rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

Helen of Troy Limited

HELE · Nasdaq

IndustrialsElectrical Equipment & GridLeading

HELE stood above a rising 150-day average in 22 of the last 52 weekly readings, including each of the last 22 weeks. It is 15.0% above that average now. Electrical Equipment & Grid: 20% of its 50 stocks in an uptrend (−6 points in four weeks); Industrials: 27% (−4 points in four weeks).

Statistics

Rotation
Leading
Weeks in an uptrend
22 in a row
Industry in uptrend
20% -6 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$0
Officials’ trades on record
22
Institutions holding
188 (+10)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 22 of 52 weeks.

17 Apr – 16 Oct
21%35%49%Apr 26Jun 26Jul 26Sep 26Oct 26

Electrical Equipment & Grid: A minority of its stocks are in an uptrend and the share has been slipping. Industrials: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$411KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

22 disclosed lines: House 19, Senate 3, executive 0; 6 people.

WhoDidAmountTraded
Josh Gottheimer House: U.S. House ClerkNJ05soldjoint$1k–$15k12 Jul 2024filed 15 Aug 2024
Josh Gottheimer House: U.S. House ClerkNJ05boughtjoint$1k–$15k11 Jan 2024filed 15 Feb 2024
Josh Gottheimer House: U.S. House ClerkNJ05soldjoint$1k–$15k11 Dec 2023filed 7 Jan 2024
Josh Gottheimer House: U.S. House ClerkNJ05bought$1k–$15k22 Jul 2022filed 29 Aug 2022
Lois Frankel House: U.S. House ClerkFL21sold$1k–$15k14 Jun 2022filed 16 Jun 2022
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA39sold$1k–$15k24 Nov 2020filed 15 Dec 2020
Josh Gottheimer House: U.S. House ClerkNJ05sold$1k–$15k19 Nov 2020filed 9 Dec 2020
Lois Frankel House: U.S. House ClerkFL21sold$1k–$15k26 May 2020filed 28 Jun 2020
Kelly Loeffler Senate: U.S. Senate eFDSenatorsoldjoint$15k–$50k7 Apr 2020filed 1 May 2020
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA39bought$1k–$15k10 Mar 2020filed 16 Apr 2020
Kelly Loeffler Senate: U.S. Senate eFDSenatorsold part ofjoint$50k–$100k9 Mar 2020filed 31 Mar 2020
Kelly Loeffler Senate: U.S. Senate eFDSenatorsold part ofjoint$50k–$100k6 Mar 2020filed 1 May 2020

Insiders

Buy orders, 12 months0
Sale orders, 12 months0
Buyers · sellers0 · 0

No open-market buy or sale by its insiders on record.

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders188+10 on the quarter
New · exited46 · 35
Reported value$659.5M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 20261,883,032$54.7M+137,124+7.9%
AQR CAPITAL MANAGEMENT LLCadded · filed 14 Aug 20261,322,587$37.1M+559,816+73.4%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026993,527$28.9M-13,337−1.3%
BANK OF AMERICA CORPadded · filed 14 Aug 2026954,568$27.7M+347,770+57.3%
D. E. Shaw & Co., Inc.added · filed 14 Aug 2026824,267$24.0M+59,966+7.8%
WELLINGTON MANAGEMENT GROUP LLPadded · filed 14 Aug 2026824,238$24.0M+93,350+12.8%
CHARLES SCHWAB INVESTMENT MANAGEMENT INCreduced · filed 14 Aug 2026802,085$23.3M-121,927−13.2%
Sixth Street Partners Management Company, L.P.new · filed 14 Aug 2026802,085$23.3M+802,085
MILLENNIUM MANAGEMENT LLCadded · filed 14 Aug 2026779,831$22.7M+636,368+443.6%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026692,821$20.1M+194,076+38.9%
31 Mar 2023 – 30 Jun 2026
180208236Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Brian Grass Company insiderChief Financial Officer · last 5 Oct 20262 · 5
George Scott Uzzell Company insiderChief Executive Officer · last 2 Sep 20260 · 0
Beryl Raff Company insiderDirector · last 1 Sep 20260 · 0
Darren G. Woody Company insiderDirector · last 1 Sep 20260 · 4
Elena Otero Company insiderDirector · last 1 Sep 20260 · 0
Krista Berry Company insiderDirector · last 1 Sep 20260 · 0
Marlo Michelle Cormier Platz Company insiderDirector · last 1 Sep 20260 · 0
Mitchell E. Fadel Company insiderDirector · last 1 Sep 20260 · 0
Sades Tabata Lorena Gomez Company insiderDirector · last 1 Sep 20260 · 0
Thurman K. Case Company insiderDirector · last 1 Sep 20260 · 0
Timothy F. Meeker Company insiderDirector · last 1 Jun 20260 · 8
Vincent D. Carson Company insiderDirector · last 1 Jun 20260 · 12

Same industry

SN SharkNinjaLeading+29%
PCLA PicoCELAIn trend+31%
SONO SonosIn trend+15%
SONY Sony GroupIn trend+13%
VIOT Viomi Technology CoJust started moving+37%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2026 · to 28 Feb 202645.7%
Operating profit marginFY 2026 · to 28 Feb 2026-43.8%
Free cash flow marginFY 2026 · to 28 Feb 20267.4%
Return on capital employedFY 2026 · to 28 Feb 2026-48.6%
Debt to equityFY 2026 · to 28 Feb 20261.02×
Research spendFY 2026 · to 28 Feb 20263.0%
Share count trendFY 2026 · to 16 Apr 20260.8%
Cash and equivalentsFY 2026 · to 28 Feb 2026$18.9M
Free cash flowFY 2026 · to 28 Feb 2026$131.9M

Analyst forecasts

No analyst forecasts yet.