Does HELE pay a dividend and is it safe?

Helen of Troy Limited (HELE) offers a 0% cash dividend yield ($0.00 annualized) and 1.8% total shareholder yield including buybacks. Roarable rates its payout coverage as REINVESTING IN GROWTH + BUYBACKS.

Stock Ratings / Consumer Discretionary / HELE / dividends

CODI (33) ETD (58) HBB (60) XMAX (32) ⌘ Pro Terminal →

Helen of Troy Limited (HELE) Dividend Safety Gauge & 10-Year DRIP Compounder

$30.24 +4.67% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $30.44

Helen of Troy Limited (HELE) carries a Roarable Rating of D (Sell) with 49/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D • SELL / AVOID Cap $675.8M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on HELE Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is HELE stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, Helen of Troy Limited (NASDAQ: HELE) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 49/100 at a spot price of $30.24 (+4.67% 1D, market cap $675.8M). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 13/20, SEC Balance-Sheet Forensics 8/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 9/20. Across 1009 tracked Consumer Discretionary issuers, HELE ranks #564 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does HELE compare to CODI and ETD in the Consumer Discretionary sector?

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Within the Consumer Discretionary sector (Home Furnishings), HELE carries a Roarable D (49/100 RQD), trailing P/E of N/A, gross margin of 45.7%, and ROIC of -35.0%. By comparison, CODI (D/B/A Compass Diversified Holdings) holds a E grade (33/100 RQD, P/E N/A, ROIC 0.4%, cap $838.9M) and ETD (Ethan Allen Interiors Inc.) posts a D+ grade (58/100 RQD, P/E 9.9x, ROIC 11.8%, cap $513.1M). Among the 5-stock peer group, ETD leads on earnings multiple (9.9x) while HBB leads on capital efficiency (21.3% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for HELE?

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Per HELE's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-02-28, CIK 0000916789), Helen of Troy Limited generated $1.79B in revenue (-6.4% YoY), -$899.0M in net income, and $171.1M in free cash flow against $2.34B in total assets and $869.0M in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $30.44 (+0.65%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 8/20 (D-) • 9.6% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record Warning: Scores below 50 (49/100 · D) historically underperformed SPY in 71% of rolling 90-day windows (-5.4% avg 90D alpha vs SPY • 29.0% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D

2-of-3 Quant Analysts Bearish Warning

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR RQD RADARRw D · Rk D

Each axis scored 0–20

12M PRICE TARGET CONE-4% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for HELE)Realized 20D OHLCV Swing Band: ±11.9%

Deterministic 5-Pillar Attribution (49/100 Composite)

🔍 WHY HELE SCORES 49/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Whale & Options Positioning+13/20 pts (27% of score)

20D Institutional Volume Accumulation (±11.9% realized swing band)

▲ #2 Bullish Driver: Macro Regime Fit+11/20 pts (22% of score)

FRED Regime × Technicals: 90% of 52W Range • RSI-14 at 52.1 (NEUTRAL RANGE)

▼ #1 Drag / Risk Factor: SEC 10-K Forensic Risk8/20 pts (-12 pt drag)

Balance-sheet & 10-K footnote risk deducts 12 pts from forensic ceiling

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade D$27.82+5.8% Next Q

Q2 (-2Q)

Grade D$29.42-0.7% Next Q

Q3 (-1Q)

Grade D$29.20+3.6% Next Q

Current

Grade D$30.24-5.4% Hist 90D α

Trajectory: D (41) → D (49)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a HELE Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While HELE currently carries a cautious 49/100 (D) rating due to SEC 10-K Forensic Risk (8/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Consumer Discretionary with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($28.16) and Max Pain ($31.75) forces dealer call-delta covering toward $34.24.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (-0.40% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $HELE• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “HELE Beats Next Quarter EPS Consensus (Nov 28, 2026) & Holds Above 200D SMA”

YES 49%NO 51%Trade / Inspect Odds →

CASH DIVIDEND + BUYBACK YIELD

1.8% Total Yield

0% Cash ($0.00/yr) + 1.8% Buybacks

PAYOUT SAFETY SPEEDOMETER

74/100 • REINVESTING IN GROWTH + BUYBACKS

FREE CASH FLOW PAYOUT RATIO

0% (100% Reinvested)

Retains cash flow for R&D and share repurchases

INTERACTIVE DRIP & SHAREHOLDER-YIELD COMPOUNDER (5.5% EST. ANNUAL)

$10,000 Compounded Over 10 Years → $17,081

Est. Year-10 Shareholder Yield: $307/yr

Starting Investment: $10,000

Compounding Horizon: 10 Years

$10.6K

Yr 1

$11.1K

Yr 2

$11.7K

Yr 3

$12.4K

Yr 4

$13.1K

Yr 5

$13.8K

Yr 6

$14.5K

Yr 7

$15.3K

Yr 8

$16.2K

Yr 9

$17.1K

Yr 10

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring HELE)

✓Walkthrough of HELE's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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HELE // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +29.12%📐 HORIZONTAL RANGE

2026-11-03O $29.71H $30.24L $28.89C $30.24VOL 392.4K

RES: $32.41SUP: $23.22SMA50: $28.16SMA200: $23.99

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

HELE Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 HELE Butterfly Map → + Track HELE →

Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle

8.0%/yr Implied 5Y Growth

vs. -6.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on HELE today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for HELE. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for HELE today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (HELE)

Consumer Discretionary Rank #564 of 1009 ⚔️ CODI vs HELE Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (HELE vs. CODI, ETD, HBB, XMAX)

Industry: Home Furnishings (20 Tracked Issuers)

Across 1009 tracked Consumer Discretionary securities in the Roarable RQD universe, Helen of Troy Limited (HELE) ranks #564 by composite RQD confidence (49/100, grade D) and #553 by equity capitalization ($675.8M). Within this direct 5-issuer industry benchmark cohort, ETD leads on earnings valuation at 9.9x trailing P/E, while HBB leads on capital efficiency and profitability with 21.3% ROIC and 25.7% gross margin. HBB currently holds the highest overall quantitative score in the immediate peer group at 60/100 (C-) compared with HELE at 49/100 (D).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
HELE ACTIVE Helen of Troy Limited	D	49/100	—	45.7%	-35.0%	+4.67%	$675.8M	Benchmark Subject
CODI D/B/A Compass Diversified Holdings	E	33/100	—	43.5%	0.4%	+4.66%	$838.9M	/codi-vs-hele →
ETD Ethan Allen Interiors Inc.	D+	58/100	9.9x	60.5%	11.8%	+3.68%	$513.1M	/etd-vs-hele →
HBB Hamilton Beach Brands Holding Company (Class A)	C-	60/100	16.5x	25.7%	21.3%	+1.36%	$436.5M	/hbb-vs-hele →
XMAX XMAX Inc.	E	32/100	—	25.0%	-5.8%	-37.49%	$416.2M	/xmax-vs-hele →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-02-28 • CIK 0000916789 ↗

In its most recent audited fiscal period (FY2025, filed 2026-02-28), Helen of Troy Limited (HELE) reported GAAP revenue of $1.79B (-6.4% vs. FY2024 revenue of $1.91B , and -10.9% cumulative change since FY2023) , GAAP net income of -$899.0M, operating cash flow of $171.1M, and free cash flow of $171.1M (+51.2% YoY). On the balance sheet, HELE closed FY2025 with $2.34B in total assets against $869.0M in total debt (Altman Z-Score: 0.45, Piotroski F-Score: 6/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2026-02-28	$1.79B	-$899.0M	$171.1M	$171.1M	$2.34B	$869.0M
FY2024 (FY)	2025-02-28	$1.91B	$124.0M	$113.2M	$113.2M	$2.97B	$725.3M
FY2023 (FY)	2024-02-29	$2.01B	$169.0M	$306.1M	$306.1M	—	—

3. HELE Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is HELE stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does HELE compare to CODI and ETD in the Consumer Discretionary sector?

What are the biggest fundamental strengths and SEC risk factors for HELE?

Where is HELE trading relative to its 50-day, 200-day, and 52-week technical levels?

HELE last traded at $30.24 (+4.67% on volume of 326,398 shares), positioning the stock +7.39% above its 50-day simple moving average ($28.16) and +26.05% above its 200-day simple moving average ($23.99). Across its 52-week range of $13.85 to $31.98, HELE sits at the 90.4% percentile with a 14-day RSI of 52.1 (NEUTRAL RANGE) and an implied next-earnings move of ±11.9% ($26.64 to $33.84).

Direct Sub-Reports: HELE RQD Cockpit HELE 12M Forecast HELE Earnings & Move HELE Dividends & DRIP HELE Insiders & 13F HELE Whale Options HELE Profit Sankey HELE News & Why

ROARABLE RATING BRIEF • RQD 49/100 (D) ✓ SEC XBRL & RQD VERIFIED

HELE — Helen of Troy Limited: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit

Updated: 2026-02-28

1. Roarable Rating Brief: What This Means to a Prospective Investor

Helen of Troy Limited (HELE) earns a live Roarable RQD composite score of 49/100, corresponding to a D letter grade (Roarable Sell) at a spot price of $30.24 (+4.67% 1D, market capitalization $675.8M).

Fundamental Cash Engine (8/20): Anchored by return on invested capital (ROIC) of -35.0%, gross margin of 45.7%, operating margin of -43.8%, and free cash flow yield of 24.63%.
Whale 13F & Options Flow (13/20) + Insider Conviction (9/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
Macro Regime Fit (11/20) + Forensic Balance Sheet (8/20): Incorporates a 1.00x equity beta, Altman Z-Score of 0.45, Piotroski F-Score of 6/9, and Debt/Equity of 1.02x.

2. Business Model, Unit Margins & SEC Financial Trajectory

Helen of Troy Limited (HELE) is a NASDAQ-listed operating company in the Home Furnishings industry (Consumer Discretionary sector) with an equity market capitalization of $675.8M. The business operates with a gross margin of 45.7%, an operating margin of -43.8%, and a return on invested capital (ROIC) of -35% (free cash flow yield of 24.63%). Within the Home Furnishings peer group, investor evaluation centers on operating leverage, unit margin durability, and capital allocation efficiency across market cycles.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2026-02-28), Helen of Troy Limited (HELE) reported $1.79B in annual revenue (up from $1.91B in FY2024, -6.4% YoY) and -$899.0M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($2.01B revenue, $169.0M net income) through FY2025, HELE scaled operating cash flow to $171.1M and free cash flow to $171.1M, backed by $2.34B in total assets against $869.0M in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

🐂 Primary Bull Case (D • RQD 49/100): Established market leader in Consumer Discretionary with deep daily trading liquidity. Free cash flow yield of 24.63% and institutional whale pillar of 13/20. With Fundamental Cash Engine at 8/20 and Institutional Whale Flow at 13/20, sustained execution supports upside toward the upper end of the $13.85 – $31.98 52-week range.
🐻 Primary Bear Case & Valuation Risk: Company executives have done more routine share selling than personal cash buying lately. Investors must weigh current valuation against -43.8% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

A prospective investor should note that the absence of mapped dependencies means second-order ripple risk cannot be assessed from this dataset.

Key Question #1: Can HELE sustain or expand its -43.8% operating margin and -35.0% ROIC against Home Furnishings peers over the next 4 quarters?
Key Question #2: Following FY2025 revenue of $1.79B and free cash flow of $171.1M, how will capital allocation balance growth reinvestment against $869.0M in total debt?
Key Question #3: How sensitive is HELE's equity valuation to Consumer Discretionary capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

HELE Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Helen of Troy Limited (HELE) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to HELE Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance • 1d ago

Is Helen of Troy (HELE) Stock Undervalued Right Now?

Yahoo Finance report covering Helen of Troy Limited (HELE) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Seeking Alpha • 1d ago

Helen of Troy Limited 2027 Q2 - Results - Earnings Call Presentation (NASDAQ:HELE) 2026-10-08

Seeking Alpha report covering Helen of Troy Limited (HELE) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE AlphaStreet • 1d ago

Helen of Troy Q2 2027 Earnings Deep Dive: Key Takeaways

AlphaStreet report covering Helen of Troy Limited (HELE) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Benzinga • 1d ago

Why Is Helen of Troy Stock Soaring Thursday? - Helen Of Troy (NASDAQ:HELE)

Benzinga report covering Helen of Troy Limited (HELE) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Why Helen of Troy Stock Popped Today

Yahoo Finance report covering Helen of Troy Limited (HELE) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST MarketBeat • 1d ago

Helen of Troy (NASDAQ:HELE) Stock Jumps 5.9% - Here's What Happened

MarketBeat report covering Helen of Troy Limited (HELE) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Quiver Quantitative • 2d ago

Helen of Troy Posts $440.9 Million Q2 Sales and Raises Fiscal 2027 Outlook | HELE Stock News

Quiver Quantitative report covering Helen of Troy Limited (HELE) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Seeking Alpha • 2d ago

Helen of Troy beats profit outlook, raises FY27 guidance above street view (HELE:NASDAQ)

Seeking Alpha report covering Helen of Troy Limited (HELE) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

HELE Bull vs. Bear Conversation Board — What's Your Call at $30.24?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON HELE 🐻 33% BEARISH CONVICTION

MI MidwestValue RQD DEBATE OPENER • Fundamental Long-Only 🐂 BULLISH 🎯 Target: $36.69 (+27.0%)

📌 Pinned Debate

A 24.63% FCF yield and 15/20 whale-flow pillar point to cash generation and institutional interest that the market may be underpricing.

A 24.63% FCF yield and 15/20 whale-flow pillar point to cash generation and institutional interest that the market may be underpricing.. When you look under the hood at HELE, Fundamental Cash Engine is 8/20 with 45.7% gross margins and -35.0% ROIC. Bears are staring in the rearview mirror while institutional 13F flow (13/20) has been quietly accumulating below $31.98. My 12M target is $36.69.

CapAlloc_Nerd 🐂 BULL

@MidwestValue Agree on the RQD 49/100 quality, though with 1.0 beta I'm scaling in with half-size at $28.89 and keeping dry powder in case we test $26.87.

SH ShortSeller_Dan RQD DEBATE OPENER • Forensic Short Bias 🐻 BEARISH 🎯 Target: $21.96 (-24.0%)

Spot @ $28.89

ROIC of -35%, net margin of -50.3%, and an Altman Z of 0.45 show a loss-making business with elevated leverage and distress-range balan

Here is the bear case nobody on the bull side wants to address on HELE: ROIC of -35%, net margin of -50.3%, and an Altman Z of 0.45 show a loss-making business with elevated leverage and distress-range balance-sheet metrics.. At current EV/EBITDA multiples, even a small guidance miss in Home Furnishings triggers a 12-15% air pocket.