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Herbalife SEC Filings

HLF NYSE

Welcome to our dedicated page for Herbalife 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.

Rhea-AI Summary

HERBALIFE LTD. filed a Form 144 notice regarding proposed sales of Common Stock. The filing lists two entries: a Restricted Stock Lapse on 05/03/2026 for 5,981 shares and a Restricted Stock Lapse on 05/04/2026 for 1,956 shares. The excerpt also shows a share-count line of 103,669,416 with a date of 05/11/2026.

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Herbalife Ltd. reported solid first-quarter 2026 growth, with net sales of $1,317.2 million, up 7.8% year-over-year and 5.4% in constant currency, and adjusted EBITDA of $175.7 million, above guidance. Net income attributable to Herbalife was $61.9 million, and diluted EPS was $0.57, or $0.64 on an adjusted basis.

The company refinanced $1.45 billion of senior secured debt, using proceeds, revolver borrowings and cash to repay a $365 million term loan and fully redeem $800 million of 12.250% senior secured notes, which is expected to yield about $45 million in annual cash interest savings. Herbalife also acquired substantially all assets of Bioniq’s core personalized nutrition business for $55 million in base consideration plus up to $95 million in contingent payments, expanding its personalized nutrition offerings.

Shareholders elected eleven directors, approved executive compensation on an advisory basis, and ratified PricewaterhouseCoopers LLP as independent auditor. Management raised the midpoints of full-year 2026 constant currency net sales and adjusted EBITDA guidance, now targeting net sales growth of 1.0% to 5.0% and adjusted EBITDA of $675 million to $705 million.

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Rhea-AI Summary

Herbalife Ltd. reported stronger results for the three months ended March 31, 2026. Net sales reached $1,317.2 million, up from $1,221.7 million a year earlier, while net income attributable to Herbalife rose to $61.9 million from $50.4 million.

Basic earnings per share were $0.60 versus $0.50, and diluted earnings per share were $0.57 versus $0.49. Operating cash flow improved sharply to $113.8 million from $0.2 million, helping lift cash and cash equivalents to $451.2 million. Total assets were $2,875.2 million against total liabilities of $3,309.4 million, leaving a shareholders’ deficit of $434.2 million, though this deficit narrowed year over year.

Debt remained high, with long-term debt of $1,981.9 million and total interest expense of $49.5 million, slightly lower than the prior year. India and Mexico delivered notable sales contributions, and the company booked $5.5 million of government grant income in China, reported as other operating income.

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HERBALIFE LTD reports 5,448,134.21 shares beneficially owned (5.3%) by FMR LLC as of 03/31/2026, per Schedule 13G. The filing states FMR LLC has sole dispositive power for 5,448,134.21 shares and sole voting power of 5,427,344.40. It also notes other persons may have dividend rights but no other person holds more than 5%.

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Rhea-AI Summary

HERBALIFE LTD. president Robert Levy reported routine share dispositions to cover tax obligations on vested equity awards. On May 3, 2026 and May 4, 2026, a total of 4,904 common shares were withheld by the company at prices around $16 per share to satisfy taxes on restricted stock units that vested from grants made in 2023 and 2024. Following these non‑market transactions, Levy held 11,405 common shares directly and 433,049 common shares indirectly through a trust.

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HERBALIFE LTD. Chief Executive Officer Stephan Paulo Gratziani reported a tax-related share disposition on Common Stock. On May 3, 2026, 7,873 shares were withheld at $16.28 per share to satisfy tax obligations from vesting restricted stock units. After this withholding, he directly holds 107,310 shares. This was not an open-market sale but an automatic tax-withholding transaction tied to equity compensation.

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HERBALIFE LTD. Chief Operating Officer Troy Hicks reported routine share dispositions related to tax withholding on vested equity awards. On May 3 and May 4, 2026, a total of 6,214 shares of common stock were withheld at prices of $16.28 and $15.82 per share.

The footnotes explain these shares were withheld to satisfy tax obligations triggered by the vesting of restricted stock units granted on May 3, 2024 and May 4, 2023. After these transactions, Hicks continued to hold over 44,000 shares of Herbalife common stock directly.

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HERBALIFE LTD. Chief Legal Officer Henry C. Wang reported routine share dispositions related to tax withholding, not open-market sales. On two consecutive days, shares of common stock were withheld to cover taxes triggered by the vesting of previously granted restricted stock units.

In total, 10,562 shares were withheld for tax obligations tied to RSUs granted in 2023 and 2024. After these transactions, Wang directly holds 142,514 shares of Herbalife common stock, including 4,099 shares acquired earlier through the company’s Employee Stock Purchase Plan.

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HERBALIFE LTD. senior vice president 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 as tax-withholding dispositions tied to restricted stock units granted in 2023 and 2024. These are not open-market sales but shares withheld by the company to pay taxes on vesting. After these transactions, Irani directly holds 46,371 Herbalife common shares.

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HERBALIFE LTD. Chief Commercial Officer Frank Lamberti reported routine tax-related share dispositions tied to restricted stock unit vesting. On May 3 and May 4, 2026, a total of 8,224 Common Stock shares were withheld at prices of $16.28 and $15.82 per share to satisfy tax obligations. After these non-market transactions, he directly holds 179,543 shares of Herbalife common stock.

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FAQ

How many Herbalife (HLF) SEC filings are available on StockTitan?

StockTitan tracks 72 SEC filings for Herbalife (HLF), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Herbalife (HLF)?

The most recent SEC filing for Herbalife (HLF) was filed on May 11, 2026.