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Haleon PLC (GB:HLN)
LSE:HLN

Haleon PLC (HLN) AI Stock Analysis

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GB

Haleon PLC

(LSE:HLN)

75Outperform
Haleon PLC demonstrates a robust financial foundation with strong profitability and cash flow, supporting its growth outlook. Positive market momentum and strategic initiatives like share buybacks enhance investor confidence. However, valuation concerns and external challenges such as currency headwinds and market conditions necessitate cautious optimism.
Positive Factors
Cost Management
A well-defined cost-saving programme provides more visibility on the company's ability to expand margins.
Earnings Forecast
Analysts forecast a 2026-30 EPS compound annual growth rate of 8.4%, which is ahead of its Household and Personal Care peers.
Market Position
Haleon's resilient categories and market share gains are expected to result in continued outperformance relative to peers.
Negative Factors
Consumer Sentiment
Potential risks include significant deceleration in US and/or European consumer sentiment, impacting Haleon's categories and resulting in EPS downside.
Market Valuation
The stock is trading at a 20% premium to peers, which limits further upside unless there is a clearer path to higher growth.

Haleon PLC (HLN) vs. S&P 500 (SPY)

Haleon PLC Business Overview & Revenue Model

Company DescriptionHaleon plc engages in the research and 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 therapeutic oral health, pain relief, respiratory health, digestive health, and other products, as well as vitamins, minerals, and supplements. Its portfolio of brands include Panadol, Voltaren, Advil, Otrivin, Theraflu, Sensodyne, Polident, parodontax, and Centrum. The company was formerly known as DRVW 2022 plc and changed its name to Haleon plc in February 2022. Haleon plc was incorporated in 2021 and is headquartered in Brentford, the United Kingdom.
How the Company Makes MoneyHaleon PLC generates revenue primarily through the sale of its consumer health products across multiple categories. The company’s key revenue streams include oral health products such as toothpaste and mouthwash, pain relief medications, respiratory treatments, digestive health products, and vitamins and supplements. Haleon leverages its strong distribution network to sell its products in over 100 countries, ensuring a broad market reach. Strategic partnerships with retailers and healthcare professionals further support its sales channels, while continuous investment in innovation and marketing helps maintain brand visibility and consumer loyalty. The company’s earnings are also bolstered by its licensing and collaboration agreements, which expand its product offerings and enhance market competitiveness.

Haleon PLC Financial Statement Overview

Summary
Income Statement
Balance Sheet
Cash Flow
Breakdown
Dec 2023Dec 2022Dec 2021Dec 2020Dec 2019
Income StatementTotal Revenue
11.30B10.86B9.54B9.89B8.48B
Gross Profit
6.75B6.58B5.95B5.91B4.80B
EBIT
2.00B1.82B1.64B1.60B897.00M
EBITDA
2.36B2.19B2.21B1.92B1.17B
Net Income Common Stockholders
1.05B1.06B1.39B1.15B655.00M
Balance SheetCash, Cash Equivalents and Short-Term Investments
1.04B684.00M414.00M334.00M340.00M
Total Assets
34.05B34.81B34.45B34.13B35.71B
Total Debt
9.46B10.44B991.00M487.00M642.00M
Net Debt
8.41B9.76B577.00M153.00M302.00M
Total Liabilities
17.33B18.36B7.97B7.91B8.30B
Stockholders Equity
16.61B16.33B26.36B26.11B27.32B
Cash FlowFree Cash Flow
1.76B1.74B1.06B1.09B543.00M
Operating Cash Flow
2.10B2.06B1.36B1.41B786.00M
Investing Cash Flow
-134.00M-8.78B-33.00M1.03B291.00M
Financing Cash Flow
-1.57B6.91B-1.24B-2.44B-925.00M

Haleon PLC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price406.80
Price Trends
50DMA
384.09
Positive
100DMA
379.61
Positive
200DMA
375.74
Positive
Market Momentum
MACD
6.10
Negative
RSI
66.57
Neutral
STOCH
91.62
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:HLN, the sentiment is Positive. The current price of 406.8 is above the 20-day moving average (MA) of 381.29, above the 50-day MA of 384.09, and above the 200-day MA of 375.74, indicating a bullish trend. The MACD of 6.10 indicates Negative momentum. The RSI at 66.57 is Neutral, neither overbought nor oversold. The STOCH value of 91.62 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:HLN.

Haleon PLC Peers Comparison

Overall Rating
UnderperformOutperform
Sector (52)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
GBABF
82
Outperform
£14.57B11.4411.89%3.11%-0.38%14.68%
78
Outperform
£119.20B24.4330.27%3.15%-0.76%-12.83%
GBHLN
75
Outperform
£36.11B25.238.80%1.65%-0.61%39.00%
GBGSK
69
Neutral
£58.65B18.7622.52%4.47%2.57%-30.13%
GBPZC
53
Neutral
£344.40M-2.48%4.38%-16.16%80.50%
52
Neutral
$5.17B3.59-42.19%2.82%15.05%-0.04%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:HLN
Haleon PLC
406.80
84.10
26.06%
DGEAF
Diageo
30.08
-4.34
-12.61%
GB:ABF
Associated British Foods
2,112.00
-469.85
-18.20%
GB:GSK
GlaxoSmithKline
1,377.50
-361.51
-20.79%
GB:PZC
PZ Cussons
85.00
-16.56
-16.31%
GB:ULVR
Unilever
4,719.00
544.18
13.03%

Haleon PLC Earnings Call Summary

Earnings Call Date:Feb 27, 2025
(Q4-2024)
|
% Change Since: 4.12%|
Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment Neutral
The earnings call highlighted strong performance in emerging markets and the Oral Health segment, driven by innovation and strategic investments. However, challenges such as a weak cold and flu season, disappointing Eroxon launch, and currency headwinds were notable concerns. Despite these issues, the company remains confident in its growth outlook and has committed to returning capital to shareholders.
Q4-2024 Updates
Positive Updates
Strong Performance in Emerging Markets
Significant momentum observed in emerging markets, especially in India and China, contributing to growth expectations for the second half of 2025.
Oral Health Segment Expansion
Successful performance in Oral Health with notable products like Clinical White, planned expansion into 12 more markets, and new launches such as clinical enamel repair in the US.
Innovation Driving Growth
Innovation is a key driver across all categories, with new products like Otrivin Nasal Mist and Centrum Essentials contributing to share gains and category growth.
Increased Investment in Growth
Continued focus on investing in growth with a 10.2% increase in A&P investment, indicating confidence in business fundamentals.
Capital Return to Shareholders
Announcement of a £500 million share buyback and increased dividend, reflecting strong cash flow confidence.
Negative Updates
Impact of Weak Cold and Flu Season
A low cold and flu season led to a 15% decline in the respiratory health category in both the US and globally, affecting inventory levels.
Disappointing Eroxon Launch
The launch of Eroxon did not meet expectations, with slower-than-expected early trial results.
Currency Headwinds
Ongoing FX headwinds are expected to impact revenue and profit, particularly in the first half of 2025.
Challenges in US Retail Environment
Some US retailers, particularly in the drug channel, are struggling with inventory levels, affecting cash management.
Company Guidance
During the call, Haleon provided guidance for 2025, indicating a projected growth of 4% to 6%, despite a slow start due to factors like a 15% decline in the cold and flu market and inventory adjustments. The company expressed confidence in its performance, highlighting that 71% of its business maintained or gained market share in 2024. Key growth drivers include strong momentum in emerging markets like India and China, robust performance in the Oral Health segment, and ongoing innovation across categories, such as Otrivin Nasal Mist and Centrum Silver. The company also mentioned a £500 million share buyback and maintained capacity for bolt-on M&A, despite ongoing currency headwinds of 1% to 2.5% on revenue and margin. Haleon's strategic focus remains on innovation, expanding market reach, and optimizing operational efficiency.

Haleon PLC Corporate Events

Stock BuybackRegulatory Filings and Compliance
Haleon PLC Executes Share Buyback, Adjusts Share Capital
Neutral
May 9, 2025

Haleon PLC announced the purchase and cancellation of 830,504 ordinary shares as part of its share buyback program initiated in March 2025. This transaction adjusts the company’s registered share capital and the number of shares with voting rights, impacting shareholder notifications under regulatory guidelines.

Spark’s Take on GB:HLN Stock

According to Spark, TipRanks’ AI Analyst, GB:HLN is a Outperform.

Haleon PLC demonstrates a robust financial foundation with strong profitability and cash flow, supporting its growth outlook. Positive market momentum and strategic initiatives like share buybacks enhance investor confidence. However, valuation concerns and external challenges such as currency headwinds and market conditions necessitate cautious optimism.

To see Spark’s full report on GB:HLN stock, click here.

Stock BuybackBusiness Operations and Strategy
Haleon PLC Executes Share Buyback to Enhance Shareholder Value
Positive
May 8, 2025

Haleon PLC announced the purchase and cancellation of 828,853 ordinary shares as part of its ongoing share buyback program. This transaction reflects the company’s strategic financial management, potentially enhancing shareholder value and adjusting its capital structure. The update on the company’s share capital and voting rights is crucial for stakeholders to assess their interests in accordance with regulatory requirements.

Spark’s Take on GB:HLN Stock

According to Spark, TipRanks’ AI Analyst, GB:HLN is a Outperform.

Haleon PLC demonstrates a solid financial foundation with strong cash flow and profitability, which forms the core of its stock strength. Despite technical and valuation challenges, the company’s strategic initiatives, including share buybacks and growth in emerging markets, bolster investor confidence. External challenges such as currency headwinds and market conditions are notable, but the overall outlook remains positive.

To see Spark’s full report on GB:HLN stock, click here.

Private Placements and FinancingRegulatory Filings and Compliance
Haleon PLC Publishes Listing Particulars for £10 Billion EMTN Programme
Neutral
May 7, 2025

Haleon PLC has announced the publication of listing particulars for its £10 billion Euro Medium Term Note Programme, which is guaranteed by the company. This routine update is significant as it underscores Haleon’s commitment to maintaining transparency and accessibility for its investors, potentially impacting its financial strategy and market perception.

Spark’s Take on GB:HLN Stock

According to Spark, TipRanks’ AI Analyst, GB:HLN is a Outperform.

Haleon PLC demonstrates a solid financial foundation with strong cash flow and profitability, which forms the core of its stock strength. Despite technical and valuation challenges, the company’s strategic initiatives, including share buybacks and growth in emerging markets, bolster investor confidence. External challenges such as currency headwinds and market conditions are notable, but the overall outlook remains positive.

To see Spark’s full report on GB:HLN stock, click here.

Stock BuybackBusiness Operations and Strategy
Haleon PLC Executes Share Buyback to Optimize Capital Structure
Positive
May 7, 2025

Haleon PLC announced the purchase and cancellation of 832,200 ordinary shares as part of its share buyback program. This move is part of a strategic effort to manage its share capital and potentially enhance shareholder value by reducing the number of shares in circulation, thereby increasing the value of remaining shares.

Spark’s Take on GB:HLN Stock

According to Spark, TipRanks’ AI Analyst, GB:HLN is a Outperform.

Haleon PLC’s strong financial performance, particularly in cash flow and profitability, underpins its solid stock rating. The technical indicators show positive momentum, albeit with caution due to high RSI and Stochastic levels. Valuation metrics suggest a moderately high price, which could limit potential gains. The company’s strategic initiatives, including share buybacks and market expansion, reinforce confidence, despite external challenges like currency fluctuations.

To see Spark’s full report on GB:HLN stock, click here.

Stock BuybackBusiness Operations and Strategy
Haleon PLC Executes Share Buyback to Optimize Capital Structure
Positive
May 6, 2025

Haleon PLC announced the repurchase of 85,611 of its ordinary shares as part of its share buyback program, initially announced in March 2025. This transaction reflects the company’s strategic effort to manage its capital structure and enhance shareholder value, with implications for voting rights and shareholder notifications under regulatory guidelines.

Spark’s Take on GB:HLN Stock

According to Spark, TipRanks’ AI Analyst, GB:HLN is a Outperform.

Haleon PLC presents a strong financial foundation with robust profitability and efficient cash flow management. The company’s strategic initiatives, such as share buybacks and innovation-driven growth, reinforce investor confidence. Despite some technical and valuation challenges, along with external headwinds like currency fluctuations, the company’s fundamentals support a moderately positive stock score.

To see Spark’s full report on GB:HLN stock, click here.

Stock BuybackBusiness Operations and Strategy
Haleon PLC Executes Share Buyback to Optimize Capital Structure
Positive
Apr 23, 2025

Haleon PLC announced the repurchase of 846,782 ordinary shares as part of its share buyback program, initially announced in March 2025. This transaction is intended to optimize the company’s capital structure and enhance shareholder value. Following this purchase, Haleon’s registered share capital consists of 9,026,151,961 ordinary shares, with 9,022,071,756 shares carrying voting rights. This strategic move is expected to strengthen Haleon’s market position and potentially impact stakeholder interests by adjusting the company’s shareholding structure.

Spark’s Take on GB:HLN Stock

According to Spark, TipRanks’ AI Analyst, GB:HLN is a Neutral.

Haleon PLC demonstrates strong financial performance with robust profitability and cash flow management. However, technical indicators and moderate valuation metrics present a balanced outlook. The company’s strategic initiatives, including a significant share buyback program, reinforce investor confidence. External challenges like currency headwinds and market conditions warrant caution, but overall, the company’s fundamentals support a moderately positive stock score.

To see Spark’s full report on GB:HLN stock, click here.

Stock BuybackRegulatory Filings and Compliance
Haleon PLC Executes Share Buyback, Adjusts Share Capital
Neutral
Apr 22, 2025

Haleon PLC announced the purchase and cancellation of 846,648 ordinary shares as part of its share buyback program initiated in March 2025. This transaction adjusts the company’s share capital and affects the number of shares with voting rights, which stakeholders can use to assess their interests under regulatory guidelines.

Spark’s Take on GB:HLN Stock

According to Spark, TipRanks’ AI Analyst, GB:HLN is a Neutral.

Haleon PLC demonstrates strong financial performance with robust profitability and cash flow management. However, technical indicators and moderate valuation metrics present a balanced outlook. The company’s strategic initiatives, including a significant share buyback program, reinforce investor confidence. External challenges like currency headwinds and market conditions warrant caution, but overall, the company’s fundamentals support a moderately positive stock score.

To see Spark’s full report on GB:HLN stock, click here.

Stock BuybackBusiness Operations and Strategy
Haleon PLC Executes Share Buyback to Optimize Capital Structure
Positive
Apr 16, 2025

Haleon PLC announced the purchase of 855,279 ordinary shares for cancellation as part of its share buyback program. This transaction, which was executed at a volume-weighted average price of 379.18 pence per share, is part of a strategic move to optimize the company’s capital structure and potentially enhance shareholder value. Following this transaction, the company’s registered share capital stands at 9,028,701,792 ordinary shares, with 9,024,621,587 shares holding voting rights, which may impact shareholder notifications under regulatory guidelines.

Spark’s Take on GB:HLN Stock

According to Spark, TipRanks’ AI Analyst, GB:HLN is a Neutral.

Haleon PLC demonstrates a strong financial foundation with solid profitability and efficient cash flow management. While the stock faces some technical and valuation challenges, its strategic focus on innovation and emerging market growth, along with shareholder-friendly actions like share buybacks, support a positive outlook. However, external challenges like currency headwinds and market conditions warrant caution.

To see Spark’s full report on GB:HLN stock, click here.

Private Placements and FinancingM&A Transactions
Haleon to Fully Acquire Chinese Joint Venture TSKF
Neutral
Apr 15, 2025

Haleon PLC has announced its agreement to acquire the remaining 12% equity interest in its Chinese joint venture, Tianjin TSKF Pharmaceutical Co., Ltd., making it a wholly owned subsidiary. This acquisition, valued at approximately £0.2 billion, is expected to be funded through existing cash resources and new Renminbi-denominated debt, with the transaction anticipated to close within three months, pending customary approvals.

Spark’s Take on GB:HLN Stock

According to Spark, TipRanks’ AI Analyst, GB:HLN is a Outperform.

Haleon PLC demonstrates a strong financial foundation with solid profitability and efficient cash flow management. The company’s strategic initiatives, including a robust share buyback program and positive earnings guidance, reinforce investor confidence. However, challenges such as currency headwinds and moderate valuation metrics suggest a balanced investment outlook.

To see Spark’s full report on GB:HLN stock, click here.

Stock BuybackBusiness Operations and Strategy
Haleon PLC Executes Share Buyback as Part of Capital Management Strategy
Positive
Apr 15, 2025

Haleon PLC announced the purchase of 865,652 ordinary shares as part of its share buyback program, which was initiated on March 28, 2025. This transaction is part of Haleon’s strategy to manage its capital structure and enhance shareholder value, reflecting confidence in the company’s financial health and future prospects.

Spark’s Take on GB:HLN Stock

According to Spark, TipRanks’ AI Analyst, GB:HLN is a Outperform.

Haleon PLC demonstrates a strong financial foundation with solid profitability and efficient cash flow management. The company’s strategic initiatives, including a robust share buyback program and positive earnings guidance, reinforce investor confidence. However, challenges such as currency headwinds and moderate valuation metrics suggest a balanced investment outlook.

To see Spark’s full report on GB:HLN stock, click here.

Stock BuybackBusiness Operations and Strategy
Haleon PLC Executes Share Buyback to Optimize Capital Structure
Neutral
Apr 14, 2025

Haleon PLC announced the purchase of 887,346 ordinary shares for cancellation as part of its share buyback programme, impacting its share capital and voting rights. This move is part of Haleon’s strategy to manage its capital structure and could influence shareholder decisions under regulatory guidelines.

Spark’s Take on GB:HLN Stock

According to Spark, TipRanks’ AI Analyst, GB:HLN is a Outperform.

Haleon PLC demonstrates a strong financial foundation with solid profitability and efficient cash flow management. The company’s strategic initiatives, including a robust share buyback program and positive earnings guidance, reinforce investor confidence. However, challenges such as currency headwinds and moderate valuation metrics suggest a balanced investment outlook.

To see Spark’s full report on GB:HLN stock, click here.

Stock BuybackBusiness Operations and Strategy
Haleon PLC Executes Share Buyback to Optimize Capital Structure
Positive
Apr 7, 2025

Haleon PLC announced the purchase of 821,144 ordinary shares for cancellation as part of its share buyback program. This transaction is part of Haleon’s strategy to manage its share capital and potentially enhance shareholder value. The company’s registered share capital now stands at 9,034,845,270 ordinary shares, with 9,030,765,065 shares having voting rights. This move reflects Haleon’s ongoing efforts to optimize its financial structure and could have implications for its market positioning and shareholder engagement.

Stock Buyback
Haleon PLC Executes Share Buyback Programme
Neutral
Apr 3, 2025

Haleon PLC announced the purchase of 826,862 ordinary shares for cancellation as part of its share buyback programme initiated on 28 March 2025. This transaction impacts the company’s share capital, reducing the number of ordinary shares with voting rights to 9,032,421,345, which stakeholders can use to assess their interests under the FCA’s Disclosure Guidance and Transparency Rules.

Stock BuybackBusiness Operations and Strategy
Haleon PLC Executes Share Buyback to Optimize Capital Structure
Positive
Apr 2, 2025

Haleon PLC announced the purchase of 828,379 ordinary shares for cancellation as part of its share buyback program. This transaction affects the company’s share capital, reducing the number of ordinary shares with voting rights to 9,033,248,207. The buyback program is part of Haleon’s strategy to manage its capital structure and potentially enhance shareholder value.

Regulatory Filings and Compliance
Haleon PLC Updates Total Voting Rights and Capital Structure
Neutral
Apr 1, 2025

Haleon PLC announced that as of March 31, 2025, the total number of shares issued is 9,038,156,791, with 4,080,205 held as treasury shares. The number of ordinary shares with voting rights is 9,034,076,586, which shareholders should use as the denominator for determining notification obligations under the FCA’s Disclosure Guidance and Transparency Rules.

Stock BuybackBusiness Operations and Strategy
Haleon PLC Executes Share Buyback to Enhance Shareholder Value
Positive
Apr 1, 2025

Haleon PLC announced the purchase and cancellation of 831,399 ordinary shares as part of its share buyback programme. This transaction is part of their strategy to manage their share capital and potentially enhance shareholder value. The buyback reduces the number of shares with voting rights to 9,034,076,586, which may impact shareholder notifications under the FCA’s Disclosure Guidance and Transparency Rules.

Stock BuybackBusiness Operations and Strategy
Haleon PLC Executes Share Buyback to Enhance Shareholder Value
Positive
Mar 31, 2025

Haleon PLC announced the repurchase of 581,885 ordinary shares as part of its share buyback program, initially announced on March 28, 2025. This transaction is part of Haleon’s strategy to manage its share capital and enhance shareholder value, impacting the number of shares with voting rights, which now stands at 9,034,907,985.

Stock BuybackBusiness Operations and Strategy
Haleon PLC Announces Share Buyback and Cancellation
Positive
Mar 31, 2025

Haleon PLC has announced the purchase and cancellation of 581,885 ordinary shares as part of its share buyback programme. This move is expected to impact the company’s share capital and voting rights, with the number of ordinary shares with voting rights now standing at 9,034,907,985. The buyback is part of Haleon’s strategy to manage its capital structure and enhance shareholder value.

Stock BuybackBusiness Operations and Strategy
Haleon PLC Initiates £330 Million Share Buyback Programme
Positive
Mar 28, 2025

Haleon PLC has announced the commencement of a share buyback programme, aiming to purchase up to £330 million worth of ordinary shares in 2025. This initiative follows a previous off-market purchase from Pfizer Inc. and aligns with Haleon’s capital allocation priorities to enhance shareholder returns. The first tranche of this programme, valued at up to £200 million, will begin immediately and conclude by June 2025, with Goldman Sachs International managing the purchases on the London Stock Exchange. This buyback is expected to reduce the company’s share capital and improve earnings per share, reflecting Haleon’s strategic focus on delivering value to its shareholders.

M&A TransactionsBusiness Operations and Strategy
Pfizer Completes Sale of Entire Stake in Haleon PLC
Neutral
Mar 21, 2025

Haleon PLC announced that Pfizer Inc. has sold its entire residual interest in the company, amounting to 661,709,764 ordinary shares. This transaction, which included a secondary offering and an off-market sale, marks Pfizer’s complete exit from its stake in Haleon, potentially impacting the company’s shareholder structure and market dynamics.

Executive/Board ChangesBusiness Operations and Strategy
Haleon PLC Announces Executive Share Awards to Strengthen Leadership
Positive
Mar 21, 2025

Haleon PLC announced the issuance of share awards to its key executives under various performance and bonus plans. These awards, which are part of the company’s remuneration policy, are designed to incentivize and retain top management by aligning their interests with company performance. The move underscores Haleon’s commitment to maintaining strong leadership and could have implications for its market positioning by ensuring continued strategic focus and operational excellence.

Stock BuybackRegulatory Filings and Compliance
Haleon PLC Completes Share Repurchase from Pfizer
Neutral
Mar 21, 2025

Haleon PLC has completed an off-market purchase of 44,155,844 ordinary shares from Pfizer Inc. for approximately £170 million, subsequently canceling these shares. This transaction affects the total voting rights and capital structure, with the number of ordinary shares with voting rights now standing at 9,035,489,870. This adjustment is significant for shareholders and others with notification obligations under the FCA’s Disclosure Guidance and Transparency Rules.

Shareholder MeetingsFinancial DisclosuresRegulatory Filings and Compliance
Haleon PLC Publishes 2024 Annual Report and Announces AGM Date
Neutral
Mar 21, 2025

Haleon PLC has released its Annual Report and Form 20-F for the year ending December 31, 2024. The report is available on the company’s website and has been submitted to both the National Storage Mechanism and the US Securities and Exchange Commission. Shareholders can request a hard copy of the report, which includes the company’s complete audited financial statements. The Annual General Meeting is scheduled for May 28, 2025, with further details to be distributed to shareholders.

Business Operations and Strategy
Haleon PLC Sees Increase in Major Holdings by Wellington Management
Neutral
Mar 20, 2025

Haleon PLC announced a change in its major holdings, with Wellington Management Group LLP increasing its voting rights from 5.1% to 5.87%. This adjustment in holdings reflects Wellington’s strategic positioning and potential influence within Haleon, indicating a strengthened relationship that could impact the company’s future governance and strategic decisions.

Stock BuybackBusiness Operations and Strategy
Haleon Completes Share Buyback, Marking Pfizer’s Exit
Positive
Mar 19, 2025

Haleon PLC has agreed to purchase 44,155,844 ordinary shares from Pfizer Inc. as part of an off-market transaction, marking Pfizer’s complete exit from its stake in Haleon. This move aligns with Haleon’s capital allocation priorities and strengthens its position to capitalize on future opportunities, as the company continues to focus on delivering attractive returns for shareholders.

Stock BuybackBusiness Operations and Strategy
Haleon PLC to Buy Back Shares in Agreement with Pfizer
Neutral
Mar 18, 2025

Haleon PLC has announced an agreement with Pfizer Inc. to purchase approximately £170 million worth of its own ordinary shares from Pfizer, contingent upon the completion of Pfizer’s proposed offering to institutional investors. This off-market purchase is part of Haleon’s £500 million share buyback plan for 2025, and the company intends to cancel the acquired shares, potentially impacting its market positioning and shareholder value.

Executive/Board ChangesRegulatory Filings and Compliance
Haleon PLC Announces Vesting of Share Awards for Key Executives
Neutral
Mar 17, 2025

Haleon PLC announced the vesting of share awards under its Performance Share Plan 2022 and Share Value Plan 2022, which were granted to key managerial personnel. These awards, which include dividends and are contingent on continued employment and performance conditions, were partially sold to cover tax liabilities. The disclosure aligns with UK Market Abuse Regulation requirements, highlighting Haleon’s commitment to transparency and regulatory compliance.

Executive/Board ChangesRegulatory Filings and Compliance
Haleon PLC Announces Share Transactions for Key Executives
Positive
Mar 12, 2025

Haleon PLC announced the acquisition of partnership shares and the award of matching shares to key managerial personnel under the company’s Share Reward Plan. This move, disclosed in compliance with the UK Market Abuse Regulation, involves transactions by Adrian Morris, General Counsel, and Tamara Rogers, Chief Marketing Officer. The transactions, conducted on the London Stock Exchange, reflect Haleon’s commitment to aligning managerial interests with company performance, potentially enhancing stakeholder confidence and reinforcing its market position.

Executive/Board ChangesBusiness Operations and Strategy
Haleon PLC Announces Board Change Following Pfizer Shareholding Reduction
Neutral
Feb 25, 2025

Haleon PLC announced a change to its Board following Pfizer Inc.’s reduction of its shareholding in the company below 10%. As a result, Bryan Supran, a Non-Executive Director and representative of Pfizer, stepped down from the Board. This move aligns with the Pfizer Relationship Agreement with Haleon, marking a significant shift in the company’s governance structure. The departure of Supran, who has been part of Haleon’s journey since its joint venture inception in 2019, signifies a new phase for the company as it continues to solidify its position in the consumer health industry.

Business Operations and StrategyRegulatory Filings and Compliance
Haleon PLC Announces Director Shareholdings Under Share Reward Plan
Positive
Feb 12, 2025

Haleon PLC announced disclosures in line with the UK Market Abuse Regulation concerning transactions by individuals in managerial positions. Adrian Morris, the General Counsel, and Tamara Rogers, the Chief Marketing Officer, have both acquired shares under the company’s Share Reward Plan. These transactions were conducted at the London Stock Exchange, involving both Partnership and Matching Shares. Such acquisitions showcase the confidence of Haleon’s leadership in the company’s future prospects and align with its strategic goals to empower key stakeholders.

Glossary
OutperformA stock rated as "Outperform" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock is likely to deliver higher returns compared to the average returns of other stocks in the same sector or market index. Investors might consider this stock a good buying opportunity.
NeutralA stock rated as "Neutral" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly attractive nor unattractive for investment. Investors may consider holding onto the stock, as it is not expected to either significantly outperform or underperform the market.
UnderperformA stock rated as "Underperform" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock may deliver lower returns compared to the average returns of other stocks in the same sector or market index. Investors might consider selling the stock or avoiding it as an investment.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.