Haleon (HLN)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from HLN's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Haleon's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $9.5B | $10.9B | $11.3B | $11.2B | $11.0B |
| Net income | $1.4B | $1.1B | $1.0B | $1.4B | $1.7B |
| Free cash flow | $1.1B | $1.7B | $1.8B | $2.0B | $2.2B |
| EPS (diluted) | $0.15 | $0.12 | $0.11 | $0.16 | $0.18 |
| Operating margin | 17.2% | 16.8% | 17.7% | 19.6% | 21.9% |
Where the revenue comes from
Revenue by products, fiscal 2025.
Superinvestors who own HLN
From each investor's latest 13F filing (what a 13F shows). 8 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Dodge & Cox Dodge & Cox |
Added | $1.4B | 0.73% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Added | $302M | 0.25% | Q2 2026 |
| Bill Nygren Harris Associates LP |
Added | $157M | 0.21% | Q2 2026 |
| Jean-Marie Eveillard First Eagle Investment Management |
Added | $39M | 0.07% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | $3M | 0.00% | Q2 2026 |
| Tweedy, Browne Tweedy, Browne Company |
Trimmed | $672,087 | 0.05% | Q2 2026 |
| Thomas Kahn Kahn Brothers Group |
Added | $544,321 | 0.09% | Q2 2026 |
| Murray Stahl Horizon Kinetics LLC |
Trimmed | $116,009 | 0.00% | Q2 2026 |
Insider buying
Open-market purchases by Haleon's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
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In the full deep dive
Questions
Are Haleon insiders buying the stock?
No open-market insider purchases of HLN in the last 12 months, according to SEC Form 4 filings.
Which superinvestors own Haleon?
8 of the superinvestors Investingly tracks hold HLN in their latest 13F, including Dodge & Cox, Hersh Cohen, Bill Nygren.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.