SBC Medical Group (NASDAQ:SBC) Issues Quarterly Earnings Results

SBC Medical Group (NASDAQ:SBC) posted its quarterly earnings data on Thursday. The company reported $0.11 earnings per share for the quarter, topping the consensus estimate of $0.10 by $0.01, FiscalAI reports. The firm had revenue of $43.06 million for the quarter, compared to analysts’ expectations of $41.66 million. SBC Medical Group had a return on equity of 16.19% and a net margin of 24.09%.

Here are the key takeaways from SBC Medical Group’s conference call:

• Q1 2026 revenue was $43 million, down 9% year over year, but management said the decline was mainly due to prior fee-structure revisions and a one-time gain in the prior-year quarter.
• Excluding the fee-structure impact and AHH consolidation timing, management said underlying revenue grew 111% YoY and underlying EBITDA grew 117% YoY, highlighting strong core growth.
• Management said clinic traffic, repeat visits, and average spend per visit improved, and that competitive pressure in the Japanese and global aesthetics market has eased somewhat.
• The company expects margins to remain stable and improve over time, supported by AI initiatives aimed at boosting customer experience and lowering labor and operating costs.
• On capital allocation, SBC Medical said growth investment and disciplined M&A remain the priority, while share buybacks are not a high priority right now and the company is focused instead on improving liquidity and float.

SBC Medical Group Price Performance

Shares of NASDAQ SBC traded down $0.01 during mid-day trading on Friday, reaching $2.97. The company had a trading volume of 122,552 shares, compared to its average volume of 198,383. The company has a debt-to-equity ratio of 0.13, a quick ratio of 3.74 and a current ratio of 3.78. SBC Medical Group has a one year low of $2.95 and a one year high of $5.75. The firm has a market cap of $304.66 million, a price-to-earnings ratio of 7.62 and a beta of 0.61. The business’s 50-day simple moving average is $3.75 and its 200 day simple moving average is $3.93.

Insider Activity at SBC Medical Group

In related news, CEO Yoshiyuki Aikawa sold 4,422,900 shares of the firm’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $2.12, for a total value of $9,376,548.00. Following the transaction, the chief executive officer owned 861,600 shares in the company, valued at approximately $1,826,592. This trade represents a 83.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders sold a total of 7,987,900 shares of company stock valued at $20,142,848 in the last quarter. 89.47% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of SBC. Geode Capital Management LLC bought a new position in shares of SBC Medical Group in the second quarter worth $455,000. Millennium Management LLC bought a new position in shares of SBC Medical Group in the third quarter worth $219,000. New York State Common Retirement Fund bought a new position in shares of SBC Medical Group in the second quarter worth $104,000. XTX Topco Ltd bought a new position in shares of SBC Medical Group in the second quarter worth $64,000. Finally, Charles Schwab Investment Management Inc. increased its position in shares of SBC Medical Group by 91.6% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 27,341 shares of the company’s stock worth $118,000 after purchasing an additional 13,074 shares during the period. Institutional investors own 60.82% of the company’s stock.

Analyst Ratings Changes

Several research firms have weighed in on SBC. BTIG Research began coverage on SBC Medical Group in a research report on Friday, March 6th. They set a “buy” rating and a $8.00 price objective on the stock. Wall Street Zen upgraded SBC Medical Group to a “hold” rating in a research report on Saturday, May 9th. Finally, Weiss Ratings upgraded SBC Medical Group from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, May 8th. Two equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $8.50.

SBC Medical Group Company Profile

SBC Medical Group, Inc is a publicly traded healthcare management services company listed on the Nasdaq under the ticker SBC. The company specializes in supporting in-office ancillary service providers by offering a suite of administrative and operational solutions designed to streamline practice management and enhance revenue performance. Its core mission is to help physician practices, imaging centers and other ancillary service providers focus on patient care while outsourcing complex back-office functions.

The company’s primary offerings include revenue cycle management, medical billing and coding, compliance oversight and transcription services.