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NYSE · Consumer Discretionary

Haleon PLC HLN

Haleon plc, together with its subsidiaries, engages in the research, development, manufacture, and sale of various consumer healthcare products in North America, Europe, the Middle East, Africa, Latin America, and the Asia Pacific. The company offers oral health products, such as toothpastes, mouth washes, and denture care products under the Sensodyne, Polident, Parodontax, and Biotene brands; and vitamins, minerals, and supplements under Centrum, Emergen-C, Caltrate brands.

Sources StockAnalysis company profile stockanalysis.com
Package Goods/Cosmetics

Company profile

Business mix

  • The company offers oral health products, such as toothpastes, mouth washes, and denture care products under the Sensodyne, Polident, Parodontax, and Biotene brands; and vitamins, minerals, and supplements under Centrum, Emergen-C, Caltrate brands.
  • It also provides various over-the-counter products comprising nasal drops, and cold, flu, and allergy relief products under Theraflu, and Flonase brands for respiratory issues.
  • Haleon plc was formerly known as DRVW 2022 plc and changed its name to Haleon plc in February 2022. The company was founded in 1715 and is headquartered in Weybridge, the United Kingdom.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within drug manufacturers - specialty & generic?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 17.8 FCF 7.72% Buyback 1.62%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 0.2% $150.5M 2026-03-31
Kahn Brothers Group 0.1% $564,874 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $150.5M Estimated from net added shares
Reduction amount $1.3M Estimated from net reduced shares
Net share change / base shares +8086.5% +14,904,163 / 184,309
Oakmark / Harris Associates Bill Nygren 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$150.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +15,032,041 (New) Total shares 15,032,041 Value $150.5M
Kahn Brothers Group 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -35.7% 13F value change -$668,298
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -42.6% 13F value change -$617,989
13F 2025-12-31 Filed 2026-02-12
Minor reduction Shares -4.0% 13F value change +$50,193
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -13.6% 13F value change -$95,521
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 184,309 Last 4 periods -127,878 (-69.4%) Total shares 56,431 Value $564,874

Recent mentions

No public mentions.