Empfehlung
18,4
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
55.8
31 neu, 48 erhöht, -81433K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | HELEN OF TROY LTD |
|---|---|
| Ticker | HELE |
| CIK | 0000916789 |
Branche
| SIC-Code | 3634 |
|---|---|
| Beschreibung | Electric Housewares & Fans |
Wertpapier
| CUSIP | G4388n106 |
|---|---|
| ISIN | USG4388N1066 |
| Typ | Common Stock |
| Titel | Helen of Troy Ltd |
Status
| Zuletzt geprüft | 2026-03-20 21:32:43.50812 |
|---|
Finanzkennzahlen (SEC XBRL)
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2025-02-28 | 10-K | 1,907,665,000 | 123,751,000 | 5.37 | 3,132,083,000 | 1,683,439,000 |
| 2018-02-28 | 10-K | 1,478,845,000 |
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 1,761,306 | 3,440,904 | -1,679,598 | 37,427,743 | Reduziert | -48,8% | |
| VANGUARD GROUP INC | 1,526,957 | 2,141,722 | -614,765 | 32,447,837 | Reduziert | -28,7% | |
| MILLENNIUM MANAGEMENT LLC | 1,049,381 | 446,081 | 603,300 | 22,299,346 | Aufgestockt | +135,2% | |
| PZENA INVESTMENT MANAGEMENT LLC | 947,568 | 1,010,756 | -63,188 | 20,135,820 | Reduziert | -6,3% | |
| WELLINGTON MANAGEMENT GROUP LLP | 756,909 | 747,220 | 9,689 | 16,084,317 | Aufgestockt | +1,3% | |
| DIMENSIONAL FUND ADVISORS LP | 700,604 | 954,378 | -253,774 | 14,887,807 | Reduziert | -26,6% | |
| BANK OF AMERICA CORP /DE/ | 648,548 | 478,817 | 169,731 | 13,781,645 | Aufgestockt | +35,4% | |
| RWWM, Inc. | 632,140 | 515,176 | 116,964 | 13,432,975 | Aufgestockt | +22,7% | |
| UBS Group AG | 616,992 | 126,961 | 490,031 | 13,111,081 | Aufgestockt | +386,0% | |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 564,200 | 0 | 564,200 | 11,989,250 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 557,231 | 506,522 | 50,709 | 11,843,913 | Aufgestockt | +10,0% | |
| GOLDMAN SACHS GROUP INC | 511,630 | 674,339 | -162,709 | 10,872,138 | Reduziert | -24,1% | |
| STATE STREET CORP | 488,516 | 898,122 | -409,606 | 10,380,965 | Reduziert | -45,6% | |
| BARCLAYS PLC | 433,249 | 43,913 | 389,336 | 9,206,541 | Aufgestockt | +886,6% | |
| JANE STREET GROUP, LLC | 409,840 | 198,458 | 211,382 | 8,709,100 | Aufgestockt | +106,5% | |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 381,645 | 384,093 | -2,448 | 8,109,990 | Reduziert | -0,6% | |
| MORGAN STANLEY | 374,573 | 322,131 | 52,442 | 7,959,689 | Aufgestockt | +16,3% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 297,301 | 360,942 | -63,641 | 6,317,646 | Reduziert | -17,6% | |
| Capital International Investors | 269,597 | 269,597 | 0 | 5,728,936 | Unverändert | 0,0% | |
| EARNEST PARTNERS LLC | 262,634 | 311,668 | -49,034 | 5,580,973 | Reduziert | -15,7% | |
| Rubric Capital Management LP | 256,937 | 0 | 256,937 | 5,459,911 | Neu | +100,0% | |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 249,642 | 359,693 | -110,051 | 5,304,892 | Reduziert | -30,6% | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 231,391 | 0 | 231,391 | 4,917,059 | Neu | +100,0% | |
| AQR CAPITAL MANAGEMENT LLC | 178,621 | 0 | 178,621 | 4,501,249 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 190,313 | 226,818 | -36,505 | 4,044,153 | Reduziert | -16,1% | |
| IMC-Chicago, LLC | 189,744 | 119,625 | 70,119 | 4,032,060 | Aufgestockt | +58,6% | |
| JPMORGAN CHASE & CO | 182,125 | 242,272 | -60,147 | 3,870,157 | Reduziert | -24,8% | |
| Walleye Capital LLC | 177,594 | 0 | 177,594 | 3,773,873 | Neu | +100,0% | |
| WOLVERINE TRADING, LLC | 141,381 | 102,212 | 39,169 | 3,637,733 | Aufgestockt | +38,3% | |
| Allspring Global Investments Holdings, LLC | 144,162 | 0 | 144,162 | 3,632,882 | Neu | +100,0% | |
| MARSHALL WACE, LLP | 156,093 | 109,514 | 46,579 | 3,316,979 | Aufgestockt | +42,5% | |
| Counterpoint Mutual Funds LLC | 125,416 | 12,764 | 112,652 | 3,160,483 | Aufgestockt | +882,6% | |
| Squarepoint Ops LLC | 148,390 | 25,042 | 123,348 | 3,153,288 | Aufgestockt | +492,6% | |
| FRANKLIN RESOURCES INC | 144,739 | 134,465 | 10,274 | 3,075,704 | Aufgestockt | +7,6% | |
| WELLS FARGO & COMPANY/MN | 137,344 | 177,156 | -39,812 | 2,918,561 | Reduziert | -22,5% | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 92,907 | 0 | 92,907 | 2,636,701 | Neu | +100,0% | |
| Invesco Ltd. | 112,491 | 175,420 | -62,929 | 2,390,435 | Reduziert | -35,9% | |
| Walleye Trading LLC | 110,333 | 0 | 110,333 | 2,344,576 | Neu | +100,0% | |
| CAPITAL FUND MANAGEMENT S.A. | 108,544 | 105,767 | 2,777 | 2,306,560 | Aufgestockt | +2,6% | |
| VICTORY CAPITAL MANAGEMENT INC | 81,053 | 0 | 81,053 | 2,300,284 | Neu | +100,0% | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 89,582 | 77,876 | 11,706 | 2,257,466 | Aufgestockt | +15,0% | |
| Y-Intercept (Hong Kong) Ltd | 106,051 | 27,195 | 78,856 | 2,253,584 | Aufgestockt | +290,0% | |
| Susquehanna Portfolio Strategies, LLC | 102,985 | 81,842 | 21,143 | 2,188,431 | Aufgestockt | +25,8% | |
| NORDEA INVESTMENT MANAGEMENT AB | 73,770 | 69,400 | 4,370 | 1,860,479 | Aufgestockt | +6,3% | |
| SIMPLEX TRADING, LLC | 68,500 | 24,000 | 44,500 | 1,455,625 | Aufgestockt | +185,4% | |
| Pinnacle Holdings, LLC | 67,986 | 0 | 67,986 | 1,444,703 | Neu | +100,0% | |
| LPL Financial LLC | 52,500 | 76,598 | -24,098 | 1,323,000 | Reduziert | -31,5% | |
| Engineers Gate Manager LP | 59,454 | 0 | 59,454 | 1,263,398 | Neu | +100,0% | |
| Swiss National Bank | 44,500 | 43,600 | 900 | 1,121,400 | Aufgestockt | +2,1% | |
| Pacific Ridge Capital Partners, LLC | 50,536 | 43,987 | 6,549 | 1,073,890 | Aufgestockt | +14,9% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | JUDGE TESSA | Officer, Chief Legal Officer | Open Market Purchase | 435 | 22.87 | 9,948.45 | +7,0% | |
| 2025-07-15 | Grass Brian | Officer, Chief Executive Officer | Open Market Purchase | 10,000 | 21.47 | 214,700.00 | +151,2% | |
| 2025-07-15 | SCHEUERMAN TRACY | Officer, Chief Financial Officer | Open Market Purchase | 10,000 | 20.13 | 201,300.00 | +141,8% |
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| BlackRock, Inc. | 1,761,306 | 37,427,743 | 10.21 |
| VANGUARD GROUP INC | 1,526,957 | 32,447,837 | 8.86 |
| MILLENNIUM MANAGEMENT LLC | 1,049,381 | 22,299,346 | 6.09 |
| PZENA INVESTMENT MANAGEMENT LLC | 947,568 | 20,135,820 | 5.50 |
| WELLINGTON MANAGEMENT GROUP LLP | 756,909 | 16,084,317 | 4.39 |
| DIMENSIONAL FUND ADVISORS LP | 700,604 | 14,887,807 | 4.06 |
| BANK OF AMERICA CORP /DE/ | 648,548 | 13,781,645 | 3.76 |
| RWWM, Inc. | 632,140 | 13,432,975 | 3.67 |
| UBS Group AG | 616,992 | 13,111,081 | 3.58 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 564,200 | 11,989,250 | 3.27 |
| GEODE CAPITAL MANAGEMENT, LLC | 557,231 | 11,843,913 | 3.23 |
| GOLDMAN SACHS GROUP INC | 511,630 | 10,872,138 | 2.97 |
| STATE STREET CORP | 488,516 | 10,380,965 | 2.83 |
| BARCLAYS PLC | 433,249 | 9,206,541 | 2.51 |
| JANE STREET GROUP, LLC | 409,840 | 8,709,100 | 2.38 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 381,645 | 8,109,990 | 2.21 |
| MORGAN STANLEY | 374,573 | 7,959,689 | 2.17 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 297,301 | 6,317,646 | 1.72 |
| Capital International Investors | 269,597 | 5,728,936 | 1.56 |
| EARNEST PARTNERS LLC | 262,634 | 5,580,973 | 1.52 |