Sally Beauty (NYSE:SBH) Updates Q1 2026 Earnings Guidance

Sally Beauty (NYSE:SBH) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.430-0.470 for the period, compared to the consensus estimate of 0.500. The company issued revenue guidance of $935.0 million-$945.0 million, compared to the consensus revenue estimate of $945.7 million. Sally Beauty also updated its FY 2026 guidance to 2.090-2.090 EPS.

Sally Beauty Stock Up 0.7%

Shares of Sally Beauty stock opened at $14.67 on Thursday. Sally Beauty has a 1 year low of $7.54 and a 1 year high of $16.82. The company has a market cap of $1.45 billion, a P/E ratio of 7.89 and a beta of 1.33. The company has a current ratio of 2.41, a quick ratio of 0.49 and a debt-to-equity ratio of 1.16. The stock has a 50-day moving average price of $15.10 and a 200 day moving average price of $11.86.

Sally Beauty (NYSE:SBH) last released its earnings results on Thursday, November 13th. The specialty retailer reported $0.55 earnings per share for the quarter, beating the consensus estimate of $0.49 by $0.06. The company had revenue of $0.95 million for the quarter, compared to analysts’ expectations of $932.88 million. Sally Beauty had a return on equity of 28.11% and a net margin of 5.26%. 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, analysts expect that Sally Beauty will post 1.81 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the stock. Cowen reissued a “buy” rating on shares of Sally Beauty in a research note on Thursday, September 4th. Wall Street Zen upgraded Sally Beauty from a “hold” rating to a “buy” rating in a research note on Saturday, October 11th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Sally Beauty in a research note on Tuesday, October 14th. TD Cowen increased their price objective on Sally Beauty from $13.00 to $16.00 and gave the stock a “buy” rating in a report on Thursday, September 4th. Finally, Zacks Research downgraded shares of Sally Beauty from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 21st. Three analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $14.00.

Insider Transactions at Sally Beauty

In other Sally Beauty news, Director Max R. Rangel acquired 3,500 shares of the business’s stock in a transaction that occurred on Thursday, September 4th. The stock was acquired at an average price of $14.07 per share, with a total value of $49,245.00. Following the transaction, the director owned 3,500 shares of the company’s stock, valued at approximately $49,245. This trade represents a ? increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 1.56% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. Jefferies Financial Group Inc. boosted its position in shares of Sally Beauty by 153.1% in the third quarter. Jefferies Financial Group Inc. now owns 25,901 shares of the specialty retailer’s stock valued at $422,000 after acquiring an additional 15,669 shares during the period. Dimensional Fund Advisors LP boosted its holdings in Sally Beauty by 1.8% in the 3rd quarter. Dimensional Fund Advisors LP now owns 5,547,324 shares of the specialty retailer’s stock valued at $90,311,000 after purchasing an additional 100,091 shares during the period. Envestnet Asset Management Inc. grew its position in Sally Beauty by 12.9% in the 3rd quarter. Envestnet Asset Management Inc. now owns 34,239 shares of the specialty retailer’s stock worth $557,000 after purchasing an additional 3,917 shares during the last quarter. Osaic Holdings Inc. increased its holdings in shares of Sally Beauty by 1,365.0% during the 2nd quarter. Osaic Holdings Inc. now owns 2,930 shares of the specialty retailer’s stock worth $27,000 after purchasing an additional 2,730 shares during the period. Finally, Public Sector Pension Investment Board raised its position in shares of Sally Beauty by 6.4% during the second quarter. Public Sector Pension Investment Board now owns 343,983 shares of the specialty retailer’s stock valued at $3,185,000 after buying an additional 20,665 shares during the last quarter.

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.