Welcome to our dedicated page for HERBALIFE LTD. SEC filings (Ticker: HLF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Herbalife Ltd. filings document the regulatory record of a Cayman Islands health and wellness company with common shares listed on the New York Stock Exchange under HLF. Form 8-K reports cover quarterly and annual financial results, Regulation FD materials, material definitive agreements, senior secured notes due 2033, and amendments to secured credit facilities involving company subsidiaries.
Proxy materials cover annual general meeting procedures, shareholder voting matters, and governance. The filings also describe capital-structure subjects, security registration details, and formal disclosures related to the company’s products, network marketing program, and legal or regulatory risk areas.
Herbalife Ltd. (HLF) reported an executive leadership change. The company announced that Stephan Gratziani will transition from his role as Chief Executive Officer, with this change effective October 31, 2026. The announcement was made on August 31, 2026. The filing is made under the Securities Exchange Act of 1934 in connection with a reportable officer departure.
Renaissance Technologies LLC and Renaissance Technologies Holdings Corporation report beneficial ownership of 5,024,668 Herbalife Ltd. common shares, representing 4.79% of the class, in this Amendment No. 8 to a Schedule 13G. The firms report sole voting power and sole dispositive power over all 5,024,668 shares, with no shared voting or dispositive authority. Certain funds managed by Renaissance Technologies LLC have the right to receive dividends and sale proceeds from these securities.
FMR LLC and Abigail P. Johnson report passive ownership in Herbalife Ltd common stock in an amended Schedule 13G. As of June 30, 2026, FMR LLC is shown as beneficially owning 2,705,653.71 shares of common stock, representing 2.6% of the class.
FMR LLC has sole voting power over 2,694,986.20 shares and sole dispositive power over 2,705,653.71 shares, with no shared voting or dispositive power. Abigail P. Johnson is reported with sole dispositive power over the same 2,705,653.71 shares and no voting power. The filing indicates ownership of 5 percent or less of the class and notes that one or more other persons may receive dividends or sale proceeds, but no such person holds more than five percent of the outstanding common stock.
HERBALIFE LTD. Chief Commercial Officer Frank Lamberti reported a tax-withholding disposition of 1,710 shares of common stock on August 4, 2026, at $12.80 per share to satisfy tax obligations from vesting restricted stock units granted August 4, 2023. After this withholding, he directly holds 34,914 shares of common stock.
Herbalife Ltd. reported Q2 2026 net sales of $1.3 billion, up 5.4% year over year and at the top of guidance. Foreign exchange reduced growth by about 40 basis points. GAAP results showed a net loss of $26.3 million, driven by a $94.6 million loss on extinguishment of debt from an April 2026 refinancing, while adjusted net income was $53.3 million. Adjusted EBITDA was $166.6 million with a 12.6% margin, toward the upper end of guidance.
Year to date, net cash provided by operating activities was $146.7 million. The company now forecasts 2026 reported net sales growth of 2.5%–5.5% and adjusted EBITDA of $670–$690 million, with capital expenditures of $50–$70 million. CFO John DeSimone plans to retire on December 31, 2026; senior vice president Scott Schaefer will become CFO on January 1, 2027 with a $650,000 base salary, 80% target bonus and a long-term incentive grant valued at about $1.7 million.
Herbalife Ltd. reported Q2 2026 net sales of $1,326.8 million, up from $1,259.1 million a year earlier, but recorded a net loss attributable to Herbalife of $26.3 million versus income of $49.3 million. Results included a $94.6 million loss on extinguishment of debt related to refinancing its credit facility and 12.250% senior secured notes due 2029, while interest expense declined to $37.4 million from $53.6 million.
For the first half of 2026, net sales were $2,644.0 million and net income attributable to Herbalife was $35.6 million, down from $99.7 million in the prior-year period, while net cash provided by operating activities increased to $146.7 million from $96.2 million. As of June 30, 2026, total assets were $2,857.7 million, total debt was $2,015.7 million, and total shareholders’ deficit was $466.9 million, with 104.8 million common shares outstanding.
Strategically, Herbalife completed the acquisition of Bioniq’s personalized nutrition business with preliminary consideration of $54.2 million, including contingent consideration with up to $95.0 million of additional milestone payments possible, and expanded its Pro2col Software venture, where Cristiano Ronaldo’s entity now owns 10% after purchasing an additional 5% for $7.5 million and providing services and sponsorship rights, and holds options to acquire up to a further 10%.
HERBALIFE LTD. director Sophie L'Helias reported an open-market purchase of common stock. She bought 1,200 shares of Herbalife common stock on June 4, 2026 at a price of $11.31 per share. After this transaction, she directly owns 79,882 shares of the company’s common stock.
HERBALIFE LTD. Chief Operating Officer Troy Hicks reported multiple stock transactions involving common shares. On May 18, 2026, he exercised stock appreciation rights covering 83,270 shares at exercise prices of $9.58 and $8.31 per share, converting these awards into common stock.
On the same date, a total of 72,626 shares were disposed of to cover tax obligations at a reported price of $12.59 per share. Hicks also conducted open-market sales of 38,377 shares on May 18 at a weighted average price of $12.9325 per share and 10,000 shares on May 19 at a weighted average price of $12.3245 per share.
Following these transactions, Hicks directly owned 9,706 shares of Herbalife common stock. The filing notes that the sale prices were weighted averages for trades executed within stated price ranges.
HERBALIFE LTD. director Des Walsh filed an amended Form 3 to update his reported holdings. The filing restates Table I in full and shows indirect ownership of 50,000 shares of common stock held by a trust. The data reflect holdings only, not new buy or sell transactions.
Herbalife Ltd. disclosure lists an affiliate sale notice for 10,000 shares of common stock under an equity compensation vehicle (stock appreciation rights) dated 05/18/2026. The filing also reports 38,377 shares sold in the past three months and a cash figure of $496,309.00 shown in the excerpt.