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

Sally Beauty (NYSE:SBH) updated its FY 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 2.020-2.100 for the period, compared to the consensus estimate of 2.070. The company issued revenue guidance of $3.7 billion-$3.8 billion, compared to the consensus revenue estimate of $3.7 billion. Sally Beauty also updated its Q2 2026 guidance to 0.390-0.420 EPS.

Wall Street Analyst Weigh In

SBH has been the topic of a number of recent research reports. Zacks Research lowered Sally Beauty from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 21st. Weiss Ratings restated a “hold (c+)” rating on shares of Sally Beauty in a report on Friday, January 9th. TD Cowen increased their target price on Sally Beauty from $17.00 to $18.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. Morgan Stanley reissued an “underweight” rating and set a $14.00 price target on shares of Sally Beauty in a research report on Thursday, January 15th. Finally, Raymond James Financial raised shares of Sally Beauty from a “market perform” rating to an “outperform” rating and set a $19.00 price target on the stock in a report on Wednesday, January 21st. Three analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Sally Beauty presently has a consensus rating of “Hold” and an average price target of $16.08.

Sally Beauty Price Performance

Shares of NYSE SBH opened at $16.23 on Monday. Sally Beauty has a 1-year low of $7.54 and a 1-year high of $17.92. The firm has a market capitalization of $1.58 billion, a PE ratio of 8.59 and a beta of 1.16. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.26 and a quick ratio of 0.54. The business’s fifty day moving average price is $15.42 and its two-hundred day moving average price is $14.63.

Sally Beauty (NYSE:SBH) last issued its quarterly earnings data on Monday, February 9th. The specialty retailer reported $0.48 earnings per share for the quarter, beating analysts’ consensus estimates of $0.47 by $0.01. Sally Beauty had a net margin of 5.29% and a return on equity of 27.07%. The business had revenue of $947.08 million for the quarter, compared to analysts’ expectations of $939.63 million. 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. On average, research analysts expect that Sally Beauty will post 1.81 EPS for the current year.

Insider Activity

In other news, SVP Scott C. Sherman sold 15,000 shares of the company’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $16.27, for a total value of $244,050.00. Following the transaction, the senior vice president owned 57,585 shares in the company, valued at $936,907.95. This represents a 20.67% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CAO Kim Mcintosh sold 5,900 shares of the stock in a transaction that occurred 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 completion of the sale, the chief accounting officer owned 21,295 shares of the company’s stock, valued at approximately $334,544.45. The trade was a 21.70% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 2.00% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in SBH. HighTower Advisors LLC lifted its holdings in shares of Sally Beauty by 24.6% during the fourth quarter. HighTower Advisors LLC now owns 15,648 shares of the specialty retailer’s stock worth $223,000 after buying an additional 3,088 shares during the last quarter. CIBC Bancorp USA Inc. bought a new stake in Sally Beauty in the 3rd quarter valued at $176,000. Caxton Associates LLP acquired a new stake in Sally Beauty in the 3rd quarter worth $721,000. Dark Forest Capital Management LP increased its holdings in shares of Sally Beauty by 99.1% during the 3rd quarter. Dark Forest Capital Management LP now owns 121,489 shares of the specialty retailer’s stock worth $1,978,000 after purchasing an additional 60,472 shares during the period. Finally, XTX Topco Ltd bought a new position in shares of Sally Beauty during the 3rd quarter worth about $817,000.

About Sally Beauty

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.