Sally Beauty Holdings, Inc. $SBH Shares Sold by UBS Group AG

UBS Group AG cut its position in shares of Sally Beauty Holdings, Inc. (NYSE:SBH) by 28.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 864,143 shares of the specialty retailer’s stock after selling 335,899 shares during the period. UBS Group AG’s holdings in Sally Beauty were worth $12,323,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Bryce Point Capital LLC purchased a new stake in shares of Sally Beauty during the 3rd quarter worth about $570,000. SG Americas Securities LLC increased its stake in shares of Sally Beauty by 864.1% in the 4th quarter. SG Americas Securities LLC now owns 83,189 shares of the specialty retailer’s stock valued at $1,186,000 after purchasing an additional 74,560 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH increased its stake in shares of Sally Beauty by 45.4% in the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 404,212 shares of the specialty retailer’s stock valued at $5,771,000 after purchasing an additional 126,286 shares in the last quarter. American Century Companies Inc. raised its holdings in Sally Beauty by 174.4% in the 3rd quarter. American Century Companies Inc. now owns 1,660,831 shares of the specialty retailer’s stock worth $27,038,000 after purchasing an additional 1,055,669 shares during the period. Finally, Teacher Retirement System of Texas raised its holdings in Sally Beauty by 58.7% in the 3rd quarter. Teacher Retirement System of Texas now owns 578,570 shares of the specialty retailer’s stock worth $9,419,000 after purchasing an additional 214,066 shares during the period.

Sally Beauty Trading Down 3.1%

SBH stock opened at $11.84 on Friday. Sally Beauty Holdings, Inc. has a 12-month low of $8.45 and a 12-month high of $17.92. The business’s 50-day moving average is $14.02 and its 200 day moving average is $14.89. The company has a current ratio of 2.34, a quick ratio of 0.57 and a debt-to-equity ratio of 0.98. The stock has a market cap of $1.13 billion, a price-to-earnings ratio of 6.54 and a beta of 1.07.

Sally Beauty (NYSE:SBH) last announced its earnings results on Monday, May 11th. The specialty retailer reported $0.44 EPS for the quarter, beating analysts’ consensus estimates of $0.41 by $0.03. The business had revenue of $903.38 million during the quarter, compared to analysts’ expectations of $901.43 million. Sally Beauty had a return on equity of 24.95% and a net margin of 4.93%.The business’s revenue was up 2.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.42 earnings per share. Sally Beauty has set its Q3 2026 guidance at 0.520-0.560 EPS. On average, sell-side analysts anticipate that Sally Beauty Holdings, Inc. will post 2.06 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several analysts have commented on SBH shares. Wall Street Zen raised Sally Beauty from a “hold” rating to a “buy” rating in a report on Tuesday, March 10th. Weiss Ratings raised Sally Beauty from a “hold (c)” rating to a “hold (c+)” rating in a research note on Monday. Raymond James Financial upgraded Sally Beauty from a “market perform” rating to an “outperform” rating and set a $19.00 target price on the stock in a research report on Wednesday, January 21st. Morgan Stanley cut their price target on shares of Sally Beauty from $16.00 to $13.00 and set an “underweight” rating for the company in a report on Tuesday. Finally, Canaccord Genuity Group upped their price objective on shares of Sally Beauty from $19.00 to $20.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Three analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $17.00.

Sally Beauty Company 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.