Sally Beauty Holdings, Inc. $SBH Shares Acquired by Quantbot Technologies LP

Quantbot Technologies LP grew its stake in shares of Sally Beauty Holdings, Inc. (NYSE:SBH) by 162.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 146,677 shares of the specialty retailer’s stock after buying an additional 90,770 shares during the period. Quantbot Technologies LP owned 0.15% of Sally Beauty worth $2,388,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Fox Run Management L.L.C. purchased a new stake in Sally Beauty during the third quarter worth approximately $204,000. Counterpoint Mutual Funds LLC acquired a new position in shares of Sally Beauty during the 3rd quarter valued at $423,000. Semanteon Capital Management LP acquired a new position in shares of Sally Beauty during the 3rd quarter valued at $567,000. Hillsdale Investment Management Inc. increased its holdings in Sally Beauty by 2.0% in the 3rd quarter. Hillsdale Investment Management Inc. now owns 492,076 shares of the specialty retailer’s stock valued at $8,011,000 after purchasing an additional 9,500 shares in the last quarter. Finally, GSA Capital Partners LLP acquired a new stake in Sally Beauty in the 3rd quarter valued at $867,000.

Sally Beauty Trading Down 3.9%

SBH opened at $15.57 on Wednesday. Sally Beauty Holdings, Inc. has a 12-month low of $7.54 and a 12-month high of $17.92. The company has a debt-to-equity ratio of 1.02, a current ratio of 2.37 and a quick ratio of 0.57. The stock has a market capitalization of $1.51 billion, a PE ratio of 8.85 and a beta of 1.14. The firm’s fifty day moving average price is $15.61 and its 200 day moving average price is $15.18.

Sally Beauty (NYSE:SBH) last released its earnings results on Monday, February 9th. The specialty retailer reported $0.48 earnings per share for the quarter, topping the consensus estimate of $0.47 by $0.01. Sally Beauty had a net margin of 4.87% and a return on equity of 26.07%. The company had revenue of $943.17 million during the quarter, compared to the consensus estimate of $939.63 million. During the same quarter in the previous year, the firm earned $0.43 EPS. The company’s revenue was up .6% on a year-over-year basis. Sally Beauty has set its FY 2026 guidance at 2.020-2.100 EPS and its Q2 2026 guidance at 0.390-0.420 EPS. As a group, research analysts expect that Sally Beauty Holdings, Inc. will post 1.81 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on SBH. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Sally Beauty in a research report on Friday, January 9th. Canaccord Genuity Group upped their price target on Sally Beauty from $19.00 to $20.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Jefferies Financial Group reaffirmed a “hold” rating and issued a $16.00 price objective on shares of Sally Beauty in a research report on Wednesday, January 14th. Wall Street Zen lowered shares of Sally Beauty from a “buy” rating to a “hold” rating in a research note on Monday. Finally, TD Cowen upped their target price on shares of Sally Beauty from $17.00 to $18.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. Three research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $17.80.

Insider Transactions at Sally Beauty

In other Sally Beauty news, CAO Kim Mcintosh sold 5,900 shares of the company’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $15.71, for a total transaction of $92,689.00. Following the sale, the chief accounting officer owned 21,295 shares in the company, valued at $334,544.45. This represents a 21.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 2.00% of the stock is owned by insiders.

About Sally Beauty

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.