Stephens Inc. AR Boosts Stake in e.l.f. Beauty $ELF

Stephens Inc. AR raised its stake in shares of e.l.f. Beauty (NYSE:ELF) by 129.6% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 11,453 shares of the company’s stock after buying an additional 6,465 shares during the quarter. Stephens Inc. AR’s holdings in e.l.f. Beauty were worth $1,517,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. Concurrent Investment Advisors LLC boosted its stake in shares of e.l.f. Beauty by 12.9% during the third quarter. Concurrent Investment Advisors LLC now owns 3,047 shares of the company’s stock valued at $404,000 after acquiring an additional 349 shares during the last quarter. Liberty One Investment Management LLC lifted its holdings in e.l.f. Beauty by 39.3% in the 3rd quarter. Liberty One Investment Management LLC now owns 9,989 shares of the company’s stock valued at $1,324,000 after purchasing an additional 2,817 shares in the last quarter. Summit Creek Advisors LLC boosted its stake in shares of e.l.f. Beauty by 14.6% during the 3rd quarter. Summit Creek Advisors LLC now owns 101,453 shares of the company’s stock worth $13,440,000 after purchasing an additional 12,936 shares during the last quarter. New York State Teachers Retirement System boosted its stake in shares of e.l.f. Beauty by 9.3% during the 3rd quarter. New York State Teachers Retirement System now owns 48,202 shares of the company’s stock worth $6,386,000 after purchasing an additional 4,107 shares during the last quarter. Finally, Oregon Public Employees Retirement Fund grew its holdings in shares of e.l.f. Beauty by 2.9% during the third quarter. Oregon Public Employees Retirement Fund now owns 11,908 shares of the company’s stock worth $1,578,000 after buying an additional 338 shares in the last quarter. 92.44% of the stock is owned by institutional investors and hedge funds.

e.l.f. Beauty Trading Up 1.1%

Shares of ELF opened at $90.18 on Friday. e.l.f. Beauty has a twelve month low of $49.40 and a twelve month high of $150.99. The firm has a market capitalization of $5.38 billion, a P/E ratio of 63.51, a price-to-earnings-growth ratio of 8.56 and a beta of 1.73. The company has a current ratio of 2.70, a quick ratio of 1.76 and a debt-to-equity ratio of 0.73. The stock’s fifty day simple moving average is $78.36 and its 200 day simple moving average is $108.29.

e.l.f. Beauty (NYSE:ELF) last posted its quarterly earnings results on Wednesday, November 5th. The company reported $0.68 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.57 by $0.11. The firm had revenue of $343.94 million during the quarter, compared to the consensus estimate of $367.89 million. e.l.f. Beauty had a return on equity of 13.77% and a net margin of 5.90%.The firm’s quarterly revenue was up 14.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.77 earnings per share. e.l.f. Beauty has set its FY 2026 guidance at 2.800-2.850 EPS. On average, equities research analysts forecast that e.l.f. Beauty will post 2.38 earnings per share for the current year.

e.l.f. Beauty News Summary

Here are the key news stories impacting e.l.f. Beauty this week:

• Positive Sentiment: Jefferies initiated coverage with a Buy rating and $110 price target (about a ~22% upside vs. the current price), giving the stock direct analyst momentum and a clear bullish catalyst. Jefferies Coverage
• Positive Sentiment: Two recent bullish features (Yahoo Finance / InsiderMonkey) highlight e.l.f.’s brand strength, cost-efficient mass-market positioning and favorable analyst notes (including JPMorgan’s reaffirmation), supporting a constructive medium-term growth story. What Makes e.l.f. Attractive InsiderMonkey Article
• Positive Sentiment: High-visibility commentary from Jim Cramer suggested material upside if a Supreme Court tariff decision swings in e.l.f.’s favor, a scenario investors may price in given potential margin/SG&A implications. Jim Cramer on e.l.f.
• Neutral Sentiment: UBS reiterated a Hold rating, which suggests limited near-term upside from that shop and may cap enthusiastic buying until clearer fundamental or macro improvements arrive. UBS Hold
• Neutral Sentiment: Coverage pieces comparing e.l.f. to peers (Zacks piece on EWCZ vs ELF) and product-focused lifestyle articles (MSN on an affordable product similar to a premium rival) provide context for retail demand but are unlikely to shift fundamentals alone. Zacks Comparison Product Feature
• Negative Sentiment: A Seeking Alpha piece warns that e.l.f. faces “great headwinds” and frames current action as a speculative swing trade ahead of a potential breakout — that critique can pressure sentiment and trigger short-term selling from risk-averse investors. Seeking Alpha Headwinds

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on ELF shares. Weiss Ratings reissued a “hold (c)” rating on shares of e.l.f. Beauty in a research note on Wednesday, October 8th. JPMorgan Chase & Co. cut their price target on e.l.f. Beauty from $137.00 to $103.00 and set an “overweight” rating for the company in a report on Thursday, December 18th. UBS Group decreased their price objective on e.l.f. Beauty from $105.00 to $98.00 and set a “neutral” rating on the stock in a report on Wednesday. Jefferies Financial Group assumed coverage on e.l.f. Beauty in a research note on Wednesday. They issued a “buy” rating and a $110.00 target price for the company. Finally, Morgan Stanley set a $121.00 target price on e.l.f. Beauty in a research report on Thursday, November 6th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $122.40.

e.l.f. Beauty Company Profile

e.l.f. Beauty (NYSE: ELF) is an American cosmetics company known for offering an extensive range of affordable, trend-driven makeup and skincare products. The company’s portfolio spans foundations, lipsticks, mascaras, brushes, serums, masks and other beauty essentials, all positioned at accessible price points. e.l.f. Beauty maintains a direct-to-consumer platform through its e-commerce site and engages in widespread retail partnerships with major chains such as Target, Walmart, Ulta Beauty and Amazon.

Founded in 2004 and headquartered in Oakland, California, e.l.f.