Haleon drops after Q3 sales miss and lower 2026 growth outlook

By: Quiver PriceTracker

Posted: 2 hours ago / Oct. 29, 2026 4:20 p.m. UTC

HLN

Haleon plc (HLN) is down 15.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The selloff appears tied mainly to a weaker-than-expected third-quarter update and a cut to full-year organic revenue growth guidance. Investors seem focused on softer demand in cold and flu products, disruption to Centrum sales in China, and another sign that top-line momentum remains uneven even as profit guidance was maintained and a new buyback was announced.

Details:

Third-quarter organic revenue growth was 2.6%, which the company described as below its expectations.

Haleon lowered its FY2026 organic revenue growth outlook to around 2.5%, down from its prior 3% to 5% range.

The company said performance was hurt by weaker cough, cold and flu consumption that led to lower orders in North America.

Haleon also flagged a raw-material classification change affecting OTC-registered Centrum products in China and said it expects a fourth-quarter revenue hit from accelerating a go-to-market change in Brazil.

Sources:

Haleon, Reuters, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

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$HLN Hedge Fund Activity

We have seen 289 institutional investors add shares of $HLN stock to their portfolio, and 273 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

MONDRIAN INVESTMENT PARTNERS LTD added 17,637,434 shares (+inf%) to their portfolio in Q3 2026, for an estimated $158,736,906
JPMORGAN CHASE & CO added 10,824,395 shares (+inf%) to their portfolio in Q2 2026, for an estimated $100,991,605
NORGES BANK removed 9,000,000 shares (-55.6%) from their portfolio in Q2 2026, for an estimated $83,970,000
FMR LLC added 7,022,091 shares (+6.2%) to their portfolio in Q2 2026, for an estimated $65,516,109
NUVEEN, LLC added 6,633,766 shares (+76.3%) to their portfolio in Q2 2026, for an estimated $61,893,036
SCULPTOR CAPITAL LP removed 5,300,868 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $49,457,098
ROCKEFELLER CAPITAL MANAGEMENT L.P. removed 4,981,110 shares (-97.6%) from their portfolio in Q2 2026, for an estimated $46,473,756

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.