Haleon

HLN

Market cap $49.3B

Haleon PLC Sponsored ADR (HLN) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Haleon PLC faces a familiar market dilemma after solid profit delivery was overshadowed by weaker than expected sales growth and cautious guidance. Fourth quarter organic growth of 2.1% disappointed, said Deutsche Bank, with misses in EMEA, Latin America and Asia Pacific, while North America was still down 1.0% like for like.

Haleon plc (HLN) Q4 2025 Earnings Call Prepared Remarks Transcript

Haleon plc (HLN) Q4 2025 Earnings Call Transcript

A weak cold and flu season and a cautious American consumer pushed organic growth to 3%, a full percentage point below the floor of what Haleon has promised investors Haleon PLC (LSE:HLN, NYSE:HLN) shares fell 3.4% to 392.1p on Wednesday after the consumer health group reported full-year organic revenue growth of 3%, missing the 4-6% medium-term range it has set as its benchmark and leaving investors to weigh whether the shortfall reflects bad luck or something more structural. Two factors drove the underperformance.

The consumer health group behind Sensodyne and Panadol fell short of its 4-6% medium-term benchmark, but delivered double-digit profit growth and strong cash generation that management says keeps the longer-term case intact Haleon PLC (LSE:HLN, NYSE:HLN) ended 2025 below its own expectations on the measure that matters most to investors. Organic revenue growth of 3% for the full year came in a full percentage point below the floor of the 4-6% medium-term range the company set for itself, the result of two headwinds that converged in the second half and proved harder to offset than the business had anticipated.

British consumer healthcare group Haleon reported a slowdown in fourth‑quarter revenue growth on Wednesday, as a delayed flu season hit sales of its respiratory-health products.

WARREN, N.J.--(BUSINESS WIRE)--The No. 1 dentist-recommended brand for sensitive teeth has launched Sensodyne Clinical Repair, its newest option for sensitive teeth, a toothpaste designed to address the root cause of tooth sensitivity. Based on data showing that 85% of people with sensitive teeth want solutions that repair sensitivity by addressing the root cause of their pain, Sensodyne developed Clinical Repair to go beyond temporary relief and actively repair sensitive areas of teeth with co.

Haleon PLC (LSE:HLN, NYSE:HLN) shares dropped slightly after Deutsche Bank reiterated its 'sell' rating on the maker of Sensodyne and Panadol, warning of changes in consumer trends that may show up in next month's results. The bank's analysts trimmed their target price from 340p to 335p, well below the last close of 377.2p, saying the shares fail to reflect mounting risks from changing sales channels and weakening consumer trends.

Citi has reiterated its 'sell' rating on Haleon PLC (LSE:HLN, NYSE:HLN) and trimmed its price target from 340p to 335p, warning that the consumer health group's valuation fails to reflect mounting pressures from US retail shifts and slowing brand momentum. The move comes despite a recent rally in the shares, which closed on Wednesday at 377.20p.