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

Sally Beauty (NYSE:SBH) updated its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 2.090-2.090 for the period, compared to the consensus estimate of 2.010. 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 Q1 2026 guidance to 0.430-0.470 EPS.

Analysts Set New Price Targets

A number of research analysts recently issued reports on SBH shares. Canaccord Genuity Group increased their price objective on Sally Beauty from $15.00 to $19.00 and gave the stock a “buy” rating in a report on Monday, September 15th. Jefferies Financial Group lifted their price objective on shares of Sally Beauty from $12.80 to $14.50 and gave the company a “hold” rating in a report on Tuesday, October 28th. TD Cowen increased their target price on shares of Sally Beauty from $13.00 to $16.00 and gave the stock a “buy” rating in a report on Thursday, September 4th. Cowen reiterated a “buy” rating on shares of Sally Beauty in a research note on Thursday, September 4th. Finally, Wall Street Zen raised shares of Sally Beauty from a “hold” rating to a “buy” rating in a research report on Saturday, October 11th. Three research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Sally Beauty has a consensus rating of “Hold” and a consensus target price of $14.00.

Sally Beauty Trading Down 1.6%

Shares of NYSE:SBH opened at $14.44 on Friday. Sally Beauty has a 52-week low of $7.54 and a 52-week high of $17.40. The company has a debt-to-equity ratio of 1.16, a quick ratio of 0.49 and a current ratio of 2.41. The company has a market capitalization of $1.43 billion, a P/E ratio of 7.76 and a beta of 1.33. The company has a 50-day simple moving average of $15.11 and a 200 day simple moving average of $11.88.

Sally Beauty (NYSE:SBH) last released its quarterly earnings data on Thursday, November 13th. The specialty retailer reported $0.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.49 by $0.06. Sally Beauty had a return on equity of 28.11% and a net margin of 5.26%.The firm had revenue of $0.95 million for the quarter, compared to analyst estimates of $932.88 million. During the same quarter in the prior year, the company earned $0.50 earnings per share. The business’s revenue for the quarter was up 1.3% compared to the same quarter last year. Sally Beauty has set its FY 2026 guidance at 2.090-2.090 EPS. Q1 2026 guidance at 0.430-0.470 EPS. Sell-side analysts forecast that Sally Beauty will post 1.81 earnings per share for the current year.

Insider Activity at Sally Beauty

In related news, Director Max R. Rangel acquired 3,500 shares of the company’s stock in a transaction dated Thursday, September 4th. The shares were bought at an average cost of $14.07 per share, with a total value of $49,245.00. Following the completion of the transaction, the director directly owned 3,500 shares of the company’s stock, valued at $49,245. This trade represents a ? increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through the SEC website. 1.56% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in SBH. Invesco Ltd. raised its position in Sally Beauty by 21.7% in the second quarter. Invesco Ltd. now owns 1,788,951 shares of the specialty retailer’s stock valued at $16,566,000 after purchasing an additional 319,025 shares during the last quarter. AQR Capital Management LLC raised its holdings in Sally Beauty by 53.7% in the 1st quarter. AQR Capital Management LLC now owns 476,966 shares of the specialty retailer’s stock valued at $4,188,000 after buying an additional 166,637 shares during the last quarter. Marshall Wace LLP bought a new stake in Sally Beauty during the 2nd quarter worth approximately $1,307,000. Arrowstreet Capital Limited Partnership raised its stake in shares of Sally Beauty by 10.7% during the third quarter. Arrowstreet Capital Limited Partnership now owns 1,350,980 shares of the specialty retailer’s stock valued at $21,994,000 after acquiring an additional 130,820 shares during the last quarter. Finally, Russell Investments Group Ltd. increased its holdings in Sally Beauty by 252.4% in the third quarter. Russell Investments Group Ltd. now owns 182,168 shares of the specialty retailer’s stock valued at $2,966,000 after purchasing an additional 130,480 shares during the period.

Sally Beauty Company Profile

Sally Beauty Holdings, Inc operates as a specialty retailer and distributor of professional beauty supplies. The company operates through two segments, Sally Beauty Supply and Beauty Systems Group. The Sally Beauty Supply segment offers beauty products, including hair color and care products, skin and nail care products, styling tools, and other beauty products for retail customers, salons, and salon professionals.