HLF SEC Filings - Herbalife 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Herbalife (HLF) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms. Recent filings detail corrections to previously reported stock appreciation rights (SARs) exercise prices for various executives, as well as new SAR and restricted stock unit (RSU) grants. These filings offer insights into executive compensation and equity awards for the Cayman Islands health and wellness company.
Herbalife COO Troy Hicks sells $619,555 of company stock
Herbalife Ltd. COO Troy Hicks sold shares worth $619,555 in mid-May across two transactions. These sales followed his acquisition of 83,270 shares through stock appreciation rights and disposition of 72,626 shares for tax obligations. Following these transactions, Hicks directly holds 9,706 shares.
Herbalife (NYSE: HLF) COO sells shares after exercising stock appreciation rights
Herbalife's Chief Operating Officer, Troy Hicks, executed several stock transactions, including exercising stock appreciation rights for 83,270 shares and subsequently disposing of 72,626 shares for tax obligations. Hicks also sold 48,377 shares in open-market transactions on May 18 and May 19, 2026, at weighted average prices. Following these sales, he directly holds 9,706 shares of Herbalife common stock.
Herbalife (NYSE: HLF) director amends Form 3 to restate 50,000-share trust holding
Herbalife director Des Walsh has filed an amended Form 3 (Form 3/A) to clarify his beneficial ownership of company stock. The filing restates Table I in full, indicating indirect ownership of 50,000 shares of common stock held by a trust. This amendment serves to correct or update previous reports regarding his holdings, rather than reporting new buy or sell transactions.
Investors Can Find Comfort In Herbalife's (NYSE:HLF) Earnings Quality
Despite a disappointing headline earnings report, Herbalife (HLF) exhibits positive underlying financial health, indicated by a negative accrual ratio of -0.12. This suggests its free cash flow significantly exceeded its statutory profit, with free cash flow of US$374m dwarfing the US$239.8m reported profit. The analysis points to the company's earnings potential being stronger than initially perceived, even though its EPS shrunk in the last year.
Insider sale notice: Herbalife (NYSE: HLF) files to sell 10,000 shares
Herbalife Ltd. (NYSE: HLF) has filed a Form 144 notice indicating an affiliate's plan to sell 10,000 shares of common stock, associated with stock appreciation rights, dated May 18, 2026. The filing also revealed that 38,377 shares were sold in the prior three months, with a cash figure of $496,309.00 shown in the excerpt. This is considered a routine compliance filing for an affiliate sale.
[144] HERBALIFE LTD. SEC Filing
This article reports on a Form 144 SEC filing by Herbalife Ltd. (HLF) on May 18, 2026, classified as having a neutral impact and sentiment. The filing details proposed sales of company securities, including 38,377 Common shares acquired through an RSU/ESPP transaction on January 1, 2021, and valued at $496,309.00. The shares are to be sold through Charles Schwab & Co., Inc. on the NYSE.
Nantahala reports 6.72% stake in Herbalife (HLF) via Schedule 13G/A
Nantahala Capital Management, LLC, along with Wilmot B. Harkey and Daniel Mack, has filed a Schedule 13G/A disclosing their beneficial ownership of 6,953,653 common shares in Herbalife Ltd. (HLF), which represents 6.72% of the outstanding shares. The filing indicates shared voting and dispositive power over these shares as of March 31, 2026, and classifies this as a passive investment.
Is Herbalife’s (HLF) Debt Reboot and EPS Lift Quietly Rewriting Its Wellness Investment Story?
Herbalife (HLF) recently reported Q1 2026 results with increased net sales and net income, alongside a significant debt refinancing that extends maturities and replaces more expensive notes. This move aims to strengthen its balance sheet and support its personalized wellness strategy. While higher earnings and refined sales guidance are positive, investors are urged to consider the company's leverage and restrictive covenants, with analysts projecting revenue and earnings growth by 2029.
Herbalife and Cristiano Ronaldo Bring Performance Nutrition to Everyday Routines with "Fuel Like Ronaldo" Campaign
Herbalife and Cristiano Ronaldo have launched the "Fuel Like Ronaldo" global campaign, aiming to make elite athlete nutrition principles accessible to everyday wellness seekers. The initiative distills complex sports science into a four-step framework—Prepare, Perform, Recover, Repeat—to help individuals optimize energy, support recovery, and build healthier daily routines. This campaign leverages Herbalife's 20+ years of experience in performance nutrition and its long-standing partnership with Ronaldo, incorporating digital tools, immersive fan experiences, and leveraging its network of independent distributors to promote consistent, structured fueling habits.
Herbalife (NYSE: HLF) CCO Lamberti sells 142,919 shares in open‑market trades
Herbalife's Chief Commercial Officer, Frank Lamberti, sold a total of 142,919 shares of common stock in open-market transactions on May 11 and May 12, 2026. The sales were executed at prices ranging from $13.50 to $13.8601 per share. Following these transactions, Lamberti directly holds 36,624 shares of Herbalife common stock.
Herbalife (NYSE:HLF) - Stock Analysis
This Simply Wall St analysis provides an overview of Herbalife's stock (NYSE:HLF), highlighting its current market valuation, future growth prospects, past performance, and financial health. The report notes that Herbalife is trading significantly below its estimated fair value, with predicted earnings growth, but also points out risks such as poorly covered interest payments, negative shareholder equity, and significant insider selling. Recent news includes a major debt refinancing, a slight miss on Q1 2026 EPS expectations despite revenue growth, and ongoing strategic shifts towards personalized nutrition.
Herbalife (HLF) Is Down 16.2% After Q1 Beat And Debt Refi Pivot Toward Personalized Nutrition
Herbalife Ltd. (HLF) saw a 16.2% stock drop despite reporting a Q1 2026 earnings beat with net sales of US$1,317.2 million and net income of US$61.9 million. The company also refinanced US$800 million in senior secured notes and updated bank facilities, aligning with its strategic pivot toward personalized nutrition and improved balance sheet management. While these moves are positive, the long-term investment narrative still largely depends on whether its personalized nutrition strategy can offset ongoing pressures on its multi-level marketing model and potential regulatory scrutiny.
Herbalife and Cristiano Ronaldo Bring Performance Nutrition to Everyday Routines with "Fuel Like Ronaldo" Campaign
Herbalife has launched its global "Fuel Like Ronaldo" campaign, translating elite athlete nutrition strategies into practical guidance for daily wellness. Backed by over 20 years of experience with professional athletes, including Cristiano Ronaldo, the initiative aims to help consumers optimize energy, support recovery, and build healthier routines through a four-step framework. The campaign features digital tools, immersive fan activations, and products like the Ronaldo-inspired shake, with support from Herbalife's independent distributors worldwide.
Herbalife (HLF) director Lynda Cloud receives 11,879-share RSU award
Herbalife (HLF) director Lynda Cloud was granted 11,879 restricted stock units (RSUs) as compensation, not an open-market purchase. These RSUs, valued at $0.00 each, will vest entirely on April 15, 2027, provided she remains on the Board. Following this award, her direct holdings in Herbalife total 50,736 shares.
Herbalife CCO Frank Lamberti sells $1.93m in company stock
Herbalife's Chief Commercial Officer, Frank Lamberti, sold approximately $1.93 million worth of company stock over two days, with sales occurring at prices between $13.50 and $13.8594 per share. This insider sale follows a 17% decline in Herbalife's stock over the past week, although shares are up 100% over the last year. The company recently reported strong Q1 2026 financial results, surpassing revenue and EPS expectations, and launched a "Fuel Like Ronaldo" campaign to make sports nutrition accessible.
[144] HERBALIFE LTD. SEC Filing
Herbalife Ltd. (HLF) has filed a Form 144 SEC filing, indicating a proposed resale of 134,982 restricted shares of common stock with an aggregate value of $1.82 million. The filing also notes recent sales of 7,937 shares on May 11, 2026, generating $110,002. According This is a procedural disclosure to notify the market of a potential sale of restricted securities by a holder.
Herbalife (NYSE: HLF) director granted 11,879 RSUs vesting in 2027
Herbalife Ltd. director Donal L. Mulligan was granted 11,879 restricted stock units (RSUs) under the company's Amended and Restated 2023 Stock Incentive Plan. These RSUs will vest 100% on April 15, 2027, provided he continues his service on the Board of Directors. Following this grant, Mulligan directly holds 68,982 shares of Common Stock and indirectly holds 60,000 shares through a trust.
[Form 4] HERBALIFE LTD. Insider Trading Activity
HERBALIFE LTD. director Des Walsh reported an acquisition of 11,879 shares of Common Stock in the form of restricted stock units (RSUs) under the company's 2023 Stock Incentive Plan. These RSUs have no cash purchase price and will vest 100% on April 15, 2027, contingent on Walsh's continued service on the Board of Directors. Following this award, Walsh directly holds 61,879 shares and indirectly holds 200,000 shares through a trust.
Herbalife CCO Frank Lamberti sells $1.93m in company stock
Herbalife's Chief Commercial Officer, Frank Lamberti, sold company shares totaling approximately $1.93 million across two transactions this week. This sale occurred as Herbalife stock saw a 17% decline in the past week, though it remains up 100% over the last year and is considered undervalued by InvestingPro analysis. The company recently reported strong Q1 2026 financial results, exceeding revenue and EPS forecasts, and launched a global "Fuel Like Ronaldo" campaign.
Herbalife (HLF) director Mendoza granted 11,879 RSUs, now holds 181,879 shares
Herbalife Ltd. director Juan Miguel Mendoza was granted 11,879 restricted stock units (RSUs) as part of his equity compensation, increasing his total direct holdings to 181,879 shares. The RSUs, granted under the Amended and Restated 2023 Stock Incentive Plan, vest 100% on April 15, 2027, provided he continues his service on the Board of Directors. This transaction is considered routine insider activity, reflecting compensation rather than a market purchase.
Herbalife (HLF) director awarded 11,879 RSUs, now holds 95,129 shares
Herbalife Ltd. director Maria Otero was granted 11,879 restricted stock units (RSUs) as compensation, which will vest 100% on April 15, 2027, provided she remains on the Board. Including 3,200 shares previously omitted from reports, Otero now directly holds 95,129 shares of Herbalife common stock. This transaction is classified as an award and not a market trade.
Herbalife (HLF) director Richard Carmona granted 11,879 RSUs vesting in 2027
Herbalife Ltd. director Richard H. Carmona was granted 11,879 Restricted Stock Units (RSUs) at no cash cost under the company's 2023 Stock Incentive Plan. These RSUs will vest 100% on April 15, 2027, provided Carmona remains on the Board of Directors. This transaction increases his direct holdings to 83,645 shares.
Herbalife (HLF) grants 11,879 RSUs to director Michael J. Levitt
Herbalife Ltd. (HLF) director Michael J. Levitt was granted 11,879 restricted stock units (RSUs) on May 8, 2026, as per a Form 4 filing. These RSUs, awarded at no cash cost under the company's 2023 Stock Incentive Plan, will vest 100% on April 15, 2027, provided Levitt continues his service on the Board of Directors. Following this grant, his directly held equity in Herbalife totals 49,393 shares or units.
HERBALIFE LTD. (HLF) files Form 144 showing restricted stock lapses, 7,937 shares
HERBALIFE LTD. (HLF) has filed a Form 144 notice disclosing proposed sales of Common Stock related to restricted stock lapses. The filing indicates two restricted stock lapses on May 3, 2026, for 5,981 shares and on May 4, 2026, for 1,956 shares, totaling 7,937 shares. An analyst notes these are routine compensation-related transactions and do not explicitly confirm executed sales.
Herbalife: The Stock Wall Street Loves To Hate Is Making A Comeback (NYSE:HLF)
Herbalife (HLF) is undergoing a significant transformation by shifting from its traditional multi-level marketing model to a modern health and wellness brand, leveraging personalized health solutions and strategic acquisitions. The company has also improved its financial profile through debt refinancing and reductions, with debt decreasing from $3.0B in 2021 to $2.18B in 2025. Despite Wall Street's skepticism, the article suggests that Herbalife's established brand, cash flow, and loyal customer base position it well for this strategic pivot.
Herbalife India recognised as Top Supply Chain Performer at ISCM E-Comm Nexus Awards 2026
Herbalife India has been recognized as a 'Top Supply Chain Performer' at the ISCM E-Comm Nexus Awards 2026, an event organized by the Institute of Supply Chain Management Forums. The company was honored among Wellness E-Commerce and D2C firms in India after an extensive evaluation of over 1,000 organizations across 29 sectors. This award highlights Herbalife India's commitment to operational excellence, efficient distribution, and customer-centricity in its supply chain operations.
LA500 2026: Stephan Gratziani
Stephan Gratziani, CEO of Herbalife Ltd., has been recognized in the LA500 2026 for his leadership. Having served as an independent distributor for 32 years, Gratziani took the helm a year ago, leading the company to exceed $5 billion in revenue. He has expanded Herbalife's focus to personalized nutrition, marked by the acquisition of Bioniq and the opening of a new R&D center in Torrance.
Herbalife India recognised as 'Top Supply Chain Performer' at ISCM E-Comm Nexus Awards 2026
Herbalife India has been honored as a 'Top Supply Chain Performer' at the ISCM E-Comm Nexus Awards 2026 for its excellence in wellness e-commerce and D2C companies in India. This recognition, following an evaluation of over 1,000 organizations, highlights Herbalife India's commitment to operational excellence, efficient distribution, and a consumer-centric supply chain. The company continues to invest in strengthening its supply chain capabilities to meet evolving consumer demands in the growing wellness market.
Herbalife Ltd $HLF Shares Sold by Diversify Wealth Management LLC
Diversify Wealth Management LLC significantly reduced its stake in Herbalife Ltd (NYSE:HLF) by 70.1% in the fourth quarter, selling 242,036 shares and retaining 103,349 shares valued at $1.33 million. Herbalife recently reported better-than-expected quarterly results, with EPS of $0.64 against an expected $0.61 and revenue of $1.32 billion, a 7.8% year-over-year increase. Despite the institutional selling, the company's stock has a 1-year low of $6.62 and a 1-year high of $20.40, and currently holds an average "Hold" rating from analysts with a consensus target price of $17.80.
Herbalife launches nutrition campaign with Cristiano Ronaldo
Herbalife has launched its "Fuel Like Ronaldo" campaign, a global initiative making sports nutrition strategies accessible to general consumers through a four-step framework: Prepare, Perform, Recover, and Repeat. The campaign leverages Herbalife's long-standing partnership with Cristiano Ronaldo and new digital tools, aiming to help individuals achieve a healthier lifestyle. This announcement follows Herbalife's strong financial performance with a 107% stock surge over the past year and better-than-expected Q1 2026 earnings.
Herbalife and Cristiano Ronaldo Bring Performance Nutrition to Everyday Routines with “Fuel Like Ronaldo” Campaign
Herbalife has launched its global "Fuel Like Ronaldo" campaign, translating elite athlete nutrition strategies into practical guidance for daily wellness seekers. This initiative, backed by Herbalife's 20-year collaboration with Cristiano Ronaldo, aims to make sports nutrition expertise accessible to everyone through a four-step framework: Prepare, Perform, Recover, and Repeat. The campaign will feature digital tools, fan activations, social media content, and a Ronaldo-inspired shake to help consumers optimize energy and build healthier routines.
Herbalife Reports Q1 2026 Financial Results
Herbalife Ltd. reported strong Q1 2026 financial results, with net sales increasing 7.8% year-over-year to $1.3 billion and adjusted EBITDA reaching $175.7 million. CEO Stephan Gratziani highlighted the successful debt refinancing and strategic acquisitions, including Bioniq's personalized nutrition business, aimed at enhancing personalization and driving long-term growth. The company saw significant growth in the Asia Pacific and Latin America regions, contributing to its overall performance.
FMR LLC holds 5.45M shares in Herbalife Ltd (HLF) — 5.3% stake
FMR LLC has reported a 5.3% stake in Herbalife Ltd (HLF), holding 5,448,134.21 shares as of March 31, 2026, according to a Schedule 13G filing. The investment firm maintains sole dispositive power over all these shares and sole voting power over 5,427,344.40 shares. This filing indicates a passive investment, with no other individual investor holding more than 5% of Herbalife's common stock.
Herbalife (NYSE:HLF) Issues Quarterly Earnings Results, Beats Expectations By $0.09 EPS
Herbalife (NYSE:HLF) reported its quarterly earnings, announcing $0.64 EPS, which surpassed the consensus estimate of $0.55 by $0.09. The company's revenue for the quarter was $1.32 billion, also beating the estimate of $1.30 billion, though it recorded a negative return on equity of 35.02%. Following the announcement, HLF shares traded up to $16.47, with analysts maintaining a consensus "Hold" rating and an average price target of $17.80.
Earnings call transcript: Herbalife Q1 2026 beats forecasts, stock rises
Herbalife Nutrition Ltd. reported strong first-quarter 2026 results, surpassing EPS and revenue forecasts, which led to a stock price increase in aftermarket trading. The company achieved its third consecutive quarter of sales growth, driven by a 7.8% year-over-year revenue increase and strategic execution. Herbalife also detailed its debt refinancing, recent acquisitions aimed at personalized nutrition, and provided optimistic forward guidance, while emphasizing its focus on deleveraging and strengthening its balance sheet.
Herbalife (HLF) Q1 2026 Earnings Transcript
Herbalife (HLF) reported strong Q1 2026 results, with net sales up 7.8% and adjusted EBITDA exceeding guidance, driven by record performance in India. The company also successfully refinanced $1.45 billion in debt, saving $45 million annually in interest. Herbalife is focused on personalized nutrition, launching new products through recent acquisitions and expanding its digital platform, Protocol, while maintaining its full-year guidance despite some regional weaknesses and rising costs.
Earnings Flash (HLF) Herbalife Ltd. Posts Q1 Adjusted EPS $0.64 per Share, vs. FactSet Est of $0.61
Herbalife Ltd. (HLF) reported Q1 adjusted earnings per share of $0.64, surpassing FactSet's estimate of $0.61. The company also announced Q1 revenue of $1.32 billion, exceeding the FactSet estimate of $1.30 billion. This financial update indicates a stronger than expected performance for the first quarter of 2026.
Herbalife Reports First Quarter 2026 Net Sales Growth and Adjusted EBITDA
Herbalife Ltd. reported strong first-quarter 2026 financial results, exceeding guidance with net sales of $1.3 billion, a 7.8% increase year-over-year. The company also announced the successful completion of a $1.45 billion senior secured debt refinancing and the acquisition of core personalized nutrition assets from Bioniq. Herbalife raised its full-year 2026 constant currency net sales and adjusted EBITDA guidance midpoints, reflecting confidence in continued growth and strategic initiatives.
Herbalife (NYSE: HLF) grows Q1 sales, refinances $1.45B debt
Herbalife reported strong first-quarter 2026 results, with net sales increasing by 7.8% year-over-year to $1.317 billion and adjusted EBITDA exceeding guidance. The company successfully refinanced $1.45 billion in senior secured debt, which is projected to save approximately $45 million annually in interest, and acquired Bioniq's personalized nutrition business for up to $150 million, expanding its product offerings. Management also raised its full-year 2026 guidance for constant currency net sales and adjusted EBITDA.
Bronte Capital Management Pty Ltd. Has $14.44 Million Position in Herbalife Ltd $HLF
Bronte Capital Management Pty Ltd. reduced its stake in Herbalife Ltd. (NYSE:HLF) by 17.6% in the fourth quarter, selling 238,814 shares and retaining 1,120,175 shares valued at $14.44 million. This holding represents 1.6% of Bronte's portfolio and 1.08% of Herbalife. Herbalife's stock has a "Hold" consensus rating with a target price of $17.80, and the company reported Q4 EPS of $0.45, missing estimates, while revenue beat expectations at $1.28 billion.
Herbalife (NYSE: HLF) COO has 6,214 shares withheld to cover RSU taxes
Herbalife's COO, Troy Hicks, reported the withholding of 6,214 shares of common stock on May 3 and May 4, 2026, to cover tax obligations arising from the vesting of restricted stock units. These shares were withheld at prices of $16.28 and $15.82 per share. Following these transactions, Hicks still directly holds over 44,000 shares of Herbalife common stock.
[Form 4] HERBALIFE LTD. Insider Trading Activity
Herbalife LTD.'s SVP and Chief Accounting Officer, Jehangir D. Irani, reported routine share dispositions to cover tax obligations on vested equity awards on May 3 and May 4, 2026. A total of 9,053 common shares were withheld by the company for tax-withholding dispositions related to restricted stock units granted in 2023 and 2024. These were not open-market sales, and Irani directly holds 46,371 Herbalife common shares following these transactions.
Herbalife India's Analytical Laboratory recognised for 'Outstanding Performance on Food Safety' at CII Food Safety Awards
Herbalife India's Analytical Laboratory in Bengaluru received the 'Outstanding Performance on Food Safety' award in the Rising Star category at the 16th CII Food Safety Award Ceremony. This recognition highlights the company's commitment to rigorous quality standards and advanced analytical testing in producing science-backed nutrition products. The award was accepted by Smita Chaturvedi, Smitha Vijayan, and Ashutosh Kumar Mittal, with Herbalife India's MD, Ajay Khanna, emphasizing the importance of consumer trust and robust regulatory practices.
Herbalife India's Analytical Laboratory recognised for 'Outstanding Performance on Food Safety' at CII Food Safety Awards
Herbalife India's Analytical Laboratory in Bengaluru has been awarded for 'Outstanding Performance on Food Safety' at the 16th CII Food Safety Awards. This recognition highlights the company's dedication to quality, advanced analytical testing, and adherence to global regulatory standards in providing science-backed nutrition products. The award reinforces Herbalife India's commitment to consumer trust and product safety within the health and nutrition category.
Herbalife (NYSE: HLF) cuts interest with $1.45B senior secured refinancing
Herbalife (NYSE: HLF) has completed a $1.45 billion senior secured refinancing, issuing $800 million in new 7.750% senior secured notes due 2033 and amending its credit facility. This strategic move is expected to generate approximately $45 million in annual cash interest savings by replacing higher-cost debt, including $800 million of 12.250% senior secured notes due 2029, and extends the company's debt maturity profile. The refinancing also includes a new $225 million Term Loan A and a $425 million revolving credit facility, both maturing in April 2031.
Latham Advises on Herbalife’s Completed US$1.45 Billion Senior Secured Refinancing
Latham & Watkins LLP advised on Herbalife Ltd.'s recent US$1.45 billion senior secured refinancing. This included a private offering of US$800 million in senior secured notes due May 2033 and amendments to its existing credit facility, refinancing it with a new US$225 million term loan A and a US$425 million revolving credit facility, both maturing in April 2031. The firm represented the initial purchasers and lenders in this significant financial transaction.
Herbalife Completes $1.45 Billion Senior Secured Refinancing
Herbalife Ltd. has successfully completed a $1.45 billion senior secured refinancing, which is anticipated to generate approximately $45 million in annual cash interest savings. The refinancing involved a private offering of $800 million in 7.750% senior secured notes due May 2033 and amendments to its 2024 senior secured credit facility, creating a $225 million Term Loan A and a $425 million revolving credit facility, both maturing in April 2031. The proceeds were used to repay existing debt, improving the company's capital structure and extending its maturity profile.
Herbalife Completes $1.45 Billion Senior Secured Refinancing
Herbalife Ltd. announced the completion of a $1.45 billion senior secured refinancing, including the issuance of $800 million in 7.750% senior secured notes due 2033 and the amendment of its 2024 senior secured credit facility. This strategic refinancing is expected to result in approximately $45 million in annual cash interest savings and enhances the company's financial flexibility. The proceeds were used to repay existing debt, including the full redemption of $800 million in 12.250% senior secured notes due 2029.
Vanguard holds 6.33M Herbalife shares; 6.12% stake reported (HLF)
Vanguard Portfolio Management has reported a 6.12% stake in Herbalife Ltd., totaling 6,330,563 shares, according to a Schedule 13G SEC filing. The filing indicates Vanguard exercises sole dispositive power over all these shares and sole voting power over 244,478 shares. This ownership reflects holdings across various Vanguard affiliates and client accounts.
