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

Sally Beauty (NYSE:SBH) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided EPS guidance of 2.040-2.080 for the period, compared to the consensus EPS estimate of 2.060. The company issued revenue guidance of $3.7 billion-$3.7 billion, compared to the consensus revenue estimate of $3.7 billion.

Sally Beauty Stock Up 7.8%

Shares of NYSE SBH opened at $16.14 on Tuesday. The firm’s 50 day moving average price is $14.02 and its 200 day moving average price is $14.40. The company has a debt-to-equity ratio of 0.98, a quick ratio of 0.55 and a current ratio of 2.34. Sally Beauty has a 1 year low of $9.69 and a 1 year high of $17.92. The firm has a market cap of $1.54 billion, a P/E ratio of 8.92 and a beta of 1.03.

Sally Beauty (NYSE:SBH) last released its earnings results on Monday, August 3rd. The specialty retailer reported $0.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.53 by $0.02. Sally Beauty had a net margin of 4.93% and a return on equity of 24.95%. The business had revenue of $935.49 million for the quarter, compared to analysts’ expectations of $938.45 million. During the same period last year, the company earned $0.51 earnings per share. The company’s quarterly revenue was up .3% on a year-over-year basis. Sally Beauty has set its FY 2026 guidance at 2.040-2.080 EPS. As a group, sell-side analysts anticipate that Sally Beauty will post 2.06 earnings per share for the current year.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the stock. Wall Street Zen raised shares of Sally Beauty from a “hold” rating to a “buy” rating in a research note on Saturday, June 13th. Weiss Ratings raised Sally Beauty from a “hold (c)” rating to a “hold (c+)” rating in a research report on Tuesday, July 28th. TD Cowen reduced their target price on Sally Beauty from $20.00 to $17.00 and set a “buy” rating on the stock in a report on Tuesday, May 12th. Finally, Morgan Stanley dropped their price target on Sally Beauty from $16.00 to $13.00 and set an “underweight” rating for the company in a research note on Tuesday, May 12th. Three 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 MarketBeat.com, Sally Beauty presently has an average rating of “Hold” and an average price target of $17.00.

Insider Buying and Selling at Sally Beauty

In other news, CFO Marlo Michelle Cormier Platz sold 42,771 shares of the stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $12.70, for a total value of $543,191.70. Following the completion of the sale, the chief financial officer owned 138,145 shares in the company, valued at approximately $1,754,441.50. This trade represents a 23.64% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 2.00% of the stock is owned by insiders.

Sally Beauty News Summary

Here are the key news stories impacting Sally Beauty this week:

• Positive Sentiment: Adjusted earnings exceeded expectations. Sally Beauty reported quarterly EPS of $0.55, up from $0.51 a year earlier and above the $0.53 analyst consensus. Sally Beauty Tops Q3 Earnings Estimates
• Positive Sentiment: Profitability and operating execution improved. Management pointed to progress on its long-term strategy, while coverage highlighted margin improvement, strong cash flow and share buybacks as factors supporting investor sentiment. Sally Beauty Reports Third Quarter Fiscal 2026 Results
• Positive Sentiment: Full-year guidance remains in line with expectations. Fiscal 2026 EPS guidance of $2.04-$2.08 brackets the $2.06 consensus estimate, while the company maintained revenue guidance of approximately $3.7 billion. Q3 2026 Earnings Call Transcript
• Neutral Sentiment: Sales were broadly stable. Revenue increased 0.3% year over year to $935.49 million, but the result was slightly below the $938.45 million consensus estimate. Sally Beauty Q3 Key Metrics
• Negative Sentiment: Weakness in the Beauty Systems Group and the revenue miss temper the bullish case. Investors may remain cautious about the company’s limited top-line growth and the need for continued improvement in underperforming operations. Sally Beauty Analysis

Institutional Trading of Sally Beauty

A number of hedge funds have recently made changes to their positions in the company. Mariner LLC grew its holdings in shares of Sally Beauty by 6.1% in the 4th quarter. Mariner LLC now owns 15,400 shares of the specialty retailer’s stock worth $220,000 after acquiring an additional 890 shares during the last quarter. Russell Investments Group Ltd. boosted its position in shares of Sally Beauty by 0.6% in the 4th quarter. Russell Investments Group Ltd. now owns 183,249 shares of the specialty retailer’s stock valued at $2,613,000 after purchasing an additional 1,081 shares during the period. Larson Financial Group LLC increased its stake in Sally Beauty by 392.5% in the 3rd quarter. Larson Financial Group LLC now owns 1,906 shares of the specialty retailer’s stock worth $31,000 after purchasing an additional 1,519 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in Sally Beauty by 3.5% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 60,595 shares of the specialty retailer’s stock worth $547,000 after buying an additional 2,026 shares during the period. Finally, The Manufacturers Life Insurance Company lifted its stake in Sally Beauty by 4.3% during the second quarter. The Manufacturers Life Insurance Company now owns 51,011 shares of the specialty retailer’s stock valued at $472,000 after buying an additional 2,082 shares in the last quarter.

Sally Beauty Company Profile

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.