Feb 2026 | -36.6% |
| Nov 2025 | -34.4% |
| Aug 2025 | -30.5% |
| May 2025 | -13.0% |
| Feb 2025 | +5.6% |
| Nov 2024 | +8.5% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing HELE
| FY Feb 2026 | n/a |
| FY Feb 2025 | 10.21x |
| FY Feb 2024 | 17.73x |
| FY Feb 2023 | 18.94x |
| FY Feb 2022 | 22.43x |
| Aug 2026 | n/a |
| May 2026 | n/a |
| Feb 2026 | n/a |
| Nov 2025 | n/a |
| Aug 2025 | n/a |
| May 2025 | n/a |
| Feb 2025 | 10.21x |
| Nov 2024 | 14.81x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$1.3B
market value at close 2026-10-27 on 2026-09-29 shares, plus long-term 2026-08-31 plus current 2026-08-31, minus cash 2026-08-31
Enterprise value HELE
| FY Feb 2026 | $1.2B |
| FY Feb 2025 | $2.2B |
| FY Feb 2024 | $3.6B |
| FY Feb 2023 | $3.6B |
| FY Feb 2022 | $5.7B |
| Aug 2026 | $1.4B |
| May 2026 | $1.3B |
| Feb 2026 | $1.2B |
| Nov 2025 | $1.3B |
| Aug 2025 | $1.4B |
| May 2025 | $1.5B |
| Feb 2025 | $2.2B |
| Nov 2024 | $2.4B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+21.6%
TTM free cash flow over market value at close 2026-10-27
FCF yield HELE
| FY Feb 2026 | +32.4% |
| FY Feb 2025 | +6.6% |
| FY Feb 2024 | +9.1% |
| FY Feb 2023 | +1.2% |
| FY Feb 2022 | +1.3% |
| Aug 2026 | +21.0% |
| May 2026 | +12.8% |
| Feb 2026 | +32.4% |
| Nov 2025 | +12.8% |
| Aug 2025 | +8.9% |
| May 2025 | +18.1% |
| Feb 2025 | +6.6% |
| Nov 2024 | +7.3% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing HELE
| FY Feb 2026 | n/a |
| FY Feb 2025 | n/a |
| FY Feb 2024 | 0.96x |
| FY Feb 2023 | n/a |
| FY Feb 2022 | n/a |
| Aug 2026 | n/a |
| May 2026 | n/a |
| Feb 2026 | n/a |
| Nov 2025 | n/a |
| Aug 2025 | n/a |
| May 2025 | n/a |
| Feb 2025 | n/a |
| Nov 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-02 | 2025-02 | 2024-02 | 2023-02 | |
|---|---|---|---|---|
| Revenue | $1.8B | $1.9B | $2.0B | $2.1B |
| Gross profit | $815.7M | $914.4M | $948.7M | $899.4M |
| Operating income | -$782.1M | $142.7M | $260.6M | $211.8M |
| Net income | -$899.0M | $124.0M | $169.0M | $143.0M |
| EPS (diluted) | -39.08 | 5.37 | 7.03 | 5.95 |
| Operating cash flow | $171.1M | $113.2M | $306.1M | $208.2M |
| Cash | $18.9M | $18.9M | $18.5M | $29.1M |
| Long-term debt | $755.8M | $907.5M | $659.4M | $928.3M |
| Buybacks | $1.9M | $103.2M | $55.2M | $18.4M |
SEC XBRL, fiscal years, as known on 2026-10-29
HELE Stock Sonar score 5/7 axes
Find similar shapesCompareHELE ranks highest on institutional and government (53rd percentile) and risk and compliance (46th), and lowest on growth (23rd), among Consumer Goods peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
HELE filings, in plain words
Have members of Congress traded HELE?
Yes, but not in the year to 2026-10-29; the latest on record is a sale by Josh Gottheimer dated 2024-07-12.
Are there planned insider sales of HELE?
Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-29, covering $55.7K of stock; the latest, by CARSON VINCENT D, was filed 2026-10-13.
Read the full summary
Members of Congress have disclosed trades in HELE, none in the last year; the latest on record is a sale by Josh Gottheimer dated 2024-07-12. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-29, covering $55.7K of stock. Each figure is counted from SEC and House filings as of 2026-10-29, dated the day the filing was made public.
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