e.l.f. Beauty $ELF Position Lessened by Clearbridge Investments LLC

Clearbridge Investments LLC reduced its stake in shares of e.l.f. Beauty (NYSE:ELF) by 15.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,624,413 shares of the company’s stock after selling 301,908 shares during the period. Clearbridge Investments LLC’s holdings in e.l.f. Beauty were worth $123,520,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the stock. Capital World Investors raised its holdings in e.l.f. Beauty by 40.4% during the fourth quarter. Capital World Investors now owns 929,632 shares of the company’s stock valued at $70,689,000 after buying an additional 267,696 shares in the last quarter. Capital Research Global Investors raised its holdings in e.l.f. Beauty by 40.2% during the fourth quarter. Capital Research Global Investors now owns 766,072 shares of the company’s stock valued at $58,252,000 after buying an additional 219,840 shares in the last quarter. BI Asset Management Fondsmaeglerselskab A S raised its holdings in e.l.f. Beauty by 43.6% during the fourth quarter. BI Asset Management Fondsmaeglerselskab A S now owns 73,811 shares of the company’s stock valued at $5,613,000 after buying an additional 22,405 shares in the last quarter. Vise Technologies Inc. bought a new position in e.l.f. Beauty during the fourth quarter valued at about $270,000. Finally, Bank of New York Mellon Corp raised its holdings in e.l.f. Beauty by 0.9% during the fourth quarter. Bank of New York Mellon Corp now owns 373,167 shares of the company’s stock valued at $28,376,000 after buying an additional 3,474 shares in the last quarter. 92.44% of the stock is currently owned by institutional investors.

Trending Headlines about e.l.f. Beauty

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

• Positive Sentiment: rhode, e.l.f. Beauty’s acquired beauty brand, announced a major global expansion into Mexico and seven additional European countries, which could support longer-term sales growth and brand visibility. Article Title
• Neutral Sentiment: e.l.f. Beauty is being highlighted as a trending stock by Zacks, keeping investor attention elevated, but the note does not include new fundamentals or a clear catalyst. Article Title
• Neutral Sentiment: The company also presented at a consumer conference, which may help maintain visibility with analysts and investors, but no major new guidance was provided in the transcript headline. Article Title
• Negative Sentiment: Multiple insiders sold shares on June 4, including Mandy J. Fields, Joshua Allen Franks, and Jennifer Catherine Hartnett, which can weigh on sentiment because investors often view clustered insider selling as a cautionary signal. Article Title Article Title Article Title
• Negative Sentiment: A law-firm notice questioning whether e.l.f. Beauty insiders breached fiduciary duties adds headline risk and may reinforce concerns around insider activity. Article Title
• Negative Sentiment: Recent commentary from The Motley Fool noted that the stock fell in May despite a strong report, suggesting investors remain worried about valuation and the outlook rather than just near-term results. Article Title

e.l.f. Beauty Trading Up 0.2%

e.l.f. Beauty stock opened at $49.67 on Monday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.69 and a current ratio of 2.35. The business’s 50-day simple moving average is $59.88 and its 200-day simple moving average is $73.33. The firm has a market capitalization of $2.95 billion, a PE ratio of 107.97, a PEG ratio of 2.04 and a beta of 1.63. e.l.f. Beauty has a 52 week low of $48.82 and a 52 week high of $150.99.

e.l.f. Beauty (NYSE:ELF) last issued its quarterly earnings results on Wednesday, May 20th. The company reported $0.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.29 by $0.03. The firm had revenue of $449.29 million for the quarter, compared to analyst estimates of $423.06 million. e.l.f. Beauty had a return on equity of 11.02% and a net margin of 1.61%.The company’s quarterly revenue was up 35.1% compared to the same quarter last year. During the same period in the previous year, the company posted $0.78 earnings per share. e.l.f. Beauty has set its FY 2027 guidance at 3.270-3.320 EPS. Equities research analysts forecast that e.l.f. Beauty will post 2.41 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on ELF shares. Citigroup cut their target price on e.l.f. Beauty from $115.00 to $87.00 and set a “buy” rating on the stock in a report on Wednesday, April 15th. JPMorgan Chase & Co. cut their target price on e.l.f. Beauty from $85.00 to $80.00 and set an “overweight” rating on the stock in a report on Thursday, May 21st. Raymond James Financial restated a “strong-buy” rating and set a $85.00 target price on shares of e.l.f. Beauty in a report on Thursday, May 21st. B. Riley Financial cut their target price on e.l.f. Beauty from $130.00 to $70.00 and set a “buy” rating on the stock in a report on Tuesday, May 26th. Finally, Weiss Ratings lowered e.l.f. Beauty from a “sell (d+)” rating to a “sell (d)” rating in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $79.60.

Insider Transactions at e.l.f. Beauty

In other e.l.f. Beauty news, insider Scott Milsten sold 23,797 shares of the company’s stock in a transaction that occurred on Monday, April 27th. The stock was sold at an average price of $63.66, for a total value of $1,514,917.02. Following the completion of the transaction, the insider owned 114,940 shares of the company’s stock, valued at $7,317,080.40. This represents a 17.15% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Kory Marchisotto sold 23,796 shares of the company’s stock in a transaction that occurred on Monday, April 27th. The shares were sold at an average price of $63.66, for a total value of $1,514,853.36. Following the completion of the transaction, the insider directly owned 152,417 shares of the company’s stock, valued at approximately $9,702,866.22. This trade represents a 13.50% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 235,649 shares of company stock worth $14,647,024. 3.90% of the stock is currently owned by company insiders.

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.