Haleon's resilience and brand power shine through in Q2
Barclays has repeated its 'overweight' call and 430p price target for Haleon PLC (LSE:HLN, NYSE:HLN) following a solid set of second-quarter results. In a note issued on Friday, it noted that the consumer health group continues to deliver organic revenue growth ahead of expectations.
Haleon plc (HLN) Q2 2025 Q&A Earnings Call Transcript
Haleon plc (NYSE:HLN ) Q2 2025 Earnings Q&A Conference July 31, 2025 4:30 AM ET Company Participants Brian James McNamara - CEO & Executive Director Dawn Amanda Allen - CFO & Director Jo Russell - Head, IR Conference Call Participants Callum Elliott - Sanford C. Bernstein & Co., LLC.
UK's Haleon cuts annual organic revenue growth forecast
British consumer healthcare company Haleon lowered its annual organic revenue growth forecast to 3.5% on Thursday, citing weaker performance in the United States.
HLN vs. SYK: Which Stock Is the Better Value Option?
Investors interested in Medical - Products stocks are likely familiar with Haleon PLC Sponsored ADR (HLN) and Stryker (SYK). But which of these two stocks offers value investors a better bang for their buck right now?
Haleon plc (HLN) Q1 2025 Earnings Call Transcript
Haleon plc (NYSE:HLN ) Q1 2025 Results Conference Call April 30, 2025 3:30 PM ET Company Participants Jo Russell - Head-Investor Relations Dawn Allen - Chief Financial Officer Conference Call Participants Guillaume Delmas - UBS Rashad Kawan - Morgan Stanley David Hayes - Jefferies Warren Ackerman - Barclays Celine Pannuti - JP Morgan Tom Sykes - Deutsche Bank Edward Lewis - Redburn Atlantic Victoria Petrova - Bank of America Jeremy Fialko - HSBC Karel Zoete - Kepler Jo Russell Good morning, everyone, and welcome to conference call for our first quarter trading statement. I'm Jo Russell, Head of Investor Relations.
Consumer healthcare group Haleon raises medium-term profit forecast
Haleon on Thursday raised its medium-term target for profit growth from 2026, banking on strength in key markets and costs cuts within its supply chain, which would save the consumer healthcare group 800 million pounds ($1.07 billion) in the next five years.
Haleon shares hit by weaker US vitamin sales
Haleon PLC (LSE:HLN, NYSE:HLN) shares fell 1% after the toothpaste and painkillers maker reported slightly stronger first-quarter growth than expected but saw a weaker performance than expected from its vitamins, minerals and supplements (VMS) arm in America. The FTSE 100 group posted a Q1 update showing 3.5% organic revenue growth, supported by positive contributions from all product categories and regions, beating an average City forecast of 3.3%.
Does defensive Haleon have a cure for the current market blues?
Citi believes Haleon PLC (LSE:HLN, NYSE:HLN) is well positioned for the current uncertain climate, describing the consumer healthcare group as a solid defensive play for investors concerned about recession risks and the fallout from Donald Trump's new tariff regime. Shares in the maker of household brands such as Sensodyne and Panadol, have been under pressure amid broader worries over US consumer demand and a tough comparison with last year's strong flu season.
Haleon: A Defensive Play That Makes Sense Amidst The Stock Market Sell-Off
As a hybrid healthcare and consumer staple stock, Haleon offers plenty of stability amidst the current market volatility, with its Power Brands driving strong organic growth. Room for expanding margins and further debt reduction on a net debt/adjusted EBITDA basis (now 2.8x from 4.0x) demonstrate financial strength in uncertain economic conditions. Robust dividend coverage (2.5x covered by earnings) with steady growth and the strategic streamlining of its portfolio highlights Haleon as a reliable defensive investment.
Haleon buys £170m of shares as Pfizer offloads final stake
Haleon PLC (LSE:HLN, NYSE:HLN) has bought roughly £170 million of its shares back from former parent company Pfizer Inc (NYSE:PFE, ETR:PFE). The FTSE 100-listed maker of toothpaste and vitamins paid 385p per share for the off-market purchase, which is part of a previous agreement when Haleon was spun out in 2022 that its former parent companies, GSK being the other, would eventually cut their stakes.
Haleon: Growing Profits And Dividend
I initiate coverage on Haleon with a "hold" rating due to decent results and potential for ongoing growth, despite a slight revenue slip last year. Haleon's dividend grew 10% and is well-covered by free cash flow, but the 1.6% yield is less attractive compared to peers. The balance sheet is manageable with net debt at 22% of market cap, though I question the optimality of share buybacks at current prices.
Sensodyne Toothpaste Maker Haleon Expects Profit To Be Weighted Towards Second Half Of 2025
London-based consumer healthcare group Haleon Plc HLN stock is trading lower on Thursday.
