Sally Beauty (NYSE:SBH) Updates FY 2026 Earnings Guidance

Sally Beauty (NYSE:SBH) updated its FY 2026 earnings guidance on Monday morning. The company provided EPS guidance of 2.040-2.080 for the period, compared to the consensus estimate of 2.060. The company issued revenue guidance of $3.7 billion-$3.7 billion, compared to the consensus revenue estimate of $3.7 billion.

Sally Beauty Stock Up 0.1%

SBH stock traded up $0.01 during trading on Wednesday, hitting $16.57. 138,173 shares of the company’s stock were exchanged, compared to its average volume of 1,571,748. The company has a current ratio of 2.37, a quick ratio of 0.55 and a debt-to-equity ratio of 0.92. The business has a 50-day moving average price of $14.10 and a two-hundred day moving average price of $14.40. The stock has a market capitalization of $1.58 billion, a price-to-earnings ratio of 9.15 and a beta of 1.03. Sally Beauty has a 52-week low of $11.54 and a 52-week high of $17.92.

Sally Beauty (NYSE:SBH) last issued its quarterly earnings results on Monday, August 3rd. The specialty retailer reported $0.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.53 by $0.02. The business had revenue of $935.49 million for the quarter, compared to analyst estimates of $938.45 million. Sally Beauty had a net margin of 5.16% and a return on equity of 24.36%. The business’s revenue was up .3% compared to the same quarter last year. During the same period in the previous year, the business posted $0.51 earnings per share. Sally Beauty has set its FY 2026 guidance at 2.040-2.080 EPS. As a group, equities research analysts expect that Sally Beauty will post 2.06 EPS for the current year.

Wall Street Analysts Forecast Growth

Several analysts have commented on the company. Morgan Stanley lowered their price target on Sally Beauty from $16.00 to $13.00 and set an “underweight” rating for the company in a report on Tuesday, May 12th. Weiss Ratings raised shares of Sally Beauty from a “hold (c)” rating to a “hold (c+)” rating in a research note on Tuesday, July 28th. Wall Street Zen raised Sally Beauty from a “hold” rating to a “buy” rating in a research report on Saturday, June 13th. Finally, TD Cowen boosted their price target on Sally Beauty from $17.00 to $19.00 and gave the company a “buy” rating in a research report on Tuesday. Three equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $17.40.

Insiders Place Their Bets

In other news, CFO Marlo Michelle Cormier Platz sold 42,771 shares of the business’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $12.70, for a total value of $543,191.70. Following the completion of the sale, the chief financial officer owned 138,145 shares of the company’s stock, valued at approximately $1,754,441.50. The trade was a 23.64% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 2.00% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Mariner LLC raised its stake in Sally Beauty by 6.1% during the 4th quarter. Mariner LLC now owns 15,400 shares of the specialty retailer’s stock valued at $220,000 after acquiring an additional 890 shares in the last quarter. Russell Investments Group Ltd. increased its position in shares of Sally Beauty by 0.6% during the 4th quarter. Russell Investments Group Ltd. now owns 183,249 shares of the specialty retailer’s stock valued at $2,613,000 after purchasing an additional 1,081 shares during the period. Larson Financial Group LLC raised its stake in shares of Sally Beauty by 392.5% in the 3rd quarter. Larson Financial Group LLC now owns 1,906 shares of the specialty retailer’s stock worth $31,000 after buying an additional 1,519 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Sally Beauty by 3.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 60,595 shares of the specialty retailer’s stock valued at $547,000 after buying an additional 2,026 shares during the period. Finally, The Manufacturers Life Insurance Company raised its position in Sally Beauty by 4.3% in the second quarter. The Manufacturers Life Insurance Company now owns 51,011 shares of the specialty retailer’s stock worth $472,000 after acquiring an additional 2,082 shares in the last quarter.

Sally Beauty Company Profile

Sally Beauty Holdings, Inc is a leading global specialty retailer and distributor of professional beauty supplies, serving both retail customers and salon professionals. The company operates two primary channels: Sally Beauty Supply, which offers a broad assortment of hair color, hair care, styling, and skincare products; and Beauty Systems Group (BSG), which provides salon-quality products and supplies to professional stylists and salon owners. With a focus on catering to diverse customer needs, Sally Beauty offers well-known brands alongside private label lines, positioning itself as a one-stop source for beauty professionals and enthusiasts alike.

Founded in 1964 and headquartered in Denton, Texas, Sally Beauty has grown through a combination of organic expansion and strategic acquisitions.