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

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

Other large investors also recently modified their holdings of the company. LSV Asset Management boosted its holdings in shares of Sally Beauty by 7.5% in the 3rd quarter. LSV Asset Management now owns 3,359,340 shares of the specialty retailer’s stock valued at $54,690,000 after buying an additional 234,019 shares during the period. Geode Capital Management LLC lifted its holdings in Sally Beauty by 1.4% in the second quarter. Geode Capital Management LLC now owns 2,555,955 shares of the specialty retailer’s stock worth $23,671,000 after acquiring an additional 34,328 shares during the last quarter. Ranmore Fund Management Ltd boosted its stake in Sally Beauty by 54.6% in the second quarter. Ranmore Fund Management Ltd now owns 2,196,020 shares of the specialty retailer’s stock valued at $20,335,000 after acquiring an additional 776,020 shares during the period. Invesco Ltd. grew its holdings in shares of Sally Beauty by 21.7% during the second quarter. Invesco Ltd. now owns 1,788,951 shares of the specialty retailer’s stock valued at $16,566,000 after purchasing an additional 319,025 shares during the last quarter. Finally, Bronte Capital Management Pty Ltd. raised its position in shares of Sally Beauty by 14.2% during the 2nd quarter. Bronte Capital Management Pty Ltd. now owns 1,281,935 shares of the specialty retailer’s stock worth $11,871,000 after purchasing an additional 159,869 shares during the period.

Insider Activity

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

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on SBH. Jefferies Financial Group restated a “hold” rating and set a $16.00 price objective on shares of Sally Beauty in a research report on Wednesday, January 14th. Canaccord Genuity Group raised their target price on Sally Beauty from $19.00 to $20.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Morgan Stanley upped their price target on shares of Sally Beauty from $14.00 to $16.00 and gave the stock an “underweight” rating in a research report on Tuesday, February 10th. Wall Street Zen cut shares of Sally Beauty from a “buy” rating to a “hold” rating in a report on Monday. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Sally Beauty in a research note on Friday, January 9th. Three analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $17.80.

Sally Beauty Price Performance

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

Sally Beauty (NYSE:SBH) last announced its earnings results on Monday, February 9th. The specialty retailer reported $0.48 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.47 by $0.01. The firm had revenue of $943.17 million during the quarter, compared to analyst estimates of $939.63 million. Sally Beauty had a net margin of 4.87% and a return on equity of 26.07%. Sally Beauty’s revenue was up .6% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.43 EPS. 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. Equities analysts anticipate that Sally Beauty Holdings, Inc. will post 1.81 EPS for the current year.

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.