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

Sally Beauty (NYSE:SBH) updated its FY 2026 earnings guidance on Monday. The company provided earnings per share guidance of 2.020-2.100 for the period, compared to the consensus earnings per share estimate of 2.070. The company issued revenue guidance of $3.7 billion-$3.8 billion, compared to the consensus revenue estimate of $3.7 billion. Sally Beauty also updated its Q2 2026 guidance to 0.390-0.420 EPS.

Sally Beauty Price Performance

Sally Beauty stock opened at $16.23 on Monday. The business’s 50 day simple moving average is $15.42 and its 200 day simple moving average is $14.63. Sally Beauty has a 12 month low of $7.54 and a 12 month high of $17.92. The company has a market cap of $1.58 billion, a price-to-earnings ratio of 8.59 and a beta of 1.16. The company has a current ratio of 2.26, a quick ratio of 0.54 and a debt-to-equity ratio of 1.09.

Sally Beauty (NYSE:SBH) last issued its earnings results on Monday, February 9th. The specialty retailer reported $0.48 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.47 by $0.01. Sally Beauty had a return on equity of 27.07% and a net margin of 5.29%.The firm had revenue of $947.08 million for the quarter, compared to analyst estimates of $939.63 million. During the same period in the previous year, the company posted $0.43 earnings per share. The business’s revenue was up .6% on a year-over-year basis. Sally Beauty has set its FY 2026 guidance at 2.020-2.100 EPS and its Q2 2026 guidance at 0.390-0.420 EPS. Sell-side analysts forecast that Sally Beauty will post 1.81 EPS for the current year.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the company. Raymond James Financial upgraded Sally Beauty from a “market perform” rating to an “outperform” rating and set a $19.00 price objective on the stock in a research note on Wednesday, January 21st. Morgan Stanley reiterated an “underweight” rating and issued a $14.00 target price on shares of Sally Beauty in a research note on Thursday, January 15th. Zacks Research lowered shares of Sally Beauty from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 21st. TD Cowen raised their price objective on shares of Sally Beauty from $17.00 to $18.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. Finally, Jefferies Financial Group reiterated a “hold” rating and issued a $16.00 price objective on shares of Sally Beauty in a research note on Wednesday, January 14th. Three research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $16.08.

Insider Activity at Sally Beauty

In related news, SVP Scott C. Sherman sold 15,000 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $16.27, for a total transaction of $244,050.00. Following the sale, the senior vice president owned 57,585 shares of the company’s stock, valued at approximately $936,907.95. This represents a 20.67% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CAO Kim Mcintosh sold 5,900 shares of the firm’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $15.71, for a total transaction of $92,689.00. Following the completion of the transaction, the chief accounting officer directly owned 21,295 shares of the company’s stock, valued at approximately $334,544.45. The trade was a 21.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 2.00% of the stock is currently owned by insiders.

More Sally Beauty News

Here are the key news stories impacting Sally Beauty this week:

• Positive Sentiment: Q1 results beat expectations — Sally Beauty reported $0.48 EPS vs. $0.47 consensus and revenue of $947.1M vs. ~$939.6M expected, showing better-than-expected top- and bottom-line performance. View Press Release
• Positive Sentiment: Company framed Q1 as a “strong start” and management lifted its EPS outlook relative to prior internal targets, which supports confidence in FY 2026 profitability. Sally Beauty Lifts EPS Outlook After Solid Q1 Results
• Neutral Sentiment: Company set FY 2026 EPS guidance of $2.020–$2.100 (roughly in line with the street’s ~$2.07 consensus midpoint), giving investors a clearer full-year picture but not dramatically changing expectations. View Press Release
• Neutral Sentiment: Analysts remain mixed/neutral overall (consensus “Hold”), and several previews and analyst notes circulated ahead of/after the print — these shape trading but show no broad re-rating yet. Consensus “Hold” Article
• Negative Sentiment: Q2 guidance came in below the street — Sally provided Q2 EPS guidance of $0.390–$0.420 vs. consensus ~$0.450 and Q2 revenue guidance of $895M–$905M vs. consensus ~$899.7M, which could pressure near-term sentiment and limit upside. View Press Release

Institutional Trading of Sally Beauty

Hedge funds have recently bought and sold shares of the company. Larson Financial Group LLC boosted its stake in Sally Beauty by 392.5% in the third 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. iSAM Funds UK Ltd bought a new stake in shares of Sally Beauty in the 3rd quarter worth approximately $35,000. Osaic Holdings Inc. boosted its stake in shares of Sally Beauty by 1,365.0% in the 2nd quarter. Osaic Holdings Inc. now owns 2,930 shares of the specialty retailer’s stock valued at $27,000 after purchasing an additional 2,730 shares in the last quarter. Raymond James Financial Inc. bought a new position in shares of Sally Beauty during the 2nd quarter valued at $34,000. Finally, Wexford Capital LP purchased a new position in Sally Beauty in the 3rd quarter worth $155,000.

About Sally Beauty

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.