Haleon plc - ADR
HLN - Insider Information
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+ FollowMarket Cap$39.56B
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Earnings Call Q4 2025
February 25, 2026 - AI Summary
Organic Sales Growth Guidance: Haleon provided a guidance of 3% to 5% organic sales growth for 2026, indicating a sequential acceleration from the 3% growth achieved in 2025. This outlook is based on expected improvements in the U.S. market and strengthened competitiveness through strategic marketing investments and innovation.
Medium-Term Ambition: The company reiterated its medium-term growth ambition of 4% to 6%, despite experiencing organic sales growth below this range for the past two consecutive years. Confidence in returning to this range stems from expectations of stronger performance in emerging markets, particularly in India and China.
Category Performance: The cold and flu segment is underperforming due to a softer market; however, Haleon is executing plans to improve its Oral Health and Pain Relief categories. Oral Health, bolstered by successful products like Sensodyne and Parodontax, continues to see robust growth while Digestive Health faces challenges, particularly from private label competition.
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$19.73
115.9% upside
Current Fair Value
115.9% upsideUndervalued by 115.9% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $39.56 Billion |
|---|---|
| Enterprise Value | $46.94 Billion |
| Annual dividend | $0.12 |
| Dividend yield | 2.15% |
| Earnings per Share | $0.36 |
| Beta | 0.25 |
| Outstanding Shares | 4,442,500,000 |
Return
| Return on Equity | 11.32% |
|---|---|
| Return on Assets | 5.69% |
| Return on Invested Capital | 11.06% |
Valuation & Multiples
| P/E Ratio | 18.68 |
|---|---|
| PEG | 18.68 |
| Price to Sales | 3.05 |
| Price to Book Ratio | 3.05 |
| Enterprise Value to Revenue | 3.42 |
| Enterprise Value to EBIT | 16.21 |
| Enterprise Value to Net Income | 25 |
| Total Debt to Enterprise | 0.17 |
| Debt to Equity | 0.5 |
Revenue Sources
No data
Last Earnings Call
Report Date
July 30, 2026
EPS Estimate
$0.27
Consensus analyst estimateRevenue Estimate
$6.40 B
Consensus analyst estimateNext Earnings Call
Expected Date
March 4, 2027
EPS Estimate
$0.28
Consensus analyst estimateRevenue Estimate
$7.58 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 6.57% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.82%▼ 12.39% |
|---|---|
| Total Invested | $329.37M▼ 94.04% |
| Investors Holding | 216▼ 435.00% |
About Haleon plc
24,561 employees
CEO: Brian James McNamara
Haleon plc operates as a global consumer healthcare enterprise, actively involved in the research, development, production, and distribution of a diverse range of products. Its business activities cover extensive regions, including North...