Helen of Troy (ticker: HELE) issued a press release on July 8, 2026, reporting its financial results for the first quarter of fiscal 2027. This 8-K filing simply attaches that press release as an exhibit and does not include any specific revenue or profit numbers in the filing itself. The company also includes standard forward-looking statement cautions.

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FAQ

Who are the top institutional investors holding Helen of Troy Limited (HELE)?

Major stakeholders currently include BlackRock, Inc. ($25.2M), RWWM, Inc. ($16.9M), Vanguard Capital Management LLC ($14.5M). Based on the latest 13F filings, there are a total of 188 tracked investment funds and institutions maintaining positions in HELE.

What is the overall institutional sentiment toward HELE recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $186.4M, driven by 100 managers accumulating shares while 102 reduced their exposure.

Which institutions have been selling or reducing their HELE positions?

In the latest period, 59 funds trimmed their holdings, and 43 managers completely exited their positions. The aggregate reported sell value was $283.9M.

Are there any notable investors adding HELE to their portfolios?

Yes, buying activity remains notable. 36 institutions opened new positions in {ticker}, and 64 existing holders added to their shares. The total reported buy value for the quarter amounted to $186.4M.