Swedbank AB Buys 672,071 Shares of e.l.f. Beauty $ELF

Swedbank AB increased its stake in e.l.f. Beauty (NYSE:ELF) by 97.0% in the 4th quarter, HoldingsChannel.com reports. The firm owned 1,364,801 shares of the company’s stock after acquiring an additional 672,071 shares during the period. Swedbank AB’s holdings in e.l.f. Beauty were worth $103,779,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Whittier Trust Co. of Nevada Inc. raised its position in shares of e.l.f. Beauty by 29.3% during the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 384 shares of the company’s stock valued at $52,000 after acquiring an additional 87 shares during the last quarter. State of Wyoming raised its position in shares of e.l.f. Beauty by 7.1% during the 3rd quarter. State of Wyoming now owns 1,595 shares of the company’s stock valued at $211,000 after acquiring an additional 106 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its position in shares of e.l.f. Beauty by 58.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 317 shares of the company’s stock valued at $39,000 after acquiring an additional 117 shares during the last quarter. EverSource Wealth Advisors LLC raised its position in shares of e.l.f. Beauty by 97.0% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 260 shares of the company’s stock valued at $32,000 after acquiring an additional 128 shares during the last quarter. Finally, Horizon Investments LLC raised its position in shares of e.l.f. Beauty by 13.4% during the 4th quarter. Horizon Investments LLC now owns 1,089 shares of the company’s stock valued at $83,000 after acquiring an additional 129 shares during the last quarter. Institutional investors own 92.44% of the company’s stock.

e.l.f. Beauty News Roundup

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

• Positive Sentiment: e.l.f. Beauty reported fiscal Q4 earnings of $0.32 per share, topping estimates of $0.29, and revenue of $449.3 million, above expectations. Sales rose 35.1% year over year, helped by strong momentum in its Rhode brand. Article Title
• Positive Sentiment: Some analysts still see meaningful upside, with JPMorgan and Bank of America keeping constructive ratings even after trimming price targets, and one recent note arguing the shares could rebound sharply in the second half. Article Title
• Neutral Sentiment: Management highlighted ongoing growth from strong brand demand, but also acknowledged a more cautious consumer backdrop and pricing adjustments, including lower prices on some products to keep shoppers engaged. Article Title
• Negative Sentiment: The company issued fiscal 2027 guidance below Wall Street expectations, and also warned that tariff-related and oil-price pressures tied to the Iran conflict could reduce results by $15 million to $20 million. Article Title
• Negative Sentiment: Several reports also noted rising costs and margin pressure, with analysts cutting forecasts after the earnings release despite the beat, suggesting investors are worried profitability may be harder to sustain. Article Title

Insider Transactions at e.l.f. Beauty

In related news, SVP Joshua Allen Franks sold 23,535 shares of the company’s stock in a transaction on Monday, April 27th. The shares were sold at an average price of $63.66, for a total value of $1,498,238.10. Following the completion of the transaction, the senior vice president directly owned 118,071 shares of the company’s stock, valued at approximately $7,516,399.86. This represents a 16.62% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Scott Milsten sold 23,797 shares of the company’s stock in a transaction on Monday, April 27th. The stock was sold at an average price of $63.66, for a total transaction of $1,514,917.02. Following the completion of the transaction, the insider directly owned 114,940 shares of the company’s stock, valued at approximately $7,317,080.40. The trade was a 17.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 210,013 shares of company stock worth $13,315,490. Company insiders own 3.90% of the company’s stock.

e.l.f. Beauty Price Performance

ELF opened at $52.78 on Friday. The company has a quick ratio of 1.89, a current ratio of 2.35 and a debt-to-equity ratio of 0.72. e.l.f. Beauty has a 12 month low of $49.72 and a 12 month high of $150.99. The company has a fifty day simple moving average of $63.55 and a 200 day simple moving average of $75.80. The stock has a market cap of $3.12 billion, a P/E ratio of 114.74, a P/E/G ratio of 3.25 and a beta of 1.71.

e.l.f. Beauty (NYSE:ELF) last released its quarterly earnings data on Wednesday, May 20th. The company reported $0.32 EPS for the quarter, beating analysts’ consensus estimates of $0.29 by $0.03. e.l.f. Beauty had a net margin of 1.61% and a return on equity of 11.02%. The business had revenue of $449.29 million during the quarter, compared to analysts’ expectations of $423.06 million. During the same quarter in the prior year, the company earned $0.78 EPS. The firm’s quarterly revenue was up 35.1% on a year-over-year basis. e.l.f. Beauty has set its FY 2027 guidance at 3.270-3.320 EPS. On average, research analysts expect that e.l.f. Beauty will post 2.45 EPS for the current year.

Wall Street Analysts Forecast Growth

ELF has been the subject of several recent research reports. Weiss Ratings cut shares of e.l.f. Beauty from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday. Bank of America dropped their target price on shares of e.l.f. Beauty from $93.00 to $85.00 and set a “buy” rating for the company in a research report on Thursday. TD Cowen dropped their target price on shares of e.l.f. Beauty from $110.00 to $100.00 and set a “buy” rating for the company in a research report on Monday, February 9th. Morgan Stanley dropped their target price on shares of e.l.f. Beauty from $67.00 to $59.00 and set an “equal weight” rating for the company in a research report on Thursday. Finally, Deutsche Bank Aktiengesellschaft set a $65.00 target price on shares of e.l.f. Beauty in a research report on Thursday, May 14th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $88.38.

e.l.f. Beauty 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.