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

Sally Beauty (NYSE:SBH) updated its FY 2026 earnings guidance on Monday. The company provided EPS guidance of 2.020-2.100 for the period, compared to the consensus EPS 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.

Analysts Set New Price Targets

SBH has been the topic of a number of research analyst reports. Weiss Ratings reissued a “hold (c+)” rating on shares of Sally Beauty in a report on Friday, January 9th. Zacks Research cut shares of Sally Beauty from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, October 21st. Jefferies Financial Group restated a “hold” rating and issued a $16.00 price objective on shares of Sally Beauty in a research report on Wednesday, January 14th. Morgan Stanley reaffirmed an “underweight” rating and set a $14.00 price objective on shares of Sally Beauty in a report on Thursday, January 15th. Finally, TD Cowen lifted 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. Three research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $16.08.

Sally Beauty Price Performance

SBH opened at $16.23 on Monday. The company has a fifty day moving average price of $15.42 and a two-hundred day moving average price of $14.63. The firm has a market capitalization of $1.58 billion, a PE ratio of 8.59 and a beta of 1.16. Sally Beauty has a 52 week low of $7.54 and a 52 week high of $17.92. The company has a debt-to-equity ratio of 1.09, a quick ratio of 0.54 and a current ratio of 2.26.

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

Insider Transactions at Sally Beauty

In other news, SVP Scott C. Sherman sold 15,000 shares of Sally Beauty stock in a transaction on Monday, December 1st. The shares were sold at an average price of $16.27, for a total transaction of $244,050.00. Following the transaction, the senior vice president directly owned 57,585 shares of the company’s stock, valued at $936,907.95. This trade represents a 20.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Kim Mcintosh sold 5,900 shares of the company’s stock in a transaction 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 completion of the sale, the chief accounting officer owned 21,295 shares of the company’s stock, valued at approximately $334,544.45. This represents a 21.70% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 2.00% of the company’s stock.

Institutional Trading of Sally Beauty

A number of large investors have recently bought and sold shares of the business. CIBC Bancorp USA Inc. acquired a new position in shares of Sally Beauty during the 3rd quarter worth approximately $176,000. Man Group plc bought a new position in shares of Sally Beauty in the third quarter valued at $202,000. Jefferies Financial Group Inc. increased its holdings in Sally Beauty by 153.1% during the third quarter. Jefferies Financial Group Inc. now owns 25,901 shares of the specialty retailer’s stock worth $422,000 after buying an additional 15,669 shares during the last quarter. Rafferty Asset Management LLC increased its holdings in Sally Beauty by 15.4% during the second quarter. Rafferty Asset Management LLC now owns 39,228 shares of the specialty retailer’s stock worth $363,000 after buying an additional 5,249 shares during the last quarter. Finally, Quantinno Capital Management LP bought a new stake in Sally Beauty during the second quarter worth $327,000.

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.