e.l.f. Beauty (NYSE:ELF) Releases FY 2026 Earnings Guidance

e.l.f. Beauty (NYSE:ELF) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 2.800-2.850 for the period, compared to the consensus estimate of 3.180. The company issued revenue guidance of $1.6 billion-$1.6 billion, compared to the consensus revenue estimate of $1.6 billion.

e.l.f. Beauty Price Performance

NYSE:ELF traded down $0.13 during mid-day trading on Wednesday, hitting $118.16. The company’s stock had a trading volume of 3,905,016 shares, compared to its average volume of 2,418,514. e.l.f. Beauty has a fifty-two week low of $49.40 and a fifty-two week high of $150.99. The company has a current ratio of 3.26, a quick ratio of 2.34 and a debt-to-equity ratio of 0.32. The company has a market capitalization of $7.01 billion, a price-to-earnings ratio of 69.51, a P/E/G ratio of 2.81 and a beta of 1.61. The stock has a fifty day moving average of $132.66 and a 200-day moving average of $114.14.

e.l.f. Beauty (NYSE:ELF) last posted its quarterly earnings results on Wednesday, November 5th. The company reported $0.30 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.60 by ($0.30). e.l.f. Beauty had a return on equity of 16.36% and a net margin of 7.29%. e.l.f. Beauty has set its FY 2026 guidance at 2.800-2.850 EPS. As a group, equities analysts forecast that e.l.f. Beauty will post 2.38 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on ELF. Jefferies Financial Group raised their price target on e.l.f. Beauty from $135.00 to $150.00 and gave the company a “buy” rating in a report on Tuesday, October 28th. Raymond James Financial raised their price target on e.l.f. Beauty from $155.00 to $165.00 and gave the company a “strong-buy” rating in a report on Monday, October 20th. Bank of America raised their price target on e.l.f. Beauty from $135.00 to $160.00 and gave the company a “buy” rating in a report on Wednesday, September 17th. Cowen reissued a “buy” rating on shares of e.l.f. Beauty in a report on Wednesday, October 22nd. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of e.l.f. Beauty in a report on Wednesday, October 8th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $145.07.

Insider Activity

In other news, SVP Joshua Allen Franks sold 7,913 shares of the firm’s stock in a transaction on Tuesday, September 16th. The stock was sold at an average price of $145.00, for a total value of $1,147,385.00. Following the transaction, the senior vice president directly owned 99,369 shares in the company, valued at $14,408,505. This trade represents a 7.38% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Mandy J. Fields sold 5,298 shares of the firm’s stock in a transaction on Wednesday, September 17th. The stock was sold at an average price of $150.21, for a total value of $795,812.58. Following the completion of the transaction, the insider owned 58,856 shares in the company, valued at $8,840,759.76. This represents a 8.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 301,060 shares of company stock worth $40,994,733. Corporate insiders own 3.90% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the stock. EverSource Wealth Advisors LLC boosted its position in shares of e.l.f. Beauty by 97.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 260 shares of the company’s stock worth $32,000 after purchasing an additional 128 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its holdings in shares of e.l.f. Beauty by 58.5% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 317 shares of the company’s stock valued at $39,000 after buying an additional 117 shares during the period. Smartleaf Asset Management LLC grew its holdings in shares of e.l.f. Beauty by 44.3% in the 2nd quarter. Smartleaf Asset Management LLC now owns 1,095 shares of the company’s stock valued at $138,000 after buying an additional 336 shares during the period. State of Wyoming acquired a new position in shares of e.l.f. Beauty in the 2nd quarter valued at $185,000. Finally, White Knight Strategic Wealth Advisors LLC acquired a new position in shares of e.l.f. Beauty in the 2nd quarter valued at $216,000. 92.44% of the stock is currently owned by institutional investors.

About e.l.f. Beauty

e.l.f. Beauty, Inc is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, WELL People and KEYS soulcare.