Helen Of Ownership
| HELE Stock | USD 51.41 0.39 0.75% |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 22.8 M | Current Value 22.9 M | Avarage Shares Outstanding 28 M | Quarterly Volatility 3.8 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Helen |
Helen Stock Ownership Analysis
About 99.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 0.73. Some equities with similar Price to Book (P/B) outperform the market in the long run. Helen of Troy has Price/Earnings To Growth (PEG) ratio of 1.3. The entity had not issued any dividends in recent years. The firm had 2:1 split on the 23rd of September 1997. Helen of Troy Limited provides various consumer products in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. Helen of Troy Limited was incorporated in 1968 and is headquartered in El Paso, Texas. Helen Of operates under Household Personal Products classification in the United States and is traded on NASDAQ Exchange. It employs 2146 people. To learn more about Helen of Troy call Julien Mininberg at 915 225 8000 or check out https://www.helenoftroy.com.Besides selling stocks to institutional investors, Helen Of also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Helen Of's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Helen Of's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Helen Of Quarterly Liabilities And Stockholders Equity |
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Helen Of Insider Trades History
Only 1.41% of Helen of Troy are currently held by insiders. Unlike Helen Of's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Helen Of's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Helen Of's insider trades
Helen Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Helen Of is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Helen of Troy backward and forwards among themselves. Helen Of's institutional investor refers to the entity that pools money to purchase Helen Of's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Charles Schwab Investment Management Inc | 2024-12-31 | 482.2 K | William Blair Investment Management, Llc | 2024-12-31 | 440.9 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 372.7 K | Bank Of America Corp | 2024-12-31 | 364.2 K | Bank Of New York Mellon Corp | 2024-12-31 | 349.2 K | Medina Singh Partners, Llc | 2024-12-31 | 318.5 K | Hhg Plc | 2024-12-31 | 302.7 K | Capital Research & Mgmt Co - Division 3 | 2024-12-31 | 269.6 K | Northern Trust Corp | 2024-12-31 | 258.8 K | Blackrock Inc | 2024-12-31 | 3.6 M | Fmr Inc | 2024-12-31 | 2.7 M |
Helen of Troy Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Helen Of insiders, such as employees or executives, is commonly permitted as long as it does not rely on Helen Of's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Helen Of insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Helen Of's latest congressional trading
Congressional trading in companies like Helen of Troy, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Helen Of by those in governmental positions are based on the same information available to the general public.
| 2024-08-15 | Representative Josh Gottheimer | Acquired Under $15K | Verify |
Helen Of Outstanding Bonds
Helen Of issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Helen of Troy uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Helen bonds can be classified according to their maturity, which is the date when Helen of Troy has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Helen Of Corporate Filings
F4 | 7th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 8th of January 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
| 21st of June 2024 Other Reports | ViewVerify |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.When determining whether Helen of Troy is a strong investment it is important to analyze Helen Of's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Helen Of's future performance. For an informed investment choice regarding Helen Stock, refer to the following important reports:Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Helen of Troy. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
Is Household Appliances space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Helen Of. If investors know Helen will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Helen Of listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.32) | Earnings Share 4.93 | Revenue Per Share | Quarterly Revenue Growth (0.03) | Return On Assets |
The market value of Helen of Troy is measured differently than its book value, which is the value of Helen that is recorded on the company's balance sheet. Investors also form their own opinion of Helen Of's value that differs from its market value or its book value, called intrinsic value, which is Helen Of's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Helen Of's market value can be influenced by many factors that don't directly affect Helen Of's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Helen Of's value and its price as these two are different measures arrived at by different means. Investors typically determine if Helen Of is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Helen Of's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.