Haleon (HLN) Stock News

Barclays analyst Warren Ackerman says Haleon's transformation is too slow, with insufficient portfolio resilience and disappointing execution despite strong brands like Advil and Panadol.

Deutsche Bank lifted its recommendation on Haleon to Hold, dropping the previous Sell rating.

Shares of Haleon PLC tumbled 15.05% to GBP3.18 on Thursday, while the FTSE 100 rose 0.26%. Volume hit 85.6 million, well above the 50-day average of 30.1 million. The stock is now 26.73% below its October 15 high.

Haleon lowered its full-year organic revenue growth forecast to around 2.5% from 3-5% after weak cough and cold medication sales, especially in North America. Q3 organic revenue rose 2.6% to £2.87B. Shares fell 13.5%.

Haleon has entered an agreement with Citigroup Global Markets to facilitate the purchase of its shares, likely as part of a buyback program.

Haleon announced a buyback or acquisition program of up to GBP500M. The move signals management confidence in cash flow and valuation. Details on structure and timing are pending.

Haleon has started a share buyback program. No details on size or duration were disclosed.

Haleon guided for high-single digit constant currency growth in adjusted operating profit for 2026. No further details were provided.