Haleon PLC Sponsored ADR $HLN Shares Bought by WCG Wealth Advisors LLC

WCG Wealth Advisors LLC increased its stake in Haleon PLC Sponsored ADR (NYSE:HLN) by 104.3% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 117,312 shares of the company’s stock after purchasing an additional 59,884 shares during the period. WCG Wealth Advisors LLC’s holdings in Haleon were worth $1,186,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of HLN. Brighton Jones LLC acquired a new stake in Haleon during the 4th quarter valued at approximately $187,000. AQR Capital Management LLC lifted its stake in Haleon by 22.5% during the 1st quarter. AQR Capital Management LLC now owns 96,323 shares of the company’s stock valued at $991,000 after acquiring an additional 17,720 shares during the period. Focus Partners Wealth lifted its stake in Haleon by 7.6% during the 1st quarter. Focus Partners Wealth now owns 73,106 shares of the company’s stock valued at $752,000 after acquiring an additional 5,178 shares during the period. Geneos Wealth Management Inc. lifted its stake in Haleon by 33.0% during the 1st quarter. Geneos Wealth Management Inc. now owns 4,846 shares of the company’s stock valued at $50,000 after acquiring an additional 1,203 shares during the period. Finally, CW Advisors LLC lifted its stake in Haleon by 11.6% during the 2nd quarter. CW Advisors LLC now owns 25,075 shares of the company’s stock valued at $260,000 after acquiring an additional 2,601 shares during the period. 6.67% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages have commented on HLN. Argus upgraded shares of Haleon to a “strong-buy” rating in a research note on Tuesday, March 17th. Wall Street Zen upgraded shares of Haleon from a “hold” rating to a “buy” rating in a research note on Saturday, March 21st. Finally, Deutsche Bank Aktiengesellschaft restated a “sell” rating on shares of Haleon in a research note on Thursday, April 30th. Two research analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy”.

Haleon Price Performance

Shares of NYSE HLN opened at $9.13 on Friday. The firm has a market cap of $40.42 billion, a PE ratio of 23.40, a PEG ratio of 2.04 and a beta of 0.13. The firm has a fifty day moving average of $9.43 and a 200 day moving average of $9.93. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.71 and a current ratio of 0.92. Haleon PLC Sponsored ADR has a one year low of $8.65 and a one year high of $11.28.

Haleon (NYSE:HLN) last issued its quarterly earnings results on Saturday, February 14th. The company reported $6.32 EPS for the quarter. The company had revenue of $3.65 billion during the quarter. As a group, research analysts predict that Haleon PLC Sponsored ADR will post 0.56 EPS for the current fiscal year.

About Haleon

Haleon plc (NYSE:HLN) is a global consumer healthcare company formed through the separation of a large pharmaceutical group’s consumer health business in 2022. Headquartered in the United Kingdom, Haleon develops, manufactures and markets a broad portfolio of over‑the‑counter medicines, oral health products, vitamins, minerals and supplements, and other consumer health goods designed for daily self‑care and symptom relief.

The company’s product mix spans categories such as oral care (toothpastes and sensitivity treatments), pain relief and analgesics, respiratory remedies, digestive health products, topical treatments and nutritional supplements.