Jupiter Asset Management Ltd. Sells 163,842 Shares of Sally Beauty Holdings, Inc. $SBH
Jupiter Asset Management Ltd. has reduced its stake in Sally Beauty Holdings, Inc. by 8.7%, selling 163,842 shares and holding 1,712,554 shares worth approximately $27.88 million. Sally Beauty recently topped quarterly earnings estimates and set FY2026 EPS guidance between $2.02 and $2.10. The stock has a consensus "Hold" rating from analysts with an average price target of $17.80, and company insiders have also recently sold shares.
Here's Why Sally Beauty (SBH) is a Strong Momentum Stock
Sally Beauty (SBH) is highlighted as a strong momentum stock according to Zacks Premium's Style Scores. Despite holding a Zacks Rank #3 (Hold), its Momentum Style Score of B and a VGM Score of A, coupled with an upward revision in fiscal 2026 earnings estimates, make it an attractive consideration for investors seeking momentum plays. The article details how Zacks Style Scores (Value, Growth, Momentum, and VGM) work in conjunction with the Zacks Rank to identify stocks with high potential.
Earnings Beat and Completed Buybacks Might Change The Case For Investing In Sally Beauty (SBH)
Sally Beauty Holdings (SBH) reported strong Q1 2026 results, exceeding sales and net income expectations, and completed a significant share repurchase program. While the company issued steady guidance for 2026, the completion of buybacks shifts focus back to operational execution and internal initiatives. Investors should consider the company's high debt and lagging digital business, even as the earnings beat and buyback completion may prompt analysts to re-evaluate their assumptions.
LSV Asset Management Grows Position in Sally Beauty Holdings, Inc. $SBH
LSV Asset Management significantly increased its stake in Sally Beauty Holdings, Inc. (SBH) by 7.5% in the third quarter, now holding 3,359,340 shares valued at approximately $54.7 million. Despite recent insider selling by two executives, Sally Beauty reported an EPS beat and revenue above estimates, with a current market capitalization of $1.48 billion. Analysts have a consensus "Hold" rating with an average target price of $16.58, following several price target adjustments and rating changes.
Sally Beauty Holdings Still Buying Back Stock And Getting More Efficient
Sally Beauty (SBH) continues its long-term turnaround strategy, focusing on EPS growth through cost savings, store closures, and capital allocation. The company is expanding into new product categories like fragrances and skincare, remodeling stores, and benefiting from strong private-label demand. Despite a significant stock price increase, SBH remains attractive at an 8.2x forward P/E, with a target price indicating further upside.
Sally Beauty stock price target raised to $20 from $19 at Canaccord
Canaccord Genuity increased its price target for Sally Beauty Holdings (NYSE:SBH) to $20 from $19, reiterating a Buy rating, after the company exceeded sales and adjusted EBIT margin expectations in its first-quarter fiscal 2026 results. The positive outlook is supported by Sally Beauty's "Fuel for Growth" strategy, expanding store remodel initiative, and impressive stock performance, with the stock deemed slightly undervalued by InvestingPro.
Morgan Stanley Raises Price Target on Sally Beauty Holdings to $16 From $14, Keeps Underweight Rating
Morgan Stanley has increased its price target for Sally Beauty Holdings (SBH) to $16 from $14, while maintaining an "Underweight" rating on the stock. This adjustment follows recent financial news from Sally Beauty, including its Q1 2026 earnings report where it revised fiscal 2026 adjusted earnings guidance upwards. The company also announced its Q2 and full-year 2026 consolidated earnings guidance.
Sally Beauty Holdings, Inc. (NYSE:SBH) Q1 2026 Earnings Call Transcript
Sally Beauty Holdings, Inc. reported strong Q1 2026 results, with adjusted diluted earnings per share increasing 12% to $0.48, exceeding guidance. The company achieved total sales of $943 million with comparable sales flat, despite macroeconomic volatility including a government shutdown. Strategic initiatives like "Sally Ignited" store refreshes and expansions into fragrance, skincare, and spa categories are showing promising early results, driving new customer acquisition and increased spending.
Top Wall Street Forecasters Revamp Sally Beauty Expectations Ahead Of Q1 Earnings
Ahead of its Q1 earnings report, Wall Street analysts have adjusted their expectations for Sally Beauty Holdings, Inc. The company is expected to report 46 cents per share, up from 43 cents last year, with revenue estimated at $940.15 million. Several analysts have updated their ratings and price targets for SBH, with some maintaining Buy ratings and others upgrading the stock.
Sally Beauty outlines fragrance expansion to 2,000 stores and raises 2026 EPS guidance
Sally Beauty Holdings announced a significant expansion of its fragrance offering to 2,000 stores by 2026, aiming to capture a larger share of the fragmented beauty market. The company also raised its adjusted EPS guidance for 2026, targeting $2.50 to $2.75, an increase from its prior outlook. This strategic move is expected to drive market share gains and improve financial performance.
Allianz Asset Management GmbH Cuts Position in Sally Beauty Holdings, Inc. $SBH
Allianz Asset Management GmbH reduced its stake in Sally Beauty Holdings, Inc. by 8.5% in the third quarter, selling 62,368 shares and retaining 669,766 shares valued at approximately $10.9 million. This comes amidst recent insider selling and mixed analyst ratings, with the stock currently having an average "Hold" rating and a consensus price target of $16.08. Sally Beauty recently surpassed Q3 EPS estimates and provided FY2026 guidance.
Consolidated Net Sales Increase 0.6% for Sally Beauty in Q1 2026
Sally Beauty Holdings, Inc. reported a 0.6% increase in consolidated net sales to $943 million for Q1 2026, with global e-commerce contributing $111 million (11.7% of net sales). The company achieved its top-line expectations, maintained healthy gross margins, and saw a 12% increase in adjusted EPS. Strategic initiatives are ongoing to accelerate growth and profitability, while robust cash flow allowed for debt reduction and share repurchases.
SALLY BEAUTY HOLDINGS ($SBH) Releases Q1 2026 Earnings
SALLY BEAUTY HOLDINGS ($SBH) reported Q1 2026 earnings of $0.48 per share, surpassing estimates by $0.01. However, the company's revenue of $943,170,000 missed analyst expectations by over $6 million. The article also details recent insider trading, hedge fund activity, and current analyst ratings with price targets for SBH.
Sally Beauty shares fall over 6% as Q2 guidance falls short of expectations
Sally Beauty Holdings, Inc. (NYSE:SBH) shares fell over 6% in pre-market trading after the company issued second-quarter guidance that was below analyst expectations, despite reporting first-quarter results that exceeded estimates. For Q1, Sally Beauty reported adjusted earnings of $0.48 per share and revenue of $943 million, both slightly above consensus. However, the Q2 outlook projected earnings of $0.39 to $0.42 per share and revenue of $895 million to $905 million, falling short of analyst predictions.
Sally Beauty Holdings Inc (NYSE:SBH) Reports Mixed Q1 2026 Results, Shares Dip on Cautious Outlook
Sally Beauty Holdings Inc (NYSE:SBH) reported mixed Q1 2026 financial results, with adjusted EPS beating estimates but revenue slightly missing Wall Street forecasts. While the company highlighted strong cash generation and margin expansion, a conservative outlook for Q2 and muted top-line growth led to a pre-market share dip. Investors appear to be prioritizing slow sales momentum over positive profitability gains, despite management reaffirming its full-year guidance.
Sally Beauty (NYSE: SBH) Q1 2026 results show higher margins but lower GAAP earnings
Sally Beauty Holdings (NYSE: SBH) reported Q1 fiscal 2026 net sales of $943.2 million, a 0.6% increase year-over-year, and improved consolidated gross margin to 51.2%. However, GAAP net earnings fell 25.3% to $45.6 million, and diluted EPS decreased to $0.45, while adjusted diluted EPS rose to $0.48. The company reaffirmed most of its fiscal 2026 guidance, slightly nudging its full-year adjusted diluted EPS outlook to $2.02–$2.10.
Sally Beauty Holdings Inc. Q1 Profit Retreats
Sally Beauty Holdings Inc. reported a significant drop in its first-quarter profit, with earnings falling to $45.55 million ($0.45 per share) from $61.01 million ($0.58 per share) in the prior year. Despite this, the company's revenue saw a slight increase of 0.6% to $943.16 million. Sally Beauty also provided forward-looking guidance for its next quarter and the full year.
Sally Beauty Holdings Reports First Quarter Fiscal 2026 Results
Sally Beauty Holdings reported a strong start to fiscal year 2026 with an increase of 0.6% in Q1 consolidated net sales and flat comparable sales. The company achieved a 12% increase in adjusted diluted EPS and generated $93 million in cash flow from operations, which was used for growth investments, debt reduction, and share repurchases. Based on these results, Sally Beauty Holdings raised the lower end of its fiscal 2026 EPS guidance.
Sally Beauty: Overview of First Quarter Financial Results
Sally Beauty Holdings reported a net profit of $45.6 million for its fiscal first quarter, with earnings of $0.45 per share, or $0.48 adjusted. The company generated $943.2 million in revenue during this period. For upcoming quarters, Sally Beauty projects second-quarter earnings per share between $0.39 and $0.42 and full fiscal year earnings per share between $2.02 and $2.10, with total revenue estimated between $3.71 billion and $3.77 billion.
Earnings Flash (SBH) Sally Beauty Holdings, Inc. Reports Q1 Revenue $943.2M, vs. FactSet Est of $940.2M
Sally Beauty Holdings, Inc. (SBH) announced its first quarter 2026 financial results, reporting revenue of $943.2 million. This figure exceeded the FactSet estimate of $940.2 million. The company also posted adjusted EPS of $0.48 per share, surpassing the FactSet estimate of $0.46 per share for the same quarter.
Sally Beauty (SBH) Reports Q4: Everything You Need To Know Ahead Of Earnings
Sally Beauty (SBH) is set to report its Q4 earnings on Monday. Analysts expect flat revenue year-on-year at $940.5 million and adjusted earnings of $0.46 per share. The company has a history of missing revenue estimates but has seen its stock price and analyst targets remain positive ahead of this report.
Sally Beauty faces earnings test as store revamp meets demand shift
Sally Beauty Holdings Inc. is set to report its fiscal first-quarter results, with analysts expecting earnings of 46 cents per share on revenue of $939.63 million. Investors are keenly watching the impact of the company's "Sally Ignited" store transformation initiative amidst a bifurcated consumer landscape and the increasing shift to online beauty sales. The stock's significant rally from its 52-week low indicates optimism, raising the stakes for the upcoming earnings report.
Bronte Capital Management Pty Ltd. Cuts Stock Holdings in Sally Beauty Holdings, Inc. $SBH
Bronte Capital Management Pty Ltd. reduced its stake in Sally Beauty Holdings, Inc. by 15.7% in the third quarter, selling 200,740 shares, though SBH remains its 10th largest position. Other institutional investors made various changes, while several company insiders also sold shares. Analyst ratings for Sally Beauty are mixed, with a consensus "Hold" rating and an average target price of $16.08.
Sally Beauty Q1 Earnings: High Stakes for the Retailer
Sally Beauty Holdings, Inc. is set to release its Q1 fiscal 2026 earnings, with analysts projecting an EPS of $0.47 and revenue of $939.63 million. The company's previous strong performance in Q4 2025 sets a high bar, placing pressure on the upcoming results, especially since the consensus EPS aligns with the top end of their guidance. Investors will be closely watching if strategic initiatives like "Fuel for Growth" and "Sally Ignited" can maintain profit margins and consumer demand in a competitive market.
How Sally Beauty Holdings Inc. (name To Be Changed From Holdings Inc.) (SBH) Affects Rotational Strategy Timing
This article analyzes Sally Beauty Holdings Inc. (SBH) using AI models to provide trading strategies for different risk profiles. It highlights a strong near-term sentiment with a 42.8:1 risk-reward setup, targeting a 12.9% gain. The piece outlines specific entry, target, and stop-loss zones for position trading, momentum breakout, and risk hedging strategies.
Sally Beauty (SBH) Expected to Announce Quarterly Earnings on Monday
Sally Beauty (SBH) is slated to release its Q1 2026 earnings before the market opens on Monday, February 9th. Analysts predict earnings per share of $0.47 and revenue of $939.6 million, aligning with the company's Q1 guidance. The company previously exceeded estimates in Q4 2025 with $0.55 EPS and revenue of $947.1 million, and insider selling has been observed from top executives.
Is Sally Beauty (SBH) Using ion 24K Innovation To Redefine Its Competitive Beauty Tech Edge?
Sally Beauty Holdings is launching new ion® 24K products and tools to enhance its hair care technology, aiming to strengthen its market position as a specialty retailer. While these innovations are not expected to be immediate game-changers, they are part of a strategy to maintain margins and earnings momentum amidst challenges like elevated debt and slower growth. Investors will closely watch the upcoming Q1 2026 earnings call for updates on sales outlooks and demand trends, especially after a recent positive share price performance.
New Sally Beauty ion 24K line claims 3-minute fix for damaged hair
Sally Beauty (NYSE: SBH) has launched its new ion 24K haircare collection, featuring TRICHOPOWER™ SCIENCE to address hair damage, a concern for 40% of U.S. beauty consumers. The line includes four products, with the Rapid Recovery Peptide Leave-In Hair Treatment claiming to reverse damage in three minutes and maintain 87% of hair's natural foundation post-bleaching. These products are available now online and in the SALLY app, with in-store availability starting February 9, 2026.
Feb. 9: Sally Beauty to discuss Q1 results on investor call
Sally Beauty Holdings, Inc. (NYSE: SBH) announced it will host a conference call and webcast on February 9, 2026, at 7:30 a.m. Central Time, to discuss its first-quarter financial results. A press release detailing these results will be available before U.S. financial markets open on the same day. Investors can access the live webcast or pre-register for the conference call, with a replay available until February 9, 2027.
Sally Beauty Holdings Announces Conference Call and Webcast to Discuss First Quarter Financial Results on February 9, 2026
Sally Beauty Holdings, Inc. (NYSE:SBH) announced it will host a conference call and webcast on February 9, 2026, at 7:30 a.m. Central Time, to discuss its first-quarter financial results. A press release detailing these results will be available on the company's website before U.S. financial markets open on the same day. A replay of the webcast will be accessible through the company’s investor relations website from February 9, 2026, through February 9, 2027.
Sally Beauty Holdings, Inc. $SBH Shares Purchased by Teacher Retirement System of Texas
The Teacher Retirement System of Texas increased its stake in Sally Beauty Holdings, Inc. (NYSE:SBH) by 58.7% in the third quarter, acquiring an additional 214,066 shares to hold a total of 578,570 shares valued at approximately $9.42 million. This move comes as Sally Beauty reported Q3 earnings that surpassed analyst expectations, with EPS of $0.55 against an estimated $0.49 and revenue of $947.1 million. Despite a "Hold" consensus rating from analysts, several firms have recently upgraded the stock, while company insiders have been selling shares.
Sally Beauty Holdings, Inc. $SBH Stake Decreased by Lightrock Netherlands B.V.
Lightrock Netherlands B.V. significantly reduced its stake in Sally Beauty Holdings, Inc. ($SBH) by 36.2% in the third quarter, now holding 1.25% of the company's stock valued at $20.2 million. Despite this, analyst sentiment remains mixed with a "Hold" consensus and a target price of $16.08, while the company recently surpassed Q3 earnings and revenue expectations. Sally Beauty also provided FY2026 guidance and currently trades near $15.38 with a market capitalization of $1.5 billion.
(SBH) and the Role of Price-Sensitive Allocations
This article analyzes Sally Beauty Holdings Inc. (NYSE: SBH), highlighting strong sentiment across all time horizons supporting an overweight bias. AI models have generated three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored to different risk profiles. The analysis also provides multi-timeframe signal strengths, support, and resistance levels for the stock.
Sally Beauty Holdings stock hits 52-week high at $17.40 By Investing.com
Sally Beauty Holdings Inc. (SBH) stock reached a new 52-week high of $17.40, marking a 44.46% increase over the past year. This achievement reflects strong investor confidence and solid financial performance, including an impressive adjusted diluted EPS of $0.55 and revenue of $947 million in Q4 2025. The company's financial health is further supported by a Piotroski Score of 8 and a current ratio of 2.26.
Sally Beauty Holdings stock hits 52-week high at $17.40
Sally Beauty Holdings Inc. stock has reached a new 52-week high of $17.40, reflecting a significant 44.46% increase over the past year. The company's strong financial position is supported by a Piotroski Score of 8 and a current ratio of 2.26. This performance follows impressive Q4 2025 results, where adjusted diluted EPS surpassed expectations by 22.22% and revenue exceeded forecasts.
TD Cowen Raises Sally Beauty Holdings (SBH) Price Target to $18.
TD Cowen has reaffirmed its 'Buy' rating for Sally Beauty Holdings (SBH) and increased its price target from $17.00 to $18.00. This adjustment highlights continued analyst confidence, with various firms providing updated ratings and price targets for SBH in recent months. Despite the positive analyst sentiment, GuruFocus estimates suggest a potential downside of 24.27% from the current price based on its GF Value.
Sally Beauty Holdings stock hits 52-week high at $17.40 By Investing.com
Sally Beauty Holdings Inc. (SBH) stock has reached a new 52-week high of $17.40, reflecting strong investor confidence and a 44.46% increase over the last year. The company reported impressive fourth-quarter 2025 financial results with an adjusted diluted EPS of $0.55 and revenue of $947 million, both surpassing analyst expectations. These achievements highlight the company's solid financial position, supported by a Piotroski Score of 8 and a current ratio of 2.26.
Why Sally Beauty (SBH) Stock Is Up Today
Shares of Sally Beauty (SBH) rose by 4.5% after Raymond James upgraded the stock to "Outperform" with a $19.00 price target, citing expected stable growth from recent store upgrades and operational changes. Despite cooling to a 3.9% gain, this news is seen as meaningful, contributing to the stock's 15.1% year-to-date increase and a new 52-week high of $16.68.
SBH: Raymond James Upgrades Sally Beauty Holdings to Outperform
Raymond James has upgraded Sally Beauty Holdings (SBH) to "Outperform" with a price target of $19.00 USD, reflecting increased analyst confidence in the company. Despite the positive outlook from Raymond James and other recent upgrades, the average analyst target price of $16.50 implies only a small upside from the current price, and GuruFocus estimates a downside based on its GF Value of $12.51. Sally Beauty Holdings operates as a professional beauty-products retailer across multiple countries and segments, offering a wide range of hair, nail, and skin care products.
How Investors May Respond To Sally Beauty (SBH) Store Refresh And Digital Engagement Upgrades
Sally Beauty Holdings (SBH) has garnered positive analyst attention for its "Sally Ignited" store refresh program and digital upgrades, including a "Licensed Colorist on Demand" tool. Analysts view these initiatives as key catalysts to drive customer engagement and mitigate competitive pressures. While the company projects significant revenue and earnings growth by 2028, investor response will depend on the effectiveness of these strategies against challenges like consumer frugality and intense competition.
How Investors May Respond To Sally Beauty (SBH) Store Refresh And Digital Engagement Upgrades
Sally Beauty Holdings, Inc. has received positive analyst attention for its Sally Ignited store refresh program and digital engagement tools like the "Licensed Colorist on Demand" ahead of its fiscal Q1 2026 earnings. These initiatives are seen as critical catalysts for customer retention amid intense competition and value-focused trade-downs. However, the success of these efforts in offsetting category softness and consumer frugality remains a key determinant of the company's future performance and pricing power.
Wall Street Maintains a Positive Opinion on Sally Beauty Holdings (SBH)
Sally Beauty Holdings (SBH) has seen a significant gain of over 53% in the past six months, reflecting a positive outlook from Wall Street analysts. Analysts from TD Cowen and Canaccord Genuity have maintained "Buy" ratings, citing strategic initiatives like Sally Ignited and investments in digital capabilities as key drivers. The company is expected to release its fiscal Q1 2026 earnings soon, with revenue projections around $939.63 million and a GAAP EPS of $0.46.
Wall Street Maintains a Positive Opinion on Sally Beauty Holdings (SBH)
Wall Street analysts maintain a positive outlook on Sally Beauty Holdings (SBH) ahead of its fiscal Q1 2026 earnings release. The company has seen a significant stock increase of over 53% in the past six months, supported by strategic initiatives like "Sally Ignited" and investments in digital capabilities. Analysts from TD Cowen and Canaccord Genuity have issued "Buy" ratings, citing the modernization efforts and strong customer engagement tools as key growth drivers.
SBH: Jefferies Assumes 'Hold' Rating with $16 Target Price | SBH Stock News
Jefferies has initiated coverage of Sally Beauty Holdings (SBH) with a 'Hold' rating and a price target of $16.00. This follows previous analyst ratings, with the average analyst target price for SBH being $16.25, suggesting a modest upside from its current price. GuruFocus estimates a one-year GF Value of $12.52, indicating a potential downside for the stock.
10 Best Performing Affordable Stocks Under $40
This article highlights Sally Beauty Holdings, Inc. (NYSE:SBH) as one of the best-performing affordable stocks under $40, showcasing its recent 53% gain over six months. Wall Street analysts maintain a positive outlook, citing strategic initiatives like Sally Ignited and investments in digital capabilities. The company anticipates a strong fiscal Q1 2026, with revenue projections around $935-945 million and EPS of $0.43-$0.47.
Sally Beauty Holdings, Inc. (NYSE:SBH) Receives Consensus Recommendation of "Hold" from Analysts
Sally Beauty Holdings, Inc. (NYSE:SBH) has received a "Hold" consensus recommendation from eight analysts, with an average 12-month price target of $14.60. The company recently surpassed quarterly EPS and revenue expectations, reporting $0.55 EPS against an estimated $0.49 and $947.1M revenue versus $932.9M, and set its FY2026 guidance at 2.09 EPS. Despite recent insider sales by the CAO and SVP, the stock trades around $15.80 with a P/E of 8.36 and a market cap of $1.54 billion.
Sally Beauty Holdings' (NYSE:SBH) 43% Return Outpaced the Company's Earnings Growth Over the Same One-year Period
Sally Beauty Holdings (NYSE:SBH) saw a 43% increase in its share price over the last year, outperforming the market's 19% return. However, this share price growth exceeded the company's 32% earnings per share (EPS) growth during the same period, suggesting increased market optimism for the stock. Despite a less impressive three-year return of 6.9%, recent insider buying and strong one-year performance indicate potential for continued positive momentum.
Zacks.com featured highlights include Plains GP, DNOW, Gibraltar Industries, Miller Industries and Sally Beauty
This article highlights five value stocks with attractive EV-to-EBITDA ratios, presenting EV-to-EBITDA as a potentially more comprehensive valuation metric than the traditional P/E ratio. The featured companies are Plains GP Holdings, DNOW Inc., Gibraltar Industries, Miller Industries, and Sally Beauty Holdings, all of which boast strong expected earnings growth rates for 2026 and high Zacks Rank ratings. The piece explains the benefits and limitations of using EV-to-EBITDA for stock valuation.
3 Reasons to Avoid SBH and 1 Stock to Buy Instead
Despite a recent 53.7% surge in its stock price, the author advises against investing in Sally Beauty Holdings (SBH). The concerns stem from the company's stagnant store count, flat same-store sales indicating weak demand, and limited distribution channels due to its small retail size. The article suggests that while the stock appears cheap at 7.1x forward P/E, its shaky fundamentals present significant downside risk, and recommends considering other high-quality growth stocks instead.
Sally Beauty partners with K18 for product distribution
Sally Beauty Holdings has partnered with K18 Biomimetic Hairscience to distribute the brand's products to its professional customers. This strategic move aims to enhance K18's market reach within the professional beauty sector and strengthen Sally Beauty's offerings to stylists. The collaboration will make K18's reparative hair products accessible through Sally Beauty's extensive distribution network.
