Haleon (ADR)
Sells everyday-health brands assembled from the consumer portfolios of GSK, Novartis and Pfizer.
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Profile
Sells everyday-health brands including Advil, Centrum, Theraflu and Otrivin. The portfolio was assembled through GSK's combinations with Novartis and Pfizer before its independent listing, and the business remains shaped by product innovation, supply-chain execution and inherited contractual dependencies.
Brings together consumer-health brands such as Advil, Centrum, Theraflu, Otrivin and Excedrin, with operations focused exclusively on everyday health rather than prescription pharmaceuticals or diversified consumer categories.
The portfolio was assembled inside GSK through combinations with Novartis and Pfizer, then separated as an independent business in 2022. Product innovation, manufacturing-footprint rationalisation, supply-chain optimisation and continued portfolio pruning shape the operating model.
Former parents have fully exited their holdings, leaving a fully public shareholder base. The business also inherits contractual dependencies from its joint-venture history, including a disputed interpretation of indemnification obligations tied to US Zantac litigation involving predecessor parents.
Company facts
Key statistics
Year to date +1.0% · Average volume (30d) 10.0M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating |
|---|---|---|---|---|
| Jan 23, 2026 | Barclays | Upgrade | Equal Weight | Overweight |
| Sep 16, 2025 | Barclays | Downgrade | Overweight | Equal Weight |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026Q2 FY26 | $0.27 | $0.28 | +3.6% | $7.43B | $7.52B | +1.2% | −1.65% |
| Feb 25, 2026Q4 FY25 | $0.25 | $0.26 | +3.4% | $7.57B | $7.51B | −0.8% | +3.07% |
| Oct 30, 2025 | $0.24 | $0.14 | −42.8% | $2.76B | $7.52B | +171.9% | +0.98% |
| Aug 7, 2025Q2 FY25 | $0.24 | $0.08 | −67.3% | $2.76B | $7.25B | +162.4% | +0.85% |
Financial highlights
| 12 quarters | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q4 FY25 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $3.76B | $7.50B | $3.71B | $7.42B | $7.47B | $7.64B | |
| Gross profit | $2.37B | $4.60B | $2.39B | $4.78B | $4.85B | $5.05B | |
| Operating income | $954.3M | $1.43B | $814.2M | $1.63B | $1.69B | $1.82B | |
| Net income | $656.5M | $969.1M | $545.5M | $1.09B | $1.16B | $1.04B | |
| Diluted EPS | $0.15 | $0.22 | $0.12 | $0.24 | $0.26 | $0.23 | |
| Gross margin | 62.9% | 61.4% | 64.5% | 64.5% | 65.0% | 66.0% | |
| Operating margin | 25.4% | 19.0% | 22.0% | 22.0% | 22.7% | 23.8% |
Fiscal years (4-quarter sums)FY24 $22.92B
Revenue by product · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $1.11B · Total debt $11.10B · Total assets $43.83B · Shareholders' equity $22.04B
Dividends
Raised for 2 straight years. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 14, 2026 | Aug 14 | Sep 17 | $0.0642 | cut from $0.1333 |
| Apr 10, 2026 | Apr 10 | May 14 | $0.1333 | raised from $0.0598 |
| Aug 15, 2025 | Aug 15 | Sep 18 | $0.0598 | cut from $0.1166 |
| Apr 25, 2025 | Apr 25 | Jun 5 | $0.1166 | raised from $0.0514 |
| Aug 16, 2024 | Aug 16 | Sep 19 | $0.0514 | cut from $0.1064 |
| Mar 14, 2024 | Mar 15 | May 16 | $0.1064 | raised from $0.046 |
| Aug 24, 2023 | Aug 25 | Oct 5 | $0.046 | cut from $0.0577 |
| Mar 16, 2023 | Mar 17 | Apr 27 | $0.0577 |
Ownership
Shares outstanding 4.40B · Float —
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Wellington Management Group LLP | 443.05M | 5.00% | 13G | Feb 10, 2026 |
| Dodge & Cox | 149.93M | 3.40% | 13F | Aug 13, 2026 |
| FMR LLC | 120.99M | 2.75% | 13F | Aug 13, 2026 |
| Clearbridge Investments, LLC | 32.34M | 0.73% | 13F | Aug 13, 2026 |
| Morgan Stanley | 19.46M | 0.44% | 13F | Aug 13, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- Kenvue
Broad consumer-health rival across pain, respiratory and oral care
- Procter & Gamble
Scaled rival in oral care and selected everyday-health categories
- Colgate-Palmolive
Global toothpaste leader challenging therapeutic oral-health brands
- Church & Dwight
Focused challenger in oral care and cold-relief niches
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Haleon (ADR) | $10.11 | +0.05% | $44.52B | 20.7 | 10.8 | 2.9 | +3.7% |
| Kenvue | $19.17 | +0.03% | $36.81B | 22.0 | 16.0 | 2.4 | +3.0% |
| Procter & Gamble | $143.75 | +0.01% | $341.75B | 21.7 | 20.5 | 3.9 | +1.5% |
| Colgate-Palmolive | $90.85 | +0.15% | $72.62B | 36.0 | 23.1 | 3.5 | +4.9% |
| Church & Dwight | $101.26 | +0.03% | $23.99B | 32.7 | 25.9 | 3.9 | +1.6% |
| Median | 27.3 | 21.8 | 3.7 | +2.3% |