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Haleon plc (HLN) Stock Price & Analysis

Haleon plc (HLN) — MoonshotScore 78/100 (Strong band), calculated Oct 5, 2026. Price $8.80 (+0.92%), as of the Oct 2, 2026 trading session; market cap $38.8B. Expected results Mar 4, 2027.

Educational signal · not a buy or sell recommendation · How to read this

$8.80 +$0.08 (+0.92%) Market Cap $38.8B

Haleon plc · HLN · NYSE · Healthcare · Drug Manufacturers - Specialty & Generic

Haleon plc is a significant global entity in the consumer healthcare sector, engaging in the entire process from scientific research and development to the production and worldwide distribution of various wellness goods.

Price as of Oct 2, 2026

Key Statistics

78 of 100

MoonshotScore v2 · Haleon (HLN)

Strong
Business Quality Elite (90)
Financial Safety Okay (48)
Valuation Fair (68)
Growth Durability Growing (72)
Momentum Quiet (59)
Why this rating? Method, drivers & history

Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.

  • Business Quality — Is this a genuinely good business?
  • Financial Safety — Could this blow up on me?
  • Valuation — Am I paying a fair price?
  • Growth Durability — Is the growth real and likely to last?
  • Momentum — Is the market already moving on this?
The ten-second read ·

Elite quality and durable growth, at a cheap price, though the balance sheet is only middling. Business Quality: Elite; Financial Safety: Okay; Valuation: Fair; Growth Durability: Growing; Momentum: Quiet.

  • quarterly revenue $7.45B (Q2 FY2026, quarter ended Jun 2026)
  • EPS beat 6 of 8
  • Altman Z 3.26 · Piotroski F 8

Helping: business quality, an attractive price, durable growth

What has the MoonshotScore done over time?

MoonshotScore snapshots recorded for HLN (29 recorded, newest six shown)
RecordedScoreBand
78Strong
79Strong
78Strong
78Strong
79Strong
79Strong

The score was 78 in the stored Oct 4, 2026 snapshot and remains 78 in the current publication computed Oct 5, 2026 (0). This current publication is not yet represented in the immutable snapshot archive.

Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.

Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →

Price & valuation

Dates shown where recorded
MeasureValueAs of
Latest provided price$8.80
Change on the day+0.92%
52-week range$8.65 – $11.28
Market capitalisation$38.8B
Price / earnings (trailing)18.10
Shares traded on the day22.39M
Beta (volatility vs the S&P 500)0.25
Dividends per share (last 12 months)$0.20
Dividend yield (last 12 months)2.25%

Price & events

Weekly closing price with reported quarters marked Weekly closing price from Sep 5, 2025 to Oct 2, 2026: low $8.80, high $11, latest $8.80. 2 reported quarters marked, 2 above and 0 below the recorded estimate. 1 other dated event marked. $11 $8.80 high $11 Feb 25, 2026 · Earnings results · reported above the recorded estimate · close $111Jul 30, 2026 · Earnings call · management outlook · no recorded estimate to compare · close $9.872Jul 30, 2026 · Earnings results · reported above the recorded estimate · close $9.873 Sep 5, 2025 Oct 2, 2026 · $8.80 $9.80Sep 5, 2025$9.16Sep 19, 2025$8.95Oct 3, 2025$9.48Oct 17, 2025$9.27Oct 31, 2025$9.59Nov 14, 2025$9.78Nov 28, 2025$9.52Dec 12, 2025$10Dec 26, 2025$9.91Jan 9, 2026$10Jan 23, 2026$11Feb 6, 2026$11Feb 20, 2026$10Mar 6, 2026$10Mar 20, 2026$9.93Apr 2, 2026$9.75Apr 17, 2026$9.38May 1, 2026$8.96May 15, 2026$9.06May 29, 2026$9.13Jun 12, 2026$9.24Jun 26, 2026$9.76Jul 10, 2026$9.78Jul 24, 2026$10Aug 7, 2026$10Aug 21, 2026$9.60Sep 4, 2026$9.28Sep 18, 2026$8.80Oct 2, 2026

Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.

Events behind the price

  • · Earnings results · above the recorded estimate
  • · Earnings call · management outlook
  • · Earnings results · above the recorded estimate

Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.

Upcoming events

As of

  1. Next results dueProvider estimate

Management outlook

  • Listen, in the second half, we expect a step-up in investment in growth, and that will show up in A&P.

    Brian McNamara · Statement from

Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.

Read management statements

Other perspectives

Council score for Haleon (HLN): perspectives

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

5-Factor Breakdown

Growth Durability Moderate
Momentum Neutral
Business Quality Strong
Financial Safety Neutral
Valuation Moderate

Legends Council

5 lenses, 0 current

AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built

Dalio-style lens (simulated) Ray Dalio Favorable read
Griffin-style lens (simulated) Ken Griffin Favorable read
Englander-style lens (simulated) Izzy Englander Neutral read
Klarman-style lens (simulated) Seth Klarman Neutral read
Moon AI lens (model) Neutral read

Read on: Sep 24, 2026 · older than the 27 hours refresh window; not a current reading

Munger's Mindset

Balance Sheet & Valuation · historical

Financial Health Neutral
Margin of Safety Fairly Valued
Profit Margin Moderate
Revenue Growth Negative
Debt/Equity Neutral
ROE Neutral
Gross Margin Strong

Read on: Sep 9, 2026 · older than the 27 hours refresh window; not a current reading

How to read these bars and different assessments

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.

On Sep 9, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.

Readings on this page are from Oct 5, 2026, except a card that shows its own read date.

Watch the HLN film — every key number, told as a short cinematic story

~2 min · open the film

1 · What is it?

What is Haleon (HLN), and what does it report?

Short answer · as of

Haleon plc is a significant global entity in the consumer healthcare sector, engaging in the entire process from scientific research and development to the production and worldwide distribution of various wellness goods. Haleon plc (HLN) is listed on NYSE. Healthcare / Drug Manufacturers Specialty & Generic SEC filing business address: Building 5, First Floor, THE Heights, Weybridge, X0, KT13 0NY. It employs 24,535 people and is led by Brian James McNamara. In Q2 FY2026 it reported revenue of $7.45B and net income of $1.01B. The market values it at $38.8B.

2 · Latest results

What do the latest results show for Haleon (HLN)?

Short answer · as of

The most recent reported quarter, Q2 FY2026, carried revenue of $7.45B. Against analyst estimates the company has EPS beat 6 of 8 reports.

Did results meet expectations?

Reported earnings and revenue alongside the estimates recorded by the provider.

Latest report · revenue
$7.52B Jul 30, 2026
Latest report · revenue estimate
$7.43B Jul 30, 2026
Latest report · revenue vs estimate
Above estimate Jul 30, 2026
Latest report · EPS vs estimate
Above estimate Jul 30, 2026
Did results meet expectations? — reported evidence
Report dateRevenue · reportedRevenue · estimateEPS · reportedEPS · estimate
Jul 30, 2026$7.52B$7.43B$0.2766$0.2669
Feb 25, 2026$7.51B$7.57B$0.2597$0.2512
Jul 31, 2025$7.25B$7.48B$0.2435$0.2449
Feb 27, 2025$7.14B$6.91B$0.2269$0.2156

Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.

Quarterly income statement — 4 quarters
Revenue, net income and earnings per share by quarter (converted from GBP)
PeriodRevenueNet incomeEPS
Q2 FY2026$7.45B$1.01B$0.23 (diluted)
Q4 FY2025$7.29B$1.13B$0.25 (diluted)
Q2 FY2025$7.24B$1.06B$0.23 (diluted)
Q1 FY2025$3.62B$532M$0.12 (diluted)
3 · Financial strengths and risks

What are the financial strengths and risks for Haleon (HLN)?

Short answer

The MoonshotScore pillars rate business quality, an attractive price, durable growth as strengths. The distress and quality screens read Altman Z 3.26 · Piotroski F 8. Trailing ratios: ROE 6.4% · ROA 3.2% · current ratio 0.92 · earnings yield 3.3% · free-cash-flow yield 3.0%.

4 · What to check next?

What should you watch next at Haleon (HLN)?

Short answer · as of

The next earnings report is expected on Mar 4, 2027.

What management is planning

Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.

  1. Listen, in the second half, we expect a step-up in investment in growth, and that will show up in A&P.

    Brian McNamara ·

What the records here don't tell us

  • Detailed statement figures are not shown because their conversion to USD has not been verified.
  • No insider Form 4 transaction falls inside the window this page reads.

Checked against the records this page reads, on the dates shown above.

5 · Peer comparison

How does Haleon compare with its peers?

Short answer

Haleon's score ranks 6th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.

Peer set — price, market value and MoonshotScore
CompanyPriceMarket valueScore
Lantheus Holdings, Inc. (LNTH) Same industry, near in market value$99.96 Oct 2, 2026$6.51B91 5-pillar Oct 5, 2026
Cardinal Health, Inc. (CAH) Named competitor$228.30 Oct 2, 2026$53.5B88 5-pillar Oct 5, 2026
Zoetis Inc. (ZTS) Same industry, near in market value$69.69 Oct 2, 2026$29.2B87 5-pillar Oct 5, 2026
Agilent Technologies, Inc. (A) Named competitor$167.77 Oct 2, 2026$47.4B84 5-pillar Oct 5, 2026
Dr. Reddy's Laboratories Limited (RDY) Same industry, near in market value$12.25 Oct 2, 2026$10.2B81 5-pillar Oct 5, 2026
Haleon (HLN) — this page$8.80$38.8B78
Becton, Dickinson and Company (BDX) Named competitor$176.80 Oct 2, 2026$48.7B72 5-pillar Oct 5, 2026
HUTCHMED (China) Limited (HCM) Same industry, near in market value$14.20 Oct 2, 2026$2.48B69 5-pillar Oct 5, 2026
Amneal Pharmaceuticals, Inc. (AMRX) Same industry, near in market value$20.30 Oct 2, 2026$6.48B67 5-pillar Oct 5, 2026
Teva Pharmaceutical Industries Limited (TEVA) Same industry, near in market value$39.53 Oct 2, 2026$46.0B66 5-pillar Oct 5, 2026
Takeda Pharmaceutical Company Limited (TAK) Named competitor$17.86 Oct 2, 2026$56.8B64 5-pillar Oct 5, 2026
Indivior PLC (INDV) Same industry, near in market value$35.71 Oct 2, 2026$4.46B60 5-pillar Oct 5, 2026
Humana Inc. (HUM) Named competitor$388.36 Oct 2, 2026$46.6B54 5-pillar Oct 5, 2026

Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.

Screen more Healthcare stocks

The records behind this page

Who holds the shares?

Institutional ownership reported through 13F filings.

Institutional ownership
13.2% Period end Jun 30, 2026
Previous quarter · ownership
12.7% Prior to period end Jun 30, 2026
Reporting holders
650 Period end Jun 30, 2026
Previous quarter · holders
629 Prior to period end Jun 30, 2026
Who holds the shares? — reported evidence
Holders in provider snapshotShares
Dodge & Cox149,934,507
Fmr LLC120,991,250
Clearbridge Investments, LLC32,342,126
Morgan Stanley19,461,762
Harris Associates L P16,833,252

Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.

What has been published about Haleon (HLN)?

Read these with our analysis →

HLN Healthcare Stock FAQ

These answers are editorial: 1 of these 9 answers is drawn from the HLN research dossier (written Jun 14, 2026 by gpt-4o-mini); the other 8 are question templates that restate figures shown above. Figures in this section are not part of the source register.

What does the MoonshotScore mean for HLN?

HLN carries the MoonshotScore stated above — the Strong band. This is an educational research signal, not a buy or sell recommendation. The number comes from the five-pillar engine (business quality, financial safety, valuation, growth durability, momentum), re-ranked daily against sector peers. Haleon plc (HLN) is a leading consumer healthcare company focused on the research, development, and sale of over-the-counter products.

Is HLN a good stock to buy?

Stock Expert AI does not rate HLN buy, sell or hold. Haleon plc carries a MoonshotScore, in the Strong band, a research rating against its peers rather than a forecast. Whether it fits is your call: check what it sells, whether it earns and what the price assumes. This is educational content, not investment advice.

What is the HLN stock price today?

The last price recorded on this page for Haleon plc (HLN) is $8.80, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.

What are the main risks for HLN?

Haleon plc faces several risks, including regulatory hurdles that could delay product approvals, impacting its ability to launch new products.

What are the key factors to evaluate for HLN?

Haleon plc (HLN) holds a MoonshotScore in the high range. P/E: 18.10x. Haleon's established brand presence and distribution networks will enable it to capture a larger market share in these regions over the next five years. Not financial advice.

How frequently does HLN data refresh on this page?

HLN's price is the last quote we recorded, from the Oct 2, 2026 trading session. Pages are served from a cache, so the copy you are reading can lag that quote. The quote is a provider snapshot, not an exchange feed. Fundamentals follow quarterly filings. V2 is recalculated from the most recent completed US trading session; the score's own date shows its last successful run.

What has driven HLN's recent stock price performance?

Haleon plc (HLN) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand portfolio with high consumer recognition. See the News tab for the latest drivers. Past performance does not predict future results.

Should investors consider HLN overvalued or undervalued right now?

Haleon plc (HLN) trades at 18.10x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.

How do I research HLN before investing?

Before investing in Haleon plc (HLN), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Machine-generated analysis by Stock Expert AI — model gpt-4o-mini, generated Jun 14, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.

Sources — records for every figure on this page (53 figures)

The 53 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.

"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.

OFFICIAL — 2 facts from SEC filings and earnings calls

OFFICIAL facts used on this page
Fact IDFactValue as shownAs ofTierSource
prod.outlookManagement outlook — call excerptsBrian McNamara (Jul 30, 2026): Listen, in the second half, we expect a step-up in investment in growth, and that will show up in A&P.OFFICIALCompany earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording.
id.hqSEC filing business addressBuilding 5, First Floor, THE Heights, Weybridge, X0, KT13 0NYOFFICIALSEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "The Heights, Weybridge, SU, KT13 0NY, GB". The FMP company description names Brentford, United Kingdom as the headquarters; this page uses the address in this row.

FMP — 40 facts from Financial Modeling Prep endpoint families

FMP facts used on this page
Fact IDFactValue as shownAs ofTierSource
px.lastLatest provided price$8.80FMPFinancial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T22:45:07.708Z.
px.changeChange on the day+0.92%FMPFinancial Modeling Prep (FMP) · quote
px.mcapMarket capitalisation$38.8BFMPFinancial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:02.000Z. Captured from FMP at 2026-10-04T22:45:06.249Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares.
earn.nextNext earnings dateMar 4, 2027FMPFinancial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it.
id.business_summaryBusiness description (FMP excerpt)Haleon plc is a significant global entity in the consumer healthcare sector, engaging in the entire process from scientific research and development to the production and worldwide distribution of various wellness goods.FMPFinancial Modeling Prep (FMP) company profile — Deterministic excerpt derived from id.description; source and date describe the input fact, not a new provider observation
px.change_absChange on the day, in dollars+$0.08FMPFinancial Modeling Prep (FMP) · quote
fin.q_revenueRevenue, Q2 FY2026$7.45BFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
px.pePrice / earnings (trailing)18.10FMPFinancial Modeling Prep (FMP) · quote
px.volumeShares traded on the day22.39MFMPFinancial Modeling Prep (FMP) · quote
px.betaBeta0.25FMPFinancial Modeling Prep (FMP) company profile
id.sectorSector / industry (provider taxonomy)Healthcare / Drug Manufacturers Specialty & GenericFMPFinancial Modeling Prep (FMP) company profile — The company's SEC filings classify it under SIC 2844 — Perfumes, Cosmetics & Other Toilet Preparations.
id.employeesEmployees24,535FMPFinancial Modeling Prep (FMP) employee count, from the company's filing
id.ceoChief executiveBrian James McNamaraFMPFinancial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it.
fin.q_incomeNet income, Q2 FY2026$1.01BFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
earn.history.depth.2026-07-30.revenue_actualRevenue · reported — report date 2026-07-30$7.52BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-30.revenue_estimatedRevenue · estimate — report date 2026-07-30$7.43BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-30.eps_actualEPS · reported — report date 2026-07-30$0.2766Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-30.eps_estimatedEPS · estimate — report date 2026-07-30$0.2669Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-25.revenue_actualRevenue · reported — report date 2026-02-25$7.51BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-25.revenue_estimatedRevenue · estimate — report date 2026-02-25$7.57BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-25.eps_actualEPS · reported — report date 2026-02-25$0.2597Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-25.eps_estimatedEPS · estimate — report date 2026-02-25$0.2512Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-07-31.revenue_actualRevenue · reported — report date 2025-07-31$7.25BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-07-31.revenue_estimatedRevenue · estimate — report date 2025-07-31$7.48BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-07-31.eps_actualEPS · reported — report date 2025-07-31$0.2435Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-07-31.eps_estimatedEPS · estimate — report date 2025-07-31$0.2449Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-02-27.revenue_actualRevenue · reported — report date 2025-02-27$7.14BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-02-27.revenue_estimatedRevenue · estimate — report date 2025-02-27$6.91BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-02-27.eps_actualEPS · reported — report date 2025-02-27$0.2269Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-02-27.eps_estimatedEPS · estimate — report date 2025-02-27$0.2156Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
fin.q_tableQuarterly income statement4 quarters through Q2 FY2026FMPFinancial Modeling Prep (FMP) · income statement (quarterly), as filed
own.institutions.depth.ownership_pctInstitutional ownership13.2%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.ownership_pct_previous_quarterPrevious quarter · ownership12.7%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.institutions.depth.holdersReporting holders650FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.holders_previous_quarterPrevious quarter · holders629FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.top_holders.depth.holder_0.sharesDodge & Cox — shares in provider snapshot149,934,507FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_1.sharesFmr LLC — shares in provider snapshot120,991,250FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_2.sharesClearbridge Investments, LLC — shares in provider snapshot32,342,126FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_3.sharesMorgan Stanley — shares in provider snapshot19,461,762FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_4.sharesHarris Associates L P — shares in provider snapshot16,833,252FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.

UNRECORDED — 4 facts from stored observations whose source was not recorded

UNRECORDED facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.historyReported versus estimated, recent quartersEPS beat 6 of 8UNRECORDEDStored earnings-history observation — Captured 2026-09-26 · Expired observation
fin.scoresDistress and quality screensAltman Z 3.26 · Piotroski F 8UNRECORDEDStored financial-scores observation — Captured 2026-10-05
px.range5252-week range$8.65 – $11.28UNRECORDEDStored company-profile observation — Captured 2026-10-03
fin.ratiosReturn and yield ratios (trailing twelve months)ROE 6.4% · ROA 3.2% · current ratio 0.92 · earnings yield 3.3% · free-cash-flow yield 3.0%—UNRECORDEDStored key metrics — Date unknown

COMPUTED — 4 facts from our arithmetic, formula restated

COMPUTED facts used on this page
Fact IDFactValue as shownAs ofTierSource
div.ttm_per_shareDividends per share, last 12 months (split-adjusted)$0.20COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history — Sum of 2 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate.
div.ttm_yieldDividend yield, last 12 months2.25%COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate.
earn.history.depth.2026-07-30.revenue_actual.comparisonLatest report · revenue vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($7.52B) with the recorded estimate ($7.43B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.
earn.history.depth.2026-07-30.eps_actual.comparisonLatest report · EPS vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.2766) with the recorded estimate ($0.2669) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.

OURS — 3 facts from Stock Expert AI's own score and rank

OURS facts used on this page
Fact IDFactValue as shownAs ofTierSource
ours.moonshotMoonshotScore v278 of 100 · Strong · pillars 90 / 48 / 68 / 72 / 59OURSStock Expert AI MoonshotScore v2 engine
ours.moonshot_changeMoonshotScore movement78 (stored snapshot Oct 4, 2026) → 78 (current publication computed Oct 5, 2026) (0)OURSStock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive.
gap.statement_currencyStatement currency limitationDetailed statement figures are not shown because their conversion to USD has not been verified.OURSStock Expert AI currency-basis check

Fact-family notes

  1. Earnings-history note. Source series as of 2026-07-30. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs: earn.history.depth.2026-07-30.revenue_actual, earn.history.depth.2026-07-30.revenue_estimated, earn.history.depth.2026-07-30.revenue_actual.comparison, earn.history.depth.2026-07-30.eps_actual.comparison, earn.history.depth.2026-07-30.eps_actual, earn.history.depth.2026-07-30.eps_estimated, earn.history.depth.2026-02-25.revenue_actual, earn.history.depth.2026-02-25.revenue_estimated, earn.history.depth.2026-02-25.eps_actual, earn.history.depth.2026-02-25.eps_estimated, earn.history.depth.2025-07-31.revenue_actual, earn.history.depth.2025-07-31.revenue_estimated, earn.history.depth.2025-07-31.eps_actual, earn.history.depth.2025-07-31.eps_estimated, earn.history.depth.2025-02-27.revenue_actual, earn.history.depth.2025-02-27.revenue_estimated, earn.history.depth.2025-02-27.eps_actual, earn.history.depth.2025-02-27.eps_estimated.
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Data Sources & Methodology
Figures come from Financial Modeling Prep (FMP). If FMP has no figure for a ticker, a price or fundamental may come from a Yahoo Finance fallback, or a price from an Alpaca fallback. SEC EDGAR is used only for filing links and company identity details (legal name, address), never for figures. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.

ETFs that hold HLN

Funds in our ETF coverage that list HLN among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.

ETFWeightHoldings as of
GMO International Quality ETF (QLTI)4.00%