Helen of Troy Ltd
HELEFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Helen of Troy Ltd Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
Pick a year or quarter. Each band's width is its dollar amount.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Feb 28, 2026. The latest insider filing shown is dated Jun 2, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 2026-03-31 | 1,914 | $27.6K | SEC filing |
| NEW YORK STATE COMMON RETIREMENT FUND | 2026-03-31 | 7,201 | $104K | SEC filing |
| Walleye Capital LLC | 2026-03-31 | 145 | $2.09K | SEC filing |
| FMR LLC | 2026-03-31 | 4,241 | $61.2K | SEC filing |
| BlackRock, Inc. | 2026-03-31 | 1,745,908 | $25.2M | SEC filing |
| Cassaday & Co Wealth Management LLC | 2026-03-31 | 545 | $7.86K | SEC filing |
| HANCOCK WHITNEY CORP | 2026-03-31 | 12,644 | Not shown | SEC filing |
| Optiver Holding B.V. | 2026-03-31 | 499 | $7.2K | SEC filing |
| HSBC HOLDINGS PLC | 2026-03-31 | 137,389 | $1.94M | SEC filing |
| Sterling Capital Management LLC | 2026-03-31 | 759 | $10.9K | SEC filing |
| BNP PARIBAS FINANCIAL MARKETS | 2026-03-31 | 12,520 | $181K | SEC filing |
| AMERICAN CENTURY COMPANIES INC | 2026-03-31 | 67,812 | $978K | SEC filing |
| EverSource Wealth Advisors, LLC | 2026-03-31 | 1,182 | $17K | SEC filing |
| SEI INVESTMENTS CO | 2026-03-31 | 33,637 | $485K | SEC filing |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2026-03-31 | 395,885 | $5.71M | SEC filing |
| GOLDMAN SACHS GROUP INC | 2026-03-31 | 491,774 | $7.09M | SEC filing |
| CWM, LLC | 2026-03-31 | 19,327 | $279K | SEC filing |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2026-03-31 | 3,530 | $50.9K | SEC filing |
| EntryPoint Capital, LLC | 2026-03-31 | 32,150 | $464K | SEC filing |
- Each value is checked against Helen of Troy Ltd's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the value per share could not be confirmed against the share prices on file from within three months of the report date.
- 1 row left out: the value per share it reports is far from Helen of Troy Ltd's share prices on file from around the report date, far from the value most filers reported for that date, or the value of a security already left out, so it may describe another security or share class.
120 filers have only one report here.
Independent insiders buying near the same time
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-07-16 | JUDGE TESSA · Chief Legal Officer | Common Shares, Par value $0.10 per share | P — Open market or private purchase | +435 | 22.87 | SEC filing |
| 2025-07-15 | Grass Brian · Chief Executive Officer | Common Shares, Par value $0.10 per share | P — Open market or private purchase | +10,000 | 21.47 | SEC filing |
| 2025-07-15 | SCHEUERMAN TRACY · Chief Financial Officer | Common Shares, Par value $0.10 per share | P — Open market or private purchase | +10,000 | 20.13 | SEC filing |
| 2023-05-11 | Grass Brian · Chief Financial Officer | Common Shares, Par value $0.10 per share | P — Open market or private purchase | +3,500 | 96.11 | SEC filing |
| 2023-05-11 | Grass Brian · Chief Financial Officer | Common Shares, Par value $0.10 per share | P — Open market or private purchase | +1,500 | 96.16 | SEC filing |
| 2023-05-11 | Grass Brian · Chief Financial Officer | Put Option (Right to Sell) | S — Open market or private sale | −183 | 13.96 | SEC filing |
| 2022-05-05 | ABROMOVITZ GARY B · Director | Common Shares, Par value $0.10 per share | S — Open market or private sale | −1,038 | 209.00 | SEC filing |
| 2021-11-12 | Mininberg Julien · Chief Executive Officer | Common Shares, Par value $0.10 per share | S — Open market or private sale | −2,966 | 246.57 | SEC filing |
Showing 8 of 12 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-01 | Otero Elena · Director | Common Shares, Par value $0.10 per share | A — Grant, award, or other acquisition | +919 | SEC filing |
| 2026-06-01 | Woody Darren G · Director | Common Shares, Par value $0.10 per share | A — Grant, award, or other acquisition | +919 | SEC filing |
| 2026-06-01 | CASE THURMAN K · Director | Common Shares, Par value $0.10 per share | A — Grant, award, or other acquisition | +919 | SEC filing |
| 2026-06-01 | Berry Krista · Director | Common Shares, Par value $0.10 per share | A — Grant, award, or other acquisition | +919 | SEC filing |
| 2026-06-01 | CARSON VINCENT D · Director | Common Shares, Par value $0.10 per share | A — Grant, award, or other acquisition | +919 | SEC filing |
| 2026-06-01 | Meeker Timothy F · Director | Common Shares, Par value $0.10 per share | A — Grant, award, or other acquisition | +919 | SEC filing |
| 2026-06-01 | RAFF BERYL · Director | Common Shares, Par value $0.10 per share | A — Grant, award, or other acquisition | +919 | SEC filing |
| 2026-06-01 | GOMEZ SADES TABATA LORENA · Director | Common Shares, Par value $0.10 per share | A — Grant, award, or other acquisition | +919 | SEC filing |
Showing 8 of 25 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2024-07-22 | Woody Darren G · Director | Common Shares, Par value $0.10 per share | W — Acquisition or disposition by will or laws of descent | +10 | SEC filing |
Showing 1 of 1 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.