Landscape Capital Management L.L.C. Invests $1.79 Million in Sally Beauty Holdings, Inc. $SBH

Landscape Capital Management L.L.C. acquired a new position in shares of Sally Beauty Holdings, Inc. (NYSE:SBH) in the second quarter, Holdings Channel.com reports. The institutional investor acquired 126,946 shares of the specialty retailer’s stock, valued at approximately $1,795,000.

Several other institutional investors have also recently added to or reduced their stakes in SBH. Universal Beteiligungs und Servicegesellschaft mbH lifted its stake in Sally Beauty by 45.4% during the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 404,212 shares of the specialty retailer’s stock worth $5,771,000 after purchasing an additional 126,286 shares in the last quarter. LSV Asset Management boosted its stake in shares of Sally Beauty by 12.9% in the 4th quarter. LSV Asset Management now owns 3,793,195 shares of the specialty retailer’s stock valued at $54,091,000 after buying an additional 433,855 shares during the period. Hsbc Holdings PLC purchased a new stake in shares of Sally Beauty in the 1st quarter valued at approximately $2,587,000. Sei Investments Co. raised its stake in Sally Beauty by 52.3% in the first quarter. Sei Investments Co. now owns 200,280 shares of the specialty retailer’s stock valued at $2,774,000 after buying an additional 68,754 shares in the last quarter. Finally, Dimensional Fund Advisors LP lifted its stake in Sally Beauty by 3.6% during the first quarter. Dimensional Fund Advisors LP now owns 5,871,979 shares of the specialty retailer’s stock worth $81,323,000 after purchasing an additional 202,020 shares during the last quarter.

Analysts Set New Price Targets

Several analysts have recently weighed in on the stock. Wall Street Zen downgraded shares of Sally Beauty from a “buy” rating to a “hold” rating in a research report on Saturday, August 8th. TD Cowen boosted their price target on shares of Sally Beauty from $17.00 to $19.00 and gave the company a “buy” rating in a research report on Tuesday, August 4th. Weiss Ratings raised Sally Beauty from a “hold (c)” rating to a “hold (c+)” rating in a report on Tuesday, July 28th. Finally, Morgan Stanley cut their target price on Sally Beauty from $16.00 to $13.00 and set an “underweight” rating on the stock in a research report on Tuesday, May 12th. Three research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $17.40.

Sally Beauty Stock Up 2.2%

SBH stock opened at $16.58 on Friday. The stock has a market capitalization of $1.55 billion, a PE ratio of 8.64 and a beta of 1.03. The company has a fifty day moving average of $15.02 and a 200-day moving average of $14.49. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.57 and a current ratio of 2.37. Sally Beauty Holdings, Inc. has a one year low of $11.54 and a one year high of $17.92.

Sally Beauty (NYSE:SBH) last posted its quarterly earnings results on Monday, August 3rd. The specialty retailer reported $0.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.53 by $0.02. The firm had revenue of $935.49 million during the quarter, compared to analysts’ expectations of $938.45 million. Sally Beauty had a net margin of 5.16% and a return on equity of 24.36%. The firm’s revenue for the quarter was up .3% on a year-over-year basis. During the same period in the prior year, the company posted $0.51 earnings per share. Sally Beauty has set its FY 2026 guidance at 2.040-2.080 EPS. As a group, analysts expect that Sally Beauty Holdings, Inc. will post 2.07 EPS for the current year.

Insider Activity

In other news, CFO Marlo Michelle Cormier Platz sold 42,771 shares of the firm’s stock in a transaction that occurred on Monday, June 8th. The stock was 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 directly owned 138,145 shares of the company’s stock, valued at $1,754,441.50. This trade represents a 23.64% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 2.00% of the company’s stock.

Sally Beauty 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.