Islay Capital Management LLC Makes New Investment in Sally Beauty Holdings, Inc. $SBH

Islay Capital Management LLC acquired a new stake in shares of Sally Beauty Holdings, Inc. (NYSE:SBH) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 39,642 shares of the specialty retailer’s stock, valued at approximately $645,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Dimensional Fund Advisors LP increased its stake in shares of Sally Beauty by 1.8% in the 3rd quarter. Dimensional Fund Advisors LP now owns 5,547,324 shares of the specialty retailer’s stock worth $90,311,000 after acquiring an additional 100,091 shares in the last quarter. Picton Mahoney Asset Management purchased a new stake in Sally Beauty in the third quarter worth about $978,000. Royce & Associates LP increased its stake in shares of Sally Beauty by 8.3% during the third quarter. Royce & Associates LP now owns 13,217 shares of the specialty retailer’s stock valued at $215,000 after purchasing an additional 1,017 shares in the last quarter. American Century Companies Inc. lifted its holdings in shares of Sally Beauty by 174.4% during the third quarter. American Century Companies Inc. now owns 1,660,831 shares of the specialty retailer’s stock valued at $27,038,000 after purchasing an additional 1,055,669 shares during the last quarter. Finally, Quantbot Technologies LP lifted its holdings in shares of Sally Beauty by 162.4% during the third quarter. Quantbot Technologies LP now owns 146,677 shares of the specialty retailer’s stock valued at $2,388,000 after purchasing an additional 90,770 shares during the last quarter.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on SBH. Canaccord Genuity Group upped their price target on Sally Beauty from $19.00 to $20.00 and gave the stock a “buy” rating in a research note on Tuesday, February 10th. Raymond James Financial raised shares of Sally Beauty from a “market perform” rating to an “outperform” rating and set a $19.00 target price for the company in a report on Wednesday, January 21st. Morgan Stanley upped their target price on shares of Sally Beauty from $14.00 to $16.00 and gave the stock an “underweight” rating in a research note on Tuesday, February 10th. TD Cowen increased their price target on shares of Sally Beauty from $17.00 to $18.00 and gave the company a “buy” rating in a report on Wednesday, January 21st. Finally, Wall Street Zen downgraded shares of Sally Beauty from a “buy” rating to a “hold” rating in a research report on Monday. Three equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $17.80.

Sally Beauty Stock Performance

Shares of NYSE SBH opened at $15.25 on Friday. The firm’s 50-day moving average price is $15.61 and its 200-day moving average price is $15.18. The company has a quick ratio of 0.57, a current ratio of 2.37 and a debt-to-equity ratio of 1.02. The company has a market cap of $1.48 billion, a PE ratio of 8.66 and a beta of 1.14. Sally Beauty Holdings, Inc. has a 52-week low of $7.54 and a 52-week high of $17.92.

Sally Beauty (NYSE:SBH) last released its quarterly earnings data on Monday, February 9th. The specialty retailer reported $0.48 earnings per share for the quarter, beating the consensus estimate of $0.47 by $0.01. Sally Beauty had a net margin of 4.87% and a return on equity of 26.07%. The firm had revenue of $943.17 million during the quarter, compared to analysts’ expectations of $939.63 million. During the same period in the previous year, the company earned $0.43 earnings per share. The firm’s quarterly revenue was up .6% on a year-over-year basis. 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. As a group, analysts anticipate that Sally Beauty Holdings, Inc. will post 1.81 EPS for the current year.

Insiders Place Their Bets

In other news, CAO Kim Mcintosh sold 5,900 shares of the stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $15.71, for a total transaction of $92,689.00. Following the transaction, the chief accounting officer directly owned 21,295 shares of the company’s stock, valued at $334,544.45. This represents a 21.70% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 2.00% of the company’s stock.

Sally Beauty 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.