Campbell & CO Investment Adviser LLC Has $193,000 Stock Holdings in Sally Beauty Holdings, Inc. $SBH

Campbell & CO Investment Adviser LLC reduced its holdings in Sally Beauty Holdings, Inc. (NYSE:SBH) by 47.7% in the 2nd quarter, HoldingsChannel reports. The fund owned 20,839 shares of the specialty retailer’s stock after selling 19,002 shares during the period. Campbell & CO Investment Adviser LLC’s holdings in Sally Beauty were worth $193,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the business. CWM LLC grew its stake in shares of Sally Beauty by 123.7% in the first quarter. CWM LLC now owns 8,949 shares of the specialty retailer’s stock worth $81,000 after purchasing an additional 4,948 shares during the last quarter. EP Wealth Advisors LLC acquired a new position in Sally Beauty during the 1st quarter worth about $100,000. Vanguard Personalized Indexing Management LLC bought a new stake in shares of Sally Beauty in the 2nd quarter valued at about $111,000. Savant Capital LLC acquired a new stake in shares of Sally Beauty in the second quarter valued at about $115,000. Finally, GAMMA Investing LLC raised its position in shares of Sally Beauty by 170.5% during the second quarter. GAMMA Investing LLC now owns 12,746 shares of the specialty retailer’s stock worth $118,000 after acquiring an additional 8,034 shares during the last quarter.

Sally Beauty Stock Performance

NYSE:SBH opened at $14.65 on Wednesday. The company has a quick ratio of 0.49, a current ratio of 2.41 and a debt-to-equity ratio of 1.16. Sally Beauty Holdings, Inc. has a twelve month low of $7.54 and a twelve month high of $17.40. The company has a fifty day moving average of $15.09 and a 200-day moving average of $12.07. The firm has a market capitalization of $1.43 billion, a P/E ratio of 7.88 and a beta of 1.33.

Sally Beauty (NYSE:SBH) last posted its quarterly earnings results on Thursday, November 13th. The specialty retailer reported $0.55 EPS for the quarter, topping analysts’ consensus estimates of $0.49 by $0.06. Sally Beauty had a net margin of 5.26% and a return on equity of 28.11%. The business had revenue of $947.08 million during the quarter, compared to analysts’ expectations of $932.88 million. During the same period last year, the company posted $0.50 earnings per share. The business’s quarterly revenue was up 1.3% on a year-over-year basis. Sally Beauty has set its FY 2026 guidance at 2.090-2.090 EPS. Q1 2026 guidance at 0.430-0.470 EPS. As a group, sell-side analysts anticipate that Sally Beauty Holdings, Inc. will post 1.81 EPS for the current year.

Insider Buying and Selling

In other news, Director Max R. Rangel purchased 3,500 shares of the company’s stock in a transaction that occurred on Thursday, September 4th. The shares were acquired at an average cost of $14.07 per share, with a total value of $49,245.00. Following the purchase, the director owned 3,500 shares in the company, valued at $49,245. This represents a ? increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 1.56% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several analysts recently commented on SBH shares. Canaccord Genuity Group upped their target price on Sally Beauty from $15.00 to $19.00 and gave the company a “buy” rating in a report on Monday, September 15th. Jefferies Financial Group boosted their price target on shares of Sally Beauty from $12.80 to $14.50 and gave the stock a “hold” rating in a research report on Tuesday, October 28th. Morgan Stanley increased their price objective on shares of Sally Beauty from $10.00 to $13.00 and gave the stock an “underweight” rating in a research report on Friday. TD Cowen lifted their target price on shares of Sally Beauty from $13.00 to $16.00 and gave the stock a “buy” rating 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 equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $14.60.

About Sally Beauty

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.