Haleon (LON:HLN) Reaches New 12-Month Low – Time to Sell?

Shares of Haleon plc (LON:HLN) hit a new 52-week low during trading on Thursday. The company traded as low as GBX 315.20 and last traded at GBX 315.49, with a volume of 1,008,922,813 shares traded. The stock had previously closed at GBX 374.

Key Headlines Impacting Haleon

Here are the key news stories impacting Haleon this week:

• Positive Sentiment: Haleon approved a £500 million share repurchase program, equivalent to as much as 1.8% of outstanding shares. The buyback could support earnings per share and signals that management views the shares as undervalued. Haleon Q3 Revenue Rises; Trims Annual Revenue Growth Outlook; Launches £500 Mln Share Buyback
• Positive Sentiment: Jefferies reaffirmed its buy rating and set a GBX 400 price target, implying substantial upside from recent trading levels and providing some support for the stock. Jefferies reaffirms Haleon buy rating
• Neutral Sentiment: Deutsche Bank upgraded Haleon to hold but reduced its price target to GBX 310 from GBX 320. The change reflects a more balanced view rather than a strongly bullish signal. Deutsche Bank Haleon rating update
• Neutral Sentiment: Institutional positioning was mixed, with some major investors adding Haleon shares while others reduced holdings. These moves may influence sentiment but do not establish a clear near-term direction.
• Negative Sentiment: Haleon reported third-quarter organic revenue growth of 2.6%, below expectations, and cut its 2026 organic revenue growth outlook to about 2.5% from a previous 3%–5% range. Weak cough, cold and flu demand in North America, disruption to Centrum products in China, and a planned Brazil go-to-market change contributed to the downgrade. Haleon drops after Q3 sales miss and lower 2026 growth outlook

Analysts Set New Price Targets

Several brokerages have recently issued reports on HLN. Berenberg Bank raised their price objective on shares of Haleon from GBX 512 to GBX 514 and gave the stock a “buy” rating in a research note on Wednesday, August 5th. Deutsche Bank Aktiengesellschaft raised shares of Haleon to a “hold” rating and dropped their target price for the stock from GBX 320 to GBX 310 in a research report on Friday. Jefferies Financial Group reiterated a “buy” rating and set a GBX 400 target price on shares of Haleon in a research note on Friday. Finally, Royal Bank Of Canada increased their price target on shares of Haleon from GBX 370 to GBX 390 and gave the company a “sector perform” rating in a report on Tuesday, August 11th. Two research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Haleon has an average rating of “Hold” and an average target price of GBX 385.80.

Haleon Stock Up 0.7%

The firm has a 50 day moving average of GBX 352.97 and a 200-day moving average of GBX 360.40. The company has a debt-to-equity ratio of 50.38, a current ratio of 0.69 and a quick ratio of 0.93. The stock has a market capitalization of £28.14 billion, a P/E ratio of 17.67, a price-to-earnings-growth ratio of 1.49 and a beta of 0.24.

Haleon (LON:HLN) last announced its quarterly earnings data on Thursday, July 30th. The company reported GBX 8.60 EPS for the quarter. Haleon had a return on equity of 9.89% and a net margin of 14.55%. On average, equities research analysts expect that Haleon plc will post 19.50 earnings per share for the current fiscal year.

Haleon declared that its Board of Directors has approved a share repurchase plan on Thursday, October 29th that permits the company to repurchase £500 million in shares. This repurchase authorization permits the company to purchase up to 1.8% of its shares through open market purchases. Stock repurchase plans are often an indication that the company’s board of directors believes its shares are undervalued.

Haleon Company Profile

Haleon (LSE / NYSE: HLN) is a world-leading consumer health company, with a clear purpose to deliver better everyday health with humanity. In July 2022, it listed as an independent company on the London and New York Stock Exchanges.

Haleon’s product portfolio spans six major categories – Oral Health, Vitamins, Minerals and Supplements (VMS), Pain Relief, Respiratory Health, Digestive Health and Therapeutic Skin Health and Other. Its long-standing brands – such as Advil, Centrum, Otrivin, Panadol, parodontax, Polident, Sensodyne, Theraflu and Voltaren – are built on trusted science, innovation and deep human understanding.