US · Healthcare · Drug Manufacturers - Specialty & Generic
EPS came in at 0.00 against a street estimate of 0.12 — a miss of 100.0%.
Analysts rate Haleon plc a buy (4 buy, 0 hold, 1 sell out of 5) with an average price target of $11.99.
CONFIDENT Q2 organic growth 3.1%, beating Q1's 2.2%. North America gaining momentum via shelf resets and innovation. Margin expansion 120bps from supply-chain efficiency. FY26 guidance 3–5% reaffirmed. Cold & flu recovery and emerging market strength expected H2. Q2 FY26 Emerging markets expected high single digits H2. North America 3–4% target mid-term. Europe 2–3% expected H2 despite tougher backdrop. Middle East facing market declines (Dubai, Pakistan) with recovery planned via activation. Analysts pressed on respiratory headwinds, Asia-Pac pricing trade-offs, and oral care durability vs. competitors. Management reaffirmed cyclical cold-flu recovery, defended margin quality (efficiency-driven), and noted LatAm leadership change enabling pricing discipline; no systemic infrastructure gaps acknowledged. 2026-07-30…
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| Fund | Stake |
|---|---|
| Dodge & Cox | 3.41% |
| FMR Inc | 2.59% |
| ClearBridge Advisors, LLC | 0.72% |
| Morgan Stanley - Brokerage Accounts | 0.44% |
| Harris Associates L.P. | 0.38% |
| Harding Loevner L.P. | 0.35% |
| Arrowstreet Capital Limited Partnership | 0.33% |
| Bank of America Corp | 0.25% |
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.06 / share ex-date Aug 14, 2026 · pay Sep 17, 2026 | 2026-08-14 |
| Dividend | $0.13 / share ex-date Apr 10, 2026 · pay May 14, 2026 | 2026-04-10 |
| Dividend | $0.06 / share ex-date Aug 15, 2025 · pay Sep 18, 2025 | 2025-08-15 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Haleon plc — free to start.
Google PlayApp StoreData updated 2026-09-18.