Holistic Financial Partners Grows Stock Position in Haleon plc (NYSE:HLN)

Holistic Financial Partners lifted its position in Haleon plc (NYSE:HLN) by 14.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 12,207 shares of the company’s stock after purchasing an additional 1,518 shares during the quarter. Holistic Financial Partners’ holdings in Haleon were worth $116,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the company. Lake Street Advisors Group LLC raised its stake in shares of Haleon by 5.4% in the third quarter. Lake Street Advisors Group LLC now owns 22,395 shares of the company’s stock worth $237,000 after purchasing an additional 1,143 shares during the last quarter. Synovus Financial Corp raised its stake in shares of Haleon by 0.8% in the third quarter. Synovus Financial Corp now owns 148,834 shares of the company’s stock worth $1,575,000 after purchasing an additional 1,216 shares during the last quarter. Greenleaf Trust raised its stake in shares of Haleon by 8.4% in the fourth quarter. Greenleaf Trust now owns 17,225 shares of the company’s stock worth $164,000 after purchasing an additional 1,333 shares during the last quarter. Baron Wealth Management LLC raised its stake in shares of Haleon by 4.3% in the fourth quarter. Baron Wealth Management LLC now owns 33,632 shares of the company’s stock worth $321,000 after purchasing an additional 1,381 shares during the last quarter. Finally, Peapack Gladstone Financial Corp raised its stake in shares of Haleon by 3.2% in the third quarter. Peapack Gladstone Financial Corp now owns 44,844 shares of the company’s stock worth $474,000 after purchasing an additional 1,390 shares during the last quarter. 6.67% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the company. Sanford C. Bernstein cut Haleon from an “outperform” rating to a “market perform” rating in a research note on Wednesday, January 8th. Morgan Stanley lowered Haleon from an “overweight” rating to an “equal weight” rating in a report on Friday, January 10th. Three analysts have rated the stock with a hold rating, three have assigned a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat.com, Haleon has an average rating of “Moderate Buy” and an average target price of $10.95.

Haleon Stock Up 1.8 %

Haleon stock opened at $10.08 on Monday. The firm has a market cap of $45.61 billion, a price-to-earnings ratio of 29.63, a price-to-earnings-growth ratio of 2.82 and a beta of 0.28. Haleon plc has a 52 week low of $7.89 and a 52 week high of $10.80. The business’s 50-day moving average price is $9.56 and its 200 day moving average price is $9.82. The company has a quick ratio of 0.58, a current ratio of 0.84 and a debt-to-equity ratio of 0.44.

Haleon Profile

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 provides oral health products, such as toothpastes, mouth washes, and denture care products under the Sensodyne, Polident, Parodontax, Biotene brands; and vitamins, minerals, and supplements under Centrum, Emergen-C, Caltrate brands.