Helen Of Troy Ltd. (HELE)

Sector:
CONSUMER STAPLES
Industry:
PERSONAL PRODUCTS
SIC:
ELECTRIC HOUSEWARES & FANS
CEO:
Julien R. Mininberg
Employees:
1,500
CLARENDON HOUSE, 2 CHURCH STREET, HAMILTON, BERMUDA HM 11
915-225-8000

Helen of Troy Ltd. engages in the manufacture and distribution of personal care and household products. It operates through the following segments: Housewares, Healthcare/Home Environment, Nutritional Supplements, and Personal Care. The Housewares segment offers food preparation tools, containers, electronics, baby care, and cleaning products. The Healthcare/Home Environment segment develops thermometers, humidifiers, blood pressure monitors, heating pads, water filtration systems, portable heaters, air purifiers, and insect control devices. The Nutritional Supplements segment provides vitamins, minerals, and supplements. The Personal Care segment manufactures and sells electric hair care, wellness appliances, and beauty products. The company was founded by Gerald J. Rubin and Stanlee N. Rubin in 1968 and is headquartered in Hamilton, Bermuda.

Data derived from most recent annual or quarterly report
Market Cap 5.789 Billion Shares Outstanding24.099 Million Avg 30-day Volume 126.626 Thousand
P/E Ratio21.5105 Dividend Yield0.0 EPS2.13
Price to Revenue2.6027 Debt to Equity0.2773 EBITDA320.786 Million
Price to Book Value4.4076 Operating Margin13.4119 Enterprise Value5.761 Billion
Current Ratio1.581 EPS Growth0.674 Quick Ratio0.695
1 Yr BETA 0.5909 52-week High/Low 265.97 / 201.02 Profit Margin12.0996
Operating Cash Flow Growth15.7811 Altman Z-Score5.3249 Free Cash Flow to Firm 204.015 Million
View SEC Filings from HELE instead.

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Funds Holding HELE (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding HELE BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

8.6 Thousand total shares from 5 transactions

Exercise Derivative Conversion (M)

9.9 Thousand total shares from 4 transactions

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

ABROMOVITZ GARY B

  • Director
6,964 2021-12-01 4

CARSON VINCENT D

  • Director
11,958 2021-12-01 6

RAFF BERYL

  • Director
4,974 2021-12-01 4

CASE THURMAN K

  • Director
2,839 2021-12-01 4

WOODY DARREN G

  • Director
6,254 2021-12-01 4

MEEKER TIMOTHY F

  • Director
5,554 2021-12-01 4

BERRY KRISTA

  • Director
2,661 2021-12-01 4

MININBERG JULIEN CHIEF EXECUTIVE OFFICER

  • Officer
  • Director
156,874 2021-11-12 12

OSBERG MATTHEW J CHIEF FINANCIAL OFFICER

  • Officer
802 2021-11-01 1

GRASS BRIAN CHIEF FINANCIAL OFFICER

  • Officer
45,543 2021-10-13 7

SUSETKA WILLIAM

  • Director
5,896 2020-06-01 0

BUTTERWORTH JOHN B

  • Director
7,631 2017-06-01 0

OPPENHEIM RICHARD J VICE PRESIDENT

  • Officer
756 2017-05-16 0

DAVERN ALEXANDER M

  • Director
2,313 2017-03-01 0

BENSON THOMAS J CHIEF OPERATIONS OFFICER

  • Officer
5,020 2016-03-01 0

TELLES ADOLPHO R

  • Director
11,780 2014-06-03 0

RUBIN GERALD J CHAIRMAN, CEO & PRESIDENT

  • Officer
  • Director
1,807,228 2013-10-29 0

RUBIN BYRON H

  • Director
12,000 2010-05-18 0

RUBIN STANLEE N

  • Director
1,812,922 2009-08-25 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

CASE THURMAN K - Director

2021-12-03 14:42:23 -0500 2021-12-01 A 97 a 2,839 direct

CARSON VINCENT D - Director

2021-12-03 12:57:23 -0500 2021-12-01 A 97 a 11,958 direct

WOODY DARREN G - Director

2021-12-03 12:45:21 -0500 2021-12-01 A 97 a 6,254 direct

BERRY KRISTA - Director

2021-12-03 14:04:38 -0500 2021-12-01 A 97 a 2,661 direct

RAFF BERYL - Director

2021-12-03 12:59:41 -0500 2021-12-01 A 97 a 4,974 direct

MEEKER TIMOTHY F - Director

2021-12-03 13:09:12 -0500 2021-12-01 A 97 a 5,554 direct

ABROMOVITZ GARY B - Director

2021-12-03 12:48:48 -0500 2021-12-01 A 97 a 6,964 direct

MININBERG JULIEN - Director - Officer CHIEF EXECUTIVE OFFICER by trust

2021-11-15 15:23:36 -0500 2021-11-12 S 3,612 $245.40 d 79,135 indirect 0.7529 1.7826 1.7826 6 0.0 1

MININBERG JULIEN - Director - Officer CHIEF EXECUTIVE OFFICER by trust

2021-11-15 15:23:36 -0500 2021-11-12 S 2,966 $246.57 d 76,169 indirect 0.7529 1.7826 1.7826 6 0.0 1

MININBERG JULIEN - Director - Officer CHIEF EXECUTIVE OFFICER by llc

2021-11-15 15:23:36 -0500 2021-11-12 S 36 $245.40 d 800 indirect 0.7529 1.7826 1.7826 6 0.0 1

MININBERG JULIEN - Director - Officer CHIEF EXECUTIVE OFFICER by llc

2021-11-15 15:23:36 -0500 2021-11-12 S 30 $246.57 d 770 indirect 0.7529 1.7826 1.7826 6 0.0 1

GRASS BRIAN - Officer CHIEF FINANCIAL OFFICER

2021-10-15 14:38:35 -0400 2021-10-13 M 1,794 $64.19 a 44,373 direct 1.6085 0.9749 9.0619 11.632 28 -2.3619 9

GRASS BRIAN - Officer CHIEF FINANCIAL OFFICER

2021-10-15 14:38:35 -0400 2021-10-13 M 5,706 d 0 direct

GRASS BRIAN - Officer CHIEF FINANCIAL OFFICER

2021-10-15 14:38:35 -0400 2021-10-13 S 2,000 $221.50 d 45,543 direct 1.6085 0.9749 9.0619 11.632 28 -2.3619 9

GRASS BRIAN - Officer CHIEF FINANCIAL OFFICER

2021-10-15 14:38:35 -0400 2021-10-13 F 3,250 $221.25 d 47,285 direct 1.6085 0.9749 9.0619 11.632 28 -2.3619 9

GRASS BRIAN - Officer CHIEF FINANCIAL OFFICER

2021-10-15 14:38:35 -0400 2021-10-13 M 1,926 $36.03 a 45,778 direct 1.6085 0.9749 9.0619 11.632 28 -2.3619 9

GRASS BRIAN - Officer CHIEF FINANCIAL OFFICER

2021-10-15 14:38:35 -0400 2021-10-13 M 1,926 d 0 direct

GRASS BRIAN - Officer CHIEF FINANCIAL OFFICER

2021-10-15 14:38:35 -0400 2021-10-13 F 248 $221.25 d 47,543 direct 1.6085 0.9749 9.0619 11.632 28 -2.3619 9

GRASS BRIAN - Officer CHIEF FINANCIAL OFFICER

2021-10-15 14:38:35 -0400 2021-10-13 M 5,706 $64.19 a 50,535 direct 1.6085 0.9749 9.0619 11.632 28 -2.3619 9

GRASS BRIAN - Officer CHIEF FINANCIAL OFFICER

2021-10-15 14:38:35 -0400 2021-10-13 F 521 $221.25 d 43,852 direct 1.6085 0.9749 9.0619 11.632 28 -2.3619 9

GRASS BRIAN - Officer CHIEF FINANCIAL OFFICER

2021-10-15 14:38:35 -0400 2021-10-13 M 506 d 0 direct

GRASS BRIAN - Officer CHIEF FINANCIAL OFFICER

2021-10-15 14:38:35 -0400 2021-10-13 M 1,794 d 0 direct

GRASS BRIAN - Officer CHIEF FINANCIAL OFFICER

2021-10-15 14:38:35 -0400 2021-10-13 M 506 $34.72 a 47,791 direct 1.6085 0.9749 9.0619 11.632 28 -2.3619 9

GRASS BRIAN - Officer CHIEF FINANCIAL OFFICER

2021-10-15 14:38:35 -0400 2021-10-13 F 949 $221.25 d 44,829 direct 1.6085 0.9749 9.0619 11.632 28 -2.3619 9

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
HELEN OF TROY LTD HELE 2021-12-06 22:15:04 UTC -0.193 0.263 700000
HELEN OF TROY LTD HELE 2021-12-06 21:45:02 UTC -0.193 0.263 700000
HELEN OF TROY LTD HELE 2021-12-06 21:15:03 UTC -0.193 0.263 700000
HELEN OF TROY LTD HELE 2021-12-06 20:45:03 UTC -0.1917 0.2617 700000
HELEN OF TROY LTD HELE 2021-12-06 20:15:03 UTC -0.1917 0.2617 700000
HELEN OF TROY LTD HELE 2021-12-06 19:45:03 UTC -0.1917 0.2617 700000
HELEN OF TROY LTD HELE 2021-12-06 19:15:03 UTC -0.1917 0.2617 700000
HELEN OF TROY LTD HELE 2021-12-06 18:45:03 UTC -0.1934 0.2634 700000
HELEN OF TROY LTD HELE 2021-12-06 18:15:03 UTC -0.1934 0.2634 700000
HELEN OF TROY LTD HELE 2021-12-06 17:45:03 UTC -0.1934 0.2634 700000
HELEN OF TROY LTD HELE 2021-12-06 17:15:03 UTC -0.1934 0.2634 700000
HELEN OF TROY LTD HELE 2021-12-06 16:45:05 UTC -0.18 0.25 700000
HELEN OF TROY LTD HELE 2021-12-06 16:15:02 UTC -0.18 0.25 700000
HELEN OF TROY LTD HELE 2021-12-06 15:45:03 UTC -0.18 0.25 700000
HELEN OF TROY LTD HELE 2021-12-06 15:15:03 UTC -0.18 0.25 700000
HELEN OF TROY LTD HELE 2021-12-06 14:45:03 UTC -0.1993 0.2693 700000
HELEN OF TROY LTD HELE 2021-12-06 14:15:03 UTC -0.1993 0.2693 700000
HELEN OF TROY LTD HELE 2021-12-06 13:45:04 UTC -0.1993 0.2693 700000
HELEN OF TROY LTD HELE 2021-12-06 13:15:03 UTC -0.1993 0.2693 700000
HELEN OF TROY LTD HELE 2021-12-06 12:45:03 UTC -0.1993 0.2693 700000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
Prudential Investment Portfolios 12- PGIM QMA Large-Cap Core Equity Plus Fund HELE -300.0 shares, $-68436.0 2021-06-30 N-PORT
SCHWAB CAPITAL TRUST- Schwab Hedged Equity Fund HELE -601.0 shares, $-134257.39 2021-07-31 N-PORT
Series Portfolios Trust- Weiss Alternative Multi-Strategy Fund HELE -696.0 shares, $-155479.44 2021-07-31 N-PORT
Trust for Professional Managers- Convergence Long/Short Equity Fund HELE -215.0 shares, $-51425.85 2021-08-31 N-PORT
SEI INSTITUTIONAL INVESTMENTS TRUST- SIIT MULTI-ASSET REAL RETURN FUND HELE -764.0 shares, $-182741.16 2021-08-31 N-PORT
Prudential Investment Portfolios 12- PGIM QMA Long-Short Equity Fund HELE -500.0 shares, $-112340.0 2021-09-30 N-PORT
Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund HELE -1700.0 shares, $-381956.0 2021-09-30 N-PORT
Weiss Strategic Interval Fund- Weiss Strategic Interval Fund HELE -14214.0 shares, $-3193601.52 2021-09-30 N-PORT
TIFF INVESTMENT PROGRAM- TIFF Multi-Asset Fund HELE -285.0 shares, $-64033.8 2021-09-30 N-PORT
Advanced Series Trust- AST QMA U.S. Equity Alpha Portfolio HELE -5900.0 shares, $-1325612.0 2021-09-30 N-PORT
VANGUARD MONTGOMERY FUNDS- VANGUARD MARKET NEUTRAL FUND HELE -8864.0 shares, $-1991563.52 2021-09-30 N-PORT

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