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Haleon PLC (GB:HLN)
LSE:HLN
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Haleon PLC (HLN) AI Stock Analysis

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GB:HLN

Haleon PLC

(LSE:HLN)

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Outperform 71 (OpenAI - 4o)
Rating:71Outperform
Price Target:
388.00p
▲(8.41% Upside)
Haleon PLC's overall stock score reflects a strong financial foundation with robust profitability and cash flow, tempered by moderate technical indicators and valuation metrics. The mixed earnings call results, with regional strengths and North American challenges, further influence the score. The company's strategic focus on innovation and geographic expansion supports a cautiously optimistic outlook.
Positive Factors
Cash Flow Management
Strong cash flow management indicates Haleon's ability to efficiently convert earnings into cash, supporting reinvestment and debt servicing, which is crucial for long-term financial health.
Market Position in EMEA, LatAm, and APAC
Haleon's robust growth in these regions highlights its competitive advantage and market penetration, ensuring sustained revenue streams and market share expansion in diverse geographies.
Gross Margin Improvement
Improved gross margins reflect effective cost management and supply chain productivity, enhancing profitability and providing a buffer against market fluctuations.
Negative Factors
Challenges in North America
Declining sales in North America due to low consumer confidence and inventory pressures could hinder overall growth, requiring strategic adjustments to regain momentum.
Decline in Smokers' Health Segment
The decline in the Smokers' Health segment indicates potential vulnerabilities in product offerings, necessitating innovation or diversification to mitigate impact on overall performance.
Struggles in Pain Relief and VMS Categories
Loss of market share in key categories like Pain Relief and VMS suggests competitive pressures and consumer preference shifts, challenging Haleon to innovate and recapture market position.

Haleon PLC (HLN) vs. iShares MSCI United Kingdom ETF (EWC)

Haleon PLC Business Overview & Revenue Model

Company DescriptionHaleon PLC (HLN) is a global consumer healthcare company that specializes in the development and marketing of over-the-counter (OTC) products, oral health solutions, pain relief medications, respiratory treatments, and vitamins, minerals, and supplements (VMS). Formed as a spin-off from GlaxoSmithKline, Haleon focuses on delivering everyday health solutions to consumers, leveraging its strong portfolio of well-known brands such as Sensodyne, Panadol, Voltaren, and Centrum. The company operates in key markets worldwide, aiming to enhance consumer well-being through innovative products and trusted brands.
How the Company Makes MoneyHaleon generates revenue primarily through the sale of its consumer healthcare products across various categories, including oral health, pain relief, respiratory health, and dietary supplements. The company's revenue model is based on direct sales to retail partners, e-commerce platforms, and healthcare professionals. Key revenue streams include the sale of branded OTC medications and health products, which benefit from strong brand loyalty and recognition in the marketplace. Additionally, Haleon engages in strategic partnerships with retailers and distributors to expand its market reach and enhance product availability. The company also invests in marketing and advertising to maintain brand visibility and drive consumer demand, which further contributes to its earnings.

Haleon PLC Earnings Call Summary

Earnings Call Date:Jul 31, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:Feb 25, 2026
Earnings Call Sentiment Neutral
The earnings call presented a mixed outlook. While there were strong performances in regions like EMEA, LatAm, and APAC, and improvements in gross margin, challenges persisted in North America, particularly with inventory pressures and declines in specific categories such as Smokers' Health and Pain Relief.
Q2-2025 Updates
Positive Updates
Strong Performance in EMEA, LatAm, and APAC
EMEA, LatAm, and APAC regions were well within the company's medium-term 4% to 6% organic sales growth guidance. Volume growth accelerated in these regions, with EMEA and LatAm seeing improvements from Q1 to Q2, and Asia Pacific achieving 3.9% growth in Q2.
Gross Margin and Cash Flow Improvements
The company experienced a 160 basis point improvement in gross margin and strong cash flow, attributed to supply chain productivity and a reduction of SKUs.
Positive Developments in Oral Health
Haleon gained 0.5 share points in Oral Health in the U.S. during the first half, and there was strong growth and market share gains in brands like Tums and Benefiber.
Negative Updates
Challenges in North America
North America experienced a nearly 2% decline in organic sales growth due to low consumer confidence and challenges in smoking cessation categories. There was also inventory pressure across U.S. retailers.
Decline in Smokers' Health Segment
Smokers' Health experienced a significant decline in the U.S., impacting group growth by 60 basis points and North America growth by 1.6 percentage points.
Struggles in Pain Relief and VMS Categories
Advil slightly lost market share in Pain Relief, and Centrum saw declines in the U.S., both contributing to a deceleration in the percentage of the business gaining or maintaining share from 71% to 58%.
Company Guidance
During Haleon's Half Year 2025 Results Q&A Conference Call, several key metrics and guidance updates were discussed. The company reported strong performance in EMEA, LatAm, and APAC, which were within the medium-term guidance of 4% to 6% organic sales growth. However, North America faced challenges, with nearly a 2% decline in organic sales growth in Q2, attributed to a challenging consumer environment and inventory pressures. Despite these challenges, Haleon achieved a 160 basis point increase in gross margin and strong cash flow. The company plans to address these issues with new media campaigns and innovations, particularly for brands like Advil and Centrum. A&P investments increased by 130 basis points in the first half, focusing on innovation, geographic growth in key markets like India, and improving ROI by 4%. Despite the current headwinds, Haleon remains confident in its medium-term guidance and strategic ambitions outlined in their Capital Markets Day, focusing on supply chain productivity and innovation-led premiumization.

Haleon PLC Financial Statement Overview

Summary
Haleon PLC demonstrates strong financial performance with solid profitability and cash flow management. The income statement shows resilience with consistent gross profit margins and a significant increase in net income. The balance sheet is stable, though there is a need for cautious debt management. Cash flow is robust, with operating cash flow consistently exceeding net income, indicating healthy cash generation.
Income Statement
78
Positive
Haleon PLC demonstrates solid profitability with gross profit margins consistently around 60% over the years. Net income has shown resilience with a significant increase from 2022 to 2024. The company has also managed steady revenue growth, although there was a slight decline in revenue from 2023 to 2024. EBIT and EBITDA margins remain strong, indicating effective cost management.
Balance Sheet
70
Positive
The balance sheet of Haleon PLC shows a balanced equity position with a stable stockholders' equity. The debt-to-equity ratio is moderate, reflecting a manageable level of debt compared to equity. The equity ratio indicates a solid capital structure, though the total liabilities have increased over the years, suggesting a need for cautious debt management.
Cash Flow
82
Very Positive
The company has demonstrated strong cash flow management, with operating cash flow consistently exceeding net income, indicating healthy cash generation from operations. Free cash flow has been growing steadily, showing robust capability for reinvestment and debt servicing. The free cash flow to net income ratio highlights efficient conversion of earnings into cash.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue11.02B11.23B11.30B10.86B9.54B9.89B
Gross Profit6.81B6.82B6.75B6.73B5.95B5.91B
EBITDA2.79B2.68B2.67B2.68B2.21B2.19B
Net Income1.52B1.44B1.05B1.06B1.39B1.15B
Balance Sheet
Total Assets31.83B34.31B34.05B34.81B34.45B34.13B
Cash, Cash Equivalents and Short-Term Investments676.00M2.19B1.04B684.00M414.00M334.00M
Total Debt8.54B10.10B9.46B10.44B991.00M487.00M
Total Liabilities15.83B18.09B17.33B18.36B7.97B7.91B
Stockholders Equity15.94B16.17B16.61B16.33B26.36B26.11B
Cash Flow
Free Cash Flow931.00M1.98B1.76B1.74B1.06B1.09B
Operating Cash Flow1.03B2.30B2.10B2.06B1.36B1.41B
Investing Cash Flow-76.00M528.00M-134.00M-8.78B-33.00M1.03B
Financing Cash Flow-2.52B-1.54B-1.57B6.91B-1.24B-2.44B

Haleon PLC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price357.90
Price Trends
50DMA
347.17
Positive
100DMA
355.78
Positive
200DMA
370.57
Negative
Market Momentum
MACD
3.08
Negative
RSI
63.07
Neutral
STOCH
64.74
Neutral
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 357.9 is above the 20-day moving average (MA) of 347.74, above the 50-day MA of 347.17, and below the 200-day MA of 370.57, indicating a neutral trend. The MACD of 3.08 indicates Negative momentum. The RSI at 63.07 is Neutral, neither overbought nor oversold. The STOCH value of 64.74 is Neutral, 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 (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
75
Outperform
£3.89B13.6115.66%3.61%3.73%27.13%
71
Outperform
£31.87B21.299.35%1.57%-2.12%42.10%
57
Neutral
£171.09M-7.002.83%2.10%8.74%-166.50%
56
Neutral
£518.95M-11.274.50%74.32%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:HLN
Haleon PLC
357.90
0.21
0.06%
GB:AGY
Allergy Therapeutics
8.45
2.95
53.64%
GB:ANCR
Animalcare
248.00
18.73
8.17%
GB:HIK
Hikma Pharmaceuticals
1,763.00
48.04
2.80%
GB:BXP
Beximco Pharmaceuticals Limited Sponsored GDR RegS
43.00
12.53
41.12%

Haleon PLC Corporate Events

Business Operations and StrategyFinancial Disclosures
Haleon PLC Releases 2025 Q3 Trading Statement
Neutral
Oct 30, 2025

Haleon PLC announced the release of its Q3 trading statement for 2025, highlighting its financial performance and strategic initiatives. The statement is accessible on the company’s website and through the Financial Conduct Authority’s National Storage Mechanism. A presentation for analysts and shareholders, led by CFO Dawn Allen, will provide further insights into the company’s operations and future outlook, potentially impacting its market positioning and stakeholder interests.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £3.80 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Haleon PLC’s Novel Dentifrice Study: A Potential Game-Changer in Dental Care
Oct 27, 2025

Haleon PLC is conducting a clinical study titled Clinical Study to Investigate the Antihypersensitivity Efficacy of a Novel Dentifrice. The study aims to evaluate the effectiveness of a new dentifrice containing stannous fluoride and potassium nitrate in reducing dentin hypersensitivity compared to other dentifrices over an 8-week period.

Haleon PLC’s New Toothpaste Study: A Potential Game-Changer in Dental Health?
Oct 27, 2025

Haleon PLC is conducting a clinical study titled ‘A 12-Week Randomized, Controlled, Single-Blind, Clinical Study Investigating the Efficacy of an Experimental Toothpaste Containing Stannous Fluoride in Improving Gingival Health.’ The study aims to evaluate the effectiveness of a new toothpaste containing 0.454% Stannous Fluoride in enhancing gingival health and reducing plaque compared to a standard fluoride toothpaste in individuals with gingivitis.

Business Operations and StrategyRegulatory Filings and Compliance
Haleon PLC Discloses Managerial Share Transactions
Neutral
Oct 10, 2025

Haleon PLC has announced the notification and public disclosure of transactions by Persons Discharging Managerial Responsibilities (PDMRs) under the UK Market Abuse Regulation. The transactions involve the acquisition of Partnership Shares and the award of Matching Shares under the company’s Share Reward Plan by Adrian Morris, General Counsel, and Tamara Rogers, Chief Marketing Officer. This move reflects the company’s ongoing commitment to aligning managerial interests with shareholder value, potentially impacting its market positioning and stakeholder confidence.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £3.80 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Business Operations and StrategyExecutive/Board Changes
Haleon PLC Announces Board Appointment of Tracy Clarke
Positive
Oct 2, 2025

Haleon PLC announced the appointment of Tracy Clarke, a Non-Executive Director, to the board of Inchcape PLC, effective December 31, 2025. This strategic move may enhance Haleon’s industry positioning by fostering stronger leadership connections and potentially influencing future collaborations or market strategies.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £3.80 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Business Operations and StrategyStock Buyback
Haleon Completes Share Buyback Programme
Positive
Oct 2, 2025

Haleon PLC has completed the final tranche of its share buyback programme, purchasing 1,561,229 ordinary shares to be held as treasury shares. This move finalizes a series of buybacks initiated earlier in the year, which included shares repurchased from Pfizer, totaling 175,806,525 shares. The completion of this programme is a strategic step for Haleon, impacting its capital structure and potentially enhancing shareholder value.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £3.80 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Regulatory Filings and Compliance
Haleon PLC Updates Total Voting Rights and Share Capital
Neutral
Oct 1, 2025

Haleon PLC announced that as of September 30, 2025, it has issued a total of 8,952,353,648 ordinary shares, with 44,400,783 held as treasury shares. This results in 8,907,952,865 shares with voting rights, which shareholders and others with notification obligations should use as the denominator for calculating their interest in the company. This update is crucial for stakeholders to comply with the FCA’s Disclosure Guidance and Transparency Rules.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £3.80 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Business Operations and StrategyStock Buyback
Haleon PLC Advances Share Buyback Program with New Purchase
Neutral
Oct 1, 2025

Haleon PLC announced the purchase of 1,500,000 ordinary shares as part of its share buyback program. The shares will be held as treasury shares, impacting the company’s share capital and voting rights. This move is part of Haleon’s strategy to manage its capital structure and could influence shareholder decisions regarding their interests in the company.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £3.80 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Business Operations and StrategyStock Buyback
Haleon PLC Enhances Shareholder Value with Strategic Share Buyback
Positive
Sep 30, 2025

Haleon PLC announced the purchase of 1,996,340 ordinary shares as part of its ongoing share buyback program. This transaction, completed on September 29, 2025, is part of the second tranche of the program announced earlier in July. The purchased shares will be held as treasury shares, impacting the company’s share capital and voting rights. This move is likely aimed at consolidating shareholder value and optimizing capital structure, reflecting positively on Haleon’s market positioning.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £3.80 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Business Operations and StrategyStock Buyback
Haleon PLC Advances Share Buyback Program with Significant Purchase
Positive
Sep 29, 2025

Haleon PLC announced the purchase of 1,996,340 ordinary shares as part of the second tranche of its share buyback program. The purchased shares will be held as treasury shares, impacting the company’s total share capital and voting rights. This move is part of Haleon’s strategy to manage its capital structure and potentially enhance shareholder value.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £3.80 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Business Operations and StrategyDividends
Haleon PLC Executives Acquire Shares Through Dividend Reinvestment
Positive
Sep 26, 2025

Haleon PLC announced the acquisition of ordinary shares by key managerial personnel through dividend reinvestment. This transaction, involving figures such as the CEO and regional presidents, underscores the company’s commitment to aligning management interests with shareholder value, potentially impacting its market perception positively.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £3.80 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Business Operations and StrategyStock Buyback
Haleon PLC Advances Share Buyback Program with New Purchase
Positive
Sep 26, 2025

Haleon PLC announced the purchase of 2,318,700 ordinary shares as part of its ongoing share buyback program. The shares will be held as treasury shares, impacting the company’s share capital and voting rights. This move is part of Haleon’s strategy to manage its capital structure and potentially enhance shareholder value.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £3.80 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Business Operations and StrategyStock Buyback
Haleon PLC Advances Share Buyback Program with New Purchase
Positive
Sep 25, 2025

Haleon PLC announced the purchase of 3,251,858 ordinary shares as part of its ongoing share buyback program. This move is part of the second tranche of the program, initially announced in July 2025. The shares will be held as treasury shares, impacting the company’s share capital and voting rights. This strategic financial maneuver is likely aimed at enhancing shareholder value and optimizing capital structure, reflecting Haleon’s commitment to maintaining a robust financial position.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £3.80 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Stock Buyback
Haleon PLC Advances Share Buyback Program with Significant Purchase
Neutral
Sep 24, 2025

Haleon PLC has announced the purchase of 5,150,000 ordinary shares as part of the second tranche of its share buyback program. This move is intended to strengthen the company’s financial position by holding the purchased shares as treasury shares, impacting the number of shares with voting rights and potentially influencing shareholder decisions.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £3.80 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Business Operations and StrategyStock Buyback
Haleon PLC Executes Share Buyback to Enhance Capital Structure
Positive
Sep 23, 2025

Haleon PLC announced the purchase of 5,150,000 ordinary shares as part of its share buyback program, which commenced on July 31, 2025. The shares will be held as treasury shares, impacting the company’s share capital and voting rights. This move is part of Haleon’s strategy to manage its capital structure effectively, potentially enhancing shareholder value and signaling confidence in the company’s financial health.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £3.80 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Regulatory Filings and Compliance
Haleon PLC Discloses PDMR Share Transactions
Neutral
Sep 22, 2025

Haleon PLC announced the notification and public disclosure of transactions by Persons Discharging Managerial Responsibilities (PDMRs) in compliance with the UK Market Abuse Regulation. The transactions involved the acquisition of ordinary shares through dividend reinvestment by Tamara Rogers, Chief Marketing Officer, and Alan Stewart, Independent Non-Executive Director, on the London Stock Exchange. This announcement highlights the company’s adherence to regulatory requirements and transparency in its operations, potentially impacting stakeholder trust and market perception.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £380.00 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Business Operations and StrategyStock Buyback
Haleon PLC Advances Share Buyback Program with New Purchase
Neutral
Sep 22, 2025

Haleon PLC announced the purchase of 4,150,000 ordinary shares as part of the second tranche of its share buyback program. The company plans to hold these shares as treasury shares, impacting its registered share capital and the number of shares with voting rights. This move is part of Haleon’s strategic financial management, potentially affecting shareholder interests and market positioning.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £380.00 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Stock Buyback
Haleon PLC Advances Share Buyback Program with New Purchase
Positive
Sep 19, 2025

Haleon PLC announced the purchase of 4,314,000 ordinary shares as part of the second tranche of its share buyback program. This strategic move aims to consolidate the company’s share capital and potentially enhance shareholder value by holding the purchased shares as treasury shares. Following this transaction, Haleon’s registered share capital comprises 8,952,353,648 ordinary shares, with 18,887,545 held as treasury shares, affecting the number of shares with voting rights and shareholder notifications under regulatory rules.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £380.00 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Business Operations and StrategyStock Buyback
Haleon PLC Advances Share Buyback Program with Significant Share Purchase
Neutral
Sep 18, 2025

Haleon PLC has announced the purchase of 5,214,540 ordinary shares as part of the second tranche of its share buyback program. This move is aimed at consolidating its capital structure by holding the purchased shares as treasury shares, impacting the company’s share capital and voting rights. The transaction reflects Haleon’s strategic financial management and could influence shareholder decisions under the FCA’s Disclosure Guidance and Transparency Rules.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £380.00 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Business Operations and StrategyStock Buyback
Haleon PLC Advances Share Buyback Program with New Purchase
Neutral
Sep 17, 2025

Haleon PLC announced the purchase of 5,357,044 ordinary shares as part of the second tranche of its share buyback program. The company plans to hold these shares as treasury shares, impacting its registered share capital and the number of shares with voting rights. This move reflects Haleon’s strategic financial management and may influence shareholder decisions regarding their interests in the company.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £380.00 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Business Operations and StrategyStock Buyback
Haleon PLC Advances Share Buyback Program with New Purchase
Neutral
Sep 16, 2025

Haleon PLC announced the purchase of 1,500,000 ordinary shares as part of the second tranche of its share buyback program. The shares will be held as treasury shares, impacting the company’s share capital and voting rights. This move reflects Haleon’s strategic financial management and may influence shareholder decisions under the FCA’s Disclosure Guidance and Transparency Rules.

The most recent analyst rating on (GB:HLN) stock is a Buy with a £398.00 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Stock Buyback
Haleon PLC Advances Share Buyback Program
Neutral
Sep 15, 2025

Haleon PLC announced the purchase of 997,991 ordinary shares as part of the second tranche of its share buyback program. This move is likely to impact the company’s share capital, with 23,788 shares being canceled and 974,203 held as treasury shares, potentially influencing shareholder voting rights and market perception.

The most recent analyst rating on (GB:HLN) stock is a Buy with a £398.00 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Regulatory Filings and Compliance
Haleon PLC Updates on Total Voting Rights and Capital
Neutral
Sep 1, 2025

Haleon PLC announced that as of August 31, 2025, it has issued a total of 8,959,221,411 ordinary shares, with 3,880,205 held as treasury shares. This leaves 8,955,341,206 shares with voting rights, a figure crucial for shareholders and others with notification obligations under the FCA’s Disclosure Guidance and Transparency Rules.

The most recent analyst rating on (GB:HLN) stock is a Buy with a £400.00 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Business Operations and StrategyStock Buyback
Haleon PLC Advances Share Buyback Program with Recent Share Purchase
Positive
Sep 1, 2025

Haleon PLC announced the purchase of 2,062,463 ordinary shares for cancellation as part of its ongoing share buyback program. This transaction is part of the second tranche of the program, initially announced in July 2025, and reflects the company’s strategic efforts to manage its capital structure. Following this purchase, the company’s registered share capital consists of 8,959,221,411 ordinary shares, with 8,955,341,206 shares having voting rights. This move is likely to impact Haleon’s market positioning by potentially increasing shareholder value and reflects a commitment to returning capital to shareholders.

The most recent analyst rating on (GB:HLN) stock is a Buy with a £400.00 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Stock Buyback
Haleon PLC Advances Share Buyback Program with New Purchase
Neutral
Aug 19, 2025

Haleon PLC has announced the purchase of 1,504,400 ordinary shares for cancellation as part of the second tranche of its share buyback program. This move is expected to impact the company’s share capital and voting rights, with implications for shareholders under the FCA’s Disclosure Guidance and Transparency Rules.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £350.00 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Stock Buyback
Haleon PLC Advances Share Buyback Program with New Purchase
Positive
Aug 18, 2025

Haleon PLC announced the purchase of 1,600,000 ordinary shares for cancellation as part of its ongoing share buyback program. This transaction, which took place on August 15, 2025, is part of the second tranche of the program and reflects the company’s commitment to enhancing shareholder value. Following this purchase, the company’s registered share capital stands at 8,973,306,495 ordinary shares, with 8,969,426,290 shares carrying voting rights, which may impact shareholder notifications under the FCA’s rules.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £350.00 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Haleon PLC Advances Share Buyback Program with New Share Purchase
Neutral
Aug 7, 2025

Haleon PLC has announced the purchase and cancellation of 1,517,728 ordinary shares as part of its ongoing share buyback program. This transaction is part of the second tranche of the program, reflecting the company’s commitment to optimizing its capital structure and potentially enhancing shareholder value. The company’s registered share capital now stands at 8,981,923,508 ordinary shares, with 8,978,043,303 shares carrying voting rights. This move may impact shareholders’ interests and align with regulatory requirements under the FCA’s Disclosure Guidance and Transparency Rules.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £350.00 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Business Operations and StrategyStock Buyback
Haleon PLC Advances Share Buyback Program with Recent Share Purchase
Positive
Aug 6, 2025

Haleon PLC announced the purchase of 1,511,000 ordinary shares for cancellation as part of its share buyback program. This move is part of the second tranche of the program, initially announced on July 31, 2025, and reflects the company’s strategy to enhance shareholder value. The transaction impacts the company’s registered share capital, now totaling 8,983,441,236 ordinary shares, with 3,880,205 held as treasury shares. This adjustment in share capital may influence shareholder notifications under the FCA’s Disclosure Guidance and Transparency Rules.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £350.00 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Executive/Board ChangesRegulatory Filings and Compliance
Haleon PLC Announces Executive Share Vesting and Compliance Update
Neutral
Aug 5, 2025

Haleon PLC announced a notification regarding the vesting of shares for Ed Petter, Chief Corporate Affairs Officer, under the company’s Share Value Plan. This transaction, which compensates for incentives forfeited from his previous employment, reflects Haleon’s commitment to aligning executive remuneration with company performance. The transaction involved the acquisition and partial disposal of shares to cover tax liabilities, indicating a structured approach to executive compensation and compliance with UK Market Abuse Regulations.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £350.00 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Stock Buyback
Haleon PLC Advances Share Buyback Program with New Share Purchase
Positive
Aug 5, 2025

Haleon PLC has announced the purchase and cancellation of 1,418,324 ordinary shares as part of its ongoing share buyback program. This move is part of the second tranche of the program, initially announced on July 31, 2025, and reflects the company’s commitment to enhancing shareholder value. The transaction impacts the company’s registered share capital, reducing the number of ordinary shares with voting rights, which stakeholders can use to assess their interests under regulatory guidelines.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £350.00 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Business Operations and StrategyStock Buyback
Haleon PLC Advances Share Buyback Program with Significant Share Purchase
Positive
Aug 4, 2025

Haleon PLC announced the purchase of 1,281,000 ordinary shares for cancellation as part of its share buyback program. This move is part of the second tranche of the program, initially announced on July 31, 2025. The transaction affects the company’s share capital, reducing the number of shares with voting rights to 8,982,490,355. This strategic step is likely to impact shareholder interests and reflects Haleon’s commitment to optimizing its capital structure.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £350.00 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Regulatory Filings and Compliance
Haleon PLC Updates on Total Voting Rights and Capital
Neutral
Aug 1, 2025

Haleon PLC announced that as of July 31, 2025, the total number of shares issued is 8,987,651,560, with 3,880,205 held as treasury shares. This results in 8,983,771,355 ordinary shares with voting rights, a crucial figure for shareholders and others with notification obligations under the FCA’s Disclosure Guidance and Transparency Rules. This update is significant for stakeholders as it impacts the calculation of notifiable interests in the company.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £3.70 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Haleon PLC Advances Share Buyback Program with New Purchase
Neutral
Aug 1, 2025

Haleon PLC announced the purchase of 881,993 ordinary shares for cancellation as part of its share buyback program. This transaction impacts the company’s share capital, reducing the number of shares with voting rights and potentially affecting shareholder interests under the FCA’s Disclosure Guidance and Transparency Rules.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £340.00 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Haleon PLC Earnings Call: Innovations and Challenges
Aug 1, 2025

Haleon PLC’s recent earnings call presented a mixed sentiment, highlighting both positive developments and significant challenges. The company showcased successful innovations and improved gross margins, alongside strong performance in Oral Health. However, it also faced considerable headwinds in North America, particularly with inventory pressures and declines in the Smokers’ Health segment. Despite these challenges, Haleon is implementing promising strategies to address these issues.

Business Operations and StrategyStock Buyback
Haleon PLC Initiates Second Tranche of £280 Million Share Buyback Program
Positive
Jul 31, 2025

Haleon PLC announced the commencement of a second tranche of its share buyback program, aiming to purchase up to £280 million worth of shares. This move is part of a larger £500 million buyback initiative for 2025, with the goal of reducing the company’s share capital and fulfilling obligations under employee share plans. The buyback will be executed through an agreement with Citigroup Global Markets Limited, with trading decisions made independently of Haleon. This strategic financial maneuver is expected to impact Haleon’s market positioning by optimizing its capital structure and potentially enhancing shareholder value.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £340.00 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

DividendsFinancial Disclosures
Haleon PLC Reports 10% Dividend Increase in 2025 Half-Year Results
Positive
Jul 31, 2025

Haleon PLC announced its half-year results for 2025, revealing a 10% increase in the interim dividend to 2.2 pence per share, reflecting its policy to distribute approximately one-third of the prior year’s full-year dividend. This decision underscores Haleon’s commitment to growing its ordinary dividend in line with adjusted earnings, subject to market conditions and board approval. The results presentation by the CEO and CFO will be available online, followed by a Q&A session, indicating transparency and engagement with stakeholders.

The most recent analyst rating on (GB:HLN) stock is a Hold with a £350.00 price target. To see the full list of analyst forecasts on Haleon PLC stock, see the GB:HLN Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

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.Date of analysis: Oct 31, 2025