e.l.f. Beauty (NYSE:ELF) Insider Kory Marchisotto Sells 12,173 Shares of Stock

e.l.f. Beauty (NYSE:ELF) insider Kory Marchisotto sold 12,173 shares of the company’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $88.02, for a total transaction of $1,071,467.46. Following the completion of the sale, the insider directly owned 169,695 shares of the company’s stock, valued at $14,936,553.90. This trade represents a 6.69% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

Kory Marchisotto also recently made the following trade(s):

• On Tuesday, June 9th, Kory Marchisotto sold 4,352 shares of e.l.f. Beauty stock. The shares were sold at an average price of $51.53, for a total transaction of $224,258.56.

e.l.f. Beauty Price Performance

Shares of NYSE:ELF opened at $92.27 on Friday. The stock has a market cap of $5.44 billion, a PE ratio of 92.27, a PEG ratio of 3.36 and a beta of 1.58. The company’s fifty day moving average is $70.51 and its 200 day moving average is $71.55. e.l.f. Beauty has a 52 week low of $48.82 and a 52 week high of $150.99. The company has a quick ratio of 1.69, a current ratio of 2.35 and a debt-to-equity ratio of 0.72.

e.l.f. Beauty (NYSE:ELF) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $1.75 earnings per share for the quarter, topping the consensus estimate of $0.71 by $1.04. e.l.f. Beauty had a net margin of 3.38% and a return on equity of 14.15%. The business had revenue of $479.37 million during the quarter, compared to the consensus estimate of $431.20 million. During the same period in the previous year, the firm posted $0.89 earnings per share. The firm’s revenue for the quarter was up 35.5% on a year-over-year basis. e.l.f. Beauty has set its FY 2027 guidance at 3.500-3.550 EPS. Research analysts anticipate that e.l.f. Beauty will post 2.42 earnings per share for the current year.

Key Headlines Impacting e.l.f. Beauty

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

• Positive Sentiment: Raised fiscal 2027 outlook: e.l.f. now expects 18%–20% net sales growth, up from 12%–14% previously, with revenue projected at approximately $1.9 billion–$2.0 billion and EPS of $3.50–$3.55, above analyst expectations. e.l.f. Beauty projects fiscal 2027 sales growth
• Positive Sentiment: Rhode is adding significant momentum: The acquired brand generated roughly $160 million in quarterly sales, while international revenue jumped 61%. Management plans to reinvest $50 million of tariff refunds to support global expansion and brand growth. e.l.f. Beauty Q1 earnings beat
• Positive Sentiment: Analyst targets moved higher: JPMorgan raised its target from $94 to $111 and maintained an overweight rating. B. Riley raised its target from $70 to $100 and assigned a buy rating, reinforcing optimism around the raised guidance and growth strategy.
• Neutral Sentiment: Tariff refunds boosted profitability: Approximately $50 million in refunds helped lift gross margin and nearly double net income. While this improved the quarter, investors may view the benefit as partly non-recurring as refunds wind down. e.l.f. Beauty tariff refunds
• Negative Sentiment: Some caution remains: UBS raised its target from $80 to $89 but kept a neutral rating, implying limited upside at recent levels. Investors are also monitoring the underlying performance of the legacy e.l.f. brand, post-acquisition leverage and continued insider selling. Kory Marchisotto sold 12,173 shares worth approximately $1.1 million, although she retained a substantial position.

Institutional Trading of e.l.f. Beauty

Several large investors have recently modified their holdings of ELF. EverSource Wealth Advisors LLC raised its position in 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 purchasing an additional 128 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its position in shares of e.l.f. Beauty by 58.5% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 317 shares of the company’s stock worth $39,000 after buying an additional 117 shares during the last quarter. Migdal Insurance & Financial Holdings Ltd. bought a new stake in shares of e.l.f. Beauty in the 4th quarter worth approximately $26,000. Hilton Head Capital Partners LLC bought a new stake in shares of e.l.f. Beauty in the 4th quarter worth approximately $32,000. Finally, Johnson Financial Group Inc. purchased a new position in shares of e.l.f. Beauty during the third quarter valued at approximately $64,000. 92.44% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on ELF shares. The Goldman Sachs Group set a $100.00 target price on e.l.f. Beauty in a report on Thursday. JPMorgan Chase & Co. boosted their price objective on e.l.f. Beauty from $94.00 to $111.00 and gave the company an “overweight” rating in a research report on Thursday. Weiss Ratings raised e.l.f. Beauty from a “sell (d)” rating to a “sell (d+)” rating in a research note on Thursday, July 30th. Morgan Stanley cut their target price on shares of e.l.f. Beauty from $67.00 to $59.00 and set an “equal weight” rating on the stock in a report on Thursday, May 21st. Finally, Sanford C. Bernstein lifted their target price on shares of e.l.f. Beauty from $113.00 to $121.00 and gave the stock an “outperform” rating in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $89.25.

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.